Antero Resources (AR) Aperçu de l'action
Antero Resources Corporation, une société pétrolière et gazière indépendante, se consacre au développement, à la production, à l'exploration et à l'acquisition de gaz naturel, de liquides de gaz naturel (LGN) et de propriétés pétrolières aux États-Unis. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 6/6 |
| Croissance future | 1/6 |
| Performances passées | 5/6 |
| Santé financière | 4/6 |
| Dividendes | 0/6 |
Récompenses
Analyse des risques
AR Community Fair Values
Create NarrativeSee what 47 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Antero Resources Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$38.24 |
| Plus haut sur 52 semaines | US$45.75 |
| Plus bas sur 52 semaines | US$29.10 |
| Bêta | 0.36 |
| Variation sur 1 mois | 4.25% |
| Variation sur 3 mois | 13.71% |
| Variation sur 1 an | -2.99% |
| Variation sur 3 ans | 60.67% |
| Variation sur 5 ans | 200.16% |
| Évolution depuis l'introduction en bourse | -26.48% |
Nouvelles et mises à jour récentes
Recent updates
Mise à jour du récit • May 04
AR: Pipeline Capacity Actions Will Support Future Returns Potential
The analyst price target for Antero Resources has increased from $48.24 to $49.95, with analysts citing updated assumptions for revenue growth at 7.65%, profit margin at 19.38%, and a future P/E of 13.42 as key factors behind the revision. What's in the News Antero reported unaudited first quarter 2026 production of 236 Bcf of natural gas, 6,836 MBbl of C2 ethane, 10,872 MBbl of C3+ NGLs, 816 MBbl of oil and combined production of 347 Bcfe, with daily combined production of 3,852 MMcfe/d.Seeking Alpha • Apr 30
Antero Resources: Another Storm Fern Beneficiary
Summary Antero Resources posted $1.72 diluted EPS, far surpassing last year's $0.66. AR’s management demonstrated exceptional market timing yet again. Despite the hedging lowering realized prices, AR’s cash flow benefited from strong natural gas prices. Management expects a significant debt reduction. The company financially leveraged up pre-winter and executed a self-financing acquisition that reduced average operational costs. Read the full article on Seeking Alpha
Mise à jour du récit • Apr 20
AR: Pipeline Access And 2026 Production Will Support Bullish Outlook
Analysts have adjusted their fair value estimate for Antero Resources to $56.00 from $55.00 in response to updated assumptions for revenue growth, profit margins and future P/E, while keeping the discount rate unchanged. What's in the News Equitrans, L.P. filed a revised tariff record reflecting negotiated rate agreements with Antero Resources Corporation, and the Federal Energy Regulatory Commission accepted the tariff record effective April 1, 2026, with waiver of the standard 30 day notice requirement and no protests filed (Regulatory filing).Mise à jour du récit • Apr 06
AR: Pipeline Positions And Buybacks Will Support Stronger Future Returns
Analysts have lifted their price target for Antero Resources from about $45.82 to $48.24, citing slightly revised assumptions that include a different revenue growth path, a modestly higher expected profit margin, and an updated forward P/E multiple. What's in the News Antero filed a motion to intervene at FERC in a Tennessee Gas Pipeline tariff proceeding that involves new and amended transportation and parking and lending agreements, citing its interest as a long term firm service customer on that system.Mise à jour du récit • Mar 22
AR: Production Outlook And Buybacks Will Support Measured Future Returns
Analysts have lifted their price target for Antero Resources by about $3.68, supported by updated assumptions that include higher modeled revenue growth of 13.08%, an 18.76% profit margin, and a lower future P/E of 12.15x relative to prior estimates. What's in the News Antero Resources reported fourth quarter 2025 combined natural gas equivalent average net production of 3,511 MMcfe/d.Mise à jour du récit • Mar 08
AR: Rising 2026 Production And Buybacks Will Support Bullish Outlook
Analysts are maintaining their $55.00 price target on Antero Resources, citing relatively steady assumptions for long term revenue growth, profit margins, and future P/E as the basis for their view. What's in the News Antero reported fourth quarter 2025 production results, with combined natural gas equivalent average net production of 3,511 MMcfe/d for the period (company announcement of operating results).Mise à jour du récit • Feb 22
AR: Higher Margins And 2026 Production Outlook Will Support Bullish View
Analysts have increased their price target for Antero Resources to $55.00. This change reflects updated assumptions around slower revenue growth, higher profit margins, and a lower projected future P/E multiple.
