Argan, Inc.

Argan, Inc.

AGXยทNYSE

$686.37

+3.8%
IndustrialsEngineering & Construction

Argan, Inc., through its subsidiaries, provides engineering, procurement, construction, commissioning, operations management, maintenance, project development, technical, and consulting services to the power generation and renewable energy markets. The company operates through Power Industry Services, Industrial Fabrication and Field Services, and Telecommunications Infrastructure Services segments. The Power Industry Services segment offers engineering, procurement, and construction contracting services to the owners of alternative energy facilities, such as biomass plants, wind farms, and solar fields; and design, construction, project management, start-up, and operation services for projects with approximately 15 gigawatts of power-generating capacity. This segment serves independent power project owners, public utilities, power plant equipment suppliers, and energy plant construction companies. The Industrial Fabrication and Field Services segment provides industrial field, and pipe and vessel fabrication services for forest products, industrial gas, fertilizer, and mining companies in southeast region of the United States. The Telecommunications Infrastructure Services segment offers trenchless directional boring and excavation for underground communication and power networks, as well as aerial cabling services; and installs buried cable, high and low voltage electric lines, and private area outdoor lighting systems. It also provides structured cabling, terminations, and connectivity that offers the physical transport for high-speed data, voice, video, and security networks. This segment serves state and local government agencies, regional communications service providers, electric utilities, and other commercial customers, as well as federal government facilities comprising cleared facilities in the mid-Atlantic region of the United States. Argan, Inc. was incorporated in 1961 and is headquartered in Rockville, Maryland.

At a Glance

Live Snapshot
Market Cap$9.58B
EPS10.0000
P/E Ratio68.64
Earnings Date06/03/2026
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Argan, Inc. Street Expectations Map

AGX ยท NYSE

Wall Street analysts project that AGX stock may decline over the coming 12 months. The consensus 1-year price target stands at 446.50, with estimates ranging from a low of 375.00 to a high of 518.00.

Lowest Target
375.00
-45.36%
Consensus Target
446.50
-34.95%
Highest Target
518.00
-24.53%

The consensus 1-year price target stands at 446.50, with estimates ranging from a low of 375.00 to a high of 518.00.

Analyst Consensus Analysis

Upside Potential

-35.0%

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

Analyst Agreement

32.0% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.54x

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

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Argan, Inc. Forward Estimates of Revenue

AGX ยท NYSE
Latest Revenue
944.61M
FY 2026
Avg Estimate
1.22B
FY 2027
Estimate Range
1.21B - 1.25B
Analyst Spread

Forward Growth Analysis

Projected Growth+29.6%

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

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

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

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Argan, Inc. Forward Estimates of Net Income

AGX ยท NYSE
Latest Net Income
137.77M
FY 2026
Avg Estimate
133.32M
FY 2027
Estimate Range
130.26M - 136.37M
Analyst Spread

Forward Growth Analysis

Projected Growth-3.2%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Argan, Inc. Forward Estimates of EPS

AGX ยท NYSE
Latest EPS
10.00
FY 2026
Avg Estimate
$9.55
FY 2027
Estimate Range
$9.37 - $9.81
Analyst Spread

Forward Growth Analysis

Projected Growth-4.5%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread5%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Argan, Inc. Forward Estimates of EBIT

AGX ยท NYSE
Latest EBIT
134.70M
FY 2026
Avg Estimate
102.23M
FY 2027
Estimate Range
100.72M - 104.34M
Analyst Spread

Forward Growth Analysis

Projected Growth-24.1%

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

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Argan, Inc. Forward Estimates of EBITDA

AGX ยท NYSE
Latest EBITDA
136.99M
FY 2026
Avg Estimate
111.75M
FY 2027
Estimate Range
110.11M - 114.07M
Analyst Spread

Forward Growth Analysis

Projected Growth-18.4%

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

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

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

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Argan, Inc. Forward Estimates of SG&A Expense

AGX ยท NYSE
Latest SG&A Expense
58.98M
FY 2026
Avg Estimate
104.87M
FY 2027
Estimate Range
103.33M - 107.04M
Analyst Spread

Forward Growth Analysis

Projected Growth+77.8%

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

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

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

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Argan, Inc. Insider Positioning

AGX ยท NYSE

During the last 12 months, insiders have sold $117.95M worth of AGX shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

61.0K

36.77M

Net Activity

-36.8M

-$36.77M

3-6 Months

Bought

0

0.00

Sold

55.8K

20.15M

Net Activity

-20.1M

-$20.15M

6-9 Months

Bought

0

0.00

Sold

112.1K

30.81M

Net Activity

-30.8M

-$30.81M

9-12 Months

Bought

0

0.00

Sold

138.2K

30.23M

Net Activity

-30.2M

-$30.23M

Top Buyers

No buying activity

Top Sellers

1
CCEI

Collins Charles Edwin Iv

Officer: Chief Executive Officer, Gemma

65.3K sharesโ€ข12 transactions

$22.54M

2
LWF

Leimkuhler William F.

Director

62.8K sharesโ€ข10 transactions

$22.06M

3
QJW

Quinn James W

Director

71.0K sharesโ€ข5 transactions

$16.57M

4
WDH

Watson David Hibbert

Director, Officer: President And Ceo

39.9K sharesโ€ข4 transactions

$16.04M

5
FC

Flanders Cynthia

Director

51.0K sharesโ€ข4 transactions

$15.20M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $117.95M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$36.77M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.