Argan, Inc.

NYSE:AGX Stok Raporu

Piyasa değeri: US$10.7b

Argan Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Argan kazanç ve gelirin sırasıyla yıllık 13.6% ve 17.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 12.6% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 37.3% olacağı tahmin edilmektedir.

Anahtar bilgiler

13.6%

Kazanç büyüme oranı

12.60%

EPS büyüme oranı

Construction kazanç büyümesi24.6%
Gelir büyüme oranı17.4%
Gelecekteki özkaynak getirisi37.33%
Analist kapsamı

Low

Son güncelleme09 Jun 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • Jul 02

AGX: Backlog And New Fabrication Facility Will Drive Future Upside

Analysts have raised their fair value estimate for Argan to $860 from $550, reflecting updated assumptions around revenue growth, margins, valuation multiples, and recent Street research that cites a higher $600 price target based on Argan's market position and project pipeline. What's in the News for Argan Argan reported record Q1 fiscal 2027 revenue of $291 million and net income of $46.1 million, with adjusted EPS of $3.24 that was $0.91 above analyst estimates, supported by a project backlog of about $2.77 billion and a debt free balance sheet.
Analiz Makalesi • Jun 21

Argan (AGX) Stock Could Be 8.7% Overvalued After Record Q1 Results And Dividend

Argan (AGX) is back on investors’ radar after record first quarter fiscal 2027 results highlighted revenue and earnings growth from energy infrastructure projects, along with a fresh quarterly dividend declaration that underscores ongoing shareholder return plans. See our latest analysis for Argan. The latest quarterly update and dividend news arrive alongside a sharp shift in market sentiment, with Argan’s 90 day share price return of 59.53% and year to date share price return of 126.67%...
Anlatı Güncellemesi • Jun 18

AGX: AI Power Demand And Backlog Strength Will Meet Execution Risks

Argan's updated analyst fair value estimate has shifted from about $473 to roughly $680, as analysts point to a premium P/E assumption, a slightly lower discount rate, and modestly higher revenue growth expectations that are only partly offset by a lower projected profit margin. Analyst Commentary Recent Street research on Argan centers on higher fair value estimates and rating changes that reflect how analysts view the balance between the stock's execution, growth outlook, and current valuation.
Seeking Alpha • Jun 07

Argan: Still Fueling America's AI

Summary Argan is a premier beneficiary of surging U.S. power infrastructure demand driven by AI, data centers, and electrification. AGX delivered robust quarterly results: revenue and EPS handily beat estimates, margins expanded, and backlog remains 3.5x higher than two years ago. The company boasts a capital-light model with a 38% FCF margin, zero debt, nearly $1B in cash, and increased buyback authorization. Despite a premium valuation (P/E > 50x), I maintain a buy rating, citing operational excellence, backlog visibility, and unique market positioning. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jun 03

AGX: AI Power Demand Tailwind Will Likely Overpromise Future Project Execution

The analyst price target for Argan has been raised by a combined $169, as analysts point to a stronger Q4 showing, fresh upgrades, and increasing interest in the company’s exposure to rising power demand from AI and data centers. Analyst Commentary Recent research coverage on Argan clusters around its exposure to growing power needs from AI and data centers, as well as the impact of the latest Q4 report on expectations for execution and returns on new projects.
Anlatı Güncellemesi • May 14

AGX: AI Power Demand Hype Will Likely Outrun Execution Risks

Argan's analyst price target has been lifted by $169 overall, as analysts point to recent upgrades, higher targets from multiple firms and expectations that growing AI and data center power demand could support the company's longer term earnings profile. Analyst Commentary Bullish Takeaways Bullish analysts are pointing to a series of higher price targets, including increases of $50 and $119, as a sign that the recent upgrades are being backed by higher valuation frameworks rather than small, incremental tweaks.
Anlatı Güncellemesi • Apr 26

AGX: AI Power Demand Tailwinds Will Likely Overpromise Versus Execution

Narrative Update Analysts have lifted their average Argan price target by roughly $170, pointing to recent target hikes from Lake Street and Goldman Sachs and citing renewed interest following JPMorgan's upgrade and expectations that growing AI and data center power demand could support the company's project pipeline. Analyst Commentary Recent research coverage on Argan highlights both optimism and caution, with price target changes and rating moves framing how different analysts are weighing the stock's risk and reward trade off.
Yeni Anlatı • Apr 11

AI Power Demand Will Drive Riskier Gas Projects And Weaker Margins Ahead

Catalysts About Argan Argan provides engineering, procurement and construction services for large power generation, industrial and teledata projects, with a heavy focus on complex natural gas facilities. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Apr 10

