Q2 Earnings Highlights: agilon health (NYSE:AGL) Vs The Rest Of The Outpatient & Specialty Care Stocks
This article analyzes the Q2 earnings reports of several outpatient and specialty care stocks, comparing their performance, revenue growth, and market reactions. While agilon health exceeded analyst expectations for revenue and EBITDA guidance, its stock declined due to higher investor expectations. LifeStance Health Group, U.S. Physical Therapy, Surgery Partners, and Encompass Health also reported their Q2 results, with LifeStance Health Group showing the strongest performance among the group.
AQR Capital Management Trims Agilon Health (AGL) Stake Amid Stock Surge
AQR Capital Management LLC reduced its stake in Agilon Health Inc (AGL) by selling 282,356 shares at $107.18 per share. This transaction decreases AQR's position in AGL to 692,541 shares, representing 0.03% of its total portfolio and 4.15% of Agilon Health's outstanding shares. Despite a significant year-to-date stock surge of 466.51%, Agilon Health remains unprofitable, with a "Fairly Valued" GF Valuation and poor financial health indicators, leading AQR to likely capitalize on recent gains.
agilon health (AGL) insider’s 17-share move is just tax withholding
agilon health (AGL) Chief Accounting Officer Timothy Gertsch had 17 shares of common stock withheld for income tax obligations related to the net settlement of restricted stock units on August 16, 2026. This transaction, valued at $96.90 per share, was not an open-market sale. Following this, Gertsch directly holds 14,152 shares, including restricted stock units.
Agilon Health, Inc. (NYSE:AGL) Receives Consensus Rating of "Hold" from Brokerages
Agilon Health, Inc. (NYSE:AGL) has received a consensus "Hold" rating from fifteen brokerage firms, with an average 12-month price target of $86.18. Recent analyst actions show mixed views, including upgrades to "buy" from Deutsche Bank and Jefferies, while Wells Fargo maintained an "overweight" rating. The company recently surpassed quarterly earnings and revenue expectations, reporting $1.04 EPS on $1.49 billion in revenue, though it remains unprofitable with a negative net margin.
Is agilon health (AGL) Overvalued On Raised 2026 Guidance And Q2 Beat?
Agilon health (AGL) experienced a significant stock jump after reporting a Q2 beat and raised full-year guidance for 2026, including higher revenue and EBITDA. Despite this positive news and a strong year-to-date return, the company's stock is considered 24% overvalued based on a fair value of $78.14, compared to its closing price of $96.90. However, an alternative view suggests it could be undervalued when looking at its P/S ratio relative to peers and the industry, indicating that the market might be pricing in execution risk rather than strong upside potential.
Agilon Health Inc (AGL) Stock Up 9.0% but GF Value Says Overvalued -- GF Score: 71/100
Agilon Health Inc (AGL) saw its stock rise by 9.0% to $96.90, but GuruFocus's GF Value indicates the stock is overvalued by 6.2% compared to its intrinsic value of $91.24. Despite a strong GF Score of 71/100, driven by good growth and valuation ranks, the company's unprofitability and low profitability/momentum scores suggest caution for investors. Two gurus hold AGL shares, with one increasing their position, while there have been no insider transactions in the last three months.
Should agilon health’s (AGL) Profit Rebound and Higher Guidance Prompt a Fresh Look From Investors?
agilon health (AGL) reported a significant profit rebound in Q2 2026, swinging from a net loss to a net income of US$17.96 million, and raised its full-year revenue guidance. This improvement, driven by better medical cost management rather than just top-line growth, suggests a positive shift in the company's financial stability. Investors should consider how these operational changes and improved profitability might reshape agilon health's investment narrative, despite ongoing risks related to payer contracts and reimbursement uncertainty.
Should agilon health’s (AGL) Profit Rebound and Higher Guidance Prompt a Fresh Look From Investors?
Agilon health (AGL) reported a swing to profit in Q2 2026, with net income of US$17.96 million compared to a loss a year earlier, and raised its full-year 2026 revenue guidance. This improvement, driven by better medical cost management, suggests enhanced profitability without sole reliance on top-line growth. The article explores how this improved cost discipline and higher guidance might impact investor perception and the company's investment narrative.
AQR Capital discloses 4.15% agilon health (AGL) stake in Schedule 13G/A
AQR Capital Management, LLC and its parent, AQR Capital Management Holdings, LLC, have disclosed a beneficial ownership of 4.15% in agilon health, inc. (AGL) common stock through a Schedule 13G/A filing. This stake amounts to 692,541 shares, with shared voting power over 666,033 shares and shared dispositive power over all 692,541 shares. The filing indicates that their position is now at or below the 5% ownership reporting threshold.
