Barclays analyst Andrew Mok upgraded Agilon Health to Equal Weight from Underweight with an $81 price target. The firm says the outlook for value-based care has "materially improved in recent weeks driven by encouraging signs" of stabilizing cost trends and a more favorable 2027 Medicare Advantage rate outcome. Agilon's Q1 report "significantly de-risks" forward estimates, the analyst tells investors in a research note.
