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AGAGX

Argan, Inc.

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growthPrice and volume picking up
$AGX·$8.4B·Engineering & Construction·Industrials
$417.99+1.5%YTD+94.8%1Y+83.1%
Mentions · last 7 days
2026-08-28: 23 posts2026-08-29: 16 posts2026-08-30: 21 posts2026-08-31: 13 posts2026-09-01: 16 posts2026-09-02: 102 posts2026-09-03: 41 posts232
Price updated 1h ago·X counts updated 1d ago
AGAGX
$AGXArgan, Inc.
$417.99+1.51%232 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AGX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-09-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Argan up 95% YTD as a power-generation EPC winner in the AI-data-center buildout, with a fresh Q2 42% EPS beat.

Argan is a scaled power-generation and renewable-energy EPC operator whose earnings continue to beat by large margins and whose equity has moved from a strong prior run into a coiled setup before the Q2 print.

  • Market cap is about $8.4B with the stock at $410.40, up 95% year-to-date and 83% over the last twelve months, so the equity has been rewarded for both cycle and AI-power positioning.
  • Price-to-earnings is around 60 with operating margin near 15%, gross margin near 21%, return on equity near 37% and free cash flow yield about 5.0%, strong returns on a rich multiple.
  • Recent quarterly revenue was $291M up about 50% year-over-year and the last four earnings prints beat consensus by 6% to 74% in every quarter, an unusually strong surprise cadence.
  • The stock sits at 35% of its 52-week range, roughly 30% below the 50-day and 20% below the 200-day moving averages on above-average volume with a low beta of 0.61, a coiled configuration.

The fresh Q2 fiscal 2027 earnings 42% beat plus heavy call-option flow (1000x/2000x/1000x call flys and a $609K Oct $420 call buy) and the ValCor Communications acquisition frame the setup, and into fiscal Q3 earnings on 2026-12-03 the important question is whether continued data-center EPC backlog and gas-turbine sold-out narratives support a return toward prior highs or the coiled tape needs more time.

Agrees with X sentimentX captures both the Vernova-linked framing and the Q2 heavy options flow accurately; the fundamentals and the beat streak support that direction and the pulled-back tape offers the setup.

What to watch: Fiscal Q3 earnings on 2026-12-03 for power services backlog, data-center EPC contract wins, renewables segment trend, and continued follow-through on the heavy call-flow strikes.

On the calendar: 2026-12-03 — Fiscal Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment17 posts analyzed · as of 2026-09-03

Argan beat earnings with revenue $384M (+61.5% YoY) and EPS $3.76 vs $2.66 est, +8-10% AH. Being priced as clean AI infrastructure/power plants play. Multi-strike call flys and $609K in Oct 420 calls before print. One 'insider $146M dumped' bear voice but drowned by beat. Fresh bulls adding at $450 with $800 PT.

Read the AI verdict + X sentiment for $AGX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

EPC contractor building gas and renewable power plants for utilities and independent power producers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $AGX.

Engineering & Construction · Industrials

Data center and grid infrastructure construction are the most active verticals; semiconductor fab construction (TSMC Arizona, Intel Ohio) adds a large multi-year project pipeline. Labor and materials cost inflation are the primary execution risks.

What this means for $AGX

Partial — fee-based midstream revenue has limited direct commodity price exposure but volume ties to upstream production activity.

Industry benchmark

14-name peer basket
+46.4%YTD
+29.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
60.1How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
27.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
36.9%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
20.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$3.76$2.64+42.4%
Q1 2026Jun 4, 2026$3.24$2.31+40.3%
Q4 2025Mar 26, 2026$3.47$1.99+74.4%
Q3 2025Dec 4, 2025$2.17$2.05+5.9%
Next earningsThu, Dec 3·consensus EPS $3.14

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY27$291.0M+50.2%21.0%15.6%$3.30$111.0M
Q4 FY26$262.1M+12.7%25.0%18.2%$3.54$171.1M
Q3 FY26$251.2M-2.3%18.7%13.0%$2.22$171.9M
Q2 FY26$237.7M+4.7%18.6%12.6%$2.57$32.9M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$1.3B$1.2B – $1.3B$12.09$10.89 – $13.284
FY28$1.6B$1.4B – $1.8B$15.63$11.82 – $19.434
FY29$1.9B$1.6B – $2.3B$19.59$16.94 – $24.374
FY30$1.8B$1.6B – $2.0B$16.78$14.87 – $19.583
FY31$1.9B$1.7B – $2.1B$14.24$12.62 – $16.622

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.2.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.35%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-29.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-19.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today5.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 31Jeffrey John Ronald Jr.Director5.7K sh$3.3MSellJun 22William F GriffinChair20.0K sh$15.2MSellJun 18William F GriffinChair30.0K sh$21.8MSellJun 17Baugher Joshua ScottCFO760 sh$557KSellJun 17Peter W GetsingerDirector2.0K sh$1.4MSellJun 17Karen SweeneyDirector300 sh$212KSellJun 16Peter W GetsingerDirector4.7K sh$3.4MSellJun 16Watson David HibbertCEO1.9K sh$1.3MSellJun 15Cynthia FlandersDirector2.6K sh$1.7MSellJun 15Watson David HibbertCEO10.0K sh$6.5M
1–10 of 19
+ 28 other (19 exempts · 7 awards · 2 gifts) in window

See when $AGX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 108-K — Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Argan, Inc. held its 2026 Annual Meeting on June 10, 2026, electing all nine director nominees to serve until 2027 and ratifying Grant Thornton LLP as independent auditor for fiscal year ending January 31, 2027. The board also declared a regular quarterly cash dividend of $0.50 per share, payable July 31, 2026 to shareholders of record July 23, 2026. The dividend declaration is the material item — routine governance otherwise.

+ 15 other (4 13Gs · 3 earnings 8-Ks · 2 10-Qs · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Argan Stock Just Poppedfool.com·1d agoArgan Stock Rises on Q2 Earnings & Revenue Beat, Gross Margin Up Y/Yzacks.com·1d agoCan Argan's 53% Power Revenue Growth Continue With a $2.5B Backlog?zacks.com·1d agoArgan Q2 Earnings Call Highlights Power Pipeline and Margin Outlookzacks.com·2d agoDow Futures Climb Nearly 250 Points as Treasury Yields Easeschaeffersresearch.com·2d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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