Antero Resources Corporation（NYSE：AR）從中立昇級到跑贏大盤，價格目標從47美元提高到49美元

儘管石油價格跌至多年低點，但該股票仍在繼續表現出色。

Antero Resources Corporation (NYSE:AR) shares rose in Friday's premarket trading after Mizuho upgraded the stock from Neutral to Outperform and hiked the price target to $49 from $47. The stock upside potential is 19.31% as of Friday, May 13.

在瑞穗將該股票從中立提高到跑贏大盤後，Antero Resources Corporation（NYSE：AR）的股票在周五的前市場交易中上漲，並將目標目標從47美元上調至49美元。截至5月13日星期五，股票上漲潛力為19.31％。

The upgrade follows the company's solid first-quarter results and adjusted integrated oil models. Net income totaled $208 million and adjusted net income arrived at $247 million. Adjusted EBITDAX surged 110% to $549 million, and operating cash flow climbed 75% to $458 million.

升級遵循該公司紮實的第一季度結果和調整後的集成石油模型。淨收入總計2.08億美元，調整後的淨收入為2.47億美元。調整後的EBITDAX飆升了110％，至5.49億美元，經營現金流攀升了75％，至4.58億美元。

"While we expect a material decline in oil prices, we are also forecasting a step-up in gas and refining fundamentals, which should benefit AR over the next year," the analyst firm explained.

分析師公司解釋說：“儘管我們預計石油價格的材料下降，但我們還預測了天然氣和精煉基本面的加速，這應該在明年中受益。”

Mizuho has also raised its gas forecast for the US by 15%, noting that it's modeling a persistently undersupplied market which should be helpful for Antero Resources in particular.

Mizuho還將其對美國的天然氣預測提高了15％，並指出它正在建模一個持續的不足市場，這應該對Antero資源特別有用。

"We've also raised our U.S. gas forecast by ~15% for '25 on models that we believe factor in a persistently undersupplied market (which bodes well for AR in particular). We're now expecting avg. U.S. gas futures to decline to $3.0/gas this year (vs. $3.75 in '24) and anticipate a step-up in avg. refining margins to $16/barrel (vs. $14 in '24) on tight product inventory.

“我們還將美國的天然氣預測提高了約15％，'25的型號是我們認為持續不足的市場（尤其是AR的好處）。現在，我們預計AVG。美國天然氣期貨將下降到今年的3.0美元/天然氣/天然氣（2.75美元），並預計在AVG上升級了$ 16/Barrighs Marnial Marnial Marnialinal fight（V. V. $ 16/barrigan narigal nighine Marnialigal''（Vse nighine Marnialigal nighine Marnialigal'' 存貨。

"Finally, AR returned value to shareholders, repurchasing 2.7M shares for $92M in 1Q. We view this as a positive development, especially considering the company's strong cash flow generation capabilities and commitment to maximizing shareholder returns."

“最終，AR返回給股東的價值，在1季度以9200萬美元的價格回購了270萬股股票。我們認為這是一個積極的發展，尤其是考慮到公司強大的現金流量產生能力和最大化股東回報的承諾。”

The analyst firm is modeling a WTI oil price of $70 per barrel for 2025, down from $80 per barrel previously. It's also modeling a U.S. gas price of $3 per MMBtu for 2025, up from $2.50 previously.

該分析師公司的WTI石油價格為2025年每桶70美元，低於以前的每桶80美元。它還為2025年的美國汽油價格（每MMBTU 3美元）建模，高於之前的2.50美元。

The analyst firm notes that Antero Resources is pivoting to a more balanced mix of hydrocarbons, reducing its natural gas volumes and increasing oil production in response to the changing commodity price environment.

這家分析師公司指出，Antero資源正在旋轉到更平衡的碳氫化合物組合，減少其天然氣量並增加石油產量，以響應不斷變化的商品價格環境。

"The company is focusing on maximizing the value of its assets and adapting to the evolving energy landscape," the analyst firm stated.

該分析師公司說：“該公司正在關注最大化其資產的價值並適應不斷發展的能源環境。”

Antero Resources Corporation is an independent oil and natural gas company that develops, produces, explores for, and acquires natural gas, natural gas liquids (NGLs), and oil properties in the Appalachian Basin in West Virginia, and northern Pennsylvania. The company's operations are focused on the Marcellus Shale, a large shale natural gas system, and Utica Shale, a shale oil and natural gas system. Antero Resources Corporation was founded in 1990 and is based in Denver, Colorado.

Antero Resources Corporation是一家獨立的石油和天然氣公司，在西弗吉尼亞州阿巴拉契亞盆地和賓夕法尼亞州北部的阿巴拉契亞盆地開發，生產，探索和獲取天然氣，天然氣液體（NGL）和石油財產。該公司的運營集中在大型頁岩天然氣系統的Marcellus頁岩和頁岩油和天然氣系統的Utica頁岩上。 Antero Resources Corporation成立於1990年，總部位於科羅拉多州的丹佛。