에 대한 최신 뉴스 Argan (NYSE:AGX) 주식

Argan

Argan, Inc.

AMEX

Argan Inc is a United States-based construction firm that conducts operations through its wholly-owned subsidiaries, GPS, APC, TRC, and SMC. Through GPS and APC it provides a full range of engineering, procurement, construction, commissioning, maintenance, project development and technical consulting services to the power generation market, including the renewable energy sector, for a wide range of customers, including independent power project owners, public utilities, power plant heavy equipment suppliers and other commercial firms with power requirements in the U.S., Ireland and the U.K. It operates in three segments: Power Services, Industrial Services, and Telecom Services, out of which Power Services derives the majority of revenue.

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씨티그룹, JP모건 그리고 금요일을 맞아 주목해야 할 3가지 주식

Argan Inc

ANGLO ASIAN MNG PLC ORD by Anglo Asian Mining Plc.

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A substantial insider sell was reported on June 11, by Charles E. Collins, Chief Executive Officer at Argan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>), based on the recent SEC filing.
What Happened: A Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000100591/000141588925016657//Archives/edgar/data/100591/000141588925016657/0001415889-25-016657-index.htm">U.S. Securities and Exchange Commission</a> on Wednesday outlined that Collins executed a sale of 1,265 shares of Argan with a total value of $305,231.
Argan shares are trading down 1.5% at $220.94 at the time of this writing on Thursday morning.
<h3>Unveiling the Story Behind Argan</h3>
Argan Inc is a United States-based construction firm that conducts operations through its wholly-owned subsidiaries, GPS, APC, TRC, and SMC. Through GPS and APC it provides a full range of engineering, procurement, construction, commissioning, maintenance, project development and technical consulting services to the power generation market, including the renewable energy sector, for a wide range of customers, including independent power project owners, public utilities, power plant heavy equipment suppliers and other commercial firms with power requirements in the U.S., Ireland and the U.K. It operates in three segments: Power Services, Industrial Services, and Telecom Services, out of which Power Services derives the majority of revenue.
<h3>Argan: Delving into Financials</h3>
Revenue Growth: Argan's revenue growth over a period of 3 months has been noteworthy. As of 30 April, 2025, the company achieved a revenue growth rate of approximately 22.82%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the company achieved a growth rate higher than the average among peers in Industrials sector.
Profitability Metrics: Unlocking Value
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 19.03%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Argan's EPS is a standout, portraying a positive bottom-line trend that exceeds the industry average with a current EPS of 1.65.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.01, Argan adopts a prudent financial strategy, indicating a balanced approach to debt management.
Financial Valuation Breakdown:
<ul>
<li>
Price to Earnings (P/E) Ratio: The current P/E ratio of 31.28 is below industry norms, indicating potential undervaluation and presenting an investment opportunity.
</li>
<li>
Price to Sales (P/S) Ratio: With a higher-than-average P/S ratio of 3.46, Argan's stock is perceived as being overvalued in the market, particularly in relation to sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): A high EV/EBITDA ratio of 22.44 positions the company as being more valued compared to industry benchmarks.
</li>
</ul>
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
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<h3>Unmasking the Significance of Insider Transactions</h3>
Insider transactions contribute to decision-making but should be supplemented by a comprehensive investment analysis.
In legal terms, an "insider" refers to any officer, director, or beneficial owner of more than ten percent of a company's equity securities registered under Section 12 of the Securities Exchange Act of 1934. This can include executives in the c-suite and large hedge funds. These insiders are required to let the public know of their transactions via a Form 4 filing, which must be filed within two business days of the transaction.
When a company insider makes a new purchase, that is an indication that they expect the stock to rise.
Insider sells, on the other hand, can be made for a variety of reasons, and may not necessarily mean that the seller thinks the stock will go down. 
<h3>Unlocking the Meaning of Transaction Codes</h3>
For <a href="https://www.benzinga.com/money/investing-tools">investors</a>, a primary focus lies on transactions occurring in the open market, as indicated in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000100591">Check Out The Full List Of Argan's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Insider Trades

Insider Decision: Charles E. Collins Offloads $305K Worth Of Argan Stock

Argan's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) short percent of float has fallen 24.38% since its last report. The company recently reported that it has 635 thousand shares sold short, which is 4.87% of all regular shares that are available for trading. Based on its trading volume, it would take traders 1.99 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Argan Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1749488424_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Argan has declined since its last report. This does not mean that the stock is going to rise in the near-term but traders should be aware that less shares are being shorted.
<h3>Comparing Argan's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Argan's peer group average for short interest as a percentage of float is 6.27%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

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Looking Into Argan's Recent Short Interest

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Shares of companies within the broader industrial sector are trading higher, supported by broad market strength, after better-than-expected nonfarm payrolls data eased concerns about an imminent economic slowdown.

