AM's Q4 earnings beat estimates due to higher freshwater delivery volumes and increased average fees realized across all segments.
The headline numbers for Antero Midstream (AM) give insight into how the company performed in the quarter ended December 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Besides Wall Street's top -and-bottom-line estimates for Antero Midstream (AM), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024.
Permian Resources, Antero Midstream, TC Energy and Antero Resources are included in this Analyst Blog.
Energy stocks like PR, AM and TRP have the potential to deliver better-than-expected earnings results in Q4.
The AI sell-off created panic, but markets often overreact. I see two overlooked stocks with strong fundamentals and attractive dividends poised to rebound. One is a high-yield gem with fixed-fee revenue, immune to market swings. The other is a low-yield compounder with robust growth and a critical role in AI infrastructure. Both stocks were unfairly punished. I believe they offer long-term value, making this sell-off a rare opportunity for income and growth investors.
Antero is unlikely to grow production anywhere near the 10% to 15% per year rate it mentioned back in 2019. However, at current strip prices, there's the potential for a minor amount of production growth, which would boost Antero Midstream's results. I'm now modeling Antero Midstream's 2026 EBITDA at $1.11 billion.
The market is facing challenges with sticky inflation and elevated valuations, necessitating a focus on high-quality, high-yielding dividend stocks to outperform. Rising long-term rates and a high term premium are pressuring markets, making bonds more attractive and demanding more from dividend stocks. America's energy sector, particularly midstream pipeline companies, is crucial for economic growth, offering significant investment opportunities due to increasing demand for natural gas infrastructure.
In today's market, a trillion-dollar shift is reshaping opportunities. As volatility rises, dividend stocks are key to steady, long-term gains. The right dividend stocks can help you thrive, even in turbulent times. They're more than just income — they're powerful portfolio builders. Finding the right dividend gems is critical amid uncertainty. These picks offer solid growth potential, stability, and long-term value for any portfolio.
Investing In 2025: Ignore Dividends At Your Own Peril
The dollar surged 8% in 2024, fueled by the Fed's policy shifts and potential tariffs under President Trump. As inflation persists, the Fed's uncertain path adds volatility. Professional investors, including hedge fund managers, emphasize inflation protection. Infrastructure assets, particularly in renewable power and data centers, offer strong growth and income potential. Amid rising bond yields, I favor high-yielding stocks, especially in infrastructure and real estate, as these sectors benefit from inflation and offer stability and growth.