Here’s What Boosted Argan (AGX)

4 weeks ago 3

Soumya Eswaran

Tue, February 24, 2026 astatine 7:16 AM CST 3 min read

Polen Capital, an concern absorption company, released its fourth-quarter capitalist missive for “Polen 5Perspectives Small Growth Strategy”. A transcript of the missive tin beryllium downloaded here. The Polen 5Perspectives Small Growth Composite Portfolio returned -1.3% gross and -1.5% nett of fees successful the 4th fourth of 2025, compared to a 1.2% instrumentality of the Russell 2000 Growth Index. Following double-digit returns successful 2Q and 3Q, tiny caps concluded the twelvemonth with a 1.2% instrumentality successful 4Q. Biotech stood retired arsenic a large performer during the quarter, expanding beyond the AI theme. The small-cap plus people has gained attraction owed to declining involvement rates and improving net growth, but the steadfast is astir excited astir its structural tailwinds, including the accelerated gait of innovation and the accidental it presents for disciplined investors. Over the 4th quarter, the Strategy astir doubled its Biotech vulnerability owed to opportunities presented by rising involvement rates, M&A, and AI tailwinds. The sanction of the Strategy changed from Polen U.S. Small Cap Growth to Polen 5Perspectives Small Growth, to stress the value of the 5 viewpoints model and the power of position successful investing. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Polen 5Perspectives Small Growth Strategy highlighted stocks similar Argan, Inc. (NYSE:AGX). Argan, Inc. (NYSE:AGX) done its subsidiaries, provides construction, commissioning, attraction and services to powerfulness procreation market. On February 23, 2026, Argan, Inc. (NYSE:AGX) banal closed astatine $441.71 per share. One-month instrumentality of Argan, Inc. (NYSE:AGX) was 21.82%, and its shares gained 251.76% implicit the past 52 weeks. Argan, Inc. (NYSE:AGX) has a marketplace capitalization of $6.128 billion.

Polen 5Perspectives Small Growth Strategy stated the pursuing regarding Argan, Inc. (NYSE:AGX) successful its 4th fourth 2025 capitalist letter:

"Argan, Inc. (NYSE:AGX) is simply a operation institution that, among different things, constructs gas-fired powerfulness plants. In caller years the institution has benefited from a increasing backlog of projects to conception powerfulness plants that proviso energy to information centers moving AI workloads. Specific to the period, Argan announced 2 caller large declaration wins successful the Texas market—one for a 1,350 megawatt combined-cycle powerfulness works and the different for a 860 megawatt earthy gas-fired powerfulness plant. Argan appears to beryllium good positioned to capitalize connected a multi-year concern rhythm to physique retired powerfulness infrastructure arsenic companies contention to bring information centers online."

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