Wells Fargo maintains Agilon Health at Overweight, raises price target to $170 from $146

StoneX raised its price target for Agilon Health (NYSE:AGL) to $145 from $140, maintaining a Buy rating. The company increased its fiscal 2026 AEBITDA guidance to $145M-$155M, up from $85M. Agilon's Q3 2026 earnings of $1.97 per share beat estimates, with revenue at $1.51B. The stock has gained 634% over the past year, trading at $113.86.

Agilon Health Inc (AGL) reported Q3 2026 earnings, beating guidance with adjusted EBITDA of $64M, up from -$91M in Q3 2025. The company raised full-year 2026 guidance and expects 40-50% ACO membership growth in 2027. However, Medicare Advantage membership declined 10% YoY, and medical costs remain high. The company plans to expand into new markets starting in 2028. AGL ended Q3 with $312M in cash and raised its year-end cash outlook to at least $175M.

Agilon Health (NYSE: AGL) reported a medical services expense ratio of 88.5% in Q3, down from 104% a year earlier. The company exceeded adjusted EBITDA guidance by $64M, citing favorable risk adjustments and cost trends. Agilon raised its full-year cash outlook to at least $175M and expects 40-50% ACO membership growth in 2027. CEO Tim O'Rourke highlighted clinical program expansions and plans for new market partnerships.

Agilon Health (AGL) raised its 2026 revenue outlook to $5.88B and adjusted EBITDA to $150M, citing strong Q3 performance. CEO Timothy O’Rourke attributed the increase to improved physician performance. The company also expects 40%-50% ACO membership growth in 2027.

Agilon Health Inc. (AGL) reported Q3 net income of $34.9M, or $1.97 per share, beating analyst expectations of a loss. Revenue was $1.52B, also exceeding forecasts. The company expects full-year revenue between $5.87B and $5.89B. Shares have increased fivefold in the past year, closing at $95.76 on Wednesday.

Agilon Health (NYSE:AGL) reported Q3 2026 revenue of $1.52 billion, beating estimates by 4.2%. EPS and EBITDA also exceeded expectations. The company raised full-year revenue guidance to $5.88 billion and EBITDA guidance to $150 million. Operating margin improved to 1.6%, and customer count increased to 566,000.