AGL Maintained by Benchmark -- Price Target Lowered to $95.00
Benchmark has maintained a 'Buy' rating for Agilon Health (AGL) but significantly lowered its price target from $13.00 to $95.00, representing a substantial increase from the prior target. Despite the adjustment, analysts see strong growth potential, with the company currently deemed 14.0% undervalued by GuruFocus's GF Value™. Positive insider buying activity also suggests confidence in the company's future prospects.
Agilon Health (AGL) Appoints Tim O’Rourke as Chief Executive Officer
Agilon Health (AGL) has appointed Tim O’Rourke as its new Chief Executive Officer and a member of the Board of Directors, effective May 7, 2026. This appointment follows a comprehensive search and marks a new growth phase for the company after a period of operational and financial transformation. O'Rourke brings over 25 years of healthcare leadership experience, including significant roles at Humana and as CEO of Ascension Complete, making him well-suited to drive Agilon Health's continued success in value-based care.
Agilon Health (AGL) Appoints Tim O’Rourke as Chief Executive Officer
Agilon Health (AGL) announced the appointment of Tim O’Rourke as Chief Executive Officer and a member of the Board of Directors, effective May 7, succeeding Ronald A. Williams. O’Rourke brings over 25 years of healthcare leadership experience from organizations like Help at Home and Humana, making him well-suited to lead Agilon Health in its next growth phase. The company partners with physician groups and health systems to support a value-based care model for senior patients.
Top 2 Health Care Stocks That May Plunge This Month
This article identifies Agilon Health (NYSE: AGL) and Avanos Medical (NYSE: AVNS) as two healthcare stocks that may experience a plunge as of May 20, 2026. Both companies are highlighted for being overbought, indicated by a Relative Strength Index (RSI) above 70, despite reporting strong recent financial results and significant stock gains. The article suggests investors who prioritize momentum in their trading decisions should be cautious.
Agilon Health (AGL) Gets a Hold from Truist Financial
Truist Financial analyst Jailendra Singh has reiterated a Hold rating on Agilon Health (AGL), setting a price target of $67.00. This follows similar Hold ratings from Citi and a Sell rating from Barclays. Agilon Health reported quarterly revenue of $1.42 billion and a net profit of $29.97 million for the period ending March 31.
Leerink raises agilon health stock price target to $92 on cost trends
Leerink has increased its price target for agilon health (NYSE: AGL) to $92 from $1, maintaining a Market Perform rating, following strong first-quarter 2026 results driven by favorable medical expense management. The company's stock has seen significant growth, surging 576% over the past six months and 404% year-to-date, and is considered undervalued by InvestingPro analysis despite being 92% below its split-adjusted highs. Agilon health's improved operational performance is attributed to enhanced data visibility, and the company posted an impressive EPS of $2.94 and revenue of $1.42 billion for Q1 2026.
Agilon Health’s SWOT analysis: stock faces profitability pressures
Agilon Health (NYSE:AGL) reported mixed Q3 FY2025 results, exceeding revenue estimates but facing significant profitability challenges with projected losses for the next two fiscal years and negative gross profit margins. The company is re-establishing guidance, planning a reverse stock split, and navigating friction with a major payor, though potential industry-wide benefit reductions could offer some relief. Despite operational headwinds, InvestingPro suggests the stock may be undervalued.
Leerink raises agilon health stock price target to $92 on cost trends
Leerink has raised its price target for agilon health Inc (NYSE: AGL) to $92.00, citing favorable medical expense management in Q1 2026 and improved operational performance due to enhanced data visibility. Despite a significant stock surge of 576% over six months, InvestingPro analysis suggests the stock remains undervalued. Other analysts, including Bernstein SocGen Group and Truist Securities, also adjusted their price targets, reflecting varied outlooks on the company's strong financial performance.
Truist reiterates Hold on agilon health stock with $67 target
Truist Securities has reiterated a Hold rating on agilon health Inc (NYSE:AGL) with a price target of $67.00, despite the stock's significant surge of 497% over the past six months and its proximity to a 52-week high. The healthcare company, which partners with primary care physicians, recently reported strong first-quarter 2026 earnings with EPS of $2.94 and revenue of $1.42 billion, outperforming expectations. Another firm, Bernstein SocGen Group, also raised its price target for Agilon Health to $86.00 based on improved Medicare Advantage results.
