AGXIndustrials · Engineering & ConstructionThe 6 Wall Street analysts covering Argan, Inc. hold a median 12-month price target of $583 — +100.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 94 of 100 as at 4 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores Argan, Inc. 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
Revisions (97): Analysts have, on balance, been raising their forecasts.
Issuance (42): The company has been issuing shares or taking on financing, diluting existing holders.
Size (26): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on AGX, 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 +100.5% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 29 Sept 2026 | JP Morgan | Maintains | Overweight | $800 → $785 |
| 9 Sept 2026 | Piper Sandler | Initiates | Underweight | — |
| 9 Sept 2026 | Piper Sandler | Initiates | Underweight | $273 |
| 3 Sept 2026 | Lake Street | Upgrade | Buy | — |
| 3 Sept 2026 | Lake Street | Upgrade | Buy | $600 |
| 5 June 2026 | Lake Street | Maintains | Hold | $375 → $600 |
| 5 June 2026 | Lake Street | Maintains | Hold | — |
| 27 Mar 2026 | Goldman Sachs | Maintains | Buy | — |
| 27 Mar 2026 | JP Morgan | Upgrade | Overweight | — |
| 27 Mar 2026 | Lake Street | Maintains | Hold | — |
| 10 Mar 2026 | Freedom Broker | Initiates | Hold | — |
| 10 Mar 2026 | Freedom Capital Markets | Initiates | Hold | $425 |
| 5 Dec 2025 | Lake Street | Downgrade | Hold | — |
| 1 Dec 2025 | JP Morgan | Downgrade | Neutral | — |
| 10 Nov 2025 | GLJ Research | Upgrade | Buy | — |
| 13 Oct 2025 | JP Morgan | Upgrade | Overweight | — |
| 22 Sept 2025 | GLJ Research | Initiates | Hold | — |
| 5 Sept 2025 | Lake Street | Maintains | Buy | — |
| 21 July 2025 | JP Morgan | Initiates | Neutral | — |
| 5 June 2025 | Lake Street | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The model tests each one against its peers. 10 pass every test this week.
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AI chips
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Data centre power
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Argan, Inc. returned −3.7% against +14.8% for the S&P 500, dividends included.
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 33% of US stocks
Cheaper than 35% of US stocks
Cheaper than 11% of US stocks
Cheaper than 14% of US stocks
Higher than 88% of US stocks
Higher than 75% of US stocks
Higher than 20% of US stocks
Higher than 72% of US stocks
Higher than 77% of US stocks
Higher than 91% of US stocks
Higher than 92% of US stocks
Higher than 70% 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.
Argan, Inc. has a market value of $4.1B and an enterprise value of $3.9B.
Revenue in the twelve months to 31 July 2026: $1.2B. The latest quarter grew 61.5% year on year.
Net income over the same four quarters: $179.3M, a 15.1% net margin.
Diluted earnings per share, trailing twelve months: $12.64.
Free cash flow in the twelve months to 31 July 2026: $545.7M.
Argan, Inc. spent $12.5M on share buybacks and $28.1M on dividends in the twelve months to 31 July 2026.
Trailing P/E: 23.0×; forward P/E: 18.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.96%, paying out 16% of earnings.
Argan, Inc. employs 1,409 people — $843K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Argan, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
The Polen 5Perspectives Growth Opportunities Composite Portfolio returned -6.2% net of fees in Q3 2026, versus a 0.5% return for the Russell 3000 Growth Index. Argan was among the portfolio’s most significant relative-performance detractors.
Why it matters — AGX watchers may note that Argan detracted from this portfolio’s relative performance during the quarter.
The article compares Argan (AGX) and Primoris (PRIM) as power infrastructure stocks, citing rising demand for reliable power, record backlogs and differing earnings estimates.
Why it matters — The comparison highlights demand, backlog and earnings-estimate trends relevant to assessing AGX.
The excerpt describes strong performance and outlook developments for TWST, LIFE, and GH during the quarter, including raised guidance, triple-digit order growth projections, an earnings beat, and product-growth support from approvals and coverage expansions. It does not mention Argan, Inc. (AGX).
Why it matters — The item provides no AGX-specific information for an Argan watcher.
Zacks Investment Research identified AGX among five construction stocks it says may surprise this earnings season, citing data center and power demand and mission-critical projects as sources of growth momentum.
Why it matters — AGX is included in a group whose growth momentum the excerpt links to data center and power demand and mission-critical projects.
Argan’s ValCor acquisition could double Teledata’s revenues as demand for data centers grows. The excerpt also notes that Argan has $1.03 billion in cash to support expansion and future opportunities.
Why it matters — AGX watchers may see the deal’s potential effect on Teledata’s growth and Argan’s capacity to fund expansion as relevant.
The 6 Wall Street analysts covering Argan, Inc. have a median 12-month price target of $583, with estimates ranging from $273 to $785. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 6 analysts covering Argan, Inc., 4 rate it a Buy, 1 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Argan, Inc. 94 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Argan, Inc. ranks 94 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 Revisions (97 of 100).
No one can know that. What the data says: the median 12-month target from 6 analysts implies +100.5% from the last close, and Ticker Nerd's factor model ranks Argan, Inc. 94 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Argan, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AGX are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $273 to $785 over the next 12 months.
Argan, Inc. returned -3.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Argan Inc. is a U.S.-based engineering and construction company that provides specialized services through its subsidiaries across the power, industrial, and telecommunications infrastructure markets.
The most recent item we track (Seeking Alpha, 5 Nov 2026): "Polen 5Perspectives Growth Opportunities Q3 2026 Portfolio Review". The Polen 5Perspectives Growth Opportunities Composite Portfolio returned -6.2% net of fees in Q3 2026, versus a 0.5% return for the Russell 3000 Growth Index. Argan was among the portfolio’s most significant relative-performance detractors.
Argan Inc. is a U.S.-based engineering and construction company that provides specialized services through its subsidiaries across the power, industrial, and telecommunications infrastructure markets. The company focuses on engineering, procurement, construction, commissioning, maintenance, project development, and technical consulting for energy-related facilities, including conventional and renewable power generation projects. Its industrial services support plant construction, turnaround work, shutdowns, emergency mobilizations, and metal fabrication for complex industrial operations. Argan also delivers telecommunications infrastructure services such as underground and aerial cabling, utility construction, and network connectivity solutions for commercial, government, and technology customers. Headquartered in Arlington, Virginia, Argan Inc. plays a broad role in supporting critical energy and infrastructure projects across the United States and selected international markets.
CEO Mr. David Hibbert Watson CPA · 1,409 employees · United States · https://www.arganinc.com