5 Insightful Analyst Questions From agilon health’s Q2 Earnings Call
agilon health (AGL) significantly beat revenue and profitability estimates in Q2, though its share price dropped. Management attributed strong financials to operational improvements and AI investments. Analysts questioned the sustainability of improved medical margins, seasonality in cost trends, and the sources of medical cost moderation.
AGILON HEALTH, INC. : CITIGROUP RAISES TO NEUTRAL FROM SELL; RAISES TARGET PRICE TO $115 FROM $105
Citigroup has upgraded its rating for Agilon Health, Inc. from "Sell" to "Neutral" and simultaneously increased its target price for the company's stock to $115 from $105. This adjustment reflects a more optimistic outlook on Agilon Health's financial prospects by the analyst firm. The information was reported by Reuters.
Agilon Health Earnings Call Signals Profitable Turnaround
Agilon Health's Q2 earnings call revealed a significant financial turnaround with revenue up 7.1% year-over-year to $1.5 billion and medical margin swinging from a loss to a positive $197 million. The company raised its full-year 2026 revenue guidance to $5.8 billion and adjusted EBITDA guidance to $85 million, driven by improved clinical execution, risk adjustment programs, and data capabilities. Despite a strategic decline in Medicare Advantage membership for profitability and ongoing cost pressures, Agilon Health is prioritizing disciplined contracting and clinical pathways to achieve more durable profitability.
agilon Health (AGL) Could Be 22% Overvalued On Its Profit Turn And Outlook Raise
agilon health (AGL) reported strong Q2 results, shifting from a net loss to profit and raising its full-year 2026 revenue guidance. Despite a significant recent share price rebound, Simply Wall St's analysis suggests the stock might be 22.2% overvalued at $95.51 compared to a fair value of $78.14, based on future earnings and margin improvements. However, the company faces risks from payer concentration and leadership instability that could pressure its valuation.
TD Cowen Maintains Agilon Health(AGL.US) With Hold Rating, Raises Target Price to $95
TD Cowen has reiterated its Hold rating on Agilon Health (AGL.US) and increased its target price to $95. This indicates a continued neutral stance on the stock with a slightly more optimistic outlook on its valuation.
Agilon Health (AGL) Stock Price Drops Despite Sharp Margin Rebound
Agilon Health (AGL) experienced a significant stock price drop despite reporting a sharp rebound in medical margin and returning to profitability in Q2 2026. The company posted US$1.5 billion in revenue and achieved a medical margin of US$197 million, along with US$70 million in adjusted EBITDA. Investors are cautiously evaluating whether these improved fundamentals can be sustained, given the stock's recent volatility and concerns about execution risks and non-repeatable financial milestones.
agilon health, inc. Stock 12‑Month Price Target Raised to $106.69, Implies 1% Downside
agilon health, inc.'s average stock price target has been raised from $85.92 to $106.69 by 13 analysts, with a range of $31 to $141 per share. This updated target suggests a 1% potential downside based on the August 5th closing price. The consensus rating from 16 analysts remains "Hold," with 4 Buys, 10 Holds, and 2 Sells.
agilon health, inc. (AGL) stock price, news, quote and history
This page provides comprehensive information on agilon health, inc. (AGL) stock, including its current price, historical data, news, and financial analysis. It details key statistics like market cap, PE ratio, and earnings date, alongside performance comparisons with the S&P 500. The article also includes analyst ratings and a company overview describing its healthcare services for seniors.
Agilon Health Inc (AGL) News, Articles, Events & Latest Updates
Agilon Health (AGL) recently reported strong Q2 2026 earnings, exceeding revenue and EPS estimates, and increased its full-year guidance for total revenues, medical margin, and adjusted metrics. The company also announced significant savings from its ACO REACH Model for the 2024 performance year. However, these positive financial results are set against a backdrop of investor litigation and investigations into potential breaches of fiduciary duties.
agilon health (AGL) Is Up 16.4% After Q2 Return To Profitability And Raised 2026 Outlook
Agilon health (AGL) reported a return to profitability in Q2 2026 with net income of US$17.96 million and raised its full-year 2026 total revenue outlook to US$5.78 billion to US$5.86 billion. This positive financial performance and increased guidance support the company's margin-focused investment narrative, despite ongoing risks related to payer negotiations and medical cost trends. The article suggests this improved outlook could challenge previous pessimistic analyst views, although the stock might still be overvalued by up to 28% based on current fair value estimates.
