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On Monday, JMP Securities analyst Constantine Davides maintained a Market Perform rating on agilon health Inc (NYSE:AGL). Davides highlighted agilon health’s impressive performance, noting that the company’s shares have soared by 103.1% in 2025, significantly outpacing the Russell 2000, which saw a decline of 12.3%. With a market capitalization of $1.61 billion and trailing twelve-month revenue of $6.06 billion, the company has demonstrated strong top-line performance. According to InvestingPro analysis, the stock currently appears slightly undervalued based on its Fair Value assessment.
Davides expressed optimism regarding the latest Medicare Advantage rate updates for 2026 and the increasingly positive commentary from payors about Medicare Advantage trends. These developments are seen as positive indicators for agilon health’s future performance, despite current challenges reflected in its weak gross profit margin of 0.08% and negative EBITDA of -$259.49 million over the last twelve months. InvestingPro subscribers have access to 7 additional key insights about agilon health’s financial health and growth prospects.
The analyst’s focus is on key areas such as trend and utilization, the onboarding of new members, early insights into the Class of 2026, and updates on the actions agilon health is taking to drive continued improvements in its Medical (TASE:BLWV) Margin and cash flow. These factors are critical for assessing the company’s ongoing performance and long-term growth prospects.
The sustained increase in agilon health’s share price reflects the company’s robust performance within its sector. The analyst’s reiteration of the Market Perform rating suggests a watchful approach, acknowledging the company’s success while also considering the broader market conditions and specific operational factors.
Investors and market watchers will be keeping a close eye on agilon health as the company navigates the evolving healthcare landscape, particularly in light of the Medicare Advantage updates and the company’s strategic initiatives aimed at improving financial health and operational efficiency.
In other recent news, Agilon Health Inc has seen several notable developments that may interest investors. Bernstein has upgraded Agilon Health’s stock rating from Market Perform to Outperform, raising the price target significantly to $8.50 from $3.30. This upgrade reflects increased confidence in the company’s turnaround plan and improved cash position, with positive developments in the Medicare Advantage industry contributing to the optimistic outlook. Meanwhile, Citi analysts have also raised their price target for Agilon Health to $5, citing effective risk management strategies and anticipated margin improvements in the coming years.
Additionally, Benchmark analysts increased their price target to $4.00, maintaining a Buy rating, and highlighted the company’s fourth-quarter results that met expectations. They noted Agilon Health’s plans to exit unprofitable partnerships and gain new members through strategic moves, aiming for a reduced Adjusted EBITDA loss in fiscal year 2025. On the other hand, Truist Securities has maintained a Hold rating on Agilon Health, adjusting revenue and earnings projections downward for fiscal years 2025 and 2026. They anticipate a decrease in revenue and an adjusted EBITDA loss, reflecting a cautious outlook on the company’s financial performance.
These recent developments paint a varied picture of Agilon Health’s financial outlook, with analysts offering different perspectives on the company’s future performance. Investors are advised to consider these updated projections and ratings when evaluating their positions in Agilon Health.
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