-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下： 我们维持对AR未来12个月的目标价为48美元，相当于我们2027年EBITDA预期值的6倍，与AR的历史预期均值一致。我们将2026年每股收益预期上调1.11美元至4.37美元，并将2027年每股收益预期上调0.76美元至4.90美元。我们认为AR是领先的低成本天然气供应商，同时在液化天然气（NGL）领域也拥有相当规模的业务。管理层在2026年对冲了45%的天然气价格，对冲价格区间为3.90美元/百万英热单位（MMBtu），但到2027年，这一对冲保护将降至30%左右。随着待完成的俄亥俄尤蒂卡天然气田剥离以及现已完成的HG交易，AR在马塞勒斯页岩气田的业务敞口只会进一步增加。我们认为马塞勒斯页岩气田是一个成本相对较低的天然气开发项目。AR公司2025年底的净债务与EBITDA比率仅为2.1倍，低于2024年底的4.9倍，我们认为这将显著提升其财务灵活性。尽管我们认为AR公司的盈利能力将提升至接近2022年的水平，但我们估计其股价目前较历史远期均价存在较大折让。
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