Added to YB: 2026-01-16
Pitch date: 2026-01-15
AGX [neutral]
Argan, Inc.
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
N/A
Price Target
374.00 (+18%)
Dividend
0.64%
EV/EBITDA
24.27
P/E
36.97
EV/Sales
3.97
Sector
Construction and Engineering
Category
value
Why I’m Closing AGX after a +166% Gain
AGX (exited position): Closed after +166% gain despite $374 price target vs $314 current. Strong EPC business but lumpy revenue/margins compress risk-reward to 19% upside. Redeploying capital to opportunities with better asymmetric payoff. Would rebuy on significant drop or new large project wins.
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