Agilon Health (NYSE:AGL) Shares Gap Up After Strong Earnings

Key Points

• Agilon Health shares surged, opening at $111.95 versus the prior close of $96.23, after the company reported better-than-expected quarterly results.
• Quarterly EPS was $1.97, topping the consensus estimate of a $1.23 loss, while revenue of $1.52 billion exceeded analysts’ $1.46 billion forecast.
• Agilon raised its 2026 outlook to $5.88 billion in revenue and $150 million in adjusted EBITDA, and expects ACO membership to grow 40%–50% in 2027.

Agilon Health, Inc. (NYSE:AGL - Get Free Report)'s stock price gapped up before the market opened on Thursday after the company announced better than expected quarterly earnings. The stock had previously closed at $96.23, but opened at $111.95. Agilon Health shares last traded at $113.2810, with a volume of 134,311 shares changing hands.

The company reported $1.97 EPS for the quarter, beating the consensus estimate of ($1.23) by $3.20. Agilon Health had a negative net margin of 3.92% and a negative return on equity of 119.38%. The business had revenue of $1.52 billion during the quarter, compared to analyst estimates of $1.46 billion.

Agilon Health News Summary

Here are the key news stories impacting Agilon Health this week:

• Positive Sentiment: Agilon reported Q3 earnings of $1.97 per share, versus analyst expectations for a loss, and revenue of $1.52 billion, above the $1.46 billion consensus. The company said results exceeded its expectations. Agilon Health Reports Third Quarter 2026 Results
• Positive Sentiment: The company raised its 2026 outlook to $5.88 billion in revenue and $150 million in adjusted EBITDA. It also expects ACO membership to grow 40%–50% in 2027, supporting the investment case for future expansion. Agilon raises 2026 outlook and projects ACO membership growth
• Neutral Sentiment: Agilon scheduled a virtual investor event for November 17 to discuss its operating framework and performance at scale. The event may provide additional detail, but no new financial targets were included in the announcement. Agilon Health to Host Virtual Investor Event

Wall Street Analysts Forecast Growth

Several research firms have recently commented on AGL. Robert W. Baird set a $116.00 target price on Agilon Health in a report on Thursday, August 6th. JPMorgan Chase & Co. raised their price target on Agilon Health from $31.00 to $85.00 and gave the stock an "underweight" rating in a report on Monday, August 24th. Barclays set a $111.00 price objective on Agilon Health and gave the company an "equal weight" rating in a research report on Thursday, August 6th. Citigroup upgraded Agilon Health from a "sell" rating to a "neutral" rating and upped their price objective for the stock from $105.00 to $115.00 in a research note on Monday, August 10th. Finally, Truist Financial set a $112.00 target price on Agilon Health and gave the stock a "hold" rating in a research report on Thursday, August 6th. Six investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $102.25.

Institutional Investors Weigh In On Agilon Health

Several large investors have recently made changes to their positions in AGL. Sterling Capital Management LLC bought a new position in Agilon Health in the 3rd quarter worth approximately $33,000. Root Financial Partners LLC bought a new stake in Agilon Health during the 3rd quarter valued at $57,000. State of Alaska Department of Revenue bought a new stake in Agilon Health during the 3rd quarter valued at $64,000. Allworth Financial LP bought a new stake in Agilon Health during the 2nd quarter valued at $114,000. Finally, Inspire Investing LLC boosted its position in Agilon Health by 31.2% during the 3rd quarter. Inspire Investing LLC now owns 8,048 shares of the company's stock worth $641,000 after acquiring an additional 1,912 shares during the period.

Agilon Health Stock Up 16.3%

The company has a current ratio of 1.08, a quick ratio of 1.08 and a debt-to-equity ratio of 0.07. The stock has a 50-day simple moving average of $87.43 and a 200-day simple moving average of $65.85. The company has a market cap of $1.88 billion, a price-to-earnings ratio of -7.84 and a beta of 3.10.

Agilon Health Company Profile

Agilon Health, Inc is a healthcare company that partners with independent primary care physicians to support the transition from fee-for-service medicine to value-based care. The company works with physician practices serving primarily older adults enrolled in Medicare Advantage and helps them manage the cost, quality and coordination of care for their patient populations.

Agilon provides a technology-enabled platform that includes population health analytics, clinical and administrative support, care coordination resources and practice-management capabilities.

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