Morgan Stanley Upgrades Midstream Companies Ratings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Source: seekingalpha
- Rating Upgrade Impact: Morgan Stanley upgraded Antero Midstream and DT Midstream from Underweight to Equal Weight with price targets of $26 and $165 respectively, resulting in a 2.7% increase in Antero Midstream's stock and a 0.9% rise in DT Midstream's stock, indicating a renewed market confidence in midstream companies.
- Antero Midstream Growth Potential: Analysts noted that Antero Midstream is entering a multi-year growth phase driven by Antero Resources' expanding production and capital activities, with a projected one-year total return potential of 26.4%, including a 4.2% dividend yield, suggesting an optimistic outlook for capital returns.
- Strong Performance of DT Midstream: DT Midstream has shown stronger-than-expected growth in its Midwest pipeline operations, with analysts expecting its EBITDA growth to exceed the long-term target of 5%-7%, and a price target of $165 implies a 25.5% one-year total return potential, including a 2.6% dividend yield, reflecting its strengthened market position.
- WaterBridge's Competitive Edge: Morgan Stanley upgraded WaterBridge from Equal Weight to Overweight with a price target of $34, anticipating it will have the strongest EBITDA growth due to its advantageous position in the Delaware Basin and leading water infrastructure, with a one-year total return potential of 33.4%, including a 1% dividend yield, indicating a structural re-rating in its valuation.
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Analyst Views on AM
Wall Street analysts forecast AM stock price to fall
3 Analyst Rating
0 Buy
1 Hold
2 Sell
Moderate Sell
Current: 20.610
Low
19.00
Averages
19.67
High
20.00
Current: 20.610
Low
19.00
Averages
19.67
High
20.00
About AM
Antero Midstream Corporation is a midstream energy company. The Company owns, operates and develops midstream gathering, compression, processing and fractionation assets located in the Appalachian Basin, and integrated water assets that service Antero Resources Corporation’s (Antero Resources) properties. Its assets consist of gathering systems and compression facilities, water handling and blending facilities and interests in processing and fractionation plants. Its gathering and processing segments include a network of gathering pipelines and compressor stations that collect and process production from Antero Resources’ wells in the Appalachian Basin, and equity in earnings from its investments in the Joint Venture and Stonewall. Its water handling segment includes two independent systems that deliver water from sources and other fluid handling services. It owns gathering pipelines and integrated water handling assets in the core of the Marcellus Shale in West Virginia.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Morgan Stanley Upgrades Midstream Companies Ratings
- Rating Upgrade Impact: Morgan Stanley upgraded Antero Midstream and DT Midstream from Underweight to Equal Weight with price targets of $26 and $165 respectively, resulting in a 2.7% increase in Antero Midstream's stock and a 0.9% rise in DT Midstream's stock, indicating a renewed market confidence in midstream companies.
- Antero Midstream Growth Potential: Analysts noted that Antero Midstream is entering a multi-year growth phase driven by Antero Resources' expanding production and capital activities, with a projected one-year total return potential of 26.4%, including a 4.2% dividend yield, suggesting an optimistic outlook for capital returns.
- Strong Performance of DT Midstream: DT Midstream has shown stronger-than-expected growth in its Midwest pipeline operations, with analysts expecting its EBITDA growth to exceed the long-term target of 5%-7%, and a price target of $165 implies a 25.5% one-year total return potential, including a 2.6% dividend yield, reflecting its strengthened market position.
- WaterBridge's Competitive Edge: Morgan Stanley upgraded WaterBridge from Equal Weight to Overweight with a price target of $34, anticipating it will have the strongest EBITDA growth due to its advantageous position in the Delaware Basin and leading water infrastructure, with a one-year total return potential of 33.4%, including a 1% dividend yield, indicating a structural re-rating in its valuation.
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Antero Resources Announces Q1 2026 Earnings Release Schedule
- Earnings Release Schedule: Antero Resources plans to issue its Q1 2026 earnings report on April 29, 2026, after NYSE trading closes, enhancing transparency and allowing investors to better assess the company's financial health.
- Conference Call Details: A conference call is scheduled for April 30, 2026, at 9:00 AM MT to discuss financial and operational results, followed by a brief Q&A session, which will foster interaction with analysts.
- Participation Information: Investors can dial in at 877-407-9079 (U.S.) or 201-493-6746 (International) to participate in the call, enabling direct communication between the company and its investors, thereby boosting market confidence.
- Webcast Replay: The live webcast will be available on Antero's website, with replays accessible until May 7, 2026, ensuring that investors who cannot attend live can still obtain critical information.
