Antero Resources Corporation

NYSE:AR 株式レポート

時価総額：US$11.8b

Antero Resources 将来の成長

Future 基準チェック /16

Antero Resources利益と収益がそれぞれ年間7.4%と5.7%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.3% 9.8%なると予測されています。

主要情報

7.4%

収益成長率

9.81%

EPS成長率

Oil and Gas 収益成長11.3%
収益成長率5.7%
将来の株主資本利益率12.31%
アナリストカバレッジ

Good

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

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.
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
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...
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ • 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 Alpha
Seeking 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 Alpha

業績と収益の成長予測

NYSE:AR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20287,3501,5191,6423,0296
12/31/20276,8941,4361,8612,81210
12/31/20266,8071,5041,4582,68610
3/31/20265,6269629512,032N/A
12/31/20255,1406345581,631N/A
9/30/20255,0085905511,538N/A
6/30/20254,8704796781,394N/A
3/31/20254,6102423451,045N/A
12/31/20244,29857133849N/A
9/30/20244,272-4275883N/A
6/30/20244,35711-9901N/A
3/31/20244,3178-91912N/A
12/31/20234,485198-137995N/A
9/30/20235,211878231,158N/A
6/30/20236,6821,4209582,062N/A
3/31/20238,2022,2691,7502,830N/A
12/31/20228,7171,8722,1073,051N/A
9/30/20228,8922,0702,1253,051N/A
6/30/20228,0799611,3892,276N/A
3/31/20226,929-3288531,662N/A
12/31/20216,511-1879441,660N/A
9/30/20215,554-1,0187691,428N/A
6/30/20214,672-1,0056861,291N/A
3/31/20214,017-9454131,099N/A
12/31/20203,397-1,268-139736N/A
9/30/20203,255-1,820-402640N/A
6/30/20203,263-2,163-520663N/A
3/31/20203,581-1,658-497765N/A
12/31/20193,945-340N/A1,103N/A
9/30/20194,25221N/A1,777N/A
6/30/20194,374745N/A2,000N/A
3/31/20194,336566N/A2,079N/A
12/31/20184,133-398N/A2,082N/A
9/30/20183,708211N/A1,574N/A
6/30/20183,403230N/A2,198N/A
3/31/20183,173362N/A2,154N/A
12/31/20173,019615N/A2,006N/A
9/30/20172,874-358N/A2,028N/A
6/30/20172,74616N/A1,310N/A
3/31/20172,477-575N/A1,295N/A
12/31/20162,161-849N/A1,241N/A
9/30/20161,823-205N/A1,080N/A
6/30/20161,60191N/A999N/A
3/31/20161,544542N/A1,005N/A
12/31/20151,573941N/A1,016N/A
9/30/20151,7201,390N/A1,041N/A
6/30/20151,8091,060N/A1,095N/A

アナリストによる今後の成長予測

収入対貯蓄率: ARの予測収益成長率 (年間7.4% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: ARの収益 ( 7.4% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: ARの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: ARの収益 ( 5.7% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: ARの収益 ( 5.7% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: ARの 自己資本利益率 は、3年後には低くなると予測されています ( 12.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/18 09:35
終値2026/05/15 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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。45

アナリスト機関
Joseph AllmanBaird
Jeffrey RobertsonBarclays
Wei JiangBarclays