Agilon Health (NYSE:AGL) Given New $0.50 Price Target at Barclays

Agilon Health (NYSE:AGL) had its price target cut by equities researchers at Barclays from $1.00 to $0.50 in a research report issued 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 company’s current price.

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

Agilon Health Stock Down 6.8%

Shares of Agilon Health stock traded down $0.04 during trading on Friday, hitting $0.55. 734,751 shares of the company were exchanged, compared to its average volume of 7,684,411. Agilon Health has a fifty-two week low of $0.34 and a fifty-two week high of $6.08. The firm has a 50 day moving average price of $0.71 and a 200 day moving average price of $0.86. The stock has a market capitalization of $229.84 million, a price-to-earnings ratio of -0.58 and a beta of 0.06.

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

Hedge Funds Weigh In On Agilon Health

Large investors have recently modified their holdings of the company. CenterBook Partners LP grew its stake in shares of Agilon Health by 492.4% in the third quarter. CenterBook Partners LP now owns 11,428,027 shares of the company’s stock valued at $11,771,000 after buying an additional 9,499,012 shares in the last quarter. Connor Clark & Lunn Investment Management Ltd. grew its position in Agilon Health by 1,028.9% in the second quarter. Connor Clark & Lunn Investment Management Ltd. now owns 789,703 shares of the company’s stock valued at $1,816,000 after acquiring an additional 719,751 shares in the last quarter. Geode Capital Management LLC grew its position in Agilon Health by 2.6% in the second quarter. Geode Capital Management LLC now owns 7,156,466 shares of the company’s stock valued at $16,462,000 after acquiring an additional 178,477 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of Agilon Health by 60.1% during the second quarter. SG Americas Securities LLC now owns 230,912 shares of the company’s stock worth $531,000 after purchasing an additional 86,723 shares in the last quarter. Finally, XTX Topco Ltd boosted its stake in shares of Agilon Health by 583.2% in the second quarter. XTX Topco Ltd now owns 400,760 shares of the company’s stock valued at $922,000 after purchasing an additional 342,100 shares during the period.

Key Stories Impacting Agilon Health

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)

About Agilon Health

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.