After a strong earnings response from Argan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>), traders now look cautious about future upside, especially as earnings per share and growth expectations trim back. With high implied volatility and a likely consolidation period, this is the perfect time to sell options on the stock and turn that volatility into revenue.
The best trade in AGX&#8217;s situation is a short iron condor into July's expiration, as it&#8217;s a solid and low-risk way to collect revenue. 
A short iron condor is a limited-risk options trade in which we sell both a call spread and a put spread. Essentially, we&#8217;re collecting revenue from high options volatility while presenting a scenario where prices are bound within a range. 
The short iron condor requires margin that is calculated by noting the distance between the long strike and the short strike. In this case, that margin number is $1,000 for each iron condor sold:
<ul class="wp-block-list">
<li>Sell to open 1 AGX 18Jul 240 calls </li>
<li>Buy to open 1 AGX 18Jul 250 calls </li>
<li>Sell to open 1 AGX 18Jul 160 puts </li>
<li>Buy to open 1 AGX 18Jul 150 puts </li>
</ul>
I picked these strike prices because the relative resistance zone sits right around $220, while support sits near $170.&nbsp;
The short iron condor above yields a credit of $4.87 at this writing, which will define the maximum gain if the prices stay between $240 and $160.
The breakeven prices of the stock at expiration on this trade are $234.87 on the upper bound and $145.13 on the lower bound. If prices hold between these ranges, we will leave the trade with a 100% profit at expiration. 
As for risk, the margin requirement is $1,000 (for each short iron condor) minus the credit collected ($487), which exposes us to $513 of risk if prices expand outside our breakeven calculations above. 
<h2 class="wp-block-heading">Double the Opportunity: Chris Capre's Strategy for Trading the Fed Before &amp; After the Meeting</h2>
Volatility is heating up—and the next Fed decision lands just days after this live session. On Wednesday, June 11 at 6 PM ET, options expert Chris Capre will reveal the trades he's setting up before the next FOMC meeting—and the post-announcement moves he's targeting once the dust settles. You'll get his full strategy for trading both sides of this catalyst using precision setups in tech, financials, and index ETFs. Reserve your free spot <a href="https://events2.benzinga.com/chris-capre-webinar-wed-june11-2025/?utm_campaign=webinar061125&amp;utm_adType=RD050925&amp;utm_ad=061125">HERE</a>.
I see three possible ways to leave the trade:
<ol class="wp-block-list">
<li>Buy the short iron condor back when it has accumulated a predefined profit for your trading style – we have 44 days of premium on our side with this kind of trade, so as long as both support and resistance hold, the trade premise remains valid. Consider leaving the trade with a minimum of 12 days to expiration. That said, as volatility affects option prices quite dramatically inside the time frame of 21 days, make sure you have price alerts set for the upper and lower short strikes. </li>
<li>Set alerts for $240 and $150. If prices break these levels, allow 3-5 days for recovery else, exiting the trade is the most prudent. </li>
<li>Buy the short iron condor back when it hits a predefined stop or risk limit for your trading style. You could choose a loss percentage, or you could also set additional alerts that are inside the boundaries &#8211; $220 and $170 – which will alert you to potential outside movement affecting your profit.</li>
</ol>
Editorial content from our expert contributors is intended to be information for the general public and not individualized investment advice. Editors/contributors are presenting their individual opinions and strategies, which are neither expressly nor impliedly approved or endorsed by Benzinga.
Photo: Shutterstock

Opinion

How I'm Trading This Soaring Stock After Earnings

Argan shares are trading higher after Lake Street raised its price target on the stock from $150 to $236.

Lake Street analyst Robert Brown maintains Argan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) with a Buy and raises the price target from $150 to $236.

Price Target

Lake Street Maintains Buy on Argan, Raises Price Target to $236

Argan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) reported quarterly earnings of $1.60 per share which beat the analyst consensus estimate of $1.09 by 46.79 percent. This is a 175.86 percent increase over earnings of $0.58 per share from the same period last year. The company reported quarterly sales of $193.66 million which missed the analyst consensus estimate of $193.75 million by 0.05 percent. This is a 22.82 percent increase over sales of $157.68 million the same period last year.

Earnings Beats

Earnings Misses

Argan Q1 EPS $1.60 Beats $1.09 Estimate, Sales $193.66M Miss $193.75M Estimate

<h3>Companies Reporting Before The Bell</h3>
• Sprinklr (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CXM#NYSE">CXM</a>) is estimated to report quarterly earnings at $0.10 per share on revenue of $201.84 million. 
• VersaBank (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VBNK#NASDAQ">VBNK</a>) is estimated to report quarterly earnings at $0.28 per share on revenue of $29.81 million. 
• REV Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/REVG#NYSE">REVG</a>) is estimated to report quarterly earnings at $0.57 per share on revenue of $603.51 million. 
• Genesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GCO#NYSE">GCO</a>) is expected to report quarterly loss at $2.00 per share on revenue of $465.30 million. 
• Dollar Tree (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DLTR#NASDAQ">DLTR</a>) is estimated to report quarterly earnings at $1.21 per share on revenue of $4.53 billion. 
• Thor Industries (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/THO#NYSE">THO</a>) is expected to report quarterly earnings at $1.80 per share on revenue of $2.61 billion. 
• Jiayin Gr (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JFIN#NASDAQ">JFIN</a>) is expected to report earnings for its first quarter. 
<h3>Companies Reporting After The Bell</h3>
• Xcel Brands (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/XELB#NASDAQ">XELB</a>) is projected to report quarterly loss at $1.12 per share on revenue of $1.33 million. 
• CF Industries Holdings (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CF#NYSE">CF</a>) is estimated to report quarterly earnings at $0.17 per share on revenue of $466.95 million. 
• Descartes Systems Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DSGX#NASDAQ">DSGX</a>) is likely to report quarterly earnings at $0.46 per share on revenue of $169.60 million. 
• PVH (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PVH#NYSE">PVH</a>) is projected to report quarterly earnings at $2.25 per share on revenue of $1.93 billion. 
• ChargePoint Hldgs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHPT#NYSE">CHPT</a>) is expected to report quarterly loss at $0.06 per share on revenue of $100.58 million. 
• Argan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) is projected to report quarterly earnings at $1.09 per share on revenue of $193.75 million. 
• BARK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BARK#NYSE">BARK</a>) is projected to report quarterly earnings at $0.01 per share on revenue of $131.00 million. 
• Verint Systems (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VRNT#NASDAQ">VRNT</a>) is projected to report quarterly earnings at $0.23 per share on revenue of $194.22 million. 
• Tilly's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TLYS#NYSE">TLYS</a>) is projected to report quarterly loss at $0.66 per share on revenue of $108.20 million. 
• Planet Labs (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PL#NYSE">PL</a>) is estimated to report quarterly loss at $0.03 per share on revenue of $62.25 million. 
• Greif (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GEF#NYSE">GEF</a>) is likely to report quarterly earnings at $1.08 per share on revenue of $1.43 billion. 
• MongoDB (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MDB#NASDAQ">MDB</a>) is estimated to report quarterly earnings at $0.66 per share on revenue of $527.48 million. 
• Five Below (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FIVE#NASDAQ">FIVE</a>) is likely to report quarterly earnings at $0.83 per share on revenue of $966.49 million. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Earnings Scheduled For June 4, 2025