Agilon Health Q2 Earnings Call Highlights
Agilon Health (AGL) reported second-quarter results that surpassed its guidance for medical margin and adjusted EBITDA, driven by stronger risk-adjustment revenue, favorable medical-cost development, and progress in clinical initiatives. The company raised its full-year 2026 outlook, with CEO Tim O’Rourke emphasizing improvements in clinical and operational consistency. Agilon also outlined its focus on enhancing data capabilities, expanding clinical pathways for chronic conditions, and disciplined growth in existing markets.
AGILON HEALTH, INC. : JEFFERIES RAISES TARGET PRICE TO $135 FROM $115
Jefferies has increased its target price for Agilon Health, Inc. from $115 to $135. This update was reported by Reuters on August 6, 2026. The article also briefly mentions other analyst target price changes and cryptocurrency prices.
AGL Stock Jumps As Wells Fargo Doubles Price Target
agilon health inc. (AGL) stock surged by 15.53% after Wells Fargo more than doubled its price target to $141 from $72, maintaining an Overweight rating. This optimistic outlook is fueled by AGL's strong performance in value-based care, particularly its ACO REACH entities which generated $229M in gross savings in 2024. Traders are closely watching AGL due to its revenue growth, positive free cash flow, and upcoming Q2 2026 earnings release.
AGL Stock Jumps As Wells Fargo Doubles Price Target
agilon health inc. (AGL) stock surged by 15.0% after Wells Fargo more than doubled its price target to $141 from $72, reaffirming an Overweight rating. This upward movement is attributed to the company's strong performance in value-based care, particularly its ACO REACH program which generated significant gross savings. While AGL exhibits strong top-line growth, it remains a "trader's stock" due to negative margins and an aggressive valuation, positioning it as a high-conviction growth name despite inherent risks.
Agilon Health tops Q2 estimates, raises 2026 guidance; Shares gain 3%
Agilon Health Inc. (NYSE:AGL) exceeded Q2 analyst expectations and raised its full-year 2026 guidance for total revenues, medical margin, and adjusted EBITDA, leading to a 3.9% rise in shares. The company reported adjusted EPS of $1.04, significantly beating estimates, and revenue increased 7% year-over-year to $1.49 billion. This strong performance was attributed to improved burden of illness execution, favorable payor contracting, and better pricing, despite a decrease in membership.
agilon health (NYSE:AGL) Beats Q2 CY2026 Sales Expectations, Full-Year Sales Guidance is Optimistic
Agilon Health (NYSE: AGL) reported stronger-than-expected Q2 CY2026 results, surpassing Wall Street's revenue and profit estimates. The healthcare services company also provided optimistic guidance for the next quarter's revenue and raised its full-year revenue and EBITDA forecasts, indicating positive momentum. Despite historical growth slowdowns, Agilon Health's recent performance shows increased efficiency and profitability, leading to a 2.6% stock price increase post-earnings.
agilon health, inc. (AGL) withholds shares to cover CLO tax obligations
agilon health, inc. (AGL) Chief Legal Officer Denise Zamore had 37 shares of Common Stock withheld on August 1, 2026, to cover income tax obligations related to the net settlement of restricted stock units. This transaction is classified as a tax-withholding disposition, not a sale. Following this event, Zamore directly holds 66,075 shares, which include restricted stock units.
Agilon Health Inc (AGL) Q2 2026 Earnings Report Preview: What To Look For
Agilon Health Inc (AGL) is scheduled to release its Q2 2026 earnings on August 5, 2026, with revenue estimated at $1449.78 million and a loss of $0.75 per share. Analysts have recently increased both revenue and earnings estimates for full-year 2026 and 2027. The company's average target price is $75.40, implying a potential downside, while GuruFocus estimates a slight upside.
Burned by agilon health, inc.? Contact Levi & Korsinsky to SueWallSt and Fight Back
A class action lawsuit has been filed against agilon health, inc. on behalf of investors who experienced financial losses due to alleged securities fraud between February 26, 2025, and August 4, 2025. Investors are encouraged to contact Levi & Korsinsky, a law firm with a strong track record in securities litigation, to explore their options and join the lawsuit. The firm is offering resources for affected shareholders, including a dedicated email, phone line, and a podcast for updates.
