ARAntero Resources Corp
Earnings Recap
• Reported GAAP EPS of $0.63 up 31.25% YoY • Reported revenue of $1.41B up 20.78% YoY • Antero Resources Corp's 2026 capital budget is $1.1B to $1.3B, including $1B for drilling and completions, and plans to complete 70 to 80 net horizontal wells in the Appalachian Basin.
Bullish
Antero Resources Corp increased proved reserves by 7% to 19,149 Bcfe and natural gas sales revenue by 58% in 2025. The company effectively uses hedging and demonstrates strong methane emission reduction performance.
Bearish
Antero Resources faces significant risks from commodity price volatility and the potential for undeveloped acreage to not become commercially productive. Regulatory and environmental initiatives could increase operating costs and limit production activities.