Mise à jour du récit • Feb 08
AR: Lower Revenue Outlook And Compressed P/E Will Restrain Future Returns
Analysts have reduced their price target for Antero Resources from about US$32.51 to around US$29.90, citing updated assumptions on revenue growth, profit margins and future P/E that have informed their latest fair value analysis. Valuation Changes Fair Value Estimate: reduced from about US$32.51 to around US$29.90, representing a modest downward reset in the implied share value.Mise à jour du récit • Jan 24
AR: Share Repurchases Will Support Bullish Outlook Despite Margin Reset
Analysts have adjusted their fair value estimate for Antero Resources from US$58.00 to US$55.00, citing updated assumptions around revenue growth, profit margins, and a higher future P/E outlook. What's in the News From July 1, 2025 to September 30, 2025, Antero Resources repurchased 1,501,387 shares for US$51.36 million, equal to 0.48% of its shares under an existing buyback plan (Key Developments).Mise à jour du récit • Jan 10
AR: Share Repurchases And Lower Margins Will Shape Balanced Future Returns
Analysts have lifted their price target for Antero Resources to US$32.51 from US$32.46, citing updated assumptions that combine a higher modeled revenue growth rate with a lower profit margin outlook and a P/E multiple of 16.76x versus the prior 9.44x. What's in the News Antero Resources repurchased 1,501,387 shares between July 1, 2025 and September 30, 2025, for a total of US$51.36 million under its existing buyback program (Key Developments).Mise à jour du récit • Dec 17
AR: Share Buybacks And Margin Outlook Will Support Measured Future Returns
Analysts have raised their price target on Antero Resources from approximately 29 dollars to 32 dollars and 50 cents. This reflects increased confidence in the company’s faster expected revenue growth, stronger profit margins, and a lower assumed future valuation multiple.Mise à jour du récit • Dec 03
AR: Share Repurchases Will Drive Stronger Future Returns
Narrative Update on Analyst Price Target Analysts have nudged their price target on Antero Resources slightly higher, to approximately 42.14 dollars from about 42.10 dollars, citing modestly stronger projected revenue growth that more than offsets minor adjustments to profit margin and discount rate assumptions. What's in the News Completed a major share repurchase program, buying back a total of 31.75 million shares, or about 10.31 percent of shares outstanding, under the authorization announced on February 16, 2022 (company disclosure).Mise à jour du récit • Nov 19
AR: Share Buybacks Will Drive Improved Returns Ahead
Analysts have modestly increased their price target for Antero Resources from $42.00 to approximately $42.10. They cite minor adjustments to profit margin forecasts and discount rates in their updated models.Mise à jour du récit • Nov 05
AR: Share Repurchase Of 10% And New CEO Will Drive Future Upside
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).Mise à jour du récit • Oct 21
Analysts Trim Antero Resources Price Target as Profit Outlook Improves Amid Leadership Changes
Analysts have slightly reduced their price target for Antero Resources from $43.14 to $42.62. They cite expectations of slower revenue growth, which are partially offset by an improved profit margin outlook.Article d’analyse • Sep 26
We Like These Underlying Return On Capital Trends At Antero Resources (NYSE:AR)
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Mise à jour du récit • Sep 23
New Gulf Coast LNG Facilities Will Expand Global Energy Reach
The marginal downward revision in Antero Resources’ price target reflects slightly lower revenue growth expectations and a modest decrease in future P/E, resulting in a new consensus fair value of $43.14. What's in the News Michael N.Mise à jour du récit • Sep 04
New Gulf Coast LNG Facilities Will Expand Global Energy Reach
With no changes in the consensus revenue growth forecast of 7.9% or the discount rate of 7.29%, analysts have left Antero Resources' fair value estimate unchanged at $43.62. What's in the News Antero Resources amended and restated its bylaws, clarifying executive roles and removing the Chairman of the Board from the list of required officers.Article d’analyse • Jul 22
Antero Resources Corporation's (NYSE:AR) 26% Cheaper Price Remains In Tune With Revenues
Antero Resources Corporation ( NYSE:AR ) shareholders won't be pleased to see that the share price has had a very rough...Article d’analyse • Jun 17
We Like These Underlying Return On Capital Trends At Antero Resources (NYSE:AR)
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...Article d’analyse • May 27
Why Investors Shouldn't Be Surprised By Antero Resources Corporation's (NYSE:AR) P/S
When you see that almost half of the companies in the Oil and Gas industry in the United States have price-to-sales...Seeking Alpha • Apr 07
Antero Resources: Projected FCF Generation Remains Strong For 2025 (Rating Upgrade)
Summary Antero is projected to generate $1.36 billion in 2025 free cash flow at current strip. Natural gas strip prices for 2025 remain above $4 despite some recent declines. This helps keep AR's free cash flow solid despite lower strip prices for oil and C3+ NGLs. Antero reduced its maintenance capex budget by around $25 million while increasing its maintenance production level to 3.4 Bcfe per day. Read the full article on Seeking AlphaSeeking Alpha • Mar 18
