Argan (AGX) Sees a 17.85% Increase Over the Past Week: Key Insights to Consider
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 04 2025
0mins
Should l Buy AGX?
Source: NASDAQ.COM
Momentum Investing Overview: Momentum investing involves buying stocks that are trending upwards, with the expectation that they will continue to rise, making it a popular yet complex strategy among investors.
Argan's Performance: Argan (AGX) has a Momentum Style Score of A and a Zacks Rank of #1 (Strong Buy), with significant price increases of 55.47% over the past quarter and 135.66% over the past year, outperforming the S&P 500.
Earnings Estimate Revisions: Recent trends show that Argan's earnings estimates have improved, with one upward revision for the current year and another for the next fiscal year, indicating positive momentum.
Investment Recommendations: Experts suggest keeping Argan on investors' short lists as a promising stock, alongside other top recommendations from Zacks Investment Research that have potential for significant returns.
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Analyst Views on AGX
Wall Street analysts forecast AGX stock price to fall
2 Analyst Rating
0 Buy
2 Hold
0 Sell
Hold
Current: 611.210
Low
325.00
Averages
347.50
High
370.00
Current: 611.210
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.
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- Investor Vigilance Required: According to Data Center Watch, $64 billion in AI data center projects have already been delayed or canceled due to local opposition, prompting investors to monitor these developments closely, especially as tech firms face rising infrastructure costs amid high capital expenditures.
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- Big Tech Companies Hurt: Giants like Meta, Amazon, and Microsoft face increased cost pressures due to their substantial investments in AI data centers, which may delay revenue recognition and impact their long-term financial performance, necessitating investor attention to changes in capital expenditures.
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- Stock Sale Announcement: Officer David Hibbert Watson plans to sell 19,310 shares of its common stock on April 17.
- Market Value: The total market value of the shares to be sold is approximately $11.73 million.
See More
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- Increased Industry Pressure: The building products industry is facing intensified pressure due to tariffs, rising input and labor costs, and persistent inflation, leading to diminished developer confidence and a slowdown in commercial activity, which clouds near-term recovery prospects.
- Infrastructure Investment Driving Growth: Despite short-term challenges, the long-term outlook remains optimistic, with increased federal spending on infrastructure projects expected to support demand for building products, particularly in transportation, broadband, and climate-resilient initiatives.
- Strategic Corporate Adjustments: Industry participants are enhancing their market positioning through digital transformation, cost efficiency improvements, and strategic acquisitions, particularly in the data center and energy-related construction sectors, which are poised for future growth.
- Earnings Outlook Downgrade: While industry players are striving to offset rising costs through price increases, analysts' downgrades of the overall earnings outlook for 2026 reflect a waning confidence in the industry's growth potential, with expected earnings per share decreasing from $4.47 to $4.44.
See More
Argan Expands Share Buyback Program and Maintains Dividend Policy
- Share Buyback Expansion: Argan announced an increase in its share buyback program from $150 million to $200 million, which is expected to boost shareholder confidence and drive stock price appreciation, reflecting the company's strong cash flow and robust balance sheet.
- Dividend Policy Maintained: The company will maintain its quarterly dividend at $0.50 per share, consistent with the previous two distributions, and is set to be paid on April 30, demonstrating a commitment to returning value to shareholders.
- Strong Market Performance: Following the buyback announcement, Argan's stock rose nearly 4%, with a current price of $21.01 and a market cap of $8.2 billion, indicating a positive market sentiment regarding the company's future prospects.
- AI Demand Driving Growth: CEO David Watson noted that the demand for services related to artificial intelligence technology is generating significant work for Argan, and this trend is expected to continue, further solidifying the company's position in the industry.
See More
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- Share Repurchase Program Increase: Argentinian company AARGAN has increased its share repurchase program to $200 million.
- Expiration Extension: The expiration date for the share repurchase program has been extended to January 31, 2030.
See More
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- Cipher Digital Growth Potential: Cipher Digital (CIFR) has seen its stock rise over 500% in the past year, despite a 32% decline year-to-date; its 15-year, $5.5 billion contract with Amazon Web Services to provide 300 megawatts of capacity underscores its pivotal role in AI data center construction and future growth prospects.
- Caterpillar Demand Surge: Caterpillar (CAT) benefits from the AI buildout, with power generation sales up 44% year-over-year in Q1 2023, driving a 17% growth in its Energy & Transportation segment, indicating strong performance in meeting the demands of AI data centers.
- Argan Order Backlog Increase: Argan (AGX) has secured a $2.9 billion backlog due to AI construction, more than doubling its $1.4 billion backlog from fiscal 2025, reflecting robust demand in renewable energy while facing the challenge of upgrading 104 gigawatts of aging power plants by 2030.
- Optimistic Market Outlook: Despite market volatility, investors can capitalize on long-term growth opportunities by focusing on high-quality companies like Cipher Digital, Caterpillar, and Argan, particularly in the context of ongoing investments in AI and renewable energy sectors.
See More
