--- title: "Why Everyone Is Watching Agilon Health (AGL) Right Now" type: "News" locale: "en" url: "https://longbridge.com/en/news/299653387.md" description: "Agilon Health (AGL) is in focus after expanding its partnership with Family Practice Center in Pennsylvania, adding to its Senior Health Connect ACOs. This follows a sharp YTD share price increase of 429.45%. Analysts view the stock as 20% undervalued, citing a fair value of $110.92 against the current $89.16 close. Bulls highlight the value-based model and new deals, while bears point to volatility and Medicare membership declines. Strategic investments in AI and data analytics are expected to improve margins starting in 2026." datetime: "2026-09-21T14:02:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/299653387.md) - [en](https://longbridge.com/en/news/299653387.md) - [zh-HK](https://longbridge.com/zh-HK/news/299653387.md) generator: "portal-rs" --- # Why Everyone Is Watching Agilon Health (AGL) Right Now Agilon health (AGL) is back in focus after expanding its relationship with Family Practice Center in Pennsylvania, adding the group to one of its Senior Health Connect Accountable Care Organizations. The expansion news follows a sharp run-up in agilon health’s share price this year. The year-to-date share price return is 429.45%, while the 90-day share price return is down 20.20%. The 1-year total shareholder return is 215.61%, in contrast to a 3-year total shareholder return that has fallen 80.69%. Capitalize on the renewed attention around agilon health by scanning a curated set of health-focused operators in value-based care and senior services through 37 healthcare AI stocks. Bulls point to agilon health’s value-based model, recent ACO savings record, and this new Pennsylvania deal. Bears focus on the long history of share price volatility. Which story does the valuation currently lean toward? ## Most Popular Narrative: 20% Undervalued Analysts following agilon health see a fair value of $110.92 per share, above the last close at $89.16, which sets a clear valuation gap that hinges on whether the business can convert its model into sustainable profits. > *Strategic investments in advanced data analytics, AI-driven platforms, and enhanced burden-of-illness and quality assessment programs are improving the identification and management of high-risk patients, which should contribute to improved risk adjustment, better medical cost control, and higher net margins and earnings beginning in 2026. Negotiated improvements in contract economics with payer partners, including reduced Part D risk exposure, escalation of quality incentives, and refined supplemental benefit sharing, are expected to support higher profitability and margin recovery in future periods.* See why 10 investors see agilon health as 20% undervalued. **Result: Fair Value of $110.92 (UNDERVALUED)** Still, the agilon health story carries pressure points, including ongoing Medicare Advantage membership declines and heavy reliance on a few payer contracts that could reset economics. Find out about the key risks to this agilon health narrative. ## Next Steps Sentiment on agilon health is split, with clear concerns and also real optimism around the thesis, so move quickly, review the numbers yourself, and weigh both sides through 4 key rewards and 1 important warning sign ## Looking for more agilon health style investment ideas? Do not stop with agilon health. Broader opportunities are available, and using a focused screener can help you quickly surface candidates that match your investing style. - Target potential mispricings by scanning companies that score well on quality and valuation through the 35 high quality undervalued stocks. - Strengthen your income-focused watchlist by reviewing businesses with higher yields using the 7 dividend fortresses. - Dial down portfolio risk by hunting for companies with resilient finances via the 30 resilient stocks with low risk scores. *This article by Simply Wall St is general in nature. **We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.** It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.* ### Related Stocks - [AGL.US](https://longbridge.com/en/quote/AGL.US.md) ## Related News & Research - [Is agilon health (AGL) Undervalued After Revenue Growth And Value Based Care Gains?](https://longbridge.com/en/news/302158289.md) - [What agilon health (AGL)'s Jackson Clinic ACO Expansion Means For Shareholders](https://longbridge.com/en/news/301514172.md) - [AIB: Nebius’s 12-year CLT1 contract anchors a 120 MW pipeline and project-level funding plan](https://longbridge.com/en/news/302784354.md) - [GRAPHIC-Take Five: AI trade meets the Fed](https://longbridge.com/en/news/302836715.md) - [Bloom Energy’s October Stock Slump Deepens: Options Signal Post-Earnings Bounce to $230](https://longbridge.com/en/news/302763129.md) --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**