The 11 Wall Street analysts covering AGI, Inc. (Brazil) hold a median 12-month price target of $11 — +120.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 1 of 100 as at 31 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores AGI, Inc. (Brazil) on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Size (46): Smaller than most of the companies we track.
Volatility (0): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AGBK, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +120.6% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 7 Aug 2026 | Oppenheimer | Maintains | Outperform | $10 → $9.00 |
| 6 May 2026 | Itau BBA | Downgrade | Market Perform | $9.00 |
| 6 May 2026 | Itau BBA | Downgrade | Market Perform | — |
| 9 Mar 2026 | Citigroup | Initiates | Buy | — |
| 9 Mar 2026 | Itau BBA | Initiates | Outperform | — |
| 9 Mar 2026 | Morgan Stanley | Initiates | Overweight | — |
| 9 Mar 2026 | Oppenheimer | Initiates | Outperform | — |
| 9 Mar 2026 | Susquehanna | Initiates | Positive | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
AGBK appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 66% of US stocks
Cheaper than 85% of US stocks
Cheaper than 74% of US stocks
Higher than 13% of US stocks
Higher than 19% of US stocks
Higher than 66% of US stocks
Higher than 85% of US stocks
Higher than 88% of US stocks
Higher than 60% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
AGI, Inc. (Brazil) has a market value of $1.3B and an enterprise value of $3.3B.
Revenue in the twelve months to 30 June 2026: $6.4B. The latest quarter shrank 15.2% year on year.
Net income over the same four quarters: $813.0M, a 12.7% net margin.
Free cash flow in the twelve months to 30 June 2026: −$1.2B.
AGI, Inc. (Brazil) spent $103.9M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 5.0×; forward P/E: 2.8× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
AGI, Inc. (Brazil) employs 4,700 people — $1.4M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| AGBKAGI, Inc. (Brazil) | $1.3B | 1 |
| ALRSAlerus Financial Corp. | $826.8M | 55 |
| SMBKSmartFinancial, Inc. | $828.6M | 61 |
| IBCPIndependent Bank Corp. (Michigan) | $811.8M | 44 |
| RCBCRiver City Bank (Sacramento, California) | $841.0M | 55 |
| SPFISouth Plains Financial, Inc. (Texas) | $842.6M | 65 |
| PGCPeapack-Gladstone Financial Corp. | $795.9M | 55 |
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own AGI, Inc. (Brazil) — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Agi’s board approved a share repurchase program allowing the company to repurchase up to 3 million outstanding Class A shares. The program is scheduled to run from October 27, 2026, until completion or October 27, 2027, whichever comes first.
Why it matters — AGBK watchers may note the board’s authorization for potential repurchases of the company’s outstanding shares.
Agi Inc. said it will release its third-quarter 2026 financial results after the market closes on November 11, 2026. The company will hold a conference call to discuss the results at 5:00 p.m. ET (7:00 p.m. BRT) that day.
Why it matters — AGBK watchers can note the scheduled date and time for the company’s third-quarter results and discussion.
A Seeking Alpha article argues that AGI Inc’s valuation does not reflect its fundamentals and growth following a 35% post-IPO decline. It cites the company’s hybrid model, regulatory accreditation and INSS payroll loans, while describing the impact of an INSS suspension as temporary and business recovery as underway.
Why it matters — The article highlights the factors it sees as supporting AGI’s profitability and growth, alongside a recent operational headwind that it says is easing.
Agibank was named the official lead sponsor of Santos Futebol Clube through the end of the 2026 season. Its brand will appear on the front of the men's team jerseys, with the sponsorship scheduled to debut in a match against Fluminense.
Why it matters — AGBK watchers may note the sponsorship as a brand-marketing partnership involving Agibank, a subsidiary of Agi Inc.
Agibank, a subsidiary of Agi Inc. (NYSE: AGBK), announced the closing of its third FIDC issuance, totaling R$ 2.1 billion, for the Fundo de Investimentos em Direitos Creditórios Agibank III. The issuance was carried out in two series.
Why it matters — AGBK watchers would care because this financing milestone reflects the subsidiary's continued access to capital markets to support its lending activities.
The 11 Wall Street analysts covering AGI, Inc. (Brazil) have a median 12-month price target of $11, with estimates ranging from $7.35 to $15. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 11 analysts covering AGI, Inc. (Brazil), 10 rate it a Buy, 1 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks AGI, Inc. (Brazil) 1 out of 100 across roughly 4,600 US stocks as at 31 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 31 Oct 2026, AGI, Inc. (Brazil) ranks 1 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Size (46 of 100).
No one can know that. What the data says: the median 12-month target from 11 analysts implies +120.6% from the last close, and Ticker Nerd's factor model ranks AGI, Inc. (Brazil) 1 out of 100 as at 31 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering AGI, Inc. (Brazil) publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AGBK are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $7.35 to $15 over the next 12 months.
AGI Inc Class A Common Stock represents ownership in AGI Inc, a technology-powered financial services company focused on Brazil. AGI Inc provides a broad set of retail and consumer finance products, including payroll-linked lending, secured credit solutions, banking services, and insurance offerings such as credit life and other protection policies.
The most recent item we track (Business Wire, 27 Oct 2026): "Agi Announces Share Repurchase Program". Agi’s board approved a share repurchase program allowing the company to repurchase up to 3 million outstanding Class A shares. The program is scheduled to run from October 27, 2026, until completion or October 27, 2027, whichever comes first.
AGI Inc Class A Common Stock represents ownership in AGI Inc, a technology-powered financial services company focused on Brazil. AGI Inc provides a broad set of retail and consumer finance products, including payroll-linked lending, secured credit solutions, banking services, and insurance offerings such as credit life and other protection policies. The company also supports access to social security and severance fund benefits through digital channels, using cloud-based software, AI-driven automation, and mobile applications to streamline service delivery. AGI Inc serves individual customers through a banking model centered on everyday financial needs, with products distributed across personal finance, credit, and insurance segments. Headquartered in Campinas, Brazil, AGI Inc plays a role in the country’s digital financial services market by combining traditional banking functions with technology-enabled customer access and product delivery.
CEO Mr. Marciano Testa · 4,700 employees · Brazil · https://agibank.com.br
