Zacks Research Issues Optimistic Estimate for AR Earnings

Antero Resources Corporation (NYSE:AR) – Research analysts at Zacks Research increased their Q1 2026 earnings per share estimates for Antero Resources in a report issued on Wednesday, February 25th. Zacks Research analyst Team now anticipates that the oil and natural gas company will post earnings per share of $0.83 for the quarter, up from their previous forecast of $0.65. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Antero Resources’ current full-year earnings is $2.74 per share. Zacks Research also issued estimates for Antero Resources’ Q2 2026 earnings at $0.49 EPS, Q3 2026 earnings at $0.63 EPS, Q4 2026 earnings at $0.79 EPS, FY2026 earnings at $2.72 EPS, Q1 2027 earnings at $0.84 EPS, Q2 2027 earnings at $0.66 EPS, Q3 2027 earnings at $0.80 EPS, Q4 2027 earnings at $0.98 EPS, FY2027 earnings at $3.30 EPS and FY2028 earnings at $2.81 EPS.

A number of other analysts have also recently weighed in on AR. Weiss Ratings restated a “hold (c)” rating on shares of Antero Resources in a report on Monday, December 29th. Mizuho set a $47.00 price objective on Antero Resources in a research report on Friday, December 12th. Tudor Pickering raised Antero Resources from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, December 2nd. JPMorgan Chase & Co. reaffirmed a “neutral” rating and set a $39.00 target price (down from $44.00) on shares of Antero Resources in a research report on Monday, December 8th. Finally, Benchmark reiterated a “hold” rating on shares of Antero Resources in a research report on Thursday, January 15th. Four analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $45.93.

Antero Resources Stock Performance

Shares of AR opened at $36.85 on Monday. The company has a debt-to-equity ratio of 0.18, a current ratio of 0.55 and a quick ratio of 0.55. The firm’s 50 day moving average is $33.94 and its 200-day moving average is $33.47. Antero Resources has a 12-month low of $29.10 and a 12-month high of $44.01. The stock has a market capitalization of $11.37 billion, a P/E ratio of 18.24 and a beta of 0.52.

Antero Resources (NYSE:AR) last issued its quarterly earnings results on Wednesday, February 11th. The oil and natural gas company reported $0.62 EPS for the quarter, topping the consensus estimate of $0.49 by $0.13. Antero Resources had a net margin of 12.02% and a return on equity of 6.71%. The firm had revenue of $1.41 billion for the quarter, compared to analysts’ expectations of $1.33 billion. During the same period in the previous year, the business earned $0.48 earnings per share. Antero Resources’s revenue for the quarter was up 20.8% compared to the same quarter last year.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of the business. NewEdge Advisors LLC boosted its position in Antero Resources by 16,498.3% during the 1st quarter. NewEdge Advisors LLC now owns 9,627 shares of the oil and natural gas company’s stock worth $389,000 after acquiring an additional 9,569 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its holdings in shares of Antero Resources by 7.9% during the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 590,555 shares of the oil and natural gas company’s stock worth $23,882,000 after purchasing an additional 43,312 shares during the period. Focus Partners Wealth boosted its holdings in shares of Antero Resources by 18.9% during the first quarter. Focus Partners Wealth now owns 19,921 shares of the oil and natural gas company’s stock worth $806,000 after purchasing an additional 3,169 shares during the period. Envestnet Asset Management Inc. grew its position in Antero Resources by 5.2% during the second quarter. Envestnet Asset Management Inc. now owns 43,990 shares of the oil and natural gas company’s stock valued at $1,772,000 after purchasing an additional 2,174 shares in the last quarter. Finally, Y Intercept Hong Kong Ltd acquired a new position in Antero Resources in the 2nd quarter valued at approximately $1,634,000. 83.04% of the stock is owned by institutional investors and hedge funds.

Key Antero Resources News

Here are the key news stories impacting Antero Resources this week:

• Positive Sentiment: Zacks raised near‑term 2026 quarterly estimates for Antero — Q1 2026 was lifted sharply (from $0.65 to $0.83) and Q2 2026 was nudged up (from $0.46 to $0.49). The upgrade to the next few quarters reduces immediate downside risk to near‑term reported earnings and can support positive sentiment.
• Neutral Sentiment: Zacks maintained a “Hold” rating on AR while publishing a full slate of updated forecasts (FY2026, FY2027, FY2028). The firm’s new FY2028 EPS projection (about $2.81) and Zacks’ overall stance leave guidance/consensus dynamics largely intact rather than signaling a dramatic rating change.
• Negative Sentiment: Zacks cut multiple mid‑ and longer‑term estimates — notably FY2027 (from $3.93 to $3.30) and FY2026 (from $2.87 to $2.72) and several quarterly forecasts (e.g., Q1 2027, Q3/Q4 2026–2027). These downward revisions suggest lower expected earnings power in 2026–2027 versus prior assumptions and represent a negative data point for forward valuation.

About Antero Resources

Antero Resources Corporation is an independent exploration and production company focused on the development of natural gas, natural gas liquids (NGLs) and oil properties in the Appalachian Basin of the United States. The company’s operations target the Marcellus and Utica shales, where it applies advanced drilling and completion techniques to optimize recovery from its large acreage position. Antero’s portfolio encompasses significant reserves of ethane, propane and other NGLs, alongside dry gas volumes that are positioned to serve both domestic and export markets.

Headquartered in Denver, Colorado, Antero Resources holds approximately 1.8 million net acres of leasehold interests across parts of West Virginia and Ohio.