Barclays Has Lowered Expectations for Agilon Health (NYSE:AGL) Stock Price

Agilon Health (NYSE:AGL) had its price objective lowered by equities researchers at Barclays from $1.00 to $0.50 in a report released on Friday,Benzinga reports. The brokerage presently has an “underweight” rating on the stock. Barclays‘s target price would suggest a potential downside of 9.75% from the stock’s current price.

Several other brokerages also recently weighed in on AGL. BTIG Research reaffirmed a “neutral” rating on shares of Agilon Health in a report on Friday, December 12th. Wells Fargo & Company cut their price objective on shares of Agilon Health from $1.50 to $1.00 and set an “overweight” rating for the company in a research report on Wednesday, November 5th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Agilon Health in a report on Wednesday, January 21st. Finally, Royal Bank Of Canada upgraded shares of Agilon Health from a “hold” rating to a “moderate buy” rating in a research note on Wednesday, December 3rd. Four research analysts have rated the stock with a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $2.55.

Agilon Health Trading Down 6.8%

Shares of Agilon Health stock traded down $0.04 during trading on Friday, reaching $0.55. The company’s stock had a trading volume of 734,751 shares, compared to its average volume of 7,684,411. The company has a 50-day moving average price of $0.71 and a two-hundred day moving average price of $0.86. Agilon Health has a fifty-two week low of $0.34 and a fifty-two week high of $6.08. The firm has a market cap of $229.84 million, a PE ratio of -0.58 and a beta of 0.06.

Agilon Health (NYSE:AGL) last issued its quarterly earnings results on Wednesday, February 25th. The company reported ($0.46) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.27) by ($0.19). Agilon Health had a negative return on equity of 100.06% and a negative net margin of 6.60%.The business had revenue of $1.57 billion for the quarter, compared to analyst estimates of $1.46 billion. On average, analysts predict that Agilon Health will post -0.59 earnings per share for the current fiscal year.

Institutional Trading of Agilon Health

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Wealthcare Advisory Partners LLC purchased a new position in Agilon Health in the third quarter valued at about $26,000. LPL Financial LLC boosted its stake in shares of Agilon Health by 213.4% during the 4th quarter. LPL Financial LLC now owns 44,055 shares of the company’s stock worth $30,000 after acquiring an additional 30,000 shares in the last quarter. Arrowpoint Investment Partners Singapore Pte. Ltd. acquired a new stake in shares of Agilon Health in the 2nd quarter worth approximately $31,000. Krilogy Financial LLC purchased a new position in Agilon Health in the 4th quarter valued at approximately $34,000. Finally, CIBC Bancorp USA Inc. purchased a new position in Agilon Health in the 3rd quarter valued at approximately $34,000.

Key Agilon Health News

Here are the key news stories impacting Agilon Health this week:

• Positive Sentiment: Q4 revenue beat estimates and the company laid out a 2026 plan that targets roughly $5.5B in revenue and breakeven adjusted EBITDA, which signals management’s path to stabilization even as it executes a transformation. Agilon health outlines $5.5B revenue and breakeven adjusted EBITDA for 2026
• Neutral Sentiment: Revenue for the quarter was $1.57B (above the $1.46B consensus), but other metrics remain weak; analysts still expect negative EPS for the year, leaving the story mixed until profitability trends become clearer. Compared to Estimates, Agilon (AGL) Q4 Earnings: A Look at Key Metrics
• Negative Sentiment: EPS missed badly — reported a ($0.46) loss vs. the ($0.27) consensus — which is driving near‑term selling pressure as the company remains unprofitable. Agilon Health Q4 results and conference call
• Negative Sentiment: Updated guidance disappointed: FY revenue guidance (~$5.4–$5.6B) and Q1 revenue guidance came in below consensus, reinforcing concerns about near‑term growth and pressuring valuation. Agilon press release / slide deck
• Negative Sentiment: Multiple law firms have filed or announced securities‑fraud class actions and are soliciting lead plaintiffs (March 2 lead‑plaintiff deadlines), increasing legal overhang and downside risk until litigation settles or is resolved. AGL Investors Have Opportunity to Lead agilon health, inc. Securities Fraud Lawsuit (Schall Law Firm)

Agilon Health Company Profile

Agilon Health (NYSE: AGL) is a healthcare company that partners with independent primary care physicians to deliver value-based care for Medicare beneficiaries. Through risk-sharing arrangements, Agilon assumes financial responsibility for patient populations, enabling physicians to focus on preventive and proactive health management. The company provides the administrative, clinical and operational infrastructure needed to support comprehensive care delivery.

Agilon’s platform encompasses data analytics, care management, patient engagement tools and population health programs.