AR’s Q2 earnings due July 29. Barclays holds at $45; Goldman cuts target to $41 but keeps Buy. Capex optional $200M. AlphaScala analysis.
Antero Resources reports second-quarter fiscal 2026 earnings on July 29. The gas producer, which trades at $35.34, is caught between a Hold from Barclays and a Buy from Goldman Sachs.
Barclays analyst Betty Jiang set a $45 price target on July 7. Goldman’s Neil Mehta cut his target to $41 on June 30, though he kept a Buy rating. That target implies 16% upside from current levels.
The company’s Q1 outlook showed 2026 production guidance of 4.1 Bcfe per day. CFO Glen Warren said the HG acquisition integration “has exceeded our expectations, delivering significant cost reductions and synergies.”
Antero plans roughly $1 billion in capital expenditure, with an option to add $200 million. CEO Michael N. Kennedy told analysts the additional spending “is not guaranteed and remains under consideration.” The company sees $100 million in annual savings from the HG deal.
The earnings print lands July 29. The capex decision and cost trajectory will determine whether the analyst split narrows.
AlphaScala’s stock page for AR shows an Unscored rating. Goldman Sachs, which rates AR a Buy, carries an Alpha Score of 61 out of 100 in the Financials sector.
Drafted by a large language model from the source reporting linked above, then screened by automated publishing checks. It is not read by a journalist before publication. Some articles cite our Alpha Score. Verify prices and figures against the original source. Educational coverage, not personalized advice.