DTD's Holdings Could Mean 14% Gain Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 11 2025
0mins
Should l Buy AGX?
Source: NASDAQ.COM
ETF Analysis: The WisdomTree Total U.S. Dividend Fund ETF (DTD) has an implied analyst target price of $87.88, indicating a potential upside of 14.34% from its current trading price of $76.86.
Stock Performance Insights: Notable underlying holdings like Bath & Body Works Inc, Argan Inc, and Winmark Corp show significant upside potential based on analysts' target prices, raising questions about the validity of these targets in light of recent market developments.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AGX?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on AGX
Wall Street analysts forecast AGX stock price to fall
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 566.620
Low
325.00
Averages
347.50
High
370.00
Current: 566.620
Low
325.00
Averages
347.50
High
370.00
About AGX
Argan, Inc. is a holding company. The Company is a construction firm that conducts operations through its subsidiaries, Gemma Power Systems, LLC and affiliates (GPS), Atlantic Projects Company Limited and affiliates (APC), The Roberts Company, Inc. (TRC), and Southern Maryland Cable, Inc. (SMC). Through GPS and APC, its power industry services, it offers a suite of engineering, procurement, construction, commissioning, maintenance, project development and technical consulting services to the power generation market, including the renewable energy sector. Through TRC, the industrial construction services provide field services and project management that support new plant construction and additions, maintenance turnarounds, shutdowns and emergency mobilizations for industrial plants. Through SMC, its telecommunications infrastructure services provide project management, construction, installation and maintenance services to commercial, local government and federal government customers.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Argan Shares Surge After Strong Quarterly Profit Report
- Strong Quarterly Performance: Argan reported a 13% year-over-year revenue increase to $262 million in its fiscal 2026 fourth quarter, exceeding market expectations and demonstrating robust performance in energy infrastructure amid soaring demand from AI factories.
- Significant Profit Growth: The company's net income surged 57% to $49 million, translating to earnings of $3.47 per share, well above Wall Street's estimate of $1.98, reflecting the nearing completion of projects like the Trumbull Energy Center in Ohio, which boosted profit margins.
- Robust Project Backlog: As of January 31, Argan's project backlog reached $2.9 billion, indicating strong demand for its services, with the CEO noting a robust pipeline of opportunities to build new gas-fired power plants, further solidifying the company's market position.
- Strong Financial Position: With $895 million in cash and investments and no debt, Argan is well-positioned to capitalize on expansion opportunities, particularly in the context of electrification and the replacement of aging power facilities, enhancing its competitive edge in the market.
See More
Argan Reports Strong Q4 Earnings Surge
- Significant Earnings Growth: Argan's revenue rose 13% year-over-year to $262 million in Q4 of fiscal 2026, exceeding Wall Street expectations and demonstrating the company's strong performance in the construction sector.
- Net Income Surge: The company's net income jumped 57% to $49 million, translating to earnings of $3.47 per share, well above analysts' expectations of $1.98, reflecting a substantial improvement in profitability.
- Robust Project Backlog: As of January 31, Argan's project backlog reached $2.9 billion, indicating strong demand for its services, particularly in the growing opportunities for new gas-fired power plants.
- Strong Financial Position: With $895 million in cash and investments and no debt, Argan is well-positioned to capitalize on future expansion opportunities, especially in light of the underinvestment in power infrastructure.
See More
Argan Reports Strong Earnings, Stock Soars
- Impressive Earnings: Argan's Q4 fiscal 2026 report revealed a nearly 13% year-over-year revenue increase to over $262 million, indicating strong demand in the construction, power, and industrial sectors, which solidifies its market position.
- Profitability Surge: Net income soared to $49.2 million ($3.47 per share) from $31.4 million a year ago, surpassing the analyst consensus estimate of $2.13 per share, showcasing significant improvement in profitability.
- Contract Value Growth: The company secured $2.5 billion in new contract value over the year, demonstrating its competitive edge and business expansion capabilities, which are expected to provide robust support for future revenue growth.
- Analyst Optimism: JPMorgan's analyst Michael Fairbanks upgraded Argan's rating from neutral to overweight, setting a price target of $550 per share, reflecting a positive outlook on the company's growth potential, particularly driven by data center construction and AI technology advancements.
