Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$5.8B
14M shares
52-week range
$233.00 – $805.75
28% from low
Sector
CONSTRUCTION - SPECIAL TRADE CONTRACTORS
Exchange
NYSE
CS
P/S (TTM)
4.7
EV / FCF (TTM)
9.5
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 Teledata, out of which Power Services derives the majority of revenue.
www.arganinc.comNo one on the platform currently holds AGX.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 610,899 | $332.7M |
| The Baupost Groupas of 2026-03-31 | 393,134 | $214.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-10-22 | $0.7000 | 2026-10-30 |
| 2026-07-23 | $0.5000 | 2026-07-31 |
| 2026-04-22 | $0.5000 | 2026-04-30 |
| 2026-01-22 | $0.5000 | 2026-01-30 |
| 2025-10-23 | $0.5000 | 2025-10-31 |
| 2025-07-23 | $0.3750 | 2025-07-31 |
| 2025-04-22 | $0.3750 | 2025-04-30 |
| 2025-01-23 | $0.3750 | 2025-01-31 |
| 2024-10-23 | $0.3750 | 2024-10-31 |
| 2024-07-23 | $0.3000 | 2024-07-31 |
No one on the platform has traded AGX yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 89.5% | — | — | — | ||
| Rev. Growth % | 8.1% | 19.2% | ||||
| Profit Margin % | 14.6% | 9.0% | 6.2% | |||
| Free Cash Flow Margin % | 43.5% | 16.0% | 14.8% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is -3.9% on the P/E track.
At today's price, your expected annual return is +2.8% on the P/E track.
At today's price, your expected annual return is +8.7% on the P/E track.
| 13,989 |
| $7.6M |
| 2024-04-19 | $0.3000 | 2024-04-30 |
| 2024-01-22 | $0.3000 | 2024-01-31 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $1.4B | +46.8% | $13.04 | $12.54–$13.31 | 30.2× | 4 |
| 2028 | $1.7B | +22.0% | $15.88 | $12.25–$18.86 | 24.8× | 4 |
| 2029 | $1.9B | +13.8% | $18.70 | $15.99–$22.62 | 21.0× | 4 |
| 2030 | $1.7B | -10.6% | $15.70 | $13.90–$17.37 | 25.1× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-09-02 | $2.64 | $3.76 | +42.4% |
| 2026-06-04 | $2.31 | $3.24 | +40.3% |
| 2026-03-26 | $1.99 | $3.47 | +74.4% |
| 2025-12-04 | $2.05 | $2.17 | +5.9% |
| 2025-09-04 | $1.99 | $2.50 | +25.6% |
| 2025-06-04 | $1.09 | $1.60 | +46.8% |
| 2025-03-27 | $1.15 | $2.22 | +93.0% |
| 2024-12-05 | $1.26 |
| $2.00 |
| +58.7% |
| $5.0B |
| — |
| LSTRLandstar System, Inc. | $171.95 | -0.48% | $5.8B | — |
| MDUMDU Resources Group, Inc. | $18.73 | -2.47% | $3.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Recent Dividend Increases - Updated 09/11/26 $AGX $IDCC $VICI $BBCP https://www.dividendpower.org/dividend-increases/
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$AGX aiming for $360 to open a small position. Still prefer $ETN and $PWR
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$AGX The fact that corrupt analysts have any influence on stock price is unreal , let alone that any trader or algo would sell or buy based in this persons recommendation , she’s horrendous why did the market sell of on this ? It makes no sense
View on StockTwits ↗$AGX Argan just declared a 40% increase in the quarterly cash dividend, raising it from $0.50 to $0.70 per common share.
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$AGX You can bet the farm the DB's at Piper Sandler loaded up today. A $273 PT after that earnings report?...GS, Lake Street and Freedom Capital Markets all have recent buy ratings on the stock and a combined PT of $680. Are these 3 houses all wrong and overestimated their PT's by an average of $407 bucks. For lack of a better term...this was a professional hit piece. After the mid-term AI noise is over and next earnings, the stock will likely end the year at $550.
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On Sept. 2, $AGX reported better-than-expected Q2 financial results. The company’s stock fell around 33% over the past month and has a 52-week low of $197.00. It fell again today after a downgrade from Piper Sandler and a $273 price target, with the analyst citing concerns about the company's near-term growth trajectory, soft margins, and a cautious outlook for FY 2029. •EPS Beat: Reported adjusted EPS of $3.76 vs. $2.66 estimate. •Revenue Record: Reached $384M, up 62% YOY. •Net Income: Jumped to $53.3M. $AGX continues to generate significant cash flow and increased its total balance of cash, cash equivalents, and investments during the quarter. Total balances were $1.03B as of July 31, 2026. The Company had no debt. #Long
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$AGX classic Morningstar reversal candle on the weekly. Watching. I want in.
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$AGX Nice strength in a terrible tape...stock is still in oversold territory too. Slow Stochastics 14 reading is at 7.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.