Analyst Ryan Langston of TD Cowen maintained a Hold rating on Agilon Health, boosting the price target to $17.00.
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Ryan Langston has given his Hold rating due to a combination of factors tied to Agilon Health’s valuation and operating outlook. His $17 price target, reset for the 1-for-25 reverse split, implies only modest upside as it is based on a low 0.1x multiple of forecast 2027 enterprise value to sales, reflecting limited confidence in a rapid profitability ramp despite unchanged revenue and adjusted EBITDA estimates.
At the same time, he highlights ongoing risks that justify a neutral stance, including the potential for adverse prior-year development and elevated medical cost trends in 2026, as well as lower initial profitability as ACO REACH members migrate into new CMS models that carry startup costs. While the 2027 Medicare Advantage Final Notice and any margin improvement could provide upside to earnings, these benefits are not yet sufficient or certain enough, in his view, to warrant a more constructive rating than Hold.
According to TipRanks, Langston is an analyst with an average return of -6.8% and a 34.17% success rate. Langston covers the Healthcare sector, focusing on stocks such as Centene, HCA Healthcare, and Molina Healthcare.
In another report released today, Bernstein also maintained a Hold rating on the stock with a $22.04 price target.