Crude Oil Prices Plummet; ABM Industries Reports Mixed Results for Q3
U.S. Stock Market Performance: U.S. stocks declined, with the Dow Jones falling approximately 300 points, while the S&P 500 and NASDAQ also experienced losses.
Company Earnings Reports: ABM Industries reported mixed fiscal results, missing adjusted net income estimates, while Samsara Inc and Guidewire Software saw significant stock price increases after exceeding financial expectations.
Sector Movements: Materials shares rose by 0.8%, while financial stocks dropped by 1.3%. Lululemon's stock fell 18% after lowering its fiscal guidance, leading to multiple analyst downgrades.
Economic Indicators: The U.S. economy added only 22,000 jobs in August, falling short of expectations, with the unemployment rate rising slightly to 4.3% and steady wage growth reported.
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- Record Backlog: Argan's backlog reached a record $3 billion at the end of Q3 2025, more than doubling over the past nine months, indicating strong support for future revenue driven by AI data center projects.
- Sustained Growth Momentum: With an average revenue growth rate per share of 28.1% over the past five years, Argan is expected to maintain this growth trajectory, potentially delivering substantial returns for investors.
- Liquid Cooling Solution Advantage: Vertiv's partnership with Nvidia positions it as the premier liquid cooling solution provider for AI data centers, achieving a 23% year-over-year revenue growth in Q4 2025, with profits tripling and net profit margin exceeding 15.5%.
- Surge in New Orders: Powell Industries reported only a 4% revenue increase in Q1 FY26, but a 63% year-over-year surge in new orders strengthened its total backlog, highlighting the long-term growth potential under the AI mega trend.
- Argan's Strong Growth: Argan's backlog reached a record $3.0 billion at the end of Q3 2025, having more than doubled in the past nine months, indicating robust demand in AI data center construction and expected stable revenue visibility for upcoming quarters.
- Vertiv's Liquid Cooling Technology: Vertiv addresses the heat dissipation issues in AI data centers with its liquid cooling services, achieving a 23% year-over-year growth in Q4 2025, with profits tripling year-over-year, and is projected to achieve 27% to 29% organic sales growth in 2026, further solidifying its market position.
- Powell Industries' Order Growth: Powell Industries reported only a 4% revenue increase in Q1 FY26, but a 63% year-over-year surge in new orders strengthened its total backlog, showcasing strong demand in the AI sector and future growth potential.
- Long-Term Investment Appeal: With the proliferation of AI technology, stocks of companies like Argan, Vertiv, and Powell Industries have seen significant growth over the past five years, with increases of 28.1%, over three times, and 1500% respectively, indicating substantial return potential for future investments.
- Share Increase: On February 13, 2026, Ranger Investment Management disclosed an increase of 197,073 shares in Solaris Energy Infrastructure, representing an estimated $9.53 million trade, indicating strong confidence in the company.
- Market Value Growth: The quarter-end value of Solaris increased by $11.62 million due to both the share addition and stock price movement, reflecting robust performance and market recognition in the energy infrastructure sector.
- Financial Performance: Solaris reported $167 million in third-quarter revenue, a 12% sequential increase, with net income of $25 million, showcasing strong growth potential in energy infrastructure tied to electrification and data centers.
- Future Outlook: Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance, demonstrating confidence in future growth and an aggressive capital expenditure plan.
- Significant Stock Surge: Argan Inc. has seen its stock price increase by 177% over the past year and an astonishing 940% over the last three years, indicating strong performance in the rapidly growing AI market that has captured investor interest.
- Surging Demand: The demand for Argan's engineering, construction, and related services has surged due to the rapid construction of data centers, with revenue for the first nine months of 2025 rising 6.4% year-over-year to approximately $682 million, alongside a record backlog of $3 billion, highlighting future growth potential.
- Investor Attention: Although Argan's forward P/E ratio is about 43, double its three-year average, investors should keep an eye on its role in the growth of data centers; if returns on investments are substantial, Argan will continue to benefit from tech companies' needs.
- Market Competition Insight: Despite benefiting from AI infrastructure development, Argan was not included in the current best stock picks by The Motley Fool Stock Advisor analyst team, suggesting that investors should exercise caution and consider other potential high-return stocks.
- Share Increase: Ranger Investment Management acquired 197,073 shares of Solaris in Q4 2026, with an estimated trade value of $9.53 million, reflecting the firm's confidence in Solaris's growth potential.
- Position Value Growth: The quarter-end value of Solaris's position rose by $11.62 million, indicating not only an increase in shares but also a positive impact from stock price appreciation, further solidifying Ranger's investment strategy.
- Strong Financial Performance: Solaris reported $167 million in revenue for Q3, a 12% sequential increase, with a net income of $25 million, showcasing its robust performance and growth potential in the energy infrastructure market.
- Optimistic Future Outlook: Management raised fourth-quarter Adjusted EBITDA guidance to $65 million to $70 million and initiated first-quarter 2026 guidance of $70 million to $75 million, indicating strong confidence in future performance.
- Stock Surge: Argan (AGX) shares soared 16.4% this week, reflecting investor confidence in its role within the rapidly growing AI infrastructure sector, indicating a bullish market outlook for its future performance.
- Strong Revenue Growth: For the first nine months of 2025, Argan reported a 6.4% year-over-year revenue increase to approximately $682 million, demonstrating its resilience and adaptability in the face of surging demand for data center construction.
- Record Backlog: The company reported a record backlog of $3 billion, highlighting robust demand in the power and industrial construction sectors, which further solidifies its market position and lays a foundation for future growth.
- Investor Focus on Outlook: Despite Argan's forward P/E ratio being around 43, double its three-year average, investors should remain attentive to its potential returns from data center growth, suggesting possible sustained growth opportunities ahead.