AGX: AI Power Demand Tailwinds Will Likely Prove Overdiscounted

Analyst fair value estimates for Argan have been reset higher from $373.80 to $473.20. The shift is tied to updated views on revenue growth, profitability and valuation following recent price target increases and upgrades from several firms that highlight potential benefits from rising power demand linked to AI and data centers.
Yeni Anlatı • Mar 28

Electrification And Aging Power Infrastructure Will Support Long Term Earnings Strength

Catalysts About Argan Argan provides engineering, procurement and construction services for large, complex power generation, industrial and data infrastructure projects across its Power, Industrial and Teledata segments. What are the underlying business or industry changes driving this perspective?
Anlatı Güncellemesi • Mar 27

AGX: AI Power Demand And Index Additions Will Shape Future Returns

Narrative Update on Argan The analyst price target for Argan now sits at $425, with analysts pointing to potential benefits from rising power demand tied to AI and data centers. This increased demand could accelerate the need for firm generation capacity.
Anlatı Güncellemesi • Mar 11

AGX: AI Power Demand Reliance Will Sustain Excessive Optimism

Analysts have nudged their fair value estimate for Argan from $361.0 to $373.8, citing updated assumptions for revenue growth, profit margins and future P/E, alongside fresh Street research that highlights potential benefits from rising power demand tied to AI and data centers. Analyst Commentary Recent Street research frames Argan as a company with clear exposure to rising power demand tied to AI and data centers, but also as a name where investors need to weigh execution risk and valuation discipline.
Anlatı Güncellemesi • Feb 25

AGX: Completed Buyback And M&A Hunt Will Sustain Excessive Optimism

Analysts have kept Argan's price target steady at $361.00, with only minor tweaks to inputs such as the discount rate and future P/E. This reflects updated assumptions rather than a change in the overall view.
Anlatı Güncellemesi • Feb 10

AGX: Buybacks And M&A Pipeline Will Shape Balanced Future Returns

Analysts have kept their fair value estimate for Argan steady at US$361.00, with only marginal tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions. This reflects a reaffirmed view rather than a material shift in outlook.
Anlatı Güncellemesi • Jan 27

AGX: Texas Gas Power Backlog And Execution Risks Will Shape Future Returns

Narrative Update on Argan Analysts have lifted their price target for Argan to $397, citing fresh Buy initiations and upgrades that describe the company as a pure-play way to gain exposure to combined cycle gas power generation and a growing backlog of gas-fired projects in Texas. Analyst Commentary Recent research on Argan focuses on its role as a pure-play contractor tied to combined cycle and gas-fired power projects, particularly in Texas, and what that could mean for execution risk and valuation if the current project pipeline plays out as expected.
Analiz Makalesi • Jan 17

Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 29% But Growth Is Lacking

Argan, Inc. ( NYSE:AGX ) shareholders have had their patience rewarded with a 29% share price jump in the last month...
Anlatı Güncellemesi • Jan 11

AGX: AI-Fueled Gas Power Backlog Will Drive Future Earnings Potential

Analysts have nudged their price expectations for Argan higher, with the average target rising from $361 to $397 as they highlight the company’s pure play exposure to combined cycle gas power generation, growing gas-fired project backlog, and what they see as strong earnings potential tied to AI driven power demand. Analyst Commentary Recent research takes a mostly constructive view on Argan, with analysts focusing on its exposure to combined cycle gas power projects and the role of its Gemma Power Systems unit in supplying new gas-fired capacity tied to growing power needs, including AI related demand.
Anlatı Güncellemesi • Dec 26

AGX: AI-Driven Gas Projects Will Support Backlog While Execution Risks Will Persist

Analysts have modestly raised their blended price target on Argan to $369 from $361, as they factor in accelerating gas-fired power project awards, a strengthening multi-year backlog in combined cycle generation, and greater earnings leverage from the AI-driven power demand cycle. Analyst Commentary Bullish analysts highlight that Argan is increasingly viewed as a direct, pure-play way to participate in the combined cycle gas power buildout, which they see as a multi-year structural growth theme supported by rising AI-related electricity demand.
Anlatı Güncellemesi • Dec 11

AGX: AI-Driven Gas Projects Will Support Backlog While Execution Risks Persist

Analysts have raised their price target on Argan to $361 from $295.75, citing the company’s unique leverage to growing combined cycle gas power generation demand, a deepening multi-year backlog, and expanding gas turbine pricing tailwinds that support a higher future earnings multiple, despite slightly tempered growth and margin assumptions. Analyst Commentary Bullish analysts emphasize that Argan’s role as a pure play contractor on combined cycle gas projects positions the company as a direct beneficiary of structurally higher power demand, particularly from artificial intelligence data centers.
Anlatı Güncellemesi • Nov 27