As of May 27, 2025, three stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.
The RSI is a momentum indicator, which compares a stock&#8217;s strength on days when prices go up to its strength on days when prices go down. When compared to a stock&#8217;s price action, it can give traders a better sense of how a stock may perform in the short term. An asset is typically considered overbought when the <a href="https://www.benzinga.com/topic/rsi">RSI is above 70</a>, according to <a href="https://pro.benzinga.com/">Benzinga Pro</a>. 
Here's the latest list of major overbought players in this sector.
<h3 class="wp-block-heading">Argan Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>)</h3>
<ul class="wp-block-list">
<li>Argan is expected to announce first quarter fiscal 2026 results on Wednesday, June 4. The company's stock jumped around 34% over the past month and has a 52-week high of $205.57.</li>
<li>RSI Value: 83.4&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</li>
<li>AGX Price Action: Shares of Argan gained 3.2% to close at $203.26 on Friday.</li>
<li>Edge Stock Ratings: 97.65 Momentum score with Value at 50.56. </li>
</ul>
<figure class="wp-block-image size-full is-resized"><a href="https://www.benzinga.com/quote/agx"><img loading="lazy" decoding="async" width="470" height="192" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26045303/image-326.png" alt="" class="wp-image-927366" style="width:353px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26045303/image-326.png 470w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/05/26045303/image-326-300x123.png 300w" sizes="(max-width: 470px) 100vw, 470px" /></a></figure>
<h3 class="wp-block-heading">Curtiss-Wright Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CW#NYSE">CW</a>)</h3>
<ul class="wp-block-list">
<li>On May 14, Curtiss-Wright announced a $400 million increase in share repurchase authorization and increased its dividend from $0.21 to $0.24 per share. &#8220;Under our disciplined capital allocation strategy, we believe in providing consistent returns to our shareholders through ongoing share repurchases and are committed to steadily increasing our dividend in alignment with our long-term sales growth,&#8221; said Lynn M. Bamford, Chair and CEO of Curtiss-Wright Corporation. The company's stock gained around 27% over the past month and <a href="https://www.benzinga.com/quote/CW">has a 52-week high</a> of $430.07.</li>
<li>RSI Value: 85.2</li>
<li>CW Price Action: Shares of Curtiss-Wright gained 3% to close at $428.45 on Friday.</li>
</ul>
<h3 class="wp-block-heading">LATAM Airlines Group SA (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LTM#NYSE">LTM</a>)</h3>
<ul class="wp-block-list">
<li>On Oct. 28, 2024, LATAM said it purchased 10 787 Dreamliners with options for five more planes. The company's stock gained around 24% over the past month and has a <a href="https://www.benzinga.com/quote/LTM">52-week high</a> of $37.91.</li>
<li>RSI Value: 76.3</li>
<li>LTM Price Action: Shares of LATAM Airlines gained 2.4% to close at $37.77 on Friday.</li>
</ul>
Curious about other BZ Edge Rankings? Click here to discover <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-2#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">how similar stocks measure up</a>. 
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Top 3 Industrial Stocks You May Want To Dump In May

While President Donald Trump&#8216;s &#8220;One Big, Beautiful Bill Act&#8221; is expected to reduce taxes and &#8220;put more money in people&#8217;s pockets,&#8221; experts argue whether the tax cuts will cater to the value or growth stocks within the U.S. economy.
What Happened: The new tax bill is expected to eliminate taxes on social security benefits, tips, and overtime, which will be a big &#8220;windfall for many Americans,&#8221; according to Louis Navellier, the founder and CIO at Navellier &amp; Associates.
Additionally, the bill also proposes a $40,000 state and local tax (SALT) deduction. However, the Congressional Budget Office estimated that this bill will <a href="https://www.benzinga.com/markets/equities/25/05/45536595/big-beautiful-bill-will-explode-the-deficit-and-make-the-rich-richer-congressional-budget-office-estimates-4-income-fall-for-lowest-decile-of-americans-by-2033">add about $3.8 trillion</a> to the federal government&#8217;s $36.2 trillion in debt over the next decade. 
Navellier, who expects interest rate cuts by the Federal Reserve in the coming months of 2025, said that &#8220;When you put more money in people&#8217;s pockets, consumers cannot help themselves, so retail sales tend to rise.&#8221;
He expects stocks like Brinker International Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>) and CAVA Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>) to benefit as consumer spending at bars and restaurants rose 1.2% in April.
&#8220;As far as growth vs. value is concerned, I expect the Act to boost consumer spending and confidence, so growth stocks will beat value stocks,&#8221; he said.
However, Julia Khandoshko, the CEO at the European broker Mind Money, highlighted the current wait-and-watch stance by the Federal Reserve and said, &#8220;When rates rise, growth stocks suffer, and value stocks become more attractive.&#8221;
While tax cuts represent an expansionary fiscal policy, the Fed&#8217;s current stance of holding interest rates is indicative of contractionary monetary policy. Economic theories suggest that in a mixed environment like this, interest rates might rise, potentially dampening the effects of the expansionary fiscal policy.
See Also: <a href="https://www.benzinga.com/general/market-summary/25/05/45541408/cathie-woods-ark-invest-says-nuclear-energy-could-overtake-solar-as-cheapest-power-source-heres-a-list-of-nuclear-energy-linked-etfs-to-consider">Cathie Wood&#8217;s Ark Invest Says Nuclear Energy Could Overtake Solar As Cheapest Power Source: Here&#8217;s A List Of Nuclear Energy Linked ETFs To Consider</a>
Why It Matters: Notably, the CME Group's FedWatch <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html">tool</a>&#8216;s projections show markets pricing a 94.6% likelihood of the Federal Reserve keeping the current interest rates unchanged in its June meeting, a 73.1% probability of no change in July.
Whereas, it expects 65.1%, 83.9%, and 94.8% chances of a cut in September, October, and December meetings, respectively.
Apart from growth stocks like EAT and CAVA, Navellier highlighted that &#8220;data centers are booming,&#8221; and he owns growth companies like Argan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>), Emcor Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EME#NYSE">EME</a>), Comfort Systems USA Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>), Power Solutions International Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSIX#NASDAQ">PSIX</a>), Quanta Services Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PWR#NYSE">PWR</a>), and Vertiv Holdings Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>).
Khandoshko also highlighted that the taxes &#8220;may look effective in the short term,&#8221; but since capital gains and interest income are taxed differently, &#8220;such measures create distortions that can hit the system.&#8221;
While Jerome Powell has reiterated that &#8220;The right thing to do is <a href="https://www.benzinga.com/government/regulations/25/05/45266366/powell-flags-sharp-tariff-shock-elevated-uncertainty-fed-sticks-to-wait-and-see-mode">await further clarity</a>&#8221; on the economy and effects of fiscal policy, it remains to be seen how growth and value stocks will be affected by the combination of fiscal and monetary policies. 
Price Action: The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) and Invesco QQQ Trust ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>), which track the S&amp;P 500 index and Nasdaq 100 index, respectively, rose on Thursday. The SPY was up 0.039% to $583.09, while the QQQ advanced 0.19% to $514.00, according to <a href="https://pro.benzinga.com/dashboard">Benzinga Pro</a> data.
On Friday, the futures of the S&amp;P 500, Nasdaq 100, and Dow Jones indices were trading lower.
Read Next:
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<li><a href="https://www.benzinga.com/news/25/05/45533521/charlie-munger-once-said-the-first-rule-of-compounding-is-to-never-interrupt-it-unnecessarily-now-hi">Charlie Munger Once Said, &#8216;The First Rule Of Compounding Is To Never Interrupt It Unnecessarily&#8217; — Now His Wisdom Rings True As The S&amp;P 500 Surges 220% Over 10 Years </a></li>
</ul>
Photo courtesy: Shutterstock

