ArganAGX
AGX
About: Argan Inc is a United States-based construction firm that conducts operations through its wholly-owned subsidiaries, GPS, APC, TRC, and SMC. Through GPS and APC it provides a full range of engineering, procurement, construction, commissioning, maintenance, project development and technical consulting services to the power generation market, including the renewable energy sector, for a wide range of customers, including independent power project owners, public utilities, power plant heavy equipment suppliers and other commercial firms with power requirements in the U.S., Ireland and the U.K. It operates in three segments: Power Services, Industrial Services, and Telecom Services, out of which Power Services derives the majority of revenue.
Employees: 1,595
0
Funds holding %
of 7,312 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
62% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 39
7% more funds holding
Funds holding: 272 [Q4 2024] → 292 (+20) [Q1 2025]
4% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 98
0% more funds holding in top 10
Funds holding in top 10: 6 [Q4 2024] → 6 (+0) [Q1 2025]
0.4% less ownership
Funds ownership: 85.25% [Q4 2024] → 84.86% (-0.4%) [Q1 2025]
2% less capital invested
Capital invested by funds: $1.59B [Q4 2024] → $1.55B (-$38.1M) [Q1 2025]
22% less call options, than puts
Call options by funds: $43.1M | Put options by funds: $55.4M
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$236
11%
upside
Avg. target
$236
11%
upside
High target
$236
11%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Lake Street Robert Brown | 11%upside $236 | Buy Maintained | 5 Jun 2025 |
Financial journalist opinion
Based on 3 articles about AGX published over the past 30 days
Positive
Seeking Alpha
4 days ago
Argan: The Stock That Could Fuel America's AI
Argan is poised to benefit from surging US energy demand, with a record $1.86B backlog and strong margin expansion driven by AI, data centers, and EV growth. The company's robust balance sheet, net cash position, and high-quality, incentive-backed project pipeline support a Buy rating and a $238 target price (+13% upside). Key risks include customer concentration, commodity inflation, and regulatory delays, but conservative management and project visibility help mitigate these concerns.
Positive
Seeking Alpha
2 weeks ago
SA Quant Top 10: A Stellar Mid-Year Result
SA Quant Top 10 portfolio outperformed consensus with 25% YTD return, driven by strong momentum and upward earnings revisions. Momentum and earnings revisions are the most critical quant factors, while valuation has less short- to medium-term impact on performance. Consensus price targets for the portfolio were upgraded by 33%, with six stocks seeing 50%+ upgrades, validating quant model effectiveness.
Neutral
Business Wire
3 weeks ago
Argan, Inc. Declares Regular Quarterly Cash Dividend of $0.375 Per Common Share
ARLINGTON, Va.--(BUSINESS WIRE)--Argan, Inc. (NYSE: AGX) (“Argan” or the “Company”) today announces that its Board of Directors (the “Board”) declared a regular quarterly cash dividend in the amount of $0.375 per share of common stock. The dividend will be payable on July 31, 2025, to stockholders of record at the close of business on July 23, 2025. David Watson, President and Chief Executive Officer of Argan commented, “Argan has paid dividends consistently since 2011 and has returned over $21.
Positive
Seeking Alpha
1 month ago
Argan: The Real Growth May Still Be Ahead, I Am Reiterating Buy
Argan kicked off FY26 with nearly 23% YoY revenue growth and a sharp EPS beat, driven by strong execution in its Power Services segment. Multiple large-scale projects underway and a record $1.9B backlog provide strong visibility for continued top line momentum in the quarters ahead. Secular tailwinds from AI-driven power demand, reshoring, and energy transition position AGX for multi-year growth.
Neutral
Benzinga
1 month ago
How I'm Trading This Soaring Stock After Earnings
After a strong earnings response from Argan Inc. AGX, traders now look cautious about future upside, especially as earnings per share and growth expectations trim back. With high implied volatility and a likely consolidation period, this is the perfect time to sell options on the stock and turn that volatility into revenue.
Positive
Seeking Alpha
1 month ago
Argan Q1 Is Another Win For Fellow Shareholders
Argan Inc (AGX) Q1 earnings were a beat and a success, a solid win for shareholders rewarded with a pop in share price, up 8% on the announcement. The company continues to hold no debt, practice prudent cash management, and build its backlog, now at a record and headline-worthy $2B. I continue to hold my shares of Argan steadfastly, not trimming here (though I'm not buying any stocks at the moment), and am a believer in their operations' continued efficiency.
Positive
Seeking Alpha
1 month ago
Argan: Fundamental Momentum Continues, But Is It Sustainable?
Argan is enjoying strong fundamental momentum, with record order book growth and robust results driven by power sector tailwinds. AGX's valuation is stretched, with a forward PE ratio far above sector and historical averages, leaving little margin for error. The company's lack of a true economic moat makes its extraordinary growth unsustainable, as rising competition will likely erode margins and returns over time.
Positive
The Motley Fool
1 month ago
Why Argan Stock Crushed the Market Today
Construction and engineering services provider Argan (AGX 8.47%) was a big hit on the stock exchange Thursday, a direct result of the far better-than-expected quarterly results it posted the day before. Investors plowed into the company to give it an 8% lift on the day, providing a notable contrast to the S&P 500's (^GSPC -0.53%) 0.5% decrease.
Positive
Seeking Alpha
1 month ago
Argan: I Was Horribly Wrong (Rating Upgrade)
Argan has delivered outstanding growth in revenue, profits, and backlog, far outpacing the S&P 500 and my initial expectations. Recent quarterly results show surging profitability, expanding margins, and strong cash flow, driven by large-scale energy and infrastructure projects. The company's massive backlog and exposure to AI, data centers, EVs, and renewable energy position it for continued long-term growth.
Neutral
Seeking Alpha
1 month ago
Argan, Inc. (AGX) Q1 2026 Earnings Call Transcript
Argan, Inc. (NYSE:AGX ) Q1 2026 Earnings Conference Call June 4, 2025 5:00 PM ET Company Participants David Hibbert Watson - CEO, President & Director Joshua S. Baugher - Senior VP, CFO & Treasurer Conference Call Participants Christopher Paul Moore - CJS Securities, Inc. Robert Duncan Brown - Lake Street Capital Markets, LLC, Research Division Jennifer Belodeau - Institutional Marketing Services, Inc. Operator Good evening, ladies and gentlemen, and welcome to the Argan Inc. Earnings Release Conference Call for the First Quarter of Fiscal 2026 Ended April 30, 2025.
Charts implemented using Lightweight Charts™