Agilon Health Stock Plunges 11.11% on Disappointing Q3 Earnings, EBITDA Misses Estimates by 81.6%

The share price fell to its lowest level since the start of this month, with an intraday decline of 11.11%.

Agilon Health’s Q3 2025 results revealed a GAAP earnings per share loss of $0.27, 62.4% below the consensus estimate of -$0.17. Quarterly revenue of $1.44 billion slightly exceeded estimates but declined 1.1% year-over-year. Adjusted EBITDA of -$91.49 million missed analyst expectations by 81.6%, signaling operational inefficiencies. The company’s full-year EBITDA guidance of -$257.5 million fell $78 million below consensus, underscoring persistent profitability challenges despite revenue resilience.

Analyst sentiment has deteriorated, with earnings estimates revised down 21.9% over three months. The average rating remains “Hold,” contrasting with a “Buy” average for healthcare peers. AGL’s stock has dropped 57.4% year-to-date, reflecting investor skepticism about its ability to reduce losses. While customer growth to 503,000 in Q3 indicates expansion, stagnant per-customer revenue and negative margins highlight structural weaknesses. With a market cap of $335.8 million, the stock faces pressure until operational improvements align with strategic goals.