Truist reiterates Hold on agilon health stock with $67 target By Investing.com
Truist Securities has reiterated a "Hold" rating on agilon health Inc (NYSE: AGL) with a price target of $67.00. This comes despite the stock's significant 497% surge over the past six months and a YTD return of 375%, trading near its 52-week high. The healthcare company recently reported strong Q1 2026 earnings, substantially surpassing expectations in both EPS and revenue, and received a raised price target from Bernstein SocGen Group.
agilon health (NYSE:AGL) - Stock Analysis
agilon health (NYSE:AGL) provides healthcare services to seniors and has a market cap of US$1.4 billion. The company's stock is currently 341.3% overvalued according to analyst consensus target, despite a forecast of 92.48% annual earnings growth. Recent news includes a Q1 2026 earnings jump, increased 2026 guidance, a 1-for-25 reverse stock split in March to maintain NYSE compliance, and the appointment of Tim O’Rourke as the new CEO, signaling a shift in focus from turnaround to growth.
Agilon Health Q1 2026 Results: Revenue Beat, EBITDA Surge, and Full-Year Outlook Raised - News and Statistics
Agilon Health posted strong first-quarter 2026 results, exceeding analyst expectations for revenue and adjusted EBITDA, primarily due to operational improvements and a focus on profitability. The company raised its full-year revenue guidance to $5.74 billion and anticipates a positive full-year EBITDA of $25 million, significantly above previous estimates. Key operational drivers included enhanced data capabilities, disciplined payer contracting, and stronger physician engagement, despite a decrease in their customer base.
Agilon Health Is Maintained at Neutral by Citigroup
Citigroup has maintained its Neutral rating on Agilon Health (NYSE: AGL). The article does not provide further details on the reasons behind this rating or any financial analysis.
Bernstein raises Agilon Health stock price target on improved results
Bernstein SocGen Group has increased its price target for agilon health Inc (NYSE:AGL) to $86.00 from $22.04, maintaining a Market Perform rating. This adjustment follows Agilon's improved Medicare Advantage results, including a significant rise in adjusted EBITDA and a strong cash position. The company also reported impressive Q1 2026 earnings per share and revenue, surpassing analyst expectations.
AQR Holdings reports 974,897-share, 5.87% stake in agilon health (AGL)
AQR Capital Management, LLC and its parent company, AQR Capital Management Holdings, LLC, have disclosed a 5.87% passive stake in agilon health (AGL), totaling 974,897 shares of common stock. This Schedule 13G filing indicates beneficial ownership for investment purposes rather than an attempt to control the company. The report details shared voting power of 894,587 shares and shared dispositive power of 974,897 shares, with the holdings officially recorded as of March 31, 2026.
Why agilon health (AGL) Is Up 160.1% After Profit Jumps On Better Medical Margins And Guidance
Agilon health (AGL) saw its profit jump in the first quarter of 2026, reporting US$48.92 million in net income and US$1.80 EPS, despite lower revenue year-on-year. This improvement, driven by better medical margins, led to raised 2026 sales guidance, boosting the stock by 160.1%. However, the article notes an unresolved legal overhang regarding past disclosures on medical margins and cost control, which could still impact investor sentiment despite the improved operational profile.
Goldman Sachs (NYSE: GS) discloses 1.02M-share, 6.1% stake in Agilon Health
Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC have filed a Schedule 13G, disclosing a shared beneficial ownership of 1,018,303.08 shares of Agilon Health, Inc. common stock, representing a 6.1% stake as of March 31, 2026. The filing indicates a passive investment position with shared voting and dispositive powers. This disclosure provides transparency on a significant institutional holding in Agilon Health.
Agilon Health stock reaches 52-week high at 72.48 USD
Agilon Health (AGL) stock reached a 52-week high of $74.40, currently trading at $71.24, with a 362% surge in six months. Despite being flagged as overvalued by InvestingPro with a $1.14 billion market cap and unprofitability, investor confidence remains high. Recent first-quarter 2026 financial results show an impressive EPS of $2.94, significantly beating expectations, and revenue of $1.42 billion, further fueling market interest.
