Agilon Health Q4 Earnings Beat Expectations Despite EPS Miss
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy AGL?
Source: seekingalpha
- Earnings Highlights: Agilon Health reported a Q4 GAAP EPS of -$0.46, missing expectations by $0.19, yet achieved revenue of $1.57 billion, a 3.3% year-over-year increase, exceeding forecasts by $110 million, indicating resilience in revenue growth.
- Membership Growth: By March 31, 2026, Medicare Advantage members are projected to reach 431,000, while ACO model members are expected to hit 1,210,000, showcasing the company's proactive expansion of its member base, which enhances future revenue potential.
- Platform Engagement: The total number of active members on the platform stands at 536,000, with expectations to grow to 551,000 by 2026, demonstrating the company's success in attracting and retaining customers, thereby solidifying its market position.
- Financial Outlook: The company forecasts total revenues for 2026 to range between $5.41 billion and $5.58 billion, with medical margins expected between $300 million and $350 million, reflecting confidence in future growth and strategic positioning in the value-based care sector.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy AGL?" 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 AGL
Wall Street analysts forecast AGL stock price to rise
2 Analyst Rating
1 Buy
1 Hold
0 Sell
Moderate Buy
Current: 0.394
Low
0.88
Averages
0.88
High
0.88
Current: 0.394
Low
0.88
Averages
0.88
High
0.88
About AGL
agilon health, inc. is a healthcare company. It enables primary care physicians (PCP) to be the agents for change in the communities they serve. Through its combination of the agilon platform, a long-term partnership model with existing physician groups and a growing network of like-minded physicians, it offers healthcare for seniors across communities throughout the United States. Its model operates by primarily forming risk-bearing entities (RBEs) within local geographies, that enter into arrangements with payors providing for monthly payments to manage the total healthcare needs of its physician partners’ attributed patients (or global capitation arrangements). It focuses on community-based physician groups and is built around three key elements: agilon’s platform, agilon’s long-term physician partnership approach, and agilon’s network. The agilon platform is holistic in supporting the rapid transition to a Total Care Model with technology, people, process and capital.
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.
- Earnings Highlights: Agilon Health reported a Q4 GAAP EPS of -$0.46, missing expectations by $0.19, yet achieved revenue of $1.57 billion, a 3.3% year-over-year increase, exceeding forecasts by $110 million, indicating resilience in revenue growth.
- Membership Growth: By March 31, 2026, Medicare Advantage members are projected to reach 431,000, while ACO model members are expected to hit 1,210,000, showcasing the company's proactive expansion of its member base, which enhances future revenue potential.
- Platform Engagement: The total number of active members on the platform stands at 536,000, with expectations to grow to 551,000 by 2026, demonstrating the company's success in attracting and retaining customers, thereby solidifying its market position.
- Financial Outlook: The company forecasts total revenues for 2026 to range between $5.41 billion and $5.58 billion, with medical margins expected between $300 million and $350 million, reflecting confidence in future growth and strategic positioning in the value-based care sector.
See More
- Class Action Notice: Rosen Law Firm reminds investors who purchased Agilon Health (NYSE:AGL) securities between February 26, 2025, and August 4, 2025, that they must apply to be lead plaintiff by March 2, 2026, or risk losing the opportunity to represent other investors in the class action lawsuit.
- Fee Arrangement: Investors participating in the class action will incur no out-of-pocket costs, as the law firm operates on a contingency fee basis, allowing investors to seek compensation without financial burden, thus lowering the barrier to participation in the lawsuit.
- Lawsuit Background: The lawsuit alleges that Agilon Health made misleading statements during the class period, overstating its financial health and the positive impact of strategic actions, which resulted in investor losses when the true information was revealed, indicating serious issues with the company's transparency and compliance.
- Law Firm's Strength: Rosen Law Firm specializes in securities class actions and recovered over $438 million for investors in 2019 alone, being ranked number one for securities class action settlements in 2017, demonstrating its expertise and successful track record in this field.
See More
- Lawsuit Background: Bragar Eagel & Squire, P.C. announces a class action lawsuit against Agilon Health, Inc. on behalf of investors who purchased securities between February 26, 2025, and August 4, 2025, aiming to protect investor rights and seek compensation.
- False Statement Allegations: The lawsuit alleges that Agilon made misleading financial guidance during the class period, claiming that strategic actions would yield positive impacts, which are deemed intentionally misleading, resulting in investor losses.
- Investor Action Deadline: Investors must apply by March 2, 2026, to be appointed as lead plaintiff in the lawsuit, emphasizing the importance of timely action to protect their legal rights.
- Law Firm Overview: Bragar Eagel & Squire, P.C. is a nationally recognized law firm specializing in shareholder rights, securities, and commercial litigation, offering no-cost consultations to help investors understand their legal rights.
See More
- Class Action Notice: Rosen Law Firm reminds investors who purchased Agilon Health securities between February 26, 2025, and August 4, 2025, that they must apply to be lead plaintiff by March 2, 2026, to represent other investors in the class action lawsuit.
- Fee Arrangement: Investors participating in the class action will not incur any upfront costs, as the law firm will operate on a contingency fee basis, allowing investors to seek compensation without financial burden.
- Lawsuit Background: The lawsuit alleges that Agilon Health made false and misleading statements during the class period, resulting in investor losses when the true information was revealed, particularly due to the company's failure to meet its 2025 financial guidance.
- Law Firm's Strength: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, and was ranked first in 2017 for the number of securities class action settlements, demonstrating its expertise in this field.
See More
- Class Action Notification: The Law Offices of Frank R. Cruz remind investors of class action lawsuits filed against agilon health, inc., Fermi Inc., Varonis Systems, Inc., and Ardent Health, Inc., urging investors to file lead plaintiff motions by the specified deadlines to protect their rights.
- agilon health Lawsuit Details: The lawsuit alleges that agilon made materially false statements regarding its 2025 financial guidance, failing to disclose industry headwinds, which misled investors about the company's prospects, with a lead plaintiff deadline of March 2, 2026.
- Fermi Inc. Lawsuit Issues: Fermi's lawsuit claims that the company overstated tenant demand and failed to disclose significant risks regarding funding commitments for its Project Matador, leading to misleading positive statements about its operations, with a lead plaintiff deadline of March 6, 2026.
- Varonis and Ardent Allegations: Varonis is accused of being unable to sustain its annual recurring revenue growth, while Ardent faces allegations of failing to accurately assess the collectability of accounts receivable, with lead plaintiff deadlines for both companies set for March 9, 2026.
See More
- Class Action Notice: Rosen Law Firm reminds investors who purchased Agilon Health (NYSE: AGL) securities between February 26, 2025, and August 4, 2025, that they must apply to be lead plaintiff by March 2, 2026, to represent other investors in the class action lawsuit.
- Fee Arrangement: Investors participating in the class action will not incur any upfront costs, as the law firm operates on a contingency fee basis, ensuring that investors can seek compensation without financial burden.
- Lawsuit Background: The lawsuit alleges that Agilon Health made false and misleading statements during the class period, resulting in investor losses when the true details emerged, highlighting the company's failure to accurately report its financial status amid industry challenges.
- Law Firm's Strength: Rosen Law Firm is renowned for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, demonstrating its expertise and resource advantages in handling such cases.
See More








