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Stock impact report

Willdan: AI And Utility-Driven Growth At Hefty Premium - Initiate Hold [Seeking Alpha]

Argan, Inc. (AGX) 
NASDAQ:AMEX Investor Relations: arganinc.com/investor-center
Company Research Source: Seeking Alpha
The thrice-raised FY2025 guidance and the recent accretive acquisitions highlight the company's accelerating growth profile and improved position to monetize the multi-year cloud capex trends. WDLN's consensus FY2026 revenue estimates have surged to $740M, and FY2026 adj. EPS estimated at $4.76 (+14.6% YoY), which perhaps explains the stock's overly done upward momentum. There appears to be a minimal margin of safety from the pulled-forward upside potential, the premium valuations, the ongoing equity dilution, and the elevated short interest ratio. Investors should closely watch WLDN's FQ4'25 earnings call for FY2026 adj EPS guidance, acquisition integration, and further booking opportunities. koyu/iStock via Getty Images I previously covered Argan, Inc. AGX ) in November 2025 and Sterling Infrastructure, Inc. STRL ) in December 2025, discussing their tailwinds as construction companies at a time of data center/AI boom. In this article, I shall discuss This article was Show less Read more
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