AGX: Record Project Backlog Will Raise Risks From Construction Delays Ahead

Argan's analyst price target has risen substantially to $295.75 from $262.00. Analysts expect stronger backlog growth, margin expansion, and a leading role in gas power generation project activity to drive significant value for shareholders.
Analiz Makalesi • Nov 22

Optimistic Investors Push Argan, Inc. (NYSE:AGX) Shares Up 25% But Growth Is Lacking

Argan, Inc. ( NYSE:AGX ) shares have continued their recent momentum with a 25% gain in the last month alone. The last...
Anlatı Güncellemesi • Nov 11

AGX: Rising Backlog Exposure Will Heighten Risks From Project Delays Ahead

Analysts have maintained Argan's fair value estimate at $262. This decision reflects continued industry optimism and increased project activity, supported by rising backlogs and margin expectations despite a modest uptick in the discount rate.
Anlatı Güncellemesi • Oct 27

Power Demand Cycle And Project Backlog Will Drive Multi-Year Expansion

Argan's analyst price target has risen significantly, with projections now at $315 from the prior $220. Analysts cite surging demand for AI-driven power infrastructure and robust project backlogs as key factors supporting a more optimistic outlook.
Anlatı Güncellemesi • Oct 13

North American Grid Modernization And AI Demand Will Drive Projects

Argan's analyst price target has been raised from $230.33 to $262.00 per share. Analysts cite record project backlogs, improving margins, and robust demand from accelerating power infrastructure investment as key drivers for the upward revision.
Analiz Makalesi • Oct 08

Earnings Not Telling The Story For Argan, Inc. (NYSE:AGX) After Shares Rise 27%

The Argan, Inc. ( NYSE:AGX ) share price has done very well over the last month, posting an excellent gain of 27%. The...
Anlatı Güncellemesi • Sep 06

Texas Gas And Illinois Solar Projects Will Expand Capacity

Analysts raised Argan’s price target to $230.33, citing stronger-than-expected Q2 margins, an improving operating environment, and supportive demand outlook. Analyst Commentary Better-than-expected Q2 margins delivered by the company.
Analiz Makalesi • Jul 15

Are Argan, Inc. (NYSE:AGX) Investors Paying Above The Intrinsic Value?

Key Insights Argan's estimated fair value is US$177 based on 2 Stage Free Cash Flow to Equity Argan is estimated to be...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:AGX - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
1/31/20291,8622442973034
1/31/20281,6072102732795
1/31/20271,2821682462585
4/30/20261,042161487493N/A
1/31/2026945138411415N/A
10/31/2025915120283287N/A
7/31/2025921117140146N/A
4/30/2025910100179185N/A
1/31/202587485161168N/A
10/31/202480666142148N/A
7/31/202471344169173N/A
4/30/202462738133136N/A
1/31/202457332114117N/A
10/31/202352834132135N/A
7/31/2023482365861N/A
4/30/20234582858N/A
1/31/202345533-33-30N/A
10/31/202246222-89-86N/A
7/31/202246826-77-76N/A
4/30/202248335-29-29N/A
1/31/2022509382728N/A
10/31/2021501467475N/A
7/31/202150443119120N/A
4/30/202145835151153N/A
1/31/202139224174176N/A
10/31/20203437178180N/A
7/31/2020274-9204210N/A
4/30/2020250-14124130N/A
1/31/2020239-43N/A54N/A
10/31/2019259-38N/A3N/A
7/31/20193172N/A-107N/A
4/30/201939017N/A-88N/A
1/31/201948252N/A-112N/A
10/31/201856461N/A-149N/A
7/31/201868146N/A-166N/A
4/30/201880456N/A-175N/A
1/31/201889372N/A-73N/A
10/31/201793085N/A51N/A
7/31/201787286N/A181N/A
4/30/201777579N/A256N/A
1/31/201767570N/A259N/A
10/31/201658557N/A199N/A
7/31/201652349N/A109N/A
4/30/201645841N/A13N/A
1/31/201641336N/A-33N/A
10/31/201539936N/A-39N/A
7/31/201541337N/A-6N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: AGX 'nin tahmini kazanç büyümesi (yıllık 13.6% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: AGX şirketinin kazançlarının (yıllık 13.6% ) US pazarından (yıllık 18.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: AGX şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: AGX şirketinin gelirinin (yıllık 17.4% ) US pazarından (yıllık 12.7% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: AGX şirketinin gelirinin (yıllık 17.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: AGX 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 37.3 %)

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/07/02 10:42
Gün Sonu Hisse Fiyatı2026/07/02 00:00
Kazançlar2026/04/30
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntıları GitHub sayfamızda mevcuttur; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Argan, Inc. 6 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Christopher MooreCJS Securities, Inc.
Sergey GlinyanovFreedom Broker
Drew ChamberlainJ.P. Morgan