agilon health

AGL · NYSE

$91.72+$2.89 (+3.25%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $88.83

AGL analyst rating

HoldConsensus of 13 analysts over the last 12 months. 38% rate it a buy.

Strong buy0
Buy5
Hold7
Underperform1
Sell0

12-month price target · 14 analysts

Average $114.01 (+24.3% upside)

Low: $6.31
Now: $91.72
High: $153.30

Upgrades and downgrades

The latest rating actions, newest first

AGL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Bernstein	Sep 15, 2026	Upgrade	Market Perform → Outperform	$86.00 → $125.00	77%
JP Morgan	Aug 24, 2026	Maintains	Underweight	$31.00 → $85.00	54%
Wells Fargo	Aug 11, 2026	Maintains	Overweight	$141.00 → $146.00	59%
Citigroup	Aug 11, 2026	Upgrade	Sell → Neutral	$105.00 → $115.00	44%
Truist Securities	Aug 6, 2026	Maintains	Hold	$67.00 → $112.00	37%
Benchmark	Aug 6, 2026	Maintains	Buy	$95.00 → $140.00	51%
Evercore ISI Group	Aug 6, 2026	Maintains	In-Line	$120.00 → $125.00	60%
Barclays	Aug 6, 2026	Maintains	Equal-Weight	$81.00 → $111.00	59%
Citigroup	Jul 23, 2026	Downgrade	Neutral → Sell	$80.00 → $105.00	44%
Wells Fargo	Jul 13, 2026	Maintains	Overweight	$72.00 → $141.00	59%

The case for and against

Updated Aug 14, 2025

Bull case

Agilon Health Inc demonstrated significant growth, with total revenue increasing by 44.2% year-over-year in the fourth quarter, surpassing initial estimates. The company's Medicare Advantage (MA) membership expanded by 36% year-over-year, reaching 527,000 members, supported by a 4.1% growth in the same geography during the quarter. Improvements in medical cost data and operating expenses, which came in lower than expected, further underlie the company's positive trajectory and potential for sustainable financial performance.

Bear case

Agilon Health has demonstrated ongoing visibility issues, particularly evident in the second half of the year, which resulted in negative surprises regarding financial forecasts due to challenges with utilization. In the fourth quarter of 2024, the company reported an adjusted EBITDA loss of $(84.0) million, falling short of expectations and reflecting lower medical margins, notably a significant decrease from prior estimates. Additionally, the guidance for ACO REACH patients projected a 12.9% to 20.5% quarter-over-quarter decline, signaling potential challenges in growth and margins that contribute to an overall negative financial outlook.

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