Growth Vs. Value: Expert Views Collide On The Impact Of Trump's 'Big, Beautiful' Bill

Disclosed on May 1, Richard H Deily, Compliance Officer at Argan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>), executed a substantial insider sell as per the latest SEC filing.
What Happened: Deily's decision to sell 1,565 shares of Argan was revealed in a Form 4 filing with the <a href="https://www.sec.gov/Archives/edgar/data/0000100591/000141588925011647//Archives/edgar/data/100591/000141588925011647/0001415889-25-011647-index.htm">U.S. Securities and Exchange Commission</a> on Thursday. The total value of the sale is $238,380.
The latest market snapshot at Friday morning reveals Argan shares up by 1.39%, trading at $161.0.
<h3>About Argan</h3>
Argan Inc is a United States-based construction firm that conducts operations through its wholly-owned subsidiaries, GPS, APC, TRC, and SMC. Through GPS and APC it provides a full range of engineering, procurement, construction, commissioning, maintenance, project development and technical consulting services to the power generation market, including the renewable energy sector, for a wide range of customers, including independent power project owners, public utilities, power plant heavy equipment suppliers and other commercial firms with power requirements in the U.S., Ireland and the U.K. It operates in three segments: Power Services, Industrial Services, and Telecom Services, out of which Power Services derives the majority of revenue.
<h3>Argan: Delving into Financials</h3>
Revenue Growth: Argan's remarkable performance in 3 months is evident. As of 31 January, 2025, the company achieved an impressive revenue growth rate of 41.28%. This signifies a substantial increase in the company's top-line earnings. When compared to others in the Industrials sector, the company excelled with a growth rate higher than the average among peers.
Holistic Profitability Examination:
<ul>
<li>
Gross Margin: The company issues a cost efficiency warning with a low gross margin of 20.48%, indicating potential difficulties in maintaining profitability compared to its peers.
</li>
<li>
Earnings per Share (EPS): Argan's EPS is notably higher than the industry average. The company achieved a positive bottom-line trend with a current EPS of 2.31.
</li>
</ul>
Debt Management: With a below-average debt-to-equity ratio of 0.01, Argan adopts a prudent financial strategy, indicating a balanced approach to debt management.
Valuation Metrics: A Closer Look
<ul>
<li>
Price to Earnings (P/E) Ratio: The Price to Earnings ratio of 25.82 is lower than the industry average, indicating potential undervaluation for the stock.
</li>
<li>
Price to Sales (P/S) Ratio: The current P/S ratio of 2.53 is above industry norms, reflecting an elevated valuation for Argan's stock and potential overvaluation based on sales performance.
</li>
<li>
EV/EBITDA Analysis (Enterprise Value to its Earnings Before Interest, Taxes, Depreciation &amp; Amortization): A high EV/EBITDA ratio of 17.51 positions the company as being more valued compared to industry benchmarks.
</li>
</ul>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
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<h3>Illuminating the Importance of Insider Transactions</h3>
While insider transactions provide valuable information, they should be part of a broader analysis in making investment decisions.
In legal terms, an "insider" refers to any officer, director, or beneficial owner of more than ten percent of a company's equity securities registered under Section 12 of the Securities Exchange Act of 1934. This can include executives in the c-suite and large hedge funds. These insiders are required to let the public know of their transactions via a Form 4 filing, which must be filed within two business days of the transaction.
When a company insider makes a new purchase, that is an indication that they expect the stock to rise.
Insider sells, on the other hand, can be made for a variety of reasons, and may not necessarily mean that the seller thinks the stock will go down. 
<h3>Transaction Codes Worth Your Attention</h3>
For <a href="https://www.benzinga.com/money/investing-tools">investors</a>, a primary focus lies on transactions occurring in the open market, as indicated in Table I of the Form 4 filing. A P in Box 3 denotes a purchase, while S signifies a sale. Transaction code C signals the conversion of an option, and transaction code A denotes a grant, award, or other acquisition of securities from the company.
<a href="https://www.benzinga.com/sec/insider-trades/search/index?company_cik=0000100591">Check Out The Full List Of Argan's Insider Trades.</a>
Insider Buying Alert: Profit from C-Suite Moves
Benzinga Edge reveals every insider trade in real-time. Don't miss the next big stock move driven by insider confidence. Unlock this ultimate sentiment indicator now. <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-checkout/?t=Be8be9arja3be22in8&amp;adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Click here for access</a>.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Compliance Officer Of Argan Makes $238K Sale

Argan, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) ("Argan" or the "Company") today announces that its Board of Directors (the "Board") approved an increase to the Company's existing share repurchase program from $125 million to $150 million and declared a regular quarterly cash dividend in the amount of $0.375 per common share, payable on April 30, 2025 to stockholders of record at the close of business on April 22, 2025.
"Expanding our share repurchase program reflects the Board's confidence in Argan's ability to drive long-term growth and reinforces our commitment to delivering long-term value to shareholders," said David Watson, President and Chief Executive Officer of Argan. "We're also pleased to announce a regular quarterly cash dividend of $0.375 per common share.
"Earlier this week we announced that our subsidiary Gemma Power Systems received a notice to proceed on its previously announced engineering, procurement and construction services contract with Sandow Lakes Energy Company, LLC for a 1.2 GW ultra-efficient natural gas-fired power plant that is expected to begin this summer. We are energized by our record backlog and the strong pipeline of opportunities we are seeing now and in future years. We believe our well-recognized capabilities and track record of success leave us well-positioned as our industry gears up to build the high-quality energy assets needed to address the growing demand for reliable 24/7 power."