Why agilon health (AGL) Is Up 160.1% After Profit Jumps On Better Medical Margins And Guidance
Agilon health (AGL) reported higher profitability and increased earnings per share in Q1 2026, leading to a 160.1% stock increase and raised 2026 sales guidance driven by improved medical margins. Despite lower year-on-year revenue, the company's focus on value-based care is showing stronger financial performance. However, investors are cautioned about an unresolved legal overhang concerning past disclosures about medical margins and cost control, even as operating results improve.
agilon health (NYSE: AGL) CEO receives 320,000 stock-based awards
agilon health's CEO, Timothy Patrick O'Rourke, received stock-based compensation totaling 320,000 shares on May 7, 2026, as per a Form 4 filing. This includes a grant of 200,000 common stock shares and a separate award of 120,000 shares. The awards consist of restricted stock units vesting over three years, subject to continued employment, and performance stock units that vest based on the company's stock price reaching $50, $100, and $150 over a three-year period.
agilon health (NYSE: AGL) CEO O'Rourke named in initial Form 3
agilon health has filed an initial Form 3 for CEO & President Timothy Patrick O'Rourke, establishing him as a reporting person under SEC rules. The filing indicates no reported purchases, sales, or other transactions, and no derivative positions or holding entries at this time. O'Rourke's role as CEO and President, as well as a director, is formally recognized in this SEC filing.
TD Cowen Maintains Agilon Health(AGL.US) With Hold Rating, Cuts Target Price to $55
TD Cowen has reiterated a Hold rating on Agilon Health (AGL.US) but has lowered its target price for the stock to $55. This suggests that while the firm acknowledges the company's current position, they see potential limitations or concerns that led to the reduced price target.
Is It Too Late To Consider Agilon Health (AGL) After Its Recent 260% Rally?
Agilon Health (AGL) has seen a significant rally of 260% year-to-date, prompting a re-evaluation of its stock. While a Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by 90.5% at $60.66 per share compared to an intrinsic value of $31.84, its Price vs Sales (P/S) ratio of 0.17x is below both industry and peer averages, indicating it might be undervalued on this metric. The article encourages investors to consider different valuation narratives beyond standard models to assess AGL's true potential.
Agilon Health Company Profile & Introduction
This article provides a company profile and introduction to Agilon Health. It offers an overview of the company, which is involved in the healthcare sector.
agilon health, inc. Stock 12‑Month Price Target Raised to $29.79, Implies 7% Upside
agilon health, inc. (AGL) has seen its average 12-month price target rise from $20.73 to $29.79, according to 13 analysts, suggesting a 7% potential upside from its May 6 closing price. Despite the increased price target, the consensus rating from 17 analysts remains "Hold," with a mix of Buy, Hold, and Sell recommendations. Investors can find more detailed analyst data and historical recommendations on TradingView's platform.
Investigation Alert: Long-Term Investors in agilon health, inc. (NYSE: AGL) should contact the Shareholders Foundation
The Shareholders Foundation has announced an investigation into agilon health, inc. (NYSE: AGL) on behalf of long-term investors. This follows a lawsuit alleging securities law violations and concerns potential breaches of fiduciary duties by company directors and officers. Investors are encouraged to contact the Shareholders Foundation due to significant declines in stock price and revised financial forecasts by agilon health.
Agilon Health Operational Initiatives Begin Showing Results
Agilon Health (AGL) shares surged after the company announced strong first-quarter earnings that surpassed analyst expectations and raised its full-year 2026 revenue guidance. The company reported operational efficiencies and improved medical margins despite a decrease in total membership. William Blair noted ongoing clinical, cost-cutting, and operational initiatives appear to be driving a solid turnaround for Agilon Health.
What's Going On With Agilon Health Stock Friday?
Agilon Health (AGL) stock is trading lower on Friday after a significant rally the previous day, which saw the stock soar over 100%. This dip is attributed to profit-taking by retail traders following strong first-quarter earnings and an upbeat 2026 guidance, which led Wells Fargo to increase its price forecast for the company. Despite the Friday decline, analysts remain optimistic about AGL's trajectory, highlighting improved medical margins and operational initiatives.
A Quick Look at Today's Ratings for Agilon Health(AGL.US), With a Forecast Between $22 to $49
This article provides an overview of recent analyst ratings for Agilon Health (AGL.US), highlighting target prices that range from $22 to $49. It indicates the number of analysts covering the stock, their average price target, and a comparison to the current stock price, suggesting potential upside or downside based on these evaluations.
