RBC Capital lifts AG Growth stock rating to Outperform

Published 08/05/2025, 05:16
RBC Capital lifts AG Growth stock rating to Outperform

On Thursday, RBC Capital Markets adjusted its stance on AG Growth International Inc (AFN:CN) (OTC: AGGZF), raising the stock from a Sector Perform rating to Outperform. Accompanying this upgrade, the firm also increased its price target for the company’s shares from Cdn$40.00 to Cdn$50.00. The analysts at RBC Capital expressed a positive outlook on the agricultural sector, predicting a recovery in the North American Farm segment, while expecting the Commercial segment to continue its strong performance. The stock has shown strong momentum recently, with InvestingPro data showing a 7.65% return over the past week, though it remains about 39% below its 52-week high of $42.07.

AG Growth International has demonstrated resilience, maintaining higher profit margins despite the broader market and agricultural market volatility. According to InvestingPro data, the company maintains a healthy gross profit margin of 31.89% and a strong current ratio of 1.54, indicating solid operational efficiency and liquidity. This performance has bolstered confidence in the company’s underlying operations. RBC Capital’s analysis suggests that as earnings improve and investment spending decreases, a significant increase in free cash flow (FCF) is expected around 2026/2027, with projections of 10% and 14% FCF yield, respectively.

The optimism from RBC Capital stems from several factors, including AG Growth’s ability to navigate through uncertain market conditions and the anticipation of a turnaround in the agricultural sector. The firm’s analysts believe that the company’s strategic positioning and operational efficiency will lead to improved financial outcomes in the coming years. InvestingPro analysis reveals several positive indicators, including a 22-year track record of consistent dividend payments and analysts’ expectations of profitability this year, with an EPS forecast of $2.82 for FY2025.

The upgraded price target represents a notable increase, implying that RBC Capital sees substantial growth potential for AG Growth International’s stock. The new target is set with the expectation that the company will capitalize on the forecasted recovery and continue to deliver solid financial performance.

Investors in AG Growth International will likely monitor the company’s progress closely, particularly in relation to the projected free cash flow inflection point. The market will also be looking for signs of the anticipated recovery in the North American Farm segment and sustained strength in the Commercial segment, as these are key drivers behind RBC Capital’s upgraded rating and higher price target. For deeper insights into AG Growth International’s financial health and future prospects, investors can access comprehensive analysis and additional ProTips through the detailed Pro Research Report available on InvestingPro.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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