伯恩斯坦的阿吉隆健康状况因扭亏为盈

2026-09-16 00:16

Bernstein upgraded agilon health (AGL) to outperform from market-perform, saying that that a turnaround is producing positive results.
The firm boosted its price target to $125 from $86 (~35% upside based on Sept. 14 close).
Recent evidence of the turnaround is that in Q2, adjusted EBITDA was $70M compared to a loss of $83M in the year-ago period, according to analyst Lance Wilkes.
He sees adjusted EBITDA of $79M (company is projecting $85M) in 2026, $124M in 2027, and $160M in 2028.
"AGL has prioritized profitability over growth by repricing contracts, reducing risk exposure, and controlling operating costs," Wilkes wrote. "The company has reduced MA membership from 527k to 426k and cut Part D exposure from 70% of its book in 2024 to 15%, contributing to significantly lower [medical loss ratio]."

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