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Agilon Health (AGL) Stock Analysis

Healthcare Updated September 17, 2026
$89.15
52W $7.48 – $133.04
60/100
$1.54B
-6.0
3.04
AI Committee Verdict
Watch
60/100
Conviction: Contested · 50% agreement · 6 analysts
+44.4%
-44.1%
1.01:1
Contested

Is AGL Bullish or Bearish?

Mixed. Innellis AI committee rates Agilon Health, Inc. (AGL) Watch with a composite score of 60/100 , based on 6 analysts with 50% agreement. Last updated September 17, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +0.12 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -19.88 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Risk Analyst sees a compelling case — low leverage (debt-to-equity 0.28) -- balance sheet can absorb a shock. Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Low leverage (debt-to-equity 0.28) -- balance sheet can absorb a shock — Risk
  • News sentiment is positive (+0.29 across 7 articles, 14d) — News
Bear Case
  • ROE of only -110.3% -- cheap may mean cheap for a reason — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of September 17, 2026
Overall Committee Score
60/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 34%
of 192 Healthcare peers
Value Analyst neutral
52 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
− ROE of only -110.3% -- cheap may mean cheap for a reason
Growth Analyst bearish
38 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
58 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.28) -- balance sheet can absorb a shock
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
67 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.29 across 7 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2514.55)
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Investment Thesis Evolution

Committee score moved marginally from 59.9 to 59.9.

Comparing 2026-09-16 to 2026-09-17 (1 day apart).

Technical Analysis

RSI (14)
51.9
Neutral
MACD Histogram
0.635
Bullish Momentum
Trend Direction
Sideways
Weekly: Downtrend
Market Structure
Mixed
Support
$51.50
Resistance
$133.00
Bollinger %B
0.51
Inside Bands
Price vs Moving Averages
EMA 9
$91.38 Below
EMA 21
$92.40 Below
EMA 50
$93.80 Below
EMA 200
$69.37 Above

Fundamental Analysis

Valuation
73
Growth
64
Profitability
0
Financial Health
62
Cash Flow
15
Valuation
P/E Ratio -6.0×
P/B Ratio 6.76×
PEG Ratio -1.54
Dividend Yield 0.00%
52W High $133.04
52W Low $7.48
Quality & Growth
ROE -31984.1%
ROA -3188.5%
Gross Margin 0.1%
Operating Margin -447.9%
Revenue Growth YoY
Debt / Equity 0.15
AI Fundamental Assessment
P/E ratio of -6.0 (inexpensive relative to a 15-40x range); Price-to-book of 6.8x; PEG ratio of -1.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -319.8%; Return on assets of -31.9%; Net margin of -4.2%; Gross margin of 0.0%; Current ratio of 1.08 (tight short-term liquidity); Debt-to-equity of 0.15; Free cash flow per share is negative (-6.73); Most recent quarter beat estimates by 1101.9%; 2 consecutive earnings beats; EPS growth decelerating (+115.7% -> -42.2% QoQ); Analyst estimates rising over recent quarters
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