-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下： 我們維持對AR未來12個月的目標價為48美元，相當於我們2027年EBITDA預期值的6倍，與AR的歷史預期平均值一致。我們將2026年每股收益預期上調1.11美元至4.37美元，並將2027年每股收益預期上調0.76美元至4.90美元。我們認為AR是領先的低成本天然氣供應商，同時在液化天然氣（NGL）領域也擁有相當規模的業務。管理層在2026年對沖了45%的天然氣價格，對沖價格區間為3.90美元/百萬英熱單位（MMBtu），但到2027年，這項對沖保護將降至30%左右。隨著待完成的俄亥俄尤蒂卡天然氣田剝離以及現已完成的HG交易，AR在馬塞勒斯頁岩氣田的業務敞口只會進一步增加。我們認為馬塞勒斯頁岩氣田是一個成本相對較低的天然氣開發案。 AR公司2025年底的淨負債與EBITDA比率僅2.1倍，低於2024年底的4.9倍，我們認為這將顯著提升其財務彈性。儘管我們認為AR公司的獲利能力將提升至接近2022年的水平，但我們估計其股價目前較歷史遠期均價存在較大折讓。
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