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agilon Health (AGL) Could Be 28% Below Fair Value After Jackson Clinic Expansion

Simply Wall St · 2d ago

Event overview and why agilon health matters here

agilon health (AGL) is back in focus after expanding its relationship with The Jackson Clinic, which will now join agilon’s Senior Health Connect ACO under the Medicare Shared Savings Program.

The move builds on a 2022 long-term arrangement that already covers roughly 8,000 Medicare Advantage seniors and is expected to extend coordinated care to about 9,000 additional Traditional Medicare patients across the clinic’s communities.

Recent trading shows how quickly sentiment on agilon health can swing. The 1 day share price return of 2.76% and 7 day share price return of 7.68% come after a 90 day share price return that fell 25.91%. At the same time, the year to date share price return is very large, and the 1 year total shareholder return of 214.5% sits against a 3 year total shareholder return that declined 81.48% and a 5 year total shareholder return that declined 85.76%. This performance mix hints that investors are reassessing both growth potential and risk as new Medicare partnerships are announced.

Scan beyond agilon health and this Medicare ACO story to spot other healthcare players with potential breakout setups using our hand-picked 35 healthcare AI stocks.

agilon health has climbed significantly this year after a brutal multi year drawdown, and the Jackson Clinic expansion adds fresh intrigue. Do you pay up now for the rerating, or wait and hope for a cleaner entry?

Most Popular Narrative: 28% Undervalued

agilon health last closed at $85.70, while the most followed narrative pegs fair value at $118.33. This frames the Jackson Clinic move inside a much bigger rerating story built on future profitability and Medicare scale.

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.

See why 10 investors see agilon health as 28% undervalued.

Result: Fair Value of $118.33 (UNDERVALUED)

Still, agilon health faces real pressure if risk adjustment revenue keeps underperforming or if tough 2026 payer negotiations lead to membership losses and weaker economics.

Find out about the key risks to this agilon health narrative.

Next Steps

Mixed signals around agilon health can pull you in both directions. Move quickly, inspect the full picture, and weigh 3 key rewards and 1 important warning sign.

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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.