Seasonal price weakness in spring and fall is the time to consider investing. Current weather forecasts, including a weak La Niña, suggest a potentially cold winter and hot summer, both supportive for natural gas demand and stronger prices. The growth in exports and data center demand should lead to a natural gas pricing recovery.
While natural gas remains under pressure, investors should continue keeping an eye on stocks such as EXE, GPOR and AR.
Antero Resources Corporation (NYSE:AR ) Q2 2025 Earnings Conference Call July 31, 2025 11:00 AM ET Company Participants Brendan E. Krueger - VP of Finance & Treasurer David A.
Higher operating expenses and a decline in oil production hurt AR's Q2 earnings.
Antero Resources achieved a premium to its natural gas benchmark. This premium is expected to be the top price received among Marcellus producers once all Q2 results are reported. Consistently beating benchmarks in natural gas and narrowing NGL discounts give AR a sustained margin edge over competitors.
The headline numbers for Antero Resources (AR) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Antero Resources (AR) came out with quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.48 per share. This compares to a loss of $0.19 per share a year ago.
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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.
Natural gas prices remain rangebound due to excessive production, with storage levels above the five-year average and seasonal patterns impacting Antero Resources. Despite recent volatility, Antero Resources is financially strong, with free cash flow expected to reach at least $600 million in 2025. Production cuts in Haynesville and increased LNG demand may support prices, but European gas prices face downside risk from high inventories and weak demand.
Natural gas demand is rising fast, but oversupply pressures persist, watch EXE, CTRA, and AR as summer heats up.
While natural gas remains under pressure, investors should continue keeping an eye on stocks such as EXE, GPOR and AR.