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AGAGX

Argan, Inc.

$AGX·$8.8B·Engineering & Construction·Industrials
$547.51-10.1%YTD+72.7%1Y+174.2%
Mentions · last 7 days
2026-07-09: 9 posts2026-07-10: 10 posts2026-07-11: 7 posts2026-07-12: 14 posts2026-07-13: 15 posts2026-07-14: 9 posts2026-07-15: 11 posts75+2%
Price updated 4h ago·X counts updated 1d ago
AGAGX
$AGXArgan, Inc.
$547.51-10.13%75 posts+2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

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.

Driven by hypeAcceleratingAI verdict · as of 2026-07-15

The move is getting stronger, with heavier trading behind it.

Power EPC compounder up 181% T12M with 50% revenue growth — but director Griffin sold $37M in June into strength.

Argan Inc. is a power-generation EPC (engineering, procurement, construction) contractor — combined-cycle natural gas plants, solar farms, and increasingly AI-datacenter power infrastructure. It's one of the biggest AI-infrastructure re-ratings of 2026.

Where the setup lands:

  • Growth is genuinely explosive: Q1 revenue grew 50% year-over-year to $291M — up from -2% to +5% growth two quarters ago, and the last three EPS surprises averaged +40% (74%, 6%, 40%).
  • The valuation reflects the AI-adjacent narrative: 60x trailing PE and 54x EV/EBITDA — expensive on trailing, but the +181% one-year move reflects the market pricing AGX as a specific AI-power infrastructure contractor.
  • The insider signal is unusually loud: director Griffin sold $37M across two June 23 transactions at $726-$760 — that's a top-tier distribution cluster from a board member, and combined with smaller sales from Sweeney and Baugher, it's the specific pattern that historically caps parabolic runs.

Sept 3 earnings decides direction: another 40%+ revenue quarter combined with any specific AI-datacenter contract wins and firm FY guide would push shares back to the recent $760 highs, while an in-line print combined with the fresh insider cluster and any project-timing slippage would give the pullback bears their entry after the 181% one-year run.

Differs from X sentimentThe X read is right that AGX belongs alongside FIX/STRL/GEV as an infrastructure-buildout momentum name, but it doesn't engage with Griffin's $37M coordinated director selling on June 23 — a specific short-term counter-signal the verdict names.

What to watch: Sept 3 earnings: revenue growth vs 40% base, AI-datacenter contract wins, and FY guide. An in-line print with Griffin's $37M insider cluster gives pullback bears their entry.

On the calendar: 2026-09-03 — Q2 FY26 earnings

X sentiment

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

Bullish sentiment5 posts analyzed · as of 2026-07-03

Argan (AGX) deserves more attention with community targeting a run like FIX, STRL, GEV. Trend continuing higher after brief pause. The tone is aggressive long positioning into the infrastructure buildout.

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

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $AGX

Neutral — EPC contractor building gas and renewable power plants for utilities and independent power producers; end markets and revenue mix have limited overlap with the hyperscaler campus builds requiring mission-critical MEP infrastructure.

Industry benchmark

14-name peer basket
+46.0%YTD
+73.5%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
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%
Q2 2025Sep 4, 2025$2.50$1.99+25.6%
Next earningsThu, Sep 3·consensus EPS $2.68

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$1.9B – $1.9B$19.59$16.94 – $24.374
FY30$1.8B$1.7B – $2.0B$16.78$15.07 – $19.023
FY31$1.9B$1.7B – $2.1B$14.24$12.79 – $16.142

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.0.6×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.68%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.-11.3%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.+29.7%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 today1.7% 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

SellJun 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 15Watson David HibbertCEO10.0K sh$6.5MSellJun 15Cynthia FlandersDirector2.6K sh$1.7MSellJun 12William F GriffinChair50.0K sh$32.2M
1–10 of 18
+ 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.

+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 proxys · 1 10-Q) in window

Recent news

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

Can Argan's Record Q1 Results Keep the Stock on Its Winning Path?zacks.com·2d agoHere's Why This Hidden AI Stock Rose 155% in the First Half of 2026fool.com·4d agoArgan vs. Comfort Systems USA: Which AI Infrastructure Stock Is the Better Buy?fool.com·4d agoISCG vs. RZG: Which Small-Cap Growth ETF Is the Better Buy for Investors?fool.com·4d agoArgan: Solid Visibility And Disciplined Execution Still Justifies A Buyseekingalpha.com·5d 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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