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Added to YB: 2025-08-01

Pitch date: 2025-07-28

AR [bullish]

Antero Resources Corporation

+6.93%

current return

Author Info

No bio for this author

Company Info

Antero Resources Corporation, an independent oil and natural gas company, engages in the development, production, exploration, and acquisition of natural gas, natural gas liquids (NGLs), and oil properties in the United States.

Market Cap

$10.7B

Pitch Price

$32.91

Price Target

N/A

Dividend

N/A

EV/EBITDA

4.29

P/E

18.60

EV/Sales

2.89

Sector

Oil, Gas and Consumable Fuels

Category

growth

Show full summary:
Aristotle Large Cap Growth New Position: Antero Resources Corporation

AR (new position): Top US natgas/NGL producer w/ 502K acres in Appalachian. Benefiting from constrained supply, rising demand (coal-to-gas, AI datacenters, LNG exports). Strong transport portfolio ensures premium pricing. 20+ years drilling inventory in Marcellus/Utica. 50% FCF to shareholders via buybacks. 1.5x leverage ratio, investment-grade.

Read full article (1 min)