Buybacks

Argan Approves An Increase To Company's Existing Share Repurchase Program From $125M To $150M

AMRC

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Shares of machinery, electrical equipment and engineering companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

IESC

PRIM

SGBX

USLM

Shares of construction-related stocks are trading lower as markets react to President Trump's announcement of sweeping tariffs.

As uncertainties surrounding trade policies, fresh recession fears, and persistent inflation kept the markets on tenterhooks throughout the past week, a handful of small-caps defied the odds by posting significant gains. 
These stocks, all part of the Russell 2000 index, have market caps lower than $2 billion and have rallied between 11% and 60% over the past week, while the broader index witnessed a pullback of 2.5%. Let us explore these stocks and the various factors contributing to their resilience.
<h2 class="wp-block-heading">1. Lexicon Pharmaceuticals</h2>
The three-decades-old Lexicon Pharmaceuticals (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LXRX#NASDAQ">LXRX</a>) posted a phenomenal 58% rally last week, after announcing that it was entering into an exclusive licensing agreement with Danish pharma giant, Novo Nordisk (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>). 
The agreement pertains to Lexicon&#8217;s LX9851, an oral non-incretin development candidate for treating obesity and other metabolic disorders. It provides Novo with exclusive rights to develop, manufacture, and commercialize the drug worldwide.
The deal is set to generate Lexicon up to $1 billion in milestone and royalty payments over the coming years, prompting a quick &#8216;Buy&#8217; rating from Joseph Pantginis of H.C. Wainwright, alongside <a href="https://www.benzinga.com/insights/analyst-ratings/25/03/44542815/what-6-analyst-ratings-have-to-say-about-lexicon-pharmaceuticals">several other analysts</a>. 
See Also: <a href="https://www.benzinga.com/markets/equities/25/03/44554008/wall-street-on-edge-futures-slide-ahead-of-trumps-liberation-day-tariff-shock">Wall Street On Edge: Futures Slide Ahead of Trump&#8217;s &#8216;Liberation Day&#8217; Tariff Shock</a>
<h2 class="wp-block-heading">3. LightWave Logic </h2>
LightWave Logic (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LWLG#NASDAQ">LWLG</a>) develops photonic devices and electro-optic polymer materials for fiber-optic communications, all of which play a critical role in semiconductor foundries and AI data centers. 
Last week, the company announced its Process Design Kit (PDK) which is now commercially available after already being implemented at two major foundries. This <a href="https://www.benzinga.com/insights/movers/25/03/44547240/12-information-technology-stocks-moving-in-fridays-after-market-session">led the stock to pop 19% on Friday</a>, ending the week up by 10%. A picks-and-shovels play, the stock is expected to maintain momentum as the AI race heats up.
<h2 class="wp-block-heading">3. Argan Inc</h2>
Argan Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>), a Maryland-based engineering, procurement, and construction company that&#8217;s been around since the early-60s. The stock popped nearly 20% on Friday, ending the week up by 11%, following its <a href="https://www.benzinga.com/25/03/44536628/argan-posts-upbeat-results-joins-kulr-technology-abacus-global-management-w-r-berkley-and-other-big-stocks-moving-higher-on-friday">spectacular fourth-quarter earnings performance</a>.
The company reported $232 million in revenue during the fourth quarter, up 40% year-over-year, and a profit of $31.4 million, or $2.22 per share, up 150% year-over-year, while handily beating analyst estimates.
Argan&#8217;s performance is largely owing to its power industry services business, with revenues growing 65% to $196 million, and contributing to its massive order backlog at $1.4 billion, up 80% from the prior year. The company is riding the demand for natural gas-fired power plants to fuel the endless new AI data centers.
Benzinga's Edge Rankings highlight strong momentum and growth ranking For Argan in the 97th and 85th percentile, respectively. Curious how Lexicon Pharmaceuticals stacks up? <a href="https://www.benzinga.com/quote/AGX">Click here</a> to uncover its growth and momentum scores
<figure class="wp-block-image size-large"><a href="https://www.benzinga.com/quote/AGX"><img loading="lazy" decoding="async" width="1024" height="178" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31010543/Screenshot-2025-03-31-at-10.35.05-AM-1024x178.png" alt="" class="wp-image-848423" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31010543/Screenshot-2025-03-31-at-10.35.05-AM-1024x178.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31010543/Screenshot-2025-03-31-at-10.35.05-AM-300x52.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31010543/Screenshot-2025-03-31-at-10.35.05-AM-768x134.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/03/31010543/Screenshot-2025-03-31-at-10.35.05-AM.png 1436w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
Image via Shutterstock
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<li><a href="https://www.benzinga.com/tech/25/03/44552954/inside-apples-silent-revolution-ai-doctors-nutrition-tech-and-a-new-retail-boss">Inside Apple&#8217;s Silent Revolution—AI Doctors, Nutrition Tech, And A New Retail Boss</a></li>
</ul>

While Wall Street Panicked, These 3 Hidden Small-Caps Exploded Last Week — One Surging A Jaw-Dropping 60%

