Argan

AGX

Market cap $3.29B

Overview Fund Activity

239.42 USD

+1.20

0.5%

At close Updated Sep 17, 4:00 PM EDT

Pre-market

After hours

238.00

-1.42

0.59%

1 day

0.5%

5 days

4.78%

1 month

6.26%

3 months

12.5%

6 months

97.82%

Year to date

67.05%

1 year

168.44%

5 years

421.16%

10 years

521.55%

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

Industrials Engineering & Construction

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

176% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 34

72% more capital invested

Capital invested by funds: $1.55B [Q1] → $2.66B (+$1.11B) [Q2]

20% more funds holding

Funds holding: 292 [Q1] → 349 (+57) [Q2]

3.61% more ownership

Funds ownership: 84.86% [Q1] → 88.47% (+3.61%) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 6 [Q1] → 6 (+0) [Q2]

0% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 113

5% less call options, than puts

Call options by funds: $59.9M | Put options by funds: $63.2M

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Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$220

8% downside

Avg. target

$240

0% upside

High target

$260

9% upside

2 analyst ratings

1 positive

50%

1 neutral

50%

0 negative

0%

Lake Street Robert Brown	$260	Buy Maintained	5 Sep 2025
JP Morgan Drew Chamberlain	$220	Neutral Initiated	21 Jul 2025

See Analyst Rankings

Financial journalist opinion

Based on 8 articles about AGX published over the past 30 days

The Motley Fool

Why Argan Stock Climbed Higher on Wednesday

There are few things income investors like more than a meaty dividend raise. Argan (AGX 3.87%) declared one on Wednesday, and the market rewarded the construction company with a nearly 4% bump in its share price.

Why Argan Stock Climbed Higher on Wednesday

Argan, Inc. Increases Quarterly Dividend by 33% to $0.50 Per Common Share

ARLINGTON, Va.--(BUSINESS WIRE)--Argan, Inc. (NYSE: AGX) (“Argan” or the “Company”) today announces that its Board of Directors declared a 33% increase in the quarterly cash dividend, raising it from $0.375 to $0.50 per common share. The dividend will be payable on October 31, 2025, to stockholders of record at the close of business on October 23, 2025. David Watson, President and Chief Executive Officer of Argan commented, “As Argan continues to deliver strong growth and profitability, and wit.

Argan, Inc. Increases Quarterly Dividend by 33% to $0.50 Per Common Share

Argan: Recent Correction Is A Buying Opportunity

Argan's $2B backlog and surging power demand from AI, EVs, and plant retirements underpin a robust multi-year growth outlook. Industry consolidation leaves Argan as one of few credible EPC players, supporting pricing power and margin expansion amid limited competition. Recent revenue miss is typical for EPC work; strong execution, record backlog, and rising margins signal the long-term story remains intact.

Argan: Recent Correction Is A Buying Opportunity

The Motley Fool

Why Argan Stock Is Plummeting Today

Argan (AGX -14.14%) stock is falling rapidly in Friday's trading. The company's share price was down 13% as of 1:30 p.m.

Why Argan Stock Is Plummeting Today

Argan, Inc. (AGX) Q2 2026 Earnings Call Transcript

Argan, Inc. (NYSE:AGX ) Q2 2026 Earnings Call September 4, 2025 5:00 PM EDT Company Participants David Watson - CEO, President & Director Joshua Baugher - Senior VP, CFO & Treasurer Conference Call Participants Jennifer Belodeau - Institutional Marketing Services, Inc. Christopher Moore - CJS Securities, Inc. Robert Brown - Lake Street Capital Markets, LLC, Research Division Drew Chamberlain - JPMorgan Chase & Co, Research Division Presentation Operator Good evening, ladies and gentlemen, and welcome to the Argan Inc. Earnings Release Conference Call for the Second Quarter of Fiscal 2026 ended July 31, 2025. This call is being recorded.

Argan, Inc. (AGX) Q2 2026 Earnings Call Transcript

Argan, Inc. Reports Second Quarter Fiscal 2026 Results

ARLINGTON, Va.--(BUSINESS WIRE)--Argan, Inc. (NYSE: AGX) (“Argan” or the “Company”) today announces financial results for its second quarter of fiscal year 2026 ended July 31, 2025. The Company will host an investor conference call today, September 4, 2025, at 5:00 p.m. ET. Consolidated Financial Highlights ($ in thousands, except per share data) July 31, For the Quarter Ended: 2025 2024 Change Revenues $ 237,743 $ 227,015 $ 10,728 Gross profit.

Argan, Inc. Reports Second Quarter Fiscal 2026 Results

Investors Business Daily

AI Data Center Play Catapults 66% Amid U.S. Onshoring Push, Massive Bull Cycle For Power Industry

Argan stock stands to benefit from multiple tailwinds.

AI Data Center Play Catapults 66% Amid U.S. Onshoring Push, Massive Bull Cycle For Power Industry

Argan, Inc. to Announce Second Quarter Fiscal 2026 Results and Host Conference Call on Thursday, September 4, 2025

ARLINGTON, Va.--(BUSINESS WIRE)--Argan, Inc. (NYSE: AGX) (“Argan” or the “Company”) today announced that the Company will release its second quarter 2026 financial results after the market closes on Thursday, September 4, 2025. Management will host a webcast with an accompanying slide presentation and conference call on Thursday, September 4, 2025 at 5:00 p.m. ET. Participants can access the live webcast by visiting this link. To access the call by phone, participants can use the following dial.

Argan, Inc. to Announce Second Quarter Fiscal 2026 Results and Host Conference Call on Thursday, September 4, 2025

Argan: Well-Positioned To Ride The Power Infrastructure Supercycle With Robust Backlog

A $1.9 billion project backlog will be key for Argan to meet the rising demands for power infrastructure from the data center, EV, and solar & battery markets. The Sandow Lakes Power Station project will be key for Argan gaining a footprint in one of North America's largest data center hubs and securing future contracts in the data center market. Despite the expensive valuation, a debt-free balance sheet and robust long-term growth potential present the company as a great long-term investment opportunity.

Argan: Well-Positioned To Ride The Power Infrastructure Supercycle With Robust Backlog

Investors Business Daily

Data Center Play Soars 68%; Trump Tariffs, EV Demand Drive Massive $1.9 Billion Backlog

Data center construction services provider Argan stock recently soared to an all-time high and is near a buy point after earnings.

Data Center Play Soars 68%; Trump Tariffs, EV Demand Drive Massive $1.9 Billion Backlog

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