agilon health, inc. (AGL) AI Stock Summary
Turnaround play with fresh reverse split
Updated
Snapshot
AGL is a healthcare provider for seniors attempting a major turnaround. FY 2025 was difficult with negative gross margins of 3.2% and a net loss of $405.3M on slightly shrinking revenue. However, Q1 2026 marked a significant pivot as the company generated $54M in Adjusted EBITDA and raised full year guidance. The balance sheet is comfortable with $285M in cash and over 80 months of runway, but the stock trades near its 52-week high at roughly double the median analyst price target.
What's Happening Right Now
- Fri 10th Jul '26 · Operational Update: The company reported its ACOs achieved $229M in gross savings for the 2024 performance year with a 13.6% savings rate.
- Thu 7th May '26 · Earnings: Q1 2026 revenue fell 7% YoY to $1.42B, but Adjusted EBITDA surged to $54M and the company raised full year guidance.
- Mon 27th Apr '26 · Management: Tim O'Rourke was appointed CEO, succeeding Ronald A. Williams who remains Chairman.
Ownership
Institutions hold 13.6%, insiders hold 4.7%.
Bottom Line
AGL is a high-risk turnaround story. The company appears to have stabilized operations in Q1 2026 with positive adjusted EBITDA and raised guidance, which explains the surge in stock price. However, the FY 2025 financials showed negative gross margins and a fresh 1-for-25 reverse split is a reminder of recent distress. Investors are paying a premium for this recovery story, with the stock trading well above analyst targets.