<h3>Gainers</h3>
<ul>
<li>Argan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) stock moved upwards by 23.6% to $142.42 during Friday's regular session. The market value of their outstanding shares is at $1.9 billion. As per the news, the Q4 earnings report came out yesterday. </li>
<li>Hong Kong Pharma Digital (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/HKPD#NASDAQ">HKPD</a>) stock rose 17.96% to $1.51. The market value of their outstanding shares is at $16.6 million. </li>
<li>Captivision (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAPT#NASDAQ">CAPT</a>) stock rose 16.41% to $0.5. The market value of their outstanding shares is at $16.2 million. </li>
<li>OneConstruction Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ONEG#NASDAQ">ONEG</a>) stock increased by 12.78% to $3.0. The company's market cap stands at $39.0 million. </li>
<li>Sky Harbour Group (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SKYH#NYSE">SKYH</a>) stock moved upwards by 9.75% to $14.13. The market value of their outstanding shares is at $474.1 million. The company's, Q4 earnings came out yesterday. </li>
<li>Baiya International Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIYA#NASDAQ">BIYA</a>) stock rose 9.54% to $7.0. The market value of their outstanding shares is at $87.5 million. </li>
</ul>
<h3>Losers</h3>
<ul>
<li>Knightscope (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KSCP#NASDAQ">KSCP</a>) stock declined by 28.8% to $2.92 during Friday's regular session. The company's market cap stands at $12.2 million. </li>
<li>iPower (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IPW#NASDAQ">IPW</a>) stock decreased by 24.52% to $0.44. The company's market cap stands at $13.7 million. </li>
<li>LanzaTech Global (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LNZA#NASDAQ">LNZA</a>) shares decreased by 20.79% to $0.22. The company's market cap stands at $43.4 million. </li>
<li>Greenland Technologies (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GTEC#NASDAQ">GTEC</a>) stock fell 20.28% to $1.73. The company's market cap stands at $23.5 million. As per the press release, Q4 earnings came out 2 days ago. </li>
<li>Urban-gro (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/UGRO#NASDAQ">UGRO</a>) shares declined by 17.31% to $0.43. The market value of their outstanding shares is at $5.4 million. </li>
<li>VirTra (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VTSI#NASDAQ">VTSI</a>) stock declined by 17.05% to $4.28. The market value of their outstanding shares is at $48.2 million. The company's, Q4 earnings came out yesterday. 
See Also: <a href="http://www.benzinga.com/money/best-industrials-stocks/" title="www.benzinga.com/money/best-industrials-stocks/">www.benzinga.com/money/best-industrials-stocks/</a></li>
</ul>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Movers

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12 Industrials Stocks Moving In Friday's Intraday Session

U.S. stocks were lower, with the Dow Jones index falling around 200 points on Friday.
Shares of Argan, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) rose sharply during Friday's session following a fourth-quarter EPS and <a href="https://www.benzinga.com/quote/AGX/earnings">revenue beat</a>.
Argan reported quarterly earnings of $2.22 per share which beat the analyst consensus estimate of $1.15 per share. The company reported quarterly sales of $232.474 million which beat the analyst consensus estimate of $197.500 million.
Argan shares jumped 29.6% to $149.39 on Friday.
Here are some other big stocks recording gains in today's session.
<ul>
<li>KULR Technology Group, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KULR#NYSE">KULR</a>) gained 16.7% to $1.7050 after the company reported better-than-expected quarterly sales results.</li>
<li>Abacus Global Management, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABL#NYSE">ABL</a>) rose 15.8% to $8.28 following strong quarterly sales.</li>
<li>TMC the metals company Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TMC#NASDAQ">TMC</a>) shares surged 14.7% to $1.95 following strong quarterly earnings</li>
<li>W. R. Berkley Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WRB#NYSE">WRB</a>) gained 14.2% to $75.70 after Mitsui Sumitomo Insurance announced that it is planning to acquire a 15% stake in the company.</li>
<li>Braze, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BRZE#NASDAQ">BRZE</a>) shares rose 13% to $41.54 as the company posted better-than-expected fourth-quarter results after Thursday's closing bell.</li>
<li>CureVac N.V. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CVAC#NASDAQ">CVAC</a>) gained 10.7% to $3.10 after the company announced it received a positive validity decision from the European Patent Office in its litigation against BioNTech SE.</li>
<li>Ascentage Pharma Group Internat (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPG#NASDAQ">AAPG</a>) gained 9.3% to $22.07.</li>
<li>Zai Lab Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZLAB#NASDAQ">ZLAB</a>) rose 9.3% to $39.73.</li>
<li>Aeva Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AEVA#NASDAQ">AEVA</a>) rose 8% to $6.89.</li>
<li>Harmony Gold Mining Company Limited (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HMY#NYSE">HMY</a>) climbed 7.8% to $13.85.</li>
</ul>
Now Read This:<a href="https://www.benzinga.com/25/03/44534992/how-to-earn-500-a-month-from-pvh-stock-ahead-of-q4-earnings"> </a>
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<li><a href="https://www.benzinga.com/25/03/44534992/how-to-earn-500-a-month-from-pvh-stock-ahead-of-q4-earnings">How To Earn $500 A Month From PVH Stock Ahead Of Q4 Earnings</a></li>
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Photo: Shutterstock

Intraday Update

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BRZE

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ZLAB

Argan Posts Upbeat Results, Joins KULR Technology, Abacus Global Management, W. R. Berkley And Other Big Stocks Moving Higher On Friday

Lake Street analyst Robert Brown upgrades Argan (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>) from Hold to Buy.

Upgrades

Lake Street Upgrades Argan to Buy

Argan shares are trading higher following a Q4 EPS and revenue beat.

Press Releases

Argan, Inc. Relocates Corporate Headquarters to Arlington, Virginia

Argan, Inc. to Announce Fourth Quarter and Fiscal Year-End 2025 Results and Host Conference Call on Thursday, March 27, 2025

Argan, Inc. Reports Fourth Quarter and Fiscal Year 2025 Results

Argan, Inc.'s Gemma Power Systems Receives Notice to Proceed on EPC Contract for a 1.2 GW Power Project in Texas

Argan, Inc. Appoints Lisa Larroque Alexander to Board of Directors

Argan, Inc. Announces Increase to Share Repurchase Program, Declares Regular Quarterly Cash Dividend of $0.375 Per Common Share

Argan, Inc.'s Gemma Renewable Power Recognized With 2025 Nexus Award for Partner of the Year

Argan, Inc. Announces Leadership Succession at The Roberts Company

Argan, Inc. to Announce First Quarter Fiscal 2026 Results and Host Conference Call on Wednesday, June 4, 2025

Argan, Inc. Reports First Quarter Fiscal 2026 Results

Arcosa

AECOM

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APi Group

Bowman Consulting Group Ltd. - Common Stock

Bowman Consulting Group

Cadeler A/S American Depositary Share (each representing four (4) Ordinary Shares)

