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AnalystConsensusTarget updated the narrative for AR

Update shared on 05 Nov 2025

Fair value Decreased 1.45%
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AnalystConsensusTarget's Fair Value
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1Y
12.9%
7D
5.2%

Analysts have lowered their price target for Antero Resources from $42.62 to $42.00, citing moderated expectations for revenue growth and profit margins, along with a reduced discount rate in their updated valuation models.

What's in the News

  • Antero Resources completed the repurchase of 31,749,955 shares, representing 10.31% of shares outstanding, for $1,083.99 million under its ongoing buyback program as of September 30, 2025 (Company Filing).
  • Michael N. Kennedy was promoted to Chief Executive Officer of Antero Resources and Antero Midstream effective August 14, 2025. He succeeds Paul M. Rady, who becomes Chairman Emeritus (Company Announcement).
  • Brendan E. Krueger was appointed Chief Financial Officer of Antero Resources. He will continue to serve as Treasurer for both Antero Resources and Antero Midstream (Company Announcement).
  • The board amended and restated company bylaws on August 14, 2025, clarifying the roles of Chairman of the Board, Chairman Emeritus, and Chief Executive Officer, and removing Chairman of the Board as a required officer (Company Filing).

Valuation Changes

  • The consensus analyst price target has decreased slightly from $42.62 to $42.00.
  • The discount rate has fallen from 7.20% to 6.78%.
  • Revenue growth expectations have declined from 6.17% to 5.49%.
  • The net profit margin is lower, moving from 13.04% to 10.90%.
  • The future P/E ratio is higher, rising from 20.87x to 23.94x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.