Sidoti Issues Positive Outlook for Archrock Earnings

Archrock, Inc. (NYSE:AROC) – Equities researchers at Sidoti boosted their Q2 2026 EPS estimates for shares of Archrock in a note issued to investors on Thursday, February 26th. Sidoti analyst S. Ferazani now expects that the energy company will post earnings of $0.47 per share for the quarter, up from their previous forecast of $0.46. The consensus estimate for Archrock’s current full-year earnings is $1.09 per share. Sidoti also issued estimates for Archrock’s Q3 2026 earnings at $0.49 EPS, Q4 2026 earnings at $0.49 EPS, FY2026 earnings at $1.89 EPS and FY2027 earnings at $2.17 EPS.

Archrock (NYSE:AROC) last posted its quarterly earnings data on Tuesday, February 24th. The energy company reported $0.69 earnings per share for the quarter, beating analysts’ consensus estimates of $0.40 by $0.29. The company had revenue of $377.07 million during the quarter, compared to analysts’ expectations of $378.04 million. Archrock had a net margin of 21.63% and a return on equity of 23.99%. The firm’s revenue for the quarter was up 15.5% on a year-over-year basis. During the same period in the prior year, the company posted $0.34 EPS.

Other equities research analysts have also issued research reports about the company. Stifel Nicolaus raised their price objective on Archrock from $31.00 to $40.00 and gave the company a “buy” rating in a research note on Thursday. Dawson James reiterated an “outperform” rating on shares of Archrock in a research note on Wednesday. Raymond James Financial restated an “outperform” rating and issued a $40.00 price target on shares of Archrock in a research note on Wednesday. Zacks Research upgraded shares of Archrock from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, February 3rd. Finally, Wells Fargo & Company raised their price objective on shares of Archrock from $30.00 to $39.00 and gave the stock an “overweight” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $35.86.

Archrock Stock Down 0.4%

Shares of NYSE AROC opened at $35.28 on Friday. The company has a debt-to-equity ratio of 1.80, a quick ratio of 1.01 and a current ratio of 1.56. Archrock has a 1 year low of $20.12 and a 1 year high of $35.90. The stock’s 50-day simple moving average is $29.00 and its 200-day simple moving average is $26.21. The firm has a market cap of $6.19 billion, a price-to-earnings ratio of 19.28, a PEG ratio of 1.47 and a beta of 0.93.

Archrock Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, February 18th. Stockholders of record on Tuesday, February 10th were issued a dividend of $0.22 per share. This represents a $0.88 annualized dividend and a dividend yield of 2.5%. This is a boost from Archrock’s previous quarterly dividend of $0.21. The ex-dividend date of this dividend was Tuesday, February 10th. Archrock’s dividend payout ratio is currently 48.09%.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in AROC. Sound Income Strategies LLC increased its position in Archrock by 71.0% in the fourth quarter. Sound Income Strategies LLC now owns 971 shares of the energy company’s stock worth $26,000 after buying an additional 403 shares during the period. Ameriflex Group Inc. bought a new position in shares of Archrock during the third quarter worth about $27,000. Garton & Associates Financial Advisors LLC acquired a new stake in shares of Archrock in the 4th quarter worth about $27,000. Wilmington Savings Fund Society FSB increased its holdings in shares of Archrock by 164.5% in the 3rd quarter. Wilmington Savings Fund Society FSB now owns 1,082 shares of the energy company’s stock worth $28,000 after acquiring an additional 673 shares during the period. Finally, Thurston Springer Miller Herd & Titak Inc. bought a new stake in Archrock in the 4th quarter valued at about $33,000. Institutional investors and hedge funds own 95.45% of the company’s stock.

More Archrock News

Here are the key news stories impacting Archrock this week:

• Positive Sentiment: Analyst price-target upgrades: Wells Fargo raised its target to $39 and moved AROC to “overweight,” while Stifel raised its target to $40 with a “buy” rating — both signal renewed buy-side interest. Benzinga
• Positive Sentiment: Sidoti raised near-term and multi-year EPS forecasts (FY2026 to ~$1.89 and FY2027 to ~$2.17), reflecting stronger margin and cash-flow expectations that support upside to earnings. MarketBeat / Sidoti note
• Positive Sentiment: Debt-reduction move: Archrock announced redemption of all $800M of 6.25% senior notes due 2028, which should improve the company’s leverage profile and credit optionality. GlobeNewswire
• Positive Sentiment: Strong results & guidance: Archrock reported robust Q4 2025 results and provided $865M–$915M adjusted EBITDA guidance for 2026, underpinning the bullish analyst revisions and consensus estimate upgrades. Seeking Alpha — earnings call / guidance
• Neutral Sentiment: Momentum/quant signals highlighted: Zacks and other screens rank AROC favorably on momentum metrics, which can attract short-term quant/retail flows but are not guaranteed to sustain longer-term gains. Zacks
• Neutral Sentiment: Coverage & presentation materials available (earnings slides/transcript) — useful for investors doing deeper due diligence but less likely to move price immediately. Seeking Alpha — presentation
• Negative Sentiment: Profit-taking / valuation pressure: The stock is near its 52-week high and is trading with above-average volume; some investors may be locking gains after the recent run-up, which can push intraday price declines even when fundamental news is positive.

About Archrock

Archrock, Inc is a Houston‐based provider of natural gas compression services and equipment to the oil and gas industry in North America. Founded in 2004, the company supplies both short‐term rentals and long‐term contracts for compression solutions, serving upstream and midstream producers. Archrock’s offerings include engineered compression systems, aftermarket parts, maintenance and field services designed to optimize wellhead and pipeline operations.

The company’s core business activities focus on the design, manufacture, rental and sale of gas compression equipment.