Antero Resources（AR）株式概要
独立系石油・天然ガス会社であるアンテロ・リソーシズ・コーポレーションは、米国で天然ガス、天然ガス液化石油ガス（NGL）、石油鉱区の開発、生産、探鉱、買収に従事している。 詳細
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Analyst Price Targets
Antero Resources Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$34.91 |
| 52週高値 | US$45.75 |
| 52週安値 | US$29.10 |
| ベータ | 0.32 |
| 1ヶ月の変化 | -5.03% |
| 3ヶ月変化 | -13.70% |
| 1年変化 | -6.16% |
| 3年間の変化 | 52.11% |
| 5年間の変化 | 149.71% |
| IPOからの変化 | -32.88% |
最新ニュース
ナラティブの更新 • Jun 18
AR: Higher Production And Low P/E Will Support Future Upside
Analysts have raised their price target for Antero Resources stock to about $38.78 per share from roughly $29.90. This reflects updated views on its discounted cash flow assumptions, including a higher discount rate, adjusted revenue growth expectations, stronger projected profit margins, and a lower future P/E multiple.
ナラティブの更新 • Jun 04
AR: Rising Gas Demand And 2026 Output Are Expected To Support Upside
Analysts now set the fair value estimate for Antero Resources at $57.0, up from $56.0. This reflects updated assumptions that combine a slightly higher discount rate, a lower projected revenue growth rate of 12.33%, a higher expected profit margin of 24.93%, and a modestly lower future P/E of 10.99. What's in the News Antero reported record Q1 2026 natural gas production, with combined output of 347 Bcfe and daily combined production of 3,852 MMcfe/d, alongside revenues of US$1.90b that were 43.4% higher year on year and 16.8% above analyst expectations.Seeking Alpha • May 29
Antero Resources: Current Projection Is For Over $1.7 Billion In 2026 FCF (Rating Upgrade)
Summary Antero Resources is projected to generate $1.714 billion in 2026 free cash flow at current strip. Although natural gas strip prices are middling for 2026 after Q1, this is largely made up for by hedges and C3+ NGL prices. The Middle East conflict has much more direct impact on AR's realized prices for liquids than for natural gas. The company is successfully integrating its HG Energy acquisition and improved its production cost guidance by $0.10 per Mcfe. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • Jun 18
AR: Higher Production And Low P/E Will Support Future Upside
Analysts have raised their price target for Antero Resources stock to about $38.78 per share from roughly $29.90. This reflects updated views on its discounted cash flow assumptions, including a higher discount rate, adjusted revenue growth expectations, stronger projected profit margins, and a lower future P/E multiple.ナラティブの更新 • Jun 04
AR: Rising Gas Demand And 2026 Output Are Expected To Support Upside
Analysts now set the fair value estimate for Antero Resources at $57.0, up from $56.0. This reflects updated assumptions that combine a slightly higher discount rate, a lower projected revenue growth rate of 12.33%, a higher expected profit margin of 24.93%, and a modestly lower future P/E of 10.99. What's in the News Antero reported record Q1 2026 natural gas production, with combined output of 347 Bcfe and daily combined production of 3,852 MMcfe/d, alongside revenues of US$1.90b that were 43.4% higher year on year and 16.8% above analyst expectations.Seeking Alpha • May 29
Antero Resources: Current Projection Is For Over $1.7 Billion In 2026 FCF (Rating Upgrade)
Summary Antero Resources is projected to generate $1.714 billion in 2026 free cash flow at current strip. Although natural gas strip prices are middling for 2026 after Q1, this is largely made up for by hedges and C3+ NGL prices. The Middle East conflict has much more direct impact on AR's realized prices for liquids than for natural gas. The company is successfully integrating its HG Energy acquisition and improved its production cost guidance by $0.10 per Mcfe. Read the full article on Seeking Alpha
ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...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株主還元
| AR | US Oil and Gas | US 市場 | |
|---|---|---|---|
| 7D | 0.6% | -0.8% | 1.6% |
| 1Y | -6.2% | 17.0% | 21.1% |
業界別リターン: AR過去 1 年間で17 % の収益を上げたUS Oil and Gas業界を下回りました。
リターン対市場: ARは、過去 1 年間で21.1 % のリターンを上げたUS市場を下回りました。
価格変動
| AR volatility | |
|---|---|
| AR Average Weekly Movement | 4.5% |
| Oil and Gas Industry Average Movement | 6.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AR 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ARの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2002 | 632 | Mike Kennedy | www.anteroresources.com |
独立系石油・天然ガス会社であるアンテロ・リソーシズ・コーポレーションは、米国で天然ガス、天然ガス液化液（NGL）、石油資産の開発、生産、探鉱、買収に従事している。事業セグメントは3つ：探鉱・生産、販売、Antero Midstreamへの持分法投資。2025年12月31日現在、同社はアパラチアン・ベースンに約537,000エーカー、アッパー・デボニアン・シェールに約168,000エーカーの権益を保有している。同社のガス収集・圧縮システムは、アパラチア盆地に731マイルのガス収集パイプラインを有している。以前はAntero Resources Appalachian Corporationとして知られ、2013年6月に社名をAntero Resources Corporationに変更した。2002年に法人化され、コロラド州デンバーに本社を置く。
Antero Resources Corporation 基礎のまとめ
| AR 基礎統計学 | |
|---|---|
| 時価総額 | US$10.89b |
| 収益（TTM） | US$961.66m |
| 売上高(TTM) | US$5.63b |
11.2x
PER（株価収益率1.9x
P/SレシオAR は割高か？
公正価値と評価分析を参照収益と収入
| AR 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.63b |
| 売上原価 | US$1.84b |
| 売上総利益 | US$3.78b |
| その他の費用 | US$2.82b |
| 収益 | US$961.66m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 3.10 |
| グロス・マージン | 67.23% |
| 純利益率 | 17.09% |
| 有利子負債／自己資本比率 | 32.4% |
AR の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/01 05:11 |
| 終値 | 2026/07/01 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Antero Resources Corporation 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43
| アナリスト | 機関 |
|---|---|
| Joseph Allman | Baird |
| Jeffrey Robertson | Barclays |
| Wei Jiang | Barclays |