Argan, Inc AGX

Argan, Inc. es una empresa de cartera. Es una firma de construcción que lleva a cabo operaciones a través de sus subsidiarias, Gemma Power Systems, LLC y afiliadas (GPS), Atlantic Projects Company Limited y afiliadas (APC), The Roberts Company, Inc. (TRC) y Southern Maryland Cable, Inc. A través de GPS y APC, su segmento de servicios de la industria eléctrica, ofrece una gama de servicios de ingeniería, adquisiciones, construcción, puesta en marcha, mantenimiento, desarrollo de proyectos y consultoría técnica para el mercado de generación de energía, incluido el sector de energía renovable. A través de TRC, el segmento de servicios de construcción industrial proporciona servicios de campo y gestión de proyectos que respaldan la construcción de nuevas plantas y adiciones, paradas de mantenimiento, cierres y movilizaciones de emergencia para plantas industriales. Su segmento de servicios de infraestructura de telecomunicaciones ofrece gestión de proyectos, construcción, instalación y servicios de mantenimiento a clientes comerciales, gobiernos locales y federales.

Con 3 acciones de AGX (USD 1.180,08) habrías recibido USD 4,50 en dividendos en los últimos 12 meses.

• Zacks Investment Research 2 oct

  Argan (AGX) Down 7.8% Since Last Earnings Report: Can It Rebound?

  Argan (AGX) delivered a strong Q2 earnings beat with EPS of $3.76 (up 50.4% YoY) and revenues of $384M (up 61.5% YoY), both significantly exceeding consensus estimates. The Power segment led growth at 78.4% of revenues, while Industrial revenues more than doubled. The company maintains a robust balance sheet with $1.03B in cash and a $2.5B project backlog. Despite the strong results, shares have underperformed the S&P 500 by 7.8% since the earnings release, and the stock carries a Zacks Rank #3 (Hold) rating.

  

• Zacks Investment Research 30 sept

  Here's Why Argan (AGX) is a Strong Growth Stock

  Zacks Premium offers Style Scores (Value, Growth, Momentum, and VGM) combined with the Zacks Rank system to help investors identify stocks with the highest probability of outperformance. The article highlights Argan (AGX) as a stock to watch with a #3 Hold rank and Grade B VGM Score, featuring strong growth prospects with projected 37.3% year-over-year earnings growth.

  

• Zacks Investment Research 21 sept

  Argan vs. MYR Group: Which Power Infrastructure Stock Is a Better Buy?

  Both Argan (AGX) and MYR Group (MYRG) are positioned to benefit from growing investment in power and electrical infrastructure driven by electrification, data center development, and grid modernization. Argan offers greater exposure to power generation and data center opportunities with a strong project pipeline, while MYR Group benefits from record revenues and a substantial backlog. Argan holds a Zacks Rank #1 (Strong Buy) compared to MYR Group's Rank #2 (Buy), making Argan the preferred choice for investors seeking power infrastructure exposure.

  

• The Motley Fool 9 sept

  Why Argan Stock Swooned by Almost 8% Today

  Argan stock fell nearly 8% after analyst Dimple Gosai from Piper Sandler initiated coverage with an underweight rating and $273 price target (32% below current price). Gosai cited concerns about Argan reaching capacity limits on available work crews and believes the current project award cycle has peaked, despite the company's popularity driven by AI data center buildouts.

  

• Zacks Investment Research 8 sept

  Argan's Q2 Beat Shows Power Strength as Industrial Margins Stay Soft

  Argan, Inc. (AGX) reported strong Q2 fiscal 2027 results with earnings up 50.4% and revenue up 61.5%, beating consensus estimates. The Power segment drove margin strength with a 52.9% revenue increase and improved gross margins to 22.4%. However, Industrial revenues doubled but margins fell to 7.3% due to worsening project completion estimates. Management expects Industrial margins to remain below historical norms for another 1-2 quarters.