Agilon Health Market Sentiment
This article analyzes market sentiment for Agilon Health (AGL) based on analyst consensus, short interest, options flow, and insider activity. Key signals indicate a "Hold" consensus from analysts with an average price target of $37, rising short interest at 6.9%, and a bullish options flow. The report also includes a detailed table of recent analyst actions with their ratings and price target changes.
agilon health inc (AGL) Financial Health: Profitability & Balance Sheet Analysis
agilon health inc (AGL) currently holds a financial score of 7.30, placing it 41st out of 75 in the Healthcare Providers & Services industry, indicating a weak financial status but high operating efficiency. The company's latest quarterly revenue was $1.42 billion, a 7.33% year-over-year decrease, and its net profit saw a significant 303.86% year-over-year decrease. Key financial metrics such as cash and cash equivalents, total assets, total liabilities, and free cash flow, as well as detailed quality of earnings, operational efficiency, growth potential, and shareholder returns data, have not been disclosed by the company.
Agilon Health (AGL) Could Be 54% Above Fair Value As CTO Exit Raises Questions
Agilon Health (AGL) is facing scrutiny as its CTO prepares to leave, contributing to recent stock volatility. The company's share price has seen significant gains year-to-date despite recent drops, but analysts suggest it's currently 53.5% overvalued compared to a fair value of $60.36. While demographic trends support demand for its services, risks around payer renegotiations and Medicare Advantage trends could challenge optimistic forecasts.
Agilon Health Number of Employees 2026 | Employee Count & Headcount Data
Agilon Health (AGL) had 861 employees worldwide as of March 2026, a 7.0% decline from 926 employees in 2023. Despite the headcount decrease, the company is actively hiring with 145 active job postings in 2026, a 39.7% increase from 2025. The workforce is concentrated in the United States (52.3%) and India (45.5%), with the largest functional groups being Finance and Operations, Engineering, and Sales and Marketing.
AGL|agilon health inc|Price:92.730|Chg%:-6.410
agilon health inc (AGL) has stable fundamentals and high growth potential, though its valuation is considered fairly valued within the Healthcare Providers & Services industry. Institutional ownership is very high, and analysts currently rate it as "Hold" with an expected upward trend in the medium term. Despite recent weak stock market performance, the company exhibits strong fundamentals.
AGL|agilon health inc|Price:92.730|Chg%:-6.410
This article provides a detailed stock analysis of agilon health inc (AGL), including real-time quotes, key financial figures, insights into its fundamentals and growth potential, and analyst ratings. It highlights that agilon health inc is a healthcare company focused on empowering primary care physicians through a platform, partnership model, and network to manage total healthcare needs for seniors, operating primarily through risk-bearing entities. Despite recent stock market underperformance, the company shows strong fundamentals with high revenue and profit growth, though it is currently rated as "Hold" by analysts with a target price indicating a downside.
Did agilon health, inc. Insiders Breach their Fiduciary Duties to Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of agilon health, inc. (NYSE: AGL) breached their fiduciary duties to shareholders. The firm encourages agilon stock owners to contact them to discuss potential legal rights and options, which could include corporate governance reforms, fund recovery, or financial incentive awards. Halper Sadeh LLC emphasizes that shareholder involvement can enhance company transparency and accountability.
Did agilon health, inc. Insiders Breach their Fiduciary Duties to Shareholders?
Halper Sadeh LLC, an investor rights law firm, is investigating whether officers and directors of agilon health, inc. (AGL) breached their fiduciary duties to shareholders. The firm encourages current long-term shareholders to contact them to discuss legal options, including seeking corporate governance reforms, the return of funds, or financial incentives. Shareholder involvement is emphasized as a way to improve company policies and enhance shareholder value.
agilon health inc (AGL) Institutional Confidence
The article analyzes the institutional confidence in agilon health inc (AGL), noting that its current institutional shareholding score is 7.00, ranking it 37 out of 75 in its industry. The institutional shareholding proportion is 87.96%, a decrease of 12.61% quarter-over-quarter. Key institutional shareholders and their recent activity are also detailed, with Goldman Sachs & Company, Inc. and AQR Capital Management, LLC showing significant increases in holdings.
Agilon Health (AGL) Stock Looks Discounted Even After A 482% Run
Agilon Health (AGL) has seen a remarkable 481.9% year-to-date gain, yet several valuation checks suggest its stock remains undervalued. The company's P/S ratio of 0.3x is significantly below the healthcare industry average of 1.4x, indicating a potential discount. While there's strong momentum and fundamental support, the debate centers on whether the current discount truly reflects mispricing or if it accounts for execution risks and market pressures.
AGL|agilon health inc|Price:98.000|Chg%:-2.450
agilon health inc. (AGL) is a healthcare company focused on enabling primary care physicians to manage the total healthcare needs of seniors through a capitation model. The company's platform supports a Total Care Model, partnering with existing physician groups and expanding its network. The article provides company details, stock performance, executive information, and key shareholder data.
