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AM: Share Repurchases And Stable Margins Will Support Measured Future Returns

Analysts Raise Antero Midstream Price Target Amid Buyback and Executive Leadership Changes

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AM
AnalystConsensusTarget
Not Invested
Published 28 Aug 2024

Update shared on 20 Dec 2025

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16.7%
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-2.6%

Analysts modestly raised their price target on Antero Midstream to align more closely with an updated fair value of 18.64 dollars, citing stronger long term revenue growth expectations that more than offset a slight compression in projected profit margins.

What's in the News

  • Completed share repurchase of 6,933,054 shares, or approximately 1.44% of outstanding shares, under the buyback program announced on February 14, 2024 (company filing)
  • Between July 1, 2025 and September 30, 2025, repurchased 2,315,719 shares, or about 0.48% of outstanding shares, for a total consideration of 41.33 million dollars (company filing)
  • Total capital returned via the completed buyback reached 115 million dollars, reflecting the company’s stated focus on shareholder returns (company filing)

Valuation Changes

  • Fair Value: Unchanged at approximately 18.64 dollars per share, indicating no revision to the long term intrinsic value estimate.
  • Discount Rate: Edged down slightly from 6.96 percent to about 6.96 percent, reflecting a marginally lower required return on equity.
  • Revenue Growth: Increased significantly from about 0.48 percent to roughly 1.57 percent, pointing to stronger long term top line expectations.
  • Net Profit Margin: Declined modestly from around 54.55 percent to about 52.82 percent, suggesting a small anticipated compression in profitability.
  • Future P/E: Effectively unchanged at approximately 15.47 times, implying a stable valuation multiple on expected earnings.

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