See More
Goldman Sachs Raises Argan Price Target to $518 Amid Strong Q4 Results
- Price Target Increase: Goldman Sachs analyst Ati Modak raised Argan's price target from $399 to $518 while maintaining a ‘Buy’ rating, reflecting confidence in the company's growth prospects following strong Q4 results.
- Earnings Highlights: Argan reported consolidated revenues of $262.1 million for Q4, a 12.7% year-over-year increase that surpassed Wall Street's expectation of $255.3 million, indicating robust project execution in the power segment and enhancing investor confidence.
- Net Income Growth: The company achieved a net income of $49.2 million, or $3.47 per diluted share, significantly exceeding last year's $31.4 million and $2.22 per share, driven by improved gross profit margins in the power segment, showcasing enhanced profitability.
- Positive Market Reaction: Retail sentiment around AGX stock surged from ‘bullish’ to ‘extremely bullish’ in the past 24 hours, with shares rising nearly 74% year-to-date, reflecting strong investor confidence in the company's growth potential.
See More
Surge in Options Trading Volume for RH and RKLB
- RH Options Volume: RH's options trading volume reached 7,264 contracts today, representing approximately 726,400 shares, which accounts for 60.2% of its average daily trading volume over the past month, indicating strong market interest in RH stock.
- High Put Option Activity: Within RH, the $125 strike put option has been particularly active, with 1,633 contracts traded today, equating to about 163,300 shares, reflecting investor expectations of potential price declines.
- RKLB Options Trading Dynamics: Rocket Lab Corp (RKLB) saw an options trading volume of 129,589 contracts today, representing approximately 13.0 million shares, or 57.4% of its average daily trading volume over the past month, showcasing the stock's active market engagement.
- Bullish Call Option Interest: The $63 strike call option for RKLB traded 12,110 contracts today, representing about 1.2 million shares, indicating investor confidence in RKLB's potential price appreciation.
See More
Argan Shares Reach 52-Week Peak Today – Insights from Wall Street
Goldman Sachs and Lake Street Analysts Raise Price Targets: Goldman Sachs analyst raised the price target for Argant to $518 from $399 while maintaining a 'Buy' rating, whereas Lake Street analyst increased it to $375 from $325 with a 'Hold' rating.
Strong Q4 Revenue Report: Argant reported consolidated revenues of $262.1 million for Q4, marking a 12.7% year-over-year increase, and achieved a net income of $49.2 million.
Investor Confidence Boost: Argant's shares reached a 52-week high, driven by strong Q4 earnings, which bolstered investor confidence in the stock.
Retail Sentiment Shift: Retail sentiment around Argant stock shifted from 'bullish' to 'extremely bullish' in the past 24 hours, reflecting high trading volume and positive market reactions.
See More
Argan Shares Surge After Strong Quarterly Profit Report
- Strong Quarterly Performance: Argan reported a 13% year-over-year revenue increase to $262 million in its fiscal 2026 fourth quarter, exceeding market expectations and demonstrating robust performance in energy infrastructure amid soaring demand from AI factories.
- Significant Profit Growth: The company's net income surged 57% to $49 million, translating to earnings of $3.47 per share, well above Wall Street's estimate of $1.98, reflecting the nearing completion of projects like the Trumbull Energy Center in Ohio, which boosted profit margins.
- Robust Project Backlog: As of January 31, Argan's project backlog reached $2.9 billion, indicating strong demand for its services, with the CEO noting a robust pipeline of opportunities to build new gas-fired power plants, further solidifying the company's market position.
- Strong Financial Position: With $895 million in cash and investments and no debt, Argan is well-positioned to capitalize on expansion opportunities, particularly in the context of electrification and the replacement of aging power facilities, enhancing its competitive edge in the market.
See More
Argan Reports Strong Q4 Earnings Surge
- Significant Earnings Growth: Argan's revenue rose 13% year-over-year to $262 million in Q4 of fiscal 2026, exceeding Wall Street expectations and demonstrating the company's strong performance in the construction sector.
