AGL Stock's On Track To Hit 9-Month Highs – Here’s Why Analysts And Retail Are Betting On Strong Upside

• First-quarter revenue came in at $1.42 billion, beating Wall Street’s estimates of $1.38 billion, according to Fiscal.ai data.
• Agilon raised its FY2026 revenue guidance to between $5.68 billion and $5.81 billion, up from its earlier forecast of $5.41 billion to $5.58 billion.
• Jefferies upgraded AGL to ‘Buy’ from ‘Hold’ while increasing its price target by 75% to $48, according to The Fly.

Shares of Agilon Health (AGL) surged more than 50% in pre-market trading on Thursday, drawing renewed bullish calls as analysts and investors bet on further upside after the company raised its full-year 2026 guidance and posted a first-quarter earnings beat.

AGL shares are on track to hit their highest levels since August 2025.

Q1 Beat, Raised Guidance, Drive Optimism On AGL Stock

Q1 revenue came in at $1.42 billion, exceeding Wall Street’s estimates of $1.38 billion, according to Fiscal.ai data. Its earnings per share (EPS) of $2.94 far exceeded consensus estimates of $0.93.

Agilon raised its FY2026 revenue guidance to between $5.68 billion and $5.81 billion, up from its earlier forecast of $5.41 billion to $5.58 billion. Adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) guidance was raised to between $10 million and $40 million, from the range of a loss of $15 million to a profit of $15 million.

Analysts Flag Strong Potential Upside For AGL Stock

Jefferies upgraded the stock to ‘Buy’ from ‘Hold’ while increasing its price target by 75% to $48, according to The Fly. Analyst Jack Slevin cited “strong” results and “clear signs” of improved trend visibility for the “exceedingly positive” risk/reward set-up of the shares. He added that Agilon’s outlook has been improving as favorable Medicare Advantage rates are now set for 2026 and 2027.

Deutsche Bank also upgraded the stock to ‘Buy’ from ‘Hold’ and raised its price target to $49 from $33. The firm said the improving macro environment and “compelling” share valuation were the primary reasons for the upgrade, following Agilon’s guidance raise.

AGL Stock: Retail Sees $100 On The Horizon

Retail sentiment for AGL on Stocktwits flipped to ‘bullish’ from ‘bearish’ a day earlier, while message volumes increased by nearly 260% on the platform.

One user said the road to $100 has “officially started.” The stock is currently trading at just below $42.

Another user highlighted the firm’s improving fundamentals, adding that the company is “definitely turning this around.”

AGL shares have gained around 55% so far in 2026.

For updates and corrections, email newsroom[at]stocktwits[dot]com.