Antero Resources: Cycling Natural Gas Prices Create Buying Opportunities
Summary Antero Resources, a leading natural gas producer, benefits from unhedged positions and favorable market conditions, making it a strong investment for cyclical entries and exits. AR has significantly reduced capital expenses and improved drilling efficiency, positioning it for robust performance and substantial free cash flow in 2025. With natural gas demand rising and storage levels below the 5-year average, Antero is poised to capitalize on higher prices and increased LNG exports. Antero plans to use its free cash flow to reduce debt and execute share buybacks, potentially lowering outstanding shares and enhancing shareholder value. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
Antero Resources: First Quarter Should Be Better Still
Summary January's cold spells and the February cold spells as well have significantly reduced natural gas storage, benefiting Antero Resources. Natural gas prices began rising in December. It is not common for a company to have a stronger fourth quarter than the first quarter in the same fiscal year. Even weak La Niñas are known for cold spells, suggesting continued high demand for natural gas this winter. The natural gas pricing recovery may be underway. The first quarter is off to a strong start, with potential for exceptional performance due to ongoing cold weather. That is far from guaranteed though. Export capacity is growing significantly to improve the natural gas pricing outlook. Read the full article on Seeking AlphaSeeking Alpha • Jan 23
Antero Resources: 2025 Free Cash Flow May Reach $1.3 Billion
Summary Antero Resources is now projected to generate over $1.3 billion in 2025 free cash flow. This is largely due to a $0.80 improvement in 2025 natural gas strip prices, contributing to a $700 million improvement in projected 2025 free cash flow compared to early November. Strip price improvements are smaller in later years, with a $0.15 improvement in 2027 strip prices compared to in early November. My long-term NYMEX natural gas price assumptions haven't changed from $3.75, although I did make positive tweaks to my assumptions around Antero's NGL prices. Antero's share price appears to overreact somewhat to changes in near-term commodity prices. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Antero Resources: Thank Goodness For Premium Prices And Declining Costs
Summary Antero Resources mitigates the natural gas price downturn by securing premium prices. Drilling and completion costs have also materially declined. Exporting through Marcus Hook aids in obtaining premium liquids pricing. The combined premium pricing with cost reduction efforts has added badly needed cash flow until natural gas prices recover. Excess natural gas storage levels are way down from what they were before summer. Read the full article on Seeking AlphaSeeking Alpha • Dec 16
Antero Resources Set For Growth
Summary Antero Resources is poised for growth, benefiting from favorable political changes and strategic export premiums, making it a strong buy under $30. The company reported a $20 million net loss but expects significant cash flow improvements due to high C3+ NGL price premiums and efficient drilling practices. Management plans to use the first $600 million of free cash flow to reduce debt, followed by stock buybacks, potentially leading to future dividends. Natural gas prices are projected to rise, supporting Antero's positive cash flow outlook and making it a compelling investment for long-term growth. Read the full article on Seeking AlphaSeeking Alpha • Nov 20
AR You Ready? Why I'm Super Bullish On Antero Resources
Summary Antero Resources excels with its export-focused model, operational efficiency, and substantial reserves, positioning it well for tightening natural gas markets and potential price increases. Despite negative free cash flow this year, AR's potential for substantial free cash flow at higher gas prices supports aggressive buybacks and a Strong Buy rating. The company's unhedged production strategy adds risk but is mitigated by a strong balance sheet and disciplined capital spending. AR benefits from significant pricing tailwinds with 75% of its natural gas and half of its NGLs exported to high-demand markets. Read the full article on Seeking AlphaSeeking Alpha • Nov 01
Antero Resources: Propane Export Premiums Offset Impact Of Weak Natural Gas Prices
Summary Antero Resources Corporation's Q3 2024 production was in-line with expectations. It has highlighted strong export prices for its butane and propane, which is now allowing it to realize a couple of dollars above Mont Belvieu for its C3+ NGLs. Antero has also made strides with drilling and completion efficiencies. It may be able to make significant share repurchases starting late in 2025. Antero is now projected to generate $629 million in 2025 free cash flow. Read the full article on Seeking AlphaSeeking Alpha • Sep 16
Antero Resources: Time To Begin Following For A Long Position