- Net Income Surge: The company's net income jumped 57% to $49 million, translating to earnings of $3.47 per share, well above analysts' expectations of $1.98, reflecting a substantial improvement in profitability.
- Robust Project Backlog: As of January 31, Argan's project backlog reached $2.9 billion, indicating strong demand for its services, particularly in the growing opportunities for new gas-fired power plants.
- Strong Financial Position: With $895 million in cash and investments and no debt, Argan is well-positioned to capitalize on future expansion opportunities, especially in light of the underinvestment in power infrastructure.
See More
Argan Reports Strong Earnings, Stock Soars
- Impressive Earnings: Argan's Q4 fiscal 2026 report revealed a nearly 13% year-over-year revenue increase to over $262 million, indicating strong demand in the construction, power, and industrial sectors, which solidifies its market position.
- Profitability Surge: Net income soared to $49.2 million ($3.47 per share) from $31.4 million a year ago, surpassing the analyst consensus estimate of $2.13 per share, showcasing significant improvement in profitability.
- Contract Value Growth: The company secured $2.5 billion in new contract value over the year, demonstrating its competitive edge and business expansion capabilities, which are expected to provide robust support for future revenue growth.
- Analyst Optimism: JPMorgan's analyst Michael Fairbanks upgraded Argan's rating from neutral to overweight, setting a price target of $550 per share, reflecting a positive outlook on the company's growth potential, particularly driven by data center construction and AI technology advancements.
See More
Goldman Sachs Raises Argan Price Target to $518 Amid Strong Q4 Results
- Price Target Increase: Goldman Sachs analyst Ati Modak raised Argan's price target from $399 to $518 while maintaining a ‘Buy’ rating, reflecting confidence in the company's growth prospects following strong Q4 results.
- Earnings Highlights: Argan reported consolidated revenues of $262.1 million for Q4, a 12.7% year-over-year increase that surpassed Wall Street's expectation of $255.3 million, indicating robust project execution in the power segment and enhancing investor confidence.
- Net Income Growth: The company achieved a net income of $49.2 million, or $3.47 per diluted share, significantly exceeding last year's $31.4 million and $2.22 per share, driven by improved gross profit margins in the power segment, showcasing enhanced profitability.
- Positive Market Reaction: Retail sentiment around AGX stock surged from ‘bullish’ to ‘extremely bullish’ in the past 24 hours, with shares rising nearly 74% year-to-date, reflecting strong investor confidence in the company's growth potential.
See More
Surge in Options Trading Volume for RH and RKLB
- RH Options Volume: RH's options trading volume reached 7,264 contracts today, representing approximately 726,400 shares, which accounts for 60.2% of its average daily trading volume over the past month, indicating strong market interest in RH stock.
- High Put Option Activity: Within RH, the $125 strike put option has been particularly active, with 1,633 contracts traded today, equating to about 163,300 shares, reflecting investor expectations of potential price declines.
- RKLB Options Trading Dynamics: Rocket Lab Corp (RKLB) saw an options trading volume of 129,589 contracts today, representing approximately 13.0 million shares, or 57.4% of its average daily trading volume over the past month, showcasing the stock's active market engagement.
- Bullish Call Option Interest: The $63 strike call option for RKLB traded 12,110 contracts today, representing about 1.2 million shares, indicating investor confidence in RKLB's potential price appreciation.
See More
Argan Shares Reach 52-Week Peak Today – Insights from Wall Street
Goldman Sachs and Lake Street Analysts Raise Price Targets: Goldman Sachs analyst raised the price target for Argant to $518 from $399 while maintaining a 'Buy' rating, whereas Lake Street analyst increased it to $375 from $325 with a 'Hold' rating.
Strong Q4 Revenue Report: Argant reported consolidated revenues of $262.1 million for Q4, marking a 12.7% year-over-year increase, and achieved a net income of $49.2 million.
Investor Confidence Boost: Argant's shares reached a 52-week high, driven by strong Q4 earnings, which bolstered investor confidence in the stock.
Retail Sentiment Shift: Retail sentiment around Argant stock shifted from 'bullish' to 'extremely bullish' in the past 24 hours, reflecting high trading volume and positive market reactions.
See More
