Antero Resources Corporation

NYSE:AR 주식 리포트

시가총액: US$11.4b

Antero Resources 향후 성장

Future 기준 점검 1/6

Antero Resources (는) 각각 연간 8.5% 및 6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.3% 로 예상됩니다.

핵심 정보

8.5%

이익 성장률

10.24%

EPS 성장률

Oil and Gas 이익 성장9.8%
매출 성장률6.0%
향후 자기자본이익률12.31%
애널리스트 커버리지

Good

마지막 업데이트04 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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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새 내러티브 • 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

이익 및 매출 성장 예측

NYSE:AR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20287,3421,5361,7033,0297
12/31/20276,9051,4221,8922,82112
12/31/20266,8111,4751,4632,67312
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

애널리스트 향후 성장 전망

수입 대 저축률: AR 의 연간 예상 수익 증가율(8.5%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: AR 의 연간 수익(8.5%)이 US 시장(16.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: AR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: AR 의 수익(연간 6%)이 US 시장(연간 11.4%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: AR 의 수익(연간 6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: AR의 자본 수익률은 3년 후 12.3%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/07 01:24
종가2026/05/07 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Antero Resources Corporation는 45명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Joseph AllmanBaird
Jeffrey RobertsonBarclays
Wei JiangBarclays