Agilon Health, Inc.

Agilon Health, Inc.

AGLยทNYSE

$82.70

-11%
HealthcareMedical - Care Facilities

agilon health, inc. offers healthcare services for seniors through primary care physicians in the communities of the United States. As of December 31, 2021, it served approximately 238,000 senior members, which included 186,300 medicare advantage members and 51,700 medicare fee-for-service beneficiaries. The company was formerly known as Agilon Health Topco, Inc. and changed its name to agilon health, inc. in March 2021. agilon health, inc. was founded in 2016 and is based in Austin, Texas.

At a Glance

Live Snapshot
Market Cap$1.38B
EPS-24.5000
P/E Ratio-3.38
Earnings Date08/03/2026
agl

Agilon Health, Inc. Street Expectations Map

AGL ยท NYSE

Wall Street analysts project that AGL stock may decline over the coming 12 months. The consensus 1-year price target stands at 53.20, with estimates ranging from a low of 16.00 to a high of 81.00.

Lowest Target
16.00
-80.65%
Consensus Target
53.20
-35.67%
Highest Target
81.00
-2.06%

The consensus 1-year price target stands at 53.20, with estimates ranging from a low of 16.00 to a high of 81.00.

Analyst Consensus Analysis

Upside Potential

-35.7%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

122.2% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.03x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Agilon Health, Inc. Forward Estimates of Revenue

AGL ยท NYSE
Latest Revenue
5.93B
FY 2025
Avg Estimate
6.01B
FY 2026
Estimate Range
5.90B - 6.17B
Analyst Spread

Forward Growth Analysis

Projected Growth+1.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Agilon Health, Inc. Forward Estimates of Net Income

AGL ยท NYSE
Latest Net Income
-405.35M
FY 2025
Avg Estimate
-176.03M
FY 2026
Estimate Range
-184.01M - -134.17M
Analyst Spread

Forward Growth Analysis

Projected Growth+56.6%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread28%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

agl

Agilon Health, Inc. Forward Estimates of EPS

AGL ยท NYSE
Latest EPS
-24.50
FY 2025
Avg Estimate
$-0.40
FY 2026
Estimate Range
$-0.45 - $-0.33
Analyst Spread

Forward Growth Analysis

Projected Growth+98.4%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage10 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread30%

Moderate uncertainty in forecastsโ€”typical for companies with evolving business models.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Agilon Health, Inc. Forward Estimates of EBIT

AGL ยท NYSE
Latest EBIT
-397.45M
FY 2025
Avg Estimate
-495.02M
FY 2026
Estimate Range
-507.96M - -486.12M
Analyst Spread

Forward Growth Analysis

Projected Growth-24.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Agilon Health, Inc. Forward Estimates of EBITDA

AGL ยท NYSE
Latest EBITDA
-368.86M
FY 2025
Avg Estimate
-452.12M
FY 2026
Estimate Range
-463.94M - -443.99M
Analyst Spread

Forward Growth Analysis

Projected Growth-22.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Agilon Health, Inc. Forward Estimates of SG&A Expense

AGL ยท NYSE
Latest SG&A Expense
238.54M
FY 2025
Avg Estimate
710.73M
FY 2026
Estimate Range
697.95M - 729.31M
Analyst Spread

Forward Growth Analysis

Projected Growth+198.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Agilon Health, Inc. Insider Positioning

AGL ยท NYSE

During the last 12 months, insiders have purchased $352K and sold $112K worth of AGL shares, resulting in $240K of net buying activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

500.0K

301.05K

Sold

0

0.00

Net Activity

+301K

+$301K

6-9 Months

Bought

81.0K

50.94K

Sold

0

0.00

Net Activity

+51K

+$51K

9-12 Months

Bought

0

0.00

Sold

47.4K

111.72K

Net Activity

-112K

-$112K

Top Buyers

1
SB

Shaker Benjamin

Officer: Chief Markets Officer

500.0K sharesโ€ข1 transactions

$301K

2
WJW

Wulf John William

Director

81.0K sharesโ€ข1 transactions

$51K

Top Sellers

1
SJA

Schwaneke Jeffrey A.

Officer: Chief Financial Officer

46.1K sharesโ€ข1 transactions

$110K

2
ZD

Zamore Denise

Officer: Chief Legal Officer

915 sharesโ€ข1 transactions

$2K

3
GT

Gertsch Timothy

Officer: Chief Accounting Officer

406 sharesโ€ข1 transactions

$450

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $240K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

3.15:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Insider Participation

Moderate Selling

3 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.