Bernstein holds USD 125.00 target for agilon health stock

Published on 10/25/2026 at 01:40 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Bernstein kept its Buy rating on October 5, 2026. A USD 1.46 billion Q3 revenue estimate shapes the November 4 test of agilon health stock.

Analyst view and reporting dates

Bernstein maintained a Buy rating and USD 125.00 target on October 5, 2026.
Second-quarter adjusted earnings per share reached USD 1.04 against USD 0.14 expected on August 5, 2026.
Agilon Health is scheduled to report third-quarter results on November 4, 2026, with revenue estimated at USD 1.46 billion.

AGL, US00857U1079, Illustration mit AI erstellt.

agilon health (US00857U1079) had a USD 125.00 price target and Buy rating from Bernstein on October 5, 2026, according to Markets Insider. The target followed second-quarter results that showed USD 1.49 billion in revenue and USD 17.96 million in net profit for the period ended June 30, 2026. The analyst view keeps the next earnings report at the center of the stock story.

Quarterly figures reset expectations

Agilon Health reported adjusted earnings per share of USD 1.04 for the second quarter of 2026, compared with a USD 0.14 consensus estimate, while revenue reached USD 1.49 billion against USD 1.45 billion expected. MarketBeat reported the comparison on October 6, 2026. Revenue exceeded consensus by USD 40.00 million, or 2.76 percent.

The earnings profile still carries a counterweight. MarketBeat cited a full-year consensus estimate of negative USD 2.90 earnings per share, even as the current-year analyst target range extended from USD 111.00 to USD 146.00 on October 6, 2026.

Three dated signals for AGL

On August 5, 2026, Agilon Health reported USD 1.04 adjusted earnings per share for the second quarter. On September 15, 2026, analysts cited by MarketBeat set a USD 125.00 target for the company. On October 5, 2026, Bernstein maintained its Buy rating and USD 125.00 target, according to Markets Insider.

What does the USD 125.00 target mean?

The target is USD 7.44 above the USD 117.56 consensus cited by Markets Insider on October 5, 2026, a premium of 6.33 percent. That comparison points to a more constructive Bernstein view than the broader analyst average, while the expected full-year loss keeps profitability as the central test.

Next reporting date

Business Wire reported on October 5, 2026, that Agilon Health will publish third-quarter 2026 results on November 4, 2026, after the market close, followed by a 4:30 p.m. ET conference call.

Valuation before the next update

Agilon Health had a market capitalization of USD 1.5 billion as of October 23, 2026. Its NYSE 52-week range was USD 7.48 to USD 133.04 as of October 6, 2026, leaving the analyst debate centered on whether second-quarter profitability can continue through the next reporting cycle.