AR expands Marcellus acreage with HG Energy deal while AM boosts midstream infrastructure, adding major 2026 throughput.
Antero Resources Corporation (AR) M&A Call Transcript
Antero Resources is poised to benefit from rising natural gas prices. AR's weekly pricing report already indicates strong natural gas prices. Volatile common stock trading opportunities may emerge as cold blasts impact storage levels.
AR gains as rising gas demand offsets Q3 earnings miss, with stronger production and pricing momentum.
Antero Resources Corporation ( AR ) Q3 2025 Earnings Call October 30, 2025 11:00 AM EDT Company Participants Dan Katzenberg Michael Kennedy - CEO, President & Director David Cannelongo - Senior Vice President of Liquids Marketing & Transportation Justin B. Fowler - Senior Vice President of Gas Marketing & Transportation Brendan Krueger - CFO, Senior VP of Finance & Treasurer Conference Call Participants Arun Jayaram - JPMorgan Chase & Co, Research Division John Freeman - Raymond James & Associates, Inc., Research Division David Deckelbaum - TD Cowen, Research Division Kevin MacCurdy - Pickering Energy Partners Insights Phillip Jungwirth - BMO Capital Markets Equity Research Douglas George Blyth Leggate - Wolfe Research, LLC Wei Jiang - Barclays Bank PLC, Research Division Jacob Roberts - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Nitin Kumar - Mizuho Securities USA LLC, Research Division Leo Mariani - ROTH Capital Partners, LLC, Research Division Kaleinoheaokealaula Akamine - BofA Securities, Research Division Neil Mehta - Goldman Sachs Group, Inc., Research Division Paul Diamond - Citigroup Inc., Research Division Presentation Operator Greetings, and welcome to the Antero Resources Third Quarter 2025 Earnings Call.
Antero Resources (AR) came out with quarterly earnings of $0.15 per share, missing the Zacks Consensus Estimate of $0.22 per share. This compares to a loss of $0.12 per share a year ago.
The Undercovered Dozen series spotlights 12 lesser-known stocks highlighted in recent Seeking Alpha articles. This week's edition covers articles published between October 17 and October 23, offering fresh investment ideas. The series aims to inspire discussion and help investors discover overlooked opportunities in the market.
Antero Resources (AR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Antero Resources is my largest, highest-conviction trade, driven by bullish long-term fundamentals for natural gas and favorable industry positioning. AR stands out for its ultra-low-cost reserves, superior pricing, strong balance sheet, and significant exposure to LNG exports and AI/data center demand. I rate AR a Strong Buy, expecting potential upside of 40% to 200%+ if natural gas prices normalize and industry trends play out as anticipated.
Rising global clean energy demand and higher gas prices position EQT, KMI and AR to capitalize on expanding natural gas opportunities.
Natural gas stock Antero Resources Inc (NYSE:AR) has pulled back from its June 20 three-year peak of $44.02, last seen up 1.7% to trade at $32.13 today.
AR, BTCS and ATOS have been added to the Zacks Rank #5 (Strong Sell) List on October 14, 2025.