Cadeler

Centuri Holdings

Dycom Industries

Everus Construction Group, Inc. Common Stock

Everus Construction Group

EMCOR Group

Comfort Systems USA

Fluor

Great Lakes Dredge & Dock Corporation - Common Stock

Great Lakes Dredge & Dock

Granite Construction Incorporated Common Stock

Granite Const

IES Hldgs

Limbach Holdings

MasTec

MYR Group

Primoris Services Corporation Common Stock

Primoris Services

Quanta Services

Construction Partners, Inc. - Common Stock

Construction Partners

Sterling Infrastructure, Inc. - Common Stock

Sterling Infrastructure

Tutor Perini

Valmont Industries

WillScot Holdings Corporation - Class A Common Stock

WillScot Holdings

Lake Street

CJS Securities

도널드 트럼프 대통령의 "하나의 크고 아름다운 법안"이 세금을 줄이고 "사람들의 주머니에 더 많은 돈을 넣을 것"으로 기대되는 가운데, 전문가들은 감세가 미국 경제의 가치주 또는 성장주에 도움이 될지 여부에 대해 논쟁을 벌이고 있다.
무슨 일 있었나: 나벨리에 앤 어소시에이츠(Navellier &amp; Associates)의 설립자이자 CIO인 루이스 나벨리에에 따르면 트럼프의 새로운 세금 법안은 사회보장 혜택, 팁, 초과 근무에 대한 세금을 없앨 것으로 예상되며, 이는 많은 미국인들에게 큰 "횡재"가 될 것이라고 한다.
또한 이 법안은 4만 달러의 주 및 지방세(SALT) 공제도 제안하고 있다. 그러나 의회예산국은 이 법안이 향후 10년간 연방 정부의 부채 36조 2천억 달러에 <a href="https://www.benzinga.com/markets/equities/25/05/45536595/big-beautiful-bill-will-explode-the-deficit-and-make-the-rich-richer-congressional-budget-office-estimates-4-income-fall-for-lowest-decile-of-americans-by-2033" target="_blank" rel="noopener">약 3조 8천억 달러를 추가</a>할 것으로 예상했다.
2025년에 연준의 금리인하를 예상하는 나벨리에는 "사람들의 주머니에 더 많은 돈을 넣으면 소비자는 스스로를 도울 수 없기 때문에 소매 판매가 증가하는 경향이 있다"고 말했다.
그는 4월에 술집과 레스토랑에서의 소비자 지출이 1.2% 증가함에 따라 브링커 인터내셔널(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EAT#NYSE">EAT</a>)와 카바 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAVA#NYSE">CAVA</a>) 같은 주식이 혜택을 볼 것으로 예상했다.
"성장주와 가치주 논쟁에 있어, 나는 이번 감세안이 소비자 지출과 자신감을 높여 성장주가 가치주를 이길 것으로 예상한다.&#8221;
그러나 유럽 브로커인 마인드 머니(Mind Money)의 줄리아 칸도쉬코 CEO는 현재 연준의 관망세를 강조하며 "금리가 높으면 성장주는 어려움을 겪고 가치주가 더 매력적"이라고 말했다.
감세는 확장적 재정정책을 의미하지만, 연준의 현재 금리동결 기조는 수축적 통화정책을 의미한다. 경제 이론에 따르면 지금과 같은 혼재된 환경에서는 금리가 높아 확장적 재정정책의 효과를 잠재적으로 약화시킬 수 있다.
왜 중요한가: 특히 <a href="https://www.cmegroup.com/markets/interest-rates/cme-fedwatch-tool.html" target="_blank" rel="noopener">CME 그룹의 FedWatch 도구</a>의 예측에 따르면 시장은 6월 회의에서 연준이 현재 금리를 동결할 확률을 94.6%, 7월에는 변동이 없을 확률을 73.1%로 보고 있다.
반면 9월, 10월, 12월 회의에서는 각각 65.1%, 83.9%, 94.8%의 인하 가능성을 예상하고 있다.
나벨리에는 브링커, 카바 같은 성장주 외에도 "데이터 센터가 호황을 누리고 있다"고 강조하며 아르간(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>), 엠코어 그룹(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EME#NYSE">EME</a>), 컴포트 시스템즈NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FIX#NYSE">FIX</a>), 파워 솔루션스 인터내셔널(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PSIX#NASDAQ">PSIX</a>), 퀀타 서비스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PWR#NYSE">PWR</a>), 버티브 홀딩스(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VRT#NYSE">VRT</a>) 등 성장 기업을 보유하고 있다고 밝혔다.
칸도쉬코는 또한 세금이 "단기적으로는 효과적일 수 있다"고 강조했지만, 자본 이득과 이자 소득은 다르게 과세되기 때문에 "이러한 조치는 시스템에 타격을 줄 수 있는 왜곡을 일으킨다"고 지적했다.
제롬 파월 의장은 경제와 재정정책의 효과에 대해 <a href="https://www.benzinga.com/government/regulations/25/05/45266366/powell-flags-sharp-tariff-shock-elevated-uncertainty-fed-sticks-to-wait-and-see-mode" target="_blank" rel="noopener">&#8220;더 명확해질 때까지 기다리는 것이 옳은 일&#8221;</a>이라고 거듭 강조했지만, 재정정책과 통화정책의 조합이 성장과 가치주에 어떤 영향을 미칠지는 아직 지켜봐야 할 것이다.
가격 움직임: S&amp;P 500 지수와 나스닥 100 지수를 각각 추종하는 SPDR S&amp;P 500 ETF 신탁(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>)과 인베스코 QQQ 신탁 ETF(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>)는 목요일에 상승했다. <a href="https://pro.benzinga.com/dashboard" target="_blank" rel="noopener">벤징가 프로</a> 데이터에 따르면 SPY는 0.039% 상승한 583.09달러를 기록했고, QQQ는 0.19% 상승한 514.00달러를 기록했다.
금요일에는 S&amp;P 500, 나스닥 100, 다우존스 지수의 선물이 혼조세에 거래되고 있다.
사진 출처: Shutterstock
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Benzinga Pro의 독점 뉴스를 통해 수백만 명의 다른 트레이더보다 더 빠르게 유용한 투자 뉴스를 확인할 수 있습니다. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