Agilon Health (AGL) Swings To Q1 Profit Challenging Longstanding Loss-Making Narrative
Agilon Health (AGL) reported a Q1 2026 profit of US$29.9 million, a significant turnaround from a trailing 12-month net loss of US$373.5 million. While this single profitable quarter challenges the company's long-standing loss-making narrative, it comes amidst modest revenue growth of 4.9% and a share price above its discounted cash flow (DCF) fair value. The company's future profitability hinges on whether this quarterly success can be sustained over the long term.
Agilon Health Is Up 115% After Earnings. Why the Stock Is Having Its Best Day Ever.
Agilon Health (AGL) shares surged by 115%, marking its best day on record, following better-than-expected first-quarter results and an increased full-year guidance. Analysts issued glowing commentary on the healthcare company's performance, contributing to the stock's significant rise.
AGL Stock Soars As Earnings Beat Fuels Growth Story
Agilon Health (AGL) stock soared by 114.92% after reporting a strong Q1 earnings beat with EPS of $1.80 against an expected $0.93 and revenue of $1.42B. The company also raised its full-year 2026 guidance, projecting higher revenue and membership figures, and announced a leadership change from turnaround to growth-focused strategy. This performance has attracted momentum traders, despite analysts maintaining a "Hold" rating.
Why is agilon health stock surging today?
agilon health Inc. (AGL) stock surged over 74% due to a strong Q1 2026 earnings beat, exceeding all analyst expectations and raising full-year guidance. This performance led to multiple analyst upgrades and coincided with the first day of new CEO Tim O’Rourke’s tenure, further bolstering investor confidence. The combination of financial outperformance, increased guidance, and new leadership created significant positive momentum for the company.
Agilon Health, Inc. (NYSE:AGL) Q1 2026 Earnings Call Transcript
Agilon Health, Inc. reported strong first-quarter 2026 results, exceeding earnings expectations and raising its full-year guidance. The company highlighted enhanced data capabilities, successful clinical and quality programs, and disciplined payer contracting as key drivers of performance. They also announced the incoming CEO, Tim O’Rourke, and discussed confidence in their full-risk value-based care model despite ongoing market dynamics.
Profit surges as agilon health (NYSE: AGL) raises 2026 revenue and EBITDA targets
Agilon Health (NYSE: AGL) reported a stronger Q1 2026 with net income surging to $48.9 million and Adjusted EBITDA reaching $53.8 million, despite a 7% decline in total revenues and an 11% reduction in membership due to market and payor exits. Consequently, the company raised its full-year 2026 guidance for total revenues, medical margin, and Adjusted EBITDA, reflecting confidence in its value-based care model and improved operational efficiency.
Agilon Health Inc. (AGL) Tops Q1 EPS by 288c ; Offers Guidance
Agilon Health Inc. (AGL) reported strong first-quarter results, with EPS significantly exceeding analyst estimates by $2.88 at $2.94. The company also surpassed revenue expectations, bringing in $1.42 billion against a $1.41 billion consensus. Agilon Health provided an optimistic outlook for FY 2026 and Q2 2026, with revenue guidance well above analyst predictions.
Agilon Health Q1 2026 Earnings Call Transcript
Agilon Health reported strong Q1 2026 results, exceeding guidance for revenue, medical margin, and Adjusted EBITDA, leading them to raise their full-year 2026 outlook. The company highlighted enhanced data pipelines, AI-driven insights, and clinical programs for congestive heart failure and COPD as key drivers of performance and ongoing efforts to improve patient outcomes and cost management. Despite a decline in Medicare Advantage membership due to strategic growth decisions and market exits, Agilon remains confident in its unique partnership model and its ability to deliver sustainable long-term performance, particularly when considering the favorable trajectory within their ACO REACH segment.
agilon health (AGL) Q1 2026 Earnings Transcript
agilon health (AGL) reported first-quarter 2026 results that exceeded guidance, driven by improved medical margin and adjusted EBITDA despite a decline in Medicare Advantage and ACO REACH membership. The company raised its full-year 2026 guidance, citing stronger operational execution, including enhanced clinical pathways and data utilization, and new payer contracting. Management emphasized a focus on in-market growth and profitability, with strategic initiatives addressing risk scores, cost management, and regulatory changes for 2027.
