What Happened?
Shares of healthcare services company Agilon Health (NYSE: AGL) jumped 18% in the afternoon session after the company's fourth-quarter 2025 results showed a mix of positives and negatives that ultimately pleased investors.
The healthcare services company reported revenue of $1.57 billion, which grew 3.1% year-over-year and beat Wall Street's expectations. Adding to the good news, the company provided optimistic EBITDA guidance for the upcoming quarter that surpassed analyst forecasts. However, the results were not entirely positive. Agilon reported a GAAP loss of $0.46 per share, missing consensus estimates by a wide margin. Furthermore, its revenue guidance for the first quarter of 2026 came in at $1.37 billion, falling short of analysts' projections. Despite the earnings miss and weak near-term sales outlook, investors appeared to focus on the strong revenue beat in the reported quarter and the encouraging profitability forecast, signaling confidence in the company's direction.
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What Is The Market Telling Us
agilon health’s shares are extremely volatile and have had 81 moves greater than 5% over the last year. But moves this big are rare even for agilon health and indicate this news significantly impacted the market’s perception of the business.
The previous big move we wrote about was 3 days ago when the stock dropped 6.1% on the news that the Trump administration's announcement of new global tariffs reignited trade policy uncertainty. The move came swiftly after the Supreme Court ruled the previous week that the president could not use the International Emergency Economic Powers Act (IEEPA) for such duties, a decision that had initially sent markets higher. However, the administration invoked a different authority, the Trade Act of 1974, to impose a 15% global tariff for up to 150 days. The rapid reimposition of trade barriers creates significant uncertainty for companies across multiple sectors that depend on international supply chains and global trade. Investors are now weighing the potential impact of these new duties on corporate earnings and broader economic activity.
agilon health is down 11.4% since the beginning of the year, and at $0.60 per share, it is trading 89.5% below its 52-week high of $5.68 from April 2025. Investors who bought $1,000 worth of agilon health’s shares at the IPO in April 2021 would now be looking at an investment worth $19.26.
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