무역 정책을 둘러싼 불확실성, 새로운 경기침체 우려, 지속적인 인플레이션으로 인해 지난주 내내 시장이 불안한 모습을 보인 가운데, 몇몇 소형주들이 큰 폭의 상승세를 기록하며 역경을 이겨냈다.
이들 종목은 모두 러셀 2000 지수에 속하며 시가총액이 20억 달러 미만이고 지난 한 주 동안 11%에서 60%까지 상승했다. 반면에 전체 지수는 2.5% 하락했다. 지난주 어려운 시장 상황 속에서도 상승한 주식의 회복력에 기여하는 다양한 요인을 살펴보자.
<h3 class="wp-block-heading">1. 렉시콘 파마슈티컬스(Lexicon Pharmaceuticals)</h3>
30년 전통의 렉시콘 파마슈티컬스(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LXRX#NASDAQ">LXRX</a>)은 지난주 덴마크의 거대 제약사 노보 노디스크(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>)와 독점 라이선스 계약을 체결한다고 발표한 후 58%의 경이적인 상승률을 기록했다.
이번 계약은 비만 및 기타 대사 장애 치료를 위한 경구용 비인크레틴 개발 후보물질인 렉시콘(Lexicon)의 LX9851에 관한 것이었다. 이 계약을 통해 노보 노디스크는 이 약물의 전 세계 개발, 제조 및 상업화에 대한 독점적 권리를 갖게 된다.
이번 계약으로 렉시콘은 향후 몇 년간 최대 10억 달러의 이정표 및 로열티 수익을 얻게 된다. H.C. 웨인라이트의 조세프 판틴니스(Joseph Pantginis) 및 <a href="https://www.benzinga.com/insights/analyst-ratings/25/03/44542815/what-6-analyst-ratings-have-to-say-about-lexicon-pharmaceuticals" target="_blank" rel="noopener">다른 여러 애널리스트들</a>로부터 &#8216;매수&#8217; 투자의견을 받았다.
<h3 class="wp-block-heading">2. 라이트웨이브 로직(LightWave Logic)</h3>
라이트웨이브 로직(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LWLG#NASDAQ">LWLG</a>)은 반도체 파운드리와 AI 데이터센터에서 중요한 역할을 하는 광섬유 통신용 광소자 및 전자광학 폴리머 소재를 개발한다.
지난주에는 이미 두 개의 주요 파운드리에서 구현된 후 상업적으로 이용 가능한 프로세스 설계 키트(PDK)를 발표했다. 이로 인해 <a href="https://www.benzinga.com/insights/movers/25/03/44547240/12-information-technology-stocks-moving-in-fridays-after-market-session" target="_blank" rel="noopener">금요일에 주가가 19%</a> 상승하며 한 주를 10% 상승으로 마감했다. AI 경쟁이 가열됨에 따라 주가는 앞으로도 상승세를 유지할 것으로 예상된다.
<h3 class="wp-block-heading">3. 아르간(Argan Inc)</h3>
1960년대 초에 설립된 아르간(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>)은 메릴랜드에 본사를 둔 엔지니어링, 조달 및 건설 회사이다. 이 회사의 주가는 금요일에 20% 가까이 급등했으며, <a href="https://www.benzinga.com/25/03/44536628/argan-posts-upbeat-results-joins-kulr-technology-abacus-global-management-w-r-berkley-and-other-big-stocks-moving-higher-on-friday" target="_blank" rel="noopener">놀라운 4분기 실적</a>에 힘입어 한 주를 11% 상승으로 마감했다.
이 회사는 4분기에 전년 대비 40% 증가한 2억 3,200만 달러의 매출과 전년 대비 150% 증가한 3,140만 달러(주당 2.22달러)의 순이익을 기록하며 애널리스트 예상치를 가볍게 상회했다.
아르간의 실적은 주로 전력 산업 서비스 사업 덕분으로, 매출은 65% 증가한 1억 9,600만 달러, 수주 잔고는 전년 대비 80% 증가한 14억 달러로 대규모 수주에 기여했다. 이 회사는 천연가스 화력 발전소에 대한 수요를 타고 끝없이 늘어나는 신규 AI 데이터센터에 연료를 공급하고 있다.
이미지 출처: Shutterstock
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독점 속보 및 스캐너와 같은 Benzinga Pro의 강력한 도구 세트로 다른 트레이더보다 우위를 점하세요. <a href="https://www.benzinga.com/pro/register?t=be2bewe5mibe3bz3&amp;utm_source=bz-kor">여기를 클릭</a>하여 14일 무료 체험을 시작하세요.

미국의 주식 선물이 금요일 아침 조금 더 상승한 상황에서 투자자들의 주목을 끌 수 있는 몇 가지 주식은 다음과 같다.
<ul>
<li> 씨티그룹 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/C#NYSE">C</a>)은 개장 전에 주당 1.20달러의 분기 실적과 203.9억 달러의 매출을 발표할 것으로 월스트리트가 예상하고 있다. 이 은행은 지난해 같은 기간 주당 2.19달러의 순이익과 199.9억 달러의 매출을 공시했다. 씨티그룹 주식은 목요일 장 마감 후 시간외 거래에서 0.082% 상승한 60.76달러에 거래되었다.</li>
<li>목요일 아르간 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AGX#NYSE">AGX</a>)의 4분기 실적은 예상보다 더 좋았다는 보고가 나왔다. 아르간의 주식은 목요일 시간외 거래에서 9.4 % 상승한 53.99달러에 거래되었다.</li>
<li>분석가들은 JP모건 체이스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>)가 415억 달러의 매출과 주당 41.84달러의 분기 실적을 발표할 것으로 예상하고 있다. 이 회사는 시장이 개장하기 전에 이익을 발표할 것으로 예상된다. JP모건 주식은 목요일 시간외 거래에서 0.57 % 상승한 196.55달러에 거래되었다.</li>
</ul>
<ul>
<li>팍스메디카(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PXMD#NASDAQ">PXMD</a>)의 주식이 회사가 PAX-101의 등록 / 확인 3 가지의 핵심 배치를 완료했다는 발표 이후 목요일 시간외 거래에서 급등했다. 팍스메디카 주식은 시간외 거래에서 116.07 % 상승한 0.89달러에 거래되었다.</li>
<li>분석가들은 웰스 파고(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WFC#NYSE">WFC</a>)가 금요일 개장전 전 주당 1.09달러의 분기 이익과 202.0억 달러의 매출을 발표할 것으로 예상하고 있다. 웰스 파고 주식은 시간외 거래에서 0.11% 상승한 56.75달러에 거래되었다.</li>
</ul>
이거도 확인해보세요! <a href="https://www.benzinga.com/trading-ideas/long-ideas/24/04/38176505/jim-cramer-says-wesco-international-is-a-buy-recommends-buying-this-stock-under-20"> Jim Cramer Says WESCO International Is A Buy, Recommends Buying This Stock Under $20 </a>

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Argan

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금요일, 5월 23, 2025

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사람들이 또한 지켜본다

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