Agilon: Q1 Earnings Snapshot
Agilon Health Inc. (AGL) reported first-quarter earnings of $48.9 million, or $2.94 per share, surpassing Wall Street expectations. The company's adjusted earnings were $1.80 per share, compared to analysts' average estimate of $1.13 per share. Agilon also exceeded revenue forecasts, posting $1.42 billion against an expected $1.38 billion, and projects full-year revenue between $5.68 billion and $5.81 billion.
J.P. Morgan Downgrades Agilon Health(AGL.US) to Sell Rating, Cuts Target Price to $21
J.P. Morgan has downgraded Agilon Health (AGL.US) to a Sell rating from Neutral, lowering the target price to $21. The firm cited slowing growth and increased competition as reasons for the downgrade. This comes amidst a reassessment of valuation multiples for value-based care models.
agilon health inc expected to post earnings of 94 cents a share - Earnings Preview
agilon health inc (AGL) is projected to report earnings of 94 cents per share. This information comes from a Reuters earnings preview. The article is brief and based on Refinitiv data.
JPMorgan downgrades agilon health stock rating on execution concerns By Investing.com
JPMorgan downgraded agilon health Inc (NYSE:AGL) to Underweight from Neutral, citing elevated utilization, the need for management to rebuild credibility, and poor execution concerns. The firm set a price target of $21.00, significantly below the current trading price. Despite a recent surge in share price and some operational improvements expected, JPMorgan believes it will take several quarters for the company to demonstrate consistent execution to investors, although InvestingPro data suggests the stock may be undervalued.
Agilon Health downgraded by Analyst with a new price target
Agilon Health (AGL) has been downgraded by an analyst, receiving a new price target. This information was delivered by Quantisnow, a real-time market data and news platform that aggregates SEC filings, analyst ratings, and other financial news for retail investors. The article also lists recent analyst ratings for AGL and links to relevant SEC filings and insider transactions.
Westerville-based Agilon Health names new CEO
Agilon Health, a publicly traded physician management company headquartered in Westerville, has announced the appointment of a new CEO. The company recently relocated to Central Ohio.
Agilon Health (AGL) to Release Earnings on Wednesday
Agilon Health (AGL) is set to release its Q1 2026 earnings on Wednesday, May 6th, with analysts projecting an EPS of $1.06 and revenue of $1.41 billion. The company missed its previous quarter's EPS estimates and shows negative financial metrics, leading to analyst forecasts of continued negative full-year EPS. Despite ongoing profitability concerns and an average "Hold" rating from analysts, several institutional investors, including Goldman Sachs and AQR, significantly increased their positions in AGL.
Why agilon health (AGL) Stock Is Up Today
Shares of Agilon Health (AGL) jumped 12.9% after the company announced the appointment of Tim O'Rourke as its new CEO and President, effective May 7, 2026. This leadership change signals a shift from a restructuring phase to a growth-focused strategy. The stock's volatility is high, and despite a year-to-date gain, it remains significantly below its 52-week high from May 2025.
Agilon Health names Tim O’Rourke as CEO
Agilon Health has appointed Tim O’Rourke as its new Chief Executive Officer. His new role will be effective starting May 7, 2026. The article also briefly mentions other featured stories related to healthcare news.
Agilon Health names Tim O’Rourke as CEO
Agilon Health has appointed Tim O’Rourke as its new Chief Executive Officer, with his tenure effective May 7. The announcement was made by Hayley DeSilva on April 28, 2026. This move signifies a significant leadership change for the company.
Healthcare management services company agilon health, inc. officially announces major executive leadership changes
Agilon health, inc. has announced significant executive leadership changes, with current executive Tim O’Rourke succeeding Ronald Williams as CEO. Williams will remain chairman of the board to ensure continuity and provide support for the transition. This move aims to usher the company into a new stage of development, leveraging O'Rourke's industry experience.
Healthcare management services company agilon health, inc. officially announces major executive leadership changes
Agilon health, inc., a healthcare management services company, has announced significant executive leadership changes. Former CEO Ronald Williams is stepping down from daily management duties and will be succeeded by Tim O’Rourke, who was previously an executive within the company. Williams will maintain his role as chairman of the board to ensure strategic continuity and a smooth transition.
