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AGX

ARGAN INC
NYSE· Construction - Special Trade Contractors· Inc. DE· CIK 0000100591 Industrials & Manufacturing
$331.03 +0.73 (+0.22%)
Oct 23 4:00 PM ET · prev $330.30
Market cap
$4.6B
Mid cap
Consensus
Buy
67% Buy or better · 12 analysts
Median target
🔒 Subscribers only
1 year
+11.6%
from $296.55 · Oct 24
30 days
−8.3%
from $361.06
52-week range
$292.22–798.55
−59% from high · low Oct 29
Avg volume 20D
333.4K
shares / day
Short interest
1.23M
≈8.8% of shares · −5.3%
Days to cover
2.8
at average volume
Insider net
-$93.0M
0 buyers · 9 sellers · since Apr 28
New fund stakes
6
Q2 2026 13F · 4 exits
Filing reports
11
analyzed by SecBot
SecBot read BULLISH 2 reports · 90 days
Balance 0 bearish · 1 bullish · 1 mixed oldest → newest, height = score
Avg score ·High conf. 1/2
Strongest BULLISH Argan (AGX) reported Q2 FY2027 results with record revenue of $384M (up 61.5% YoY) and record net income of…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    9 insiders sold $93.0M.

  • InstitutionsMIXED

    Q2 2026: 37 added (6 new), 37 trimmed or exited. Largest new: Vanguard Capital Management $475.0M, Sculptor Capital $76.3M.

  • AnalystsBULLISH

    8 of 12 rate it Buy or better.

  • Short sellersSTEADY

    Short interest −5.3% to 1.23M shares. 2.8 days to cover, ≈8.8% of shares.

  • TrendDOWNTREND

    19% below its 50-day average.

Who's buying

13F· Q2 2026
6
new positions
4
exits
$651.3M
in new stakes
FundMoveSharesValue
VANGUARD PORTFOLIO MANAGEMENT LLCADD778,042$621.3M
VANGUARD CAPITAL MANAGEMENT LLCNEW594,781$475.0M
PRICE T ROWE ASSOCIATES INC /MD/DOUBLED420,104$335.5M
MORGAN STANLEYADD214,895$171.6M
Bank of New York Mellon CorpTRIM165,147$131.9M
UBS Group AGTRIM156,861$125.3M
FMR LLCDOUBLED111,906$89.4M
Sculptor Capital LPNEW95,500$76.3M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

12 analysts
Buy 67% rate it Buy or better
Strong Buy1Buy7Hold3Sell1Strong Sell0

Fresh Price Targets

Analyst price targets updated within the last 24 hours are for subscribers only.

Subscribe for Full Access
Recent actions
DateFirmActionRating
Sep 29, 2026JP Morgan
MAINTAIN
MAINTAINOverweight
Sep 9, 2026Piper Sandler
INITIATE
INITIATEUnderweight
Sep 3, 2026Lake Street
UPGRADE
UPGRADEBuy
Jun 5, 2026Lake Street
MAINTAIN
MAINTAINHold
Congressional trades
AGX trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
DateMemberTypeAmountDisclosed
Jun 30, 2026
Gilbert Cisneros
D· HOUSE· Argan Inc
BUY$15,001 - $50,000Jul 3, 2026(4d)

Insider ledger

Form 4
$0
bought · 0 insiders
$93.0M
sold · 9 insiders
DateInsiderTypeValue
Sep 22, 2026
Getsinger Peter W
Director
EXERCISE$35.9K
Sep 22, 2026
Getsinger Peter W
Director
EXERCISE$40.1K
Sep 9, 2026
Collins Charles Edwin IV
CHIEF EXECUTIVE OFFICER, GEMMA
AWARD3,506 sh
Jul 31, 2026
Jeffrey John Ronald Jr.
Director
SELL$3.3M
Jun 30, 2026
Jeffrey John Ronald Jr.
Director
EXERCISE$170.5K
Jun 30, 2026
Jeffrey John Ronald Jr.
Director
EXERCISE$41.3K
Jun 30, 2026
Jeffrey John Ronald Jr.
Director
EXERCISE$43.7K
Jun 30, 2026
Jeffrey John Ronald Jr.
Director
EXERCISE$178.6K

Earnings setup

Estimates

Revision history: 🔒 Fresh data — subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data — subscribers only
Next Q🔒 Fresh data — subscribers only
Current FY🔒 Fresh data — subscribers only
Next FY🔒 Fresh data — subscribers only

Short side

FINRA· Sep 30, 2026
1,230,516
shares short
-5.3%
vs prior settlement
2.8
days to cover
≈8.8%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 Insider
Getsinger Peter W acquired via exercise 895 shares
Director @ $40.15 ($35.9K)
Sep 22, 2026 Insider
Getsinger Peter W acquired via exercise 1,000 shares
Director @ $40.15 ($40.1K)
Sep 15, 2026 Short interest report
Short Interest: AGX up 21% to 1.3M shares
Settlement 2026-09-15 | Days to cover: 2.78 | ≈9.26% of shares outstanding (est.)
Sep 9, 2026 Insider
Collins Charles Edwin IV was granted 3,506 shares
CHIEF EXECUTIVE OFFICER, GEMMA
Sep 2, 2026 SEC
Argan (AGX) reported Q2 FY2027 results with record revenue of $384M (up 61.5% YoY) and record net income of $53.3M (up…
8-K — Impact 6/10
Aug 3, 2026 SEC
A mixed institutional cluster in AGX for 2026-Q2 shows three buyers adding $15.3M in new positions (led by a $13.3M…
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
VANGUARD PORTFOLIO MANAGEMENT LLC — ADD
778,042 shares ($621.3M)
Jun 30, 2026 Inst.
VANGUARD CAPITAL MANAGEMENT LLC — NEW
594,781 shares ($475.0M)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Sep 15, 2026
Short interest
Short Interest: AGX up 21% to 1.3M shares
Settlement 2026-09-15 | Days to cover: 2.78 | ≈9.26% of shares outstanding (est.)
Sep 2, 2026
Earnings date
AGX Q2 2027 Earnings Scheduled — 2026-09-02
Jun 4, 2026
Earnings date
AGX Q1 2027 Earnings Scheduled — 2026-06-04
Apr 22, 2026
Short interest
FTD: AGX — 11,731 shares ($7.2M) failed to deliver
Settlement: 20260422, Price: $615.42, FTD Value: $7,219,492.02, ARGAN INC
Mar 30, 2026
Short interest
FTD: AGX — 1,056 shares ($0.6M) failed to deliver
Settlement: 20260330, Price: $566.62, FTD Value: $598,350.72, ARGAN INC

SecBot reports

11 filings · 2 bullish · 4 bearish · 1 mixed · 4 neutral
All AGX filing & press-release reports (11)