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ARAR

Antero Resources Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 34% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (438/wk), no spike
$AR·$10B·Oil & Gas Exploration & Production·Energy
$36.06+1.4%YTD+4.0%1Y+4.9%
Price updated 10m ago·X counts updated 4d ago
ARAR
$ARAntero Resources Corporation
$36.06+1.38%438 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

438X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AR's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 52% of tracked names.

Mixed sentimentAI analysisGenerated by AI from underlying data11 posts analyzed · as of 2026-10-02

The Arweave crowd is split on the next move — bulls pitch $6 and ultimately an $8.50 breakout toward $500-800 altseason targets, framing permanent decentralized storage as a Web3-infrastructure moat. A detailed bear-technician post calls the current level a trap and targets $4 next, with SSL building under the rising trendline. The ingestion-of-real-world-backups narrative is the only clean bullish catalyst anchored to data rather than hope.

Read what X is saying about $AR

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

A pure-play Appalachian natural-gas producer riding the data-center demand curve — cheap on earnings and X is talking about a different asset.

Antero Resources is a pure-play Appalachian natural-gas and NGL producer — the kind of balance-sheet-first E&P that benefits most when nat gas moves higher. Q1 revenue is up 34% YoY and the stock is coiled around flat on the year.

  • The business is quietly inflecting: Q1 2026 revenue of $1.86B at +34% YoY with 36% operating margins — AR's gas gets realized through the mid-Atlantic/LNG basis that is tightening as data-center demand grows.
  • 11.4x trailing earnings and 2026 consensus EPS of $4.26 — a mid-single-digit free cash flow yield on a $34 stock, which is cheap for a growth-not-decline E&P with a clean balance sheet.
  • The X $AR feed is about Arweave, a Web3 decentralized-storage protocol, not Antero. The structural catalyst here is nat gas tightening into winter and the data-center-demand headlines from WMB/AR/KMI coverage.

Oct 28 Q3 earnings with per-Mcf realizations trending higher and 2026 guide firming extends the setup; a weak gas tape or an unexpected production trim and the stock drifts back.

What to watch: Oct 28 Q3 earnings — natural-gas and NGL realizations, 2026 production guide firming, and any new LNG-adjacent commercial agreements. Winter gas demand plus data-center buildout stories keep the setup building; a mild winter resets the thesis.

On the calendar: 2026-10-28 — Q3 2026 earnings

sentiment mismatched asset

Read the AI verdict on $AR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Appalachian Basin natural gas and NGL producer concentrated in Marcellus and Utica shale with a large reserve base.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Exploration & Production sits in its cycle right now — and what that implies for $AR.

Oil & Gas Exploration & Production · Energy

No material change from last week — Oil retreats as Macron calls G7 to release strategic reserves, trimming the geopolitical premium added by Houthi Red Sea seizure.

What this means for $AR

Neutral — Appalachian Basin natural gas and NGL producer concentrated in Marcellus and Utica shale with a large reserve base.

Industry benchmark

27-name peer basket
+46.3%YTD
+29.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
20.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.7%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
26.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$0.76$0.83-9.0%
Q1 2026Apr 29, 2026$1.15$1.17-1.7%
Q4 2025Feb 11, 2026$0.42$0.50-16.5%
Q3 2025Oct 29, 2025$0.15$0.22-31.8%
Next earningsWed, Oct 28·consensus EPS $0.99

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.9B+33.8%39.8%35.5%$1.73$829.9M
Q4 FY25$1.3B+11.7%21.1%16.1%$0.63$318.0M
Q3 FY25$1.1B+15.2%15.2%9.2%$0.25$341.1M
Q2 FY25$1.2B+29.7%20.2%14.3%$0.50$283.9M

Forward consensus

5-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.7B$6.4B – $6.9B$4.28$4.04 – $4.659
FY27$6.8B$6.5B – $7.1B$4.45$3.62 – $5.499
FY28$7.2B$6.8B – $8.0B$5.76$4.55 – $7.337
FY29$7.4B$6.9B – $7.8B$6.89$6.24 – $7.333
FY30$8.0B$7.4B – $8.3B$5.88$5.32 – $6.265

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.39%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-3.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-2.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 296.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.355-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 4Yvette K SchultzSee Remarks39.5K sh$1.6MSellMay 4Michael N. KennedySee Remarks185.8K sh$7.3M
+ 7 other (7 awards) in window

See when $AR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 238-K — Item 7.01: Press release / Reg FD
AI summary

Delaware 001-36120 80-0162034 furnished a Reg FD disclosure covering: Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to section 12(b) of the Act: Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 Per Share AR New York Stock Exchange Indicate by check mark whether the registrant is an emerging growth company as defined in .

8-KMaterial agreementJun 178-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

Antero Resources Corporation (NYSE: AR), a Denver-based Appalachian natural gas producer, entered a material definitive agreement and created a new direct financial obligation (Items 1.01 and 2.03) as of June 16, 2026. Items 1.01 and 2.03 filed together typically signal a new or amended credit facility, term loan, or hedging arrangement. The counterparty, dollar amount, and terms of the obligation are in body exhibits not included in the excerpt. Given Antero's balance sheet focus and natural gas price exposure, a new debt facility or hedging agreement would be material to understanding its financial structure and risk profile.

8-KShareholder voteJun 48-K — Item 5.07: Shareholder vote
AI summary

AR (AR) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDMay 128-K — Item 7.01: Press release / Reg FD
AI summary

Antero Resources Corporation posted an updated investor presentation to its website on May 12, 2026, furnishing it as a Regulation FD disclosure. The content of the presentation is not detailed in the available excerpt. This is a routine investor relations communication update for the Appalachian natural gas producer; updated presentations typically include operational and financial updates.

+ 11 other (3 earnings 8-Ks · 2 13Gs · 2 10-Qs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Natural Gas Prices Were on Fire Last Week - This Is Whyzacks.com·10d agoData Center Buildout Boosts Natural Gas Use: WMB, AR & KMI to Gain?zacks.com·14d agoVuzix Broadens Enterprise Smart Glasses Distribution Across Australia, New Zealand and the Pacific Markets Through CommsPlusgurufocus.com·15d agoAntero Resources Corporation $AR Shares Acquired by Corient Private Wealth LPdefenseworld.net·17d agoTeradyne Introduces Iris 100: Production-Proven Test System for MicroLED Devicesgurufocus.com·18d ago

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Voices on X · last 7 days

No standout posts about $AR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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