Morgan Stanley upgraded Antero Midstream to Equal Weight from Underweight with a price target of $26, up from $20. In midstream infrastructure, the firm believes \"selective exposure to above-sector, durable EBITDA growth offers potential for alpha generation.\" It sees a median of 19.9% one-year total return upside for the sector, including a 5.0% dividend yield. The analyst upgraded three names following the \"strong performance\" in early 2026 across both midstream and renewable infrastructure.