Agilon Health, Inc. (NYSE:AGL) Receives Consensus Rating of "Hold" from Analysts
Agilon Health, Inc. (NYSE:AGL) has received a consensus "Hold" rating from fourteen research firms, with an average 12-month target price of $64.00, despite mixed recent analyst actions. The company reported better-than-expected quarterly results with EPS of $1.80 and revenue of $1.42 billion, but still faces negative margins and an expected full-year loss. Several hedge funds have adjusted their positions in AGL, highlighting ongoing institutional interest.
agilon health, inc. Stock 12‑Month Price Target Raised to $73.36, Implies 39% Downside
agilon health, inc. (AGL) stock's average 12-month price target has been increased to $73.36 by 14 analysts, up from $71.57, though this still implies a 39% potential downside based on the July 22nd closing price. The consensus analyst rating remains "Hold" across 17 analysts, with a breakdown of 4 Buys, 10 Holds, and 3 Sells.
agilon health, inc. (AGL) Stock Price, News, Quote & History
This page provides comprehensive financial data, news, and history for agilon health, inc. (AGL). It includes real-time stock prices, performance charts, key statistics like market cap and P/E ratio, analyst insights, and comparisons with similar companies in the medical care facilities industry. The company, founded in 2016 and based in Westerville, Ohio, specializes in providing healthcare services for seniors.
Why agilon health (AGL) Shares Are Falling Today
Agilon Health (AGL) shares dropped 10.8% after Citi downgraded the stock from Neutral to Sell, citing valuation concerns following a 650% rally in 2026. The downgrade further noted risks due to Medicare Advantage plans and an investigation into potential false statements regarding medical costs. Despite a year-to-date gain, the stock's significant volatility and previous poor performance, including a CEO departure and withdrawn guidance 12 months ago, continue to impact investor perception.
Why agilon health (AGL) Shares Are Falling Today
Agilon Health (NYSE: AGL) shares fell 10.8% after Citi downgraded the stock from Neutral to Sell due to valuation concerns following a 650% rally in 2026. Citi highlighted the stock's 38% premium to peers and risks as Medicare Advantage plans seek to retain margins. Additionally, a law firm announced an investigation into Agilon Health regarding potential false statements about its medical costs.
Citi Downgrades Agilon Health(AGL.US) to Sell Rating, Raises Target Price to $105
Citi has downgraded Agilon Health (AGL.US) to a Sell rating from a previous Buy rating. Despite the downgrade, the firm increased its target price for the company to $105. This adjustment reflects a mixed outlook from Citi on Agilon Health's stock.
Citigroup Downgrades Agilon health to Sell From Neutral, Adjusts Price Target to $105 From $80
Citigroup has downgraded agilon health (AGL) from "Neutral" to "Sell" and adjusted its price target from $80 to $105. This news led to a decrease in agilon health's share price. The article also provides recent news headlines related to agilon health, including previous analyst ratings, earnings reports, and executive changes.
Agilon Health | 8-K: Current report
This 8-K filing from Agilon Health is a Current Report, which is used to announce unscheduled material events or corporate changes that are important to shareholders. Without further detail, the report likely contains information about a significant event that recently occurred at the company.
agilon CTO Girish Venkatachaliah to Depart Aug 1, 2026 with Severance and Consulting Arrangement
agilon's CTO, Girish Venkatachaliah, will depart from his role on August 1, 2026. He will receive a cash severance of $766,063 and continued equity vesting, while also providing transition consulting services until December 31, 2026. This information is based on an SEC filing from agilon health, inc. (AGL).
AGL stock holds as Agilon Health revenue and loss frame the 2026 outlook
Agilon Health's (AGL) stock performance for 2026 is still being shaped by its 2025 financial results, which reported $1.52 billion in revenue but a net loss of $123.0 million, and negative adjusted EBITDA. The company's liquidity, with $401.6 million in cash equivalents, also remains a key factor. Investors are closely watching for margin stabilization and a reduction in losses as indicators of future improvement, rather than just revenue growth.
agilon health (AGL) Proxy filing Summary
agilon health (AGL) has released its proxy filing summary, detailing the upcoming annual meeting on June 2, 2026. Shareholders will vote on electing three Class II directors, ratifying Ernst & Young LLP as auditor, and an advisory vote on executive compensation, all of which the board recommends approving. The company, which faced profitability pressures in 2025, has emphasized its Total Care Model and implemented strategic actions to restore financial strength, prioritizing margin over membership growth.
