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AGAGX

Argan, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 50% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (149/wk), no spike
$AGX·$5.5B·Engineering & Construction·Industrials
$345.56-5.9%YTD+9.0%1Y+16.6%
Price updated 6h ago·X counts updated 5d ago
AGAGX
$AGXArgan, Inc.
$345.56-5.88%149 posts6×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AGX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

149X posts · last 7 days
Sep 29Oct 11
Chatter Meter
6×
QuietNormal · 1×Loud

How loud $AGX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 100% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-11

Argan is bullish on X — power-plant builder booming on AI-era electricity demand (Grade A), holds $420 as bull line, and institutional buying likely per volume signature. Silver-adjacent AGX tag (SilverX) adds noise but equity signal on Argan clear.

Read what X is saying about $AGX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AGX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-10-03

Catching its breath after a run — could pick back up or fade from here.

Power-plant builder with 42% EPS beats and a natural-gas-heavy backlog — the pullback is a feature of the setup.

Argan is a US power-generation EPC contractor — the company that builds the natural-gas turbines and transmission infrastructure the AI build-out depends on. The 2026 story has been Argan reaccelerating as data-center power demand becomes a durable backlog driver.

  • The P&L has been working: Q2 revenue grew 50% YoY to $291M at a 16% operating margin, with trailing EPS beats of 42% and 40% — these are the kinds of surprises that reflect accelerating project starts, not one-off margin leverage.
  • The one honest concentration risk is that the backlog is 80% natural gas: the dependence on gas-fired power means any policy or ESG shift against new gas plants is a specific thesis risk — but at the moment, gas is winning on timing, with hyperscalers unable to wait for grid build-out.

Down 7.8% since the last earnings and sitting at 23% of 52-week range, 26% below the 200-day, the setup looks worse than the fundamentals. Dec 3 earnings is the real test — another 40%+ EPS surprise with a reaffirmed backlog mix is the trigger; a Q4 revenue guide that flattens or any specific gas-concentration project loss is where the cooling turns to breaking-down.

Agrees with X sentimentThe 'power-plant builder benefiting from AI electrification' bull read is well-supported by the fundamentals. The gas-concentration risk is honestly flagged in the news coverage; the thread underweights it but it's a real sizing consideration.

What to watch: Dec 3 Q3 earnings — backlog direction, gas-mix percentage, operating margin, and any named new data-center customer. 40%+ EPS surprise with named customer wins is the trigger; backlog decel is the invalidation.

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

ai power capexbacklog concentration

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $AGX

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

Industry benchmark

21-name peer basket
+6.4%YTD
-2.7%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 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY27$1.4B$1.4B – $1.5B$13.21$12.56 – $13.805
FY28$1.7B$1.5B – $1.8B$15.77$12.57 – $17.825
FY29$1.9B$1.6B – $2.4B$18.53$16.04 – $21.775
FY30$1.7B$1.6B – $1.9B$15.70$13.87 – $17.652
FY31$1.6B$1.4B – $1.7B$14.70$12.99 – $16.531

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.1.4×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.16%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.-20.2%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.-33.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 13.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.0% 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.β0.565-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 17Karen SweeneyDirector300 sh$212KSellJun 17Peter W GetsingerDirector2.0K sh$1.4MSellJun 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 18
+ 25 other (15 exempts · 8 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.

+ 11 other (2 routine 8-Ks · 2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Summary Of Dividend Announcements: Q3 2026seekingalpha.com·2d agoArgan Stock Surges 25% YTD: Is the Rally Still Worth Chasing?zacks.com·5d agoCan Argan Leverage Its Financial Strength to Support Business Growth?zacks.com·8d agoImplied Volatility Surging for Argan Stock Optionszacks.com·8d agoHere's Why Argan (AGX) is a Strong Momentum Stockzacks.com·9d ago

In themes

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

The Power Grid

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Voices on X · last 7 days

No standout posts about $AGX on X in the last 7 days.

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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