AM Stock Recent News

Antero Midstream posted solid Q4 results with solid FCF generation. The company will benefit from a rebate roll-off in 2024 and inflation escalators in its contracts. With Antero seeing modest production growth, Antero Midstream will become more of a capital allocation story in 2025.

Antero Midstream (AM) Q4 earnings top estimates. The bottom line was driven by increased low pressure volumes.

Antero Midstream benefits from stable contracts and is insulated from commodity price risks. The company's strategic expansions and strong financial performance indicate a return to dividend growth after 2024. AM has become capable of significant dividend growth on top of its 7.3% yield and long-term buybacks to improve the per-share value of its business.

While the top- and bottom-line numbers for Antero Midstream Corporation (AM) give a sense of how the business performed in the quarter ended December 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

While it's usually a solid principle to bet alongside Wall Street's top experts, sometimes, they don't get it right, which brings us to contrarian analyst picks. You know how I've been supporting my arguments with analyst ratings and price targets?

As the world changes, so too will those who take over the companies we invest in and rely on to fund our retirements. We look at two picks from asset-heavy industries that provide critical services to the population with terrific pricing power. Billionaire Warren Buffett teaches us to invest in simple but essential businesses - like our two great picks with ~8% yields.

Antero Midstream continues to grow EBITDA. The company aims to lower debt and raise EBITDA to achieve a leverage target. Antero Midstream expects a significant increase in free cash flow after dividends in 2024, positioning them well for future dividend growth and shareholder returns.

Antero Midstream is a high-yielding stock with a 7% yield and a total return of over 26% since May. The company operates in the energy infrastructure sector and benefits from long-term, fixed-fee contracts. Antero Midstream has the potential for dividend growth in 2024 and is undervalued, with a fair long-term value close to $20.

Here is how Antero Midstream Corporation (AM) and Archrock Inc. (AROC) have performed compared to their sector so far this year.

This third installment in the 4-part Energy series is focused on Oil. We look at the development of the U.S. oil industry and the shift from the U.S. being a net energy consumer to a net producer. We expect the U.S. energy sector will continue to perform well, and is positioned to outperform if global energy prices rise.