Natural Gas Prices Were on Fire Last Week - This Is Why

Cheniere Energy, Antero Resources and Excelerate Energy offer varied natural gas exposure as tighter storage builds, supply disruptions and LNG demand support prices.

Zacks Investment Research • Sep 28, 2026

Data Center Buildout Boosts Natural Gas Use: WMB, AR & KMI to Gain?

AI-driven data center growth is lifting natural gas demand, putting Antero Resources, Williams and Kinder Morgan in a position to capitalize on energy needs.

Zacks Investment Research • Sep 24, 2026

Antero Resources: Strong H2 2026 FCF Expected Amidst Cost Reduction Efforts

Antero Resources is projected to generate a bit over $1.15 billion in H2 2026 free cash flow. While near-term natural gas prices are mediocre, Antero is over 60% hedged on its 2H 2026 natural gas production. Antero benefits from strong near-term liquids prices and is unhedged on liquids.

Seeking Alpha • Sep 19, 2026

Natural Gas Ends Week Lower, but LNG Demand Offers Support

Natural gas faces cooler-weather pressure, but firm LNG demand and tighter global supplies keep LNG, AR and EE in focus.

Zacks Investment Research • Sep 14, 2026

Antero Resources: The El Nino May Not Dominate Year Ahead Prospects

Antero Resources (AR) stands to benefit from rising natural gas demand despite typical El Nino-driven weakness. Iranian supply disruptions, data center demand growth, and expanding North American export capacity create bullish catalysts for AR this winter. AR's proximity to Greater Philadelphia export facilities near the Marcellus basin offers a critical transportation and cost advantage.

Seeking Alpha • Sep 6, 2026

Why Is Antero Resources (AR) Up 9.1% Since Last Earnings Report?

Antero Resources (AR) reported earnings 30 days ago. What's next for the stock?

Zacks Investment Research • Aug 28, 2026

3 Contrarian Trades for a Market That Looks Too Hot

With major indexes near all-time highs and the rally expanding into more corners of the market, TradeSmith's Jeff Clark says those opportunities have become harder to find. That has pushed the longtime options trader into a more defensive position as the market heads toward September and October, historically challenging months for stocks.

MarketBeat • Aug 25, 2026

Diamond Hill Small-Mid Cap Strategy Q2 2026 Portfolio Review

Diamond Hill Small-Mid Cap Strategy increased 9.73% (net of fees) compared to a 20.26% increase for the Russell 2500 Index. Shares of electrical product manufacturer Regal Rexnord rose in 2Q26 after reporting solid results on strong data center demand. Given the fundamental headwinds Wix.com is facing, we exited our position to deploy capital to more attractive opportunities.

Seeking Alpha • Aug 25, 2026

Invesco Small Cap Value Fund Q2 2026 Portfolio Activity

Teleflex management's efforts to simplify the business and return capital to shareholders should, in our view, create an opportunity for valuation improvement. Given Orion stock's recent strength, we opted to sell the position to fund other opportunities that we believe have better potential upside to intrinsic value. MKS stock's strong performance reflected broad-based AI investment demand and ongoing spending on advanced computing infrastructure.

Seeking Alpha • Aug 20, 2026

Carillon Chartwell Small Cap Growth Fund Q2 2026 Portfolio Review

Sterling Infrastructure shares soared in Q2 after Q1 revenue and earnings per share beat expectations, backlog grew and guidance was raised. MACOM Technology stock rallied after a strong earnings report, along with record backlog and book-to-bill metrics, driven by strength in the data center and defense segments. Gulfport Energy stock lagged as natural gas prices weakened amid rising supply and storage concerns, pressuring earnings expectations for gas-focused producers.

Seeking Alpha • Aug 7, 2026