Added to YB: 2025-12-10
Pitch date: 2025-12-07
AGX [neutral]
Argan, Inc.
+1.59%
current return
Author Info
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Company Info
Argan, Inc., through its subsidiaries, provides engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting services to the power generation market in the United States, Republic of Ireland, and the United Kingdom.
Market Cap
$4.4B
Pitch Price
$314.91
Price Target
374.00 (+17%)
Dividend
0.64%
EV/EBITDA
24.23
P/E
36.93
EV/Sales
3.96
Sector
Construction and Engineering
Category
growth
Argan Q3 2026 Earning Review, Backlog Booms to $3B as Revenue Dips, Shares Slip
AGX (earnings): $3B record backlog (up from $1.4B start of year) driven by Texas power plant contracts. Q3 revenue -2.3% YOY to $251M vs est $265M due to project timing gaps, but gross margin improved to 18.7% vs 17.2%. EPS +8.5% to $2.17. $727M cash, zero debt, dividend hiked 33% to $0.50/share. Price target raised to $374 from $274.
Read full article (11 min)