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Stock Price Adjustment: UBS has raised the target price for Antero Midstream's stock from $22 to $24.
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- Full Report Announcement: The complete 2025 Annual Financial Report is expected to be released to the public and filed with the French Financial Markets Authority in March 2026, indicating the company's adherence to regulatory compliance.
- Company Overview: Over the past century, Dassault Aviation has delivered more than 10,000 military and civil aircraft, including 2,800 Falcons, showcasing its globally recognized expertise in aircraft design and production.
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Morgan Stanley Upgrades Midstream Companies Ratings
- Rating Upgrade Impact: Morgan Stanley upgraded Antero Midstream and DT Midstream from Underweight to Equal Weight with price targets of $26 and $165 respectively, resulting in a 2.7% increase in Antero Midstream's stock and a 0.9% rise in DT Midstream's stock, indicating a renewed market confidence in midstream companies.
- Antero Midstream Growth Potential: Analysts noted that Antero Midstream is entering a multi-year growth phase driven by Antero Resources' expanding production and capital activities, with a projected one-year total return potential of 26.4%, including a 4.2% dividend yield, suggesting an optimistic outlook for capital returns.
- Strong Performance of DT Midstream: DT Midstream has shown stronger-than-expected growth in its Midwest pipeline operations, with analysts expecting its EBITDA growth to exceed the long-term target of 5%-7%, and a price target of $165 implies a 25.5% one-year total return potential, including a 2.6% dividend yield, reflecting its strengthened market position.
- WaterBridge's Competitive Edge: Morgan Stanley upgraded WaterBridge from Equal Weight to Overweight with a price target of $34, anticipating it will have the strongest EBITDA growth due to its advantageous position in the Delaware Basin and leading water infrastructure, with a one-year total return potential of 33.4%, including a 1% dividend yield, indicating a structural re-rating in its valuation.
See More
Morgan Stanley Upgrades Antero Midstream Corp to Equal-Weight from Underweight
- Company Announcement: Antelope Midstream Corp has announced a change in its weighting strategy for Morgan Stanley, shifting from an underweight to an equal-weight position.
- Market Implications: This adjustment may reflect a more optimistic outlook on Morgan Stanley's performance in the market, potentially influencing investor sentiment.
See More
Antero Resources Announces Q1 2026 Earnings Release Schedule
- Earnings Release Schedule: Antero Resources plans to issue its Q1 2026 earnings report on April 29, 2026, after NYSE trading closes, enhancing transparency and allowing investors to better assess the company's financial health.
- Conference Call Details: A conference call is scheduled for April 30, 2026, at 9:00 AM MT to discuss financial and operational results, followed by a brief Q&A session, which will foster interaction with analysts.
- Participation Information: Investors can dial in at 877-407-9079 (U.S.) or 201-493-6746 (International) to participate in the call, enabling direct communication between the company and its investors, thereby boosting market confidence.
- Webcast Replay: The live webcast will be available on Antero's website, with replays accessible until May 7, 2026, ensuring that investors who cannot attend live can still obtain critical information.
See More
UBS Increases Target Price for Antero Midstream Corp to $24, Up from $22
Company Overview: Antero Midstream Corporation is involved in the natural gas and natural gas liquids sector.
Stock Price Adjustment: UBS has raised the target price for Antero Midstream's stock from $22 to $24.
See More
Dassault Aviation Releases Short Form of 2025 Annual Financial Report
- Report Availability: Dassault Aviation has made a short form of its 2025 Annual Financial Report available to the public on its website, emphasizing the company's commitment to transparency in financial disclosures.
- Full Report Announcement: The complete 2025 Annual Financial Report is expected to be released to the public and filed with the French Financial Markets Authority in March 2026, indicating the company's adherence to regulatory compliance.
- Company Overview: Over the past century, Dassault Aviation has delivered more than 10,000 military and civil aircraft, including 2,800 Falcons, showcasing its globally recognized expertise in aircraft design and production.
- Financial Performance: In 2025, Dassault Aviation employed approximately 15,000 people and reported revenues of €7.42 billion, reflecting its strong performance and growth potential in the aviation market.
See More
The Anti-AI Trend Is Booming: Here Are the Top Performing Stocks.
Investor Behavior: Investors are moving away from struggling software companies and seeking stability in stocks less likely to be affected by the rise of artificial intelligence.
Market Insights: Goldman Sachs reports that this shift in investment strategy appears to be yielding positive results.
See More
