Overview
Smart money at a glance
Filings to Oct 5, 2026Net selling: insiders sold $3.3M and bought $0 on the open market in 90 days (SEC Form 4). Congress: net buying of $15K to $50K in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$3.3M netNet selling
- CongressSTOCK Act, last 180 days
- +$15K to +$50K netNet buying
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 4 added, 2 cutMore adding
Market overview
Fundamentals Oct 5- Open
- $377.64
- 52-wk high
- $805.09
- High
- $383.01
- 52-wk low
- $254.39
- Low
- $370.39
- Prev close
- $377.95
- Mkt cap
- $5.39B
- P/E
- 30.3x
- Volume
- 293.2K
- Fwd P/E
- 16.6x
- Beta
- 0.57
- Div yield
- 0.53%
- P/S
- 4.5x
- P/B
- 10.4x
- Profit margin
- +15.1%
- Op margin
- +14.8%
- ROE
- +39.9%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about AGX filings
Are insiders buying or selling Argan Inc (AGX) stock?
Net selling: insiders sold $3.3M and bought $0 of AGX stock on the open market in the 90 days to Oct 5, 2026, according to SEC Form 4 filings. The largest was Jeffrey, John Ronald Jr. (Director), who sold $3.3M. The latest filing was on Aug 4, 2026.
Which members of Congress have traded AGX recently?
Rep. Gilbert Cisneros (D) bought $15K to $50K on Jun 30, 2026, disclosed 2 days later. In total, 1 member disclosed 1 AGX trade with trade dates in the last 180 days, filed a median 2 days after trading.
How current is this AGX smart-money data?
This summary uses filings available on Oct 5, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (1)
- LP

Lone Pine
$294.4M
bought
Sells/Trims (2)
- MC

Maverick Capital
$253.1M
sold
- CI

Citadel
$31.2M
trimmed
What insiders are doing
Sells (3)
- JJ
Jeffrey John Ronald Jr.
$3.3M
sold
- GW
Griffin William F Jr
$37.0M
sold
- GP
Getsinger Peter W
$4.7M
sold
What Congress is doing
Buys (1)
How top traders are positioned
No tracked top-trader positions in AGX right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 41.2% above what analysts expected.
Last report
Sep 2, 2026
Period ending
Jul 31, 2026
Adjusted EPS
$2.66 expected
Revenue
No reported revenue on record
Previous reports
All values in USD| Period ending | Reported | EPS / estimate | EPS surprise | Revenue / estimate | Rev. surprise |
|---|---|---|---|---|---|
| Jul 31, 2026 | Sep 2, 2026 | $3.76 / $2.66Yahoo Finance | +41.20% beat | Unavailable | Unavailable |
| Apr 30, 2026 | Jun 4, 2026 | $3.24 / $2.33Yahoo Finance | +38.87% beat | Unavailable | Unavailable |
| Jan 31, 2026 | Mar 26, 2026 | $3.47 / $1.98Yahoo Finance | +75.47% beat | Unavailable | Unavailable |
| Oct 31, 2025 | Dec 4, 2025 | $2.17 / $2.10Yahoo Finance | +3.51% beat | Unavailable | Unavailable |
| Jul 31, 2025 | Sep 4, 2025 | $2.50 / $1.64Alpha Vantage | +52.44% beat | Unavailable | Unavailable |
| Apr 30, 2025 | Jun 4, 2025 | $1.60 / $1.09Alpha Vantage | +46.79% beat | Unavailable | Unavailable |
| Jan 31, 2025 | Mar 27, 2025 | $2.22 / $1.15Alpha Vantage | +93.89% beat | Unavailable | Unavailable |
| Oct 31, 2024 | Dec 5, 2024 | $2.00 / $1.26Alpha Vantage | +58.73% beat | Unavailable | Unavailable |
EPS uses Yahoo Finance where available, then Alpha Vantage or verified release comparisons. Revenue uses company releases and saved estimates.
What the street expects next
Financials
What it sold, what it cost, what was left.
| USD | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $251.2M | $262.1M | $291.0M | $384.0M |
| Cost of what it sold | $204.2M | $196.5M | $229.8M | $309.8M |
| Gross profit | $46.9M | $65.6M | $61.1M | $74.2M |
| What it spent | ||||
| Sales and admin | $14.3M | $17.9M | $15.7M | $17.4M |
| Total operating expenses | $14.3M | $17.9M | $15.7M | $17.4M |
| What was left | ||||
| Operating profit | $32.6M | $47.7M | $45.4M | $56.8M |
| Profit before tax | $39.7M | $55.4M | $53.8M | $66.9M |
| Tax | $9.0M | $6.2M | $7.7M | $13.6M |
| Net profit | $30.7M | $49.2M | $46.1M | $53.3M |
| EBITDA | $40.2M | $56.0M | $54.3M | $67.5M |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is bullish
Argan, Inc. (NYSE:AGX) Stock Has Consensus Target Price of $476.67
BullishOct 2$1000 Invested In Argan 5 Years Ago Would Be Worth This Much Today
BullishOct 1Argan, Inc. (AGX) options chain
NeutralOct 1Operating expenses (excl. COGS) of Argan, Inc. – HAN:1AW
NeutralSep 30AGX: Record revenue, robust backlog, and strong cash position drive growth and higher dividends
BullishSep 30Argan Jumps 6.2% After JP Morgan Maintains Overweight
BullishSep 29Argan (NYSE:AGX) Stock Price Target Lowered at JPMorgan Chase & Co.
Leans bullishSep 29AGX Maintained by JP Morgan -- Price Target Lowered to $785
BearishSep 29