Summary Antero Resources is well-positioned for when higher natural gas prices occur with its low maintenance costs and strong NGL productivity, making it a compelling investment. The company’s strategic export position at Marcus Hook and marketing strategy have captured unprecedented premiums, boosting NGL pricing guidance for 2024. Despite current low natural gas prices, Antero's efficient operations and exposure to growing LNG demand are expected to drive significant free cash flow in the coming years. Antero plans to use its free cash flow for debt reduction and shareholder returns, contingent on commodity prices, with a positive outlook for 2025 and beyond. Read the full article on Seeking AlphaSeeking Alpha • Sep 06
Antero Resources: Expecting Improvements To Realized Natural Gas Prices
Summary Antero is projected to generate $30 million in 2H 2024 free cash flow, although this will still leave it slightly negative for the full year. This is due to weak natural gas prices, partially offset by improved realizations for C3+ NGLs. Antero is expected to generate over $500 million in 2025 free cash flow at current strip, which would allow it to pay off its credit facility debt. Antero may be able to realize 20 to 30 cents above NYMEX for its natural gas in 2026, compared to 2024 expectations for just a few cents above NYMEX. Read the full article on Seeking Alpha
Nouveau récit • Aug 25
Innovative Drilling And Market Dynamics Positioning For Revenue And Margin Growth
Accelerating drilling and completion efficiencies, alongside operational improvements, result in higher well productivity and cost reductions, enhancing revenue growth and margins.Seeking Alpha • Aug 17
Why I'm So Very Bullish On Antero Resources
Summary Antero Resources remains a strong natural gas play despite recent volatility. With deep reserves and low costs, it's well-positioned for long-term growth. The company's lack of hedging offers a significant upside if gas prices rise, though it also adds risk in a volatile market. Strong financials back this potential. While not for conservative investors, AR's potential to capitalize on growing gas demand makes it a compelling buy for those seeking high-risk, high-reward opportunities. Read the full article on Seeking AlphaSeeking Alpha • Aug 01
Antero Resources: Natural Gas Surplus On The Wane
Summary Antero Resources Corporation beats its pricing benchmarks again. The hot summer is decreasing the natural gas surplus, despite some Canadian imports. Overall production increased a little as a strong liquids increase more than offset a natural gas decline. Management's attention to detail results in stronger guidance and better pricing compared to industry competitors. Even though the sales strategy is the strong point, cost control is important as well in attaining the investment grade rating from S&P. Read the full article on Seeking AlphaRendement pour les actionnaires
| AR | US Oil and Gas | US Marché | |
|---|---|---|---|
| 7D | 4.5% | 4.7% | -0.3% |
| 1Y | -3.0% | 34.3% | 24.1% |
Rendement vs Industrie: AR a sous-performé le secteur US Oil and Gas qui a rapporté 34.3 % au cours de l'année écoulée.
Rendement vs marché: AR a sous-performé le marché US qui a rapporté 24.1 % au cours de l'année écoulée.
Volatilité des prix
| AR volatility | |
|---|---|
| AR Average Weekly Movement | 5.4% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: AR n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de AR ( 5% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2002 | 632 | Mike Kennedy | www.anteroresources.com |
Antero Resources Corporation, société pétrolière et gazière indépendante, se consacre au développement, à la production, à l'exploration et à l'acquisition de gaz naturel, de liquides de gaz naturel (LGN) et de propriétés pétrolières aux États-Unis. Elle exerce ses activités dans trois secteurs : Exploration et production ; commercialisation ; et investissement par mise en équivalence dans Antero Midstream. Au 31 décembre 2025, la société possédait environ 537 000 acres nettes dans le bassin des Appalaches et environ 168 000 acres nettes dans les schistes du Dévonien supérieur.
Antero Resources Corporation Résumé des fondamentaux
| AR statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$11.85b |
| Bénéfices(TTM) | US$961.66m |
| Recettes(TTM) | US$5.63b |
12.3x
Ratio P/E2.1x
Ratio P/SLe site AR est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| AR compte de résultat (TTM) | |
|---|---|
| Recettes | US$5.63b |
| Coût des recettes | US$1.84b |
| Marge brute | US$3.78b |
| Autres dépenses | US$2.82b |
| Les revenus | US$961.66m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.10 |
| Marge brute | 67.23% |
| Marge bénéficiaire nette | 17.09% |
| Ratio dettes/capitaux propres | 32.4% |
Quelles ont été les performances à long terme de AR?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/18 19:21 |
| Cours de l'action en fin de journée | 2026/05/15 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Antero Resources Corporation est couverte par 45 analystes. 10 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Joseph Allman | Baird |
| Jeffrey Robertson | Barclays |
| Wei Jiang | Barclays |