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Alpha Metallurgical Resources, Inc. Just Released Its Third-Quarter Earnings: Here's What Analysts Think

 


November 11, 2026 - It's been a good week for Alpha Metallurgical Resources, Inc. (NYSE:AMR) shareholders, because the company has just released its latest third-quarter results, and the shares gained 3.3% to US$158. Revenues were in line with expectations, at US$562m, while statutory losses ballooned to US$0.73 per share. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year.

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NYSE:AMR Earnings and Revenue Growth November 11th 2026

 

After the latest results, the four analysts covering Alpha Metallurgical Resources are now predicting revenues of US$2.46b in 2027. If met, this would reflect a meaningful 17% improvement in revenue compared to the last 12 months. Alpha Metallurgical Resources is also expected to turn profitable, with statutory earnings of US$9.91 per share. In the lead-up to this report, the analysts had been modelling revenues of US$2.58b and earnings per share (EPS) of US$16.70 in 2027. The analysts seem less optimistic after the recent results, reducing their revenue forecasts and making a large cut to earnings per share numbers.

 
Despite the cuts to forecast earnings, there was no real change to the US$171 price target, showing that the analysts don't think the changes have a meaningful impact on its intrinsic value. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Alpha Metallurgical Resources analyst has a price target of US$178 per share, while the most pessimistic values it at US$165. Still, with such a tight range of estimates, it suggeststhe analysts have a pretty good idea of what they think the company is worth.
 
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Alpha Metallurgical Resources' past performance and to peers in the same industry. For example, we noticed that Alpha Metallurgical Resources' rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 13% growth to the end of 2027 on an annualised basis. That is well above its historical decline of 7.8% a year over the past five years. Compare this against analyst estimates for the broader industry, which suggest that (in aggregate) industry revenues are expected to grow 4.9% annually. Not only are Alpha Metallurgical Resources' revenues expected to improve, it seems that the analysts are also expecting it to grow faster than the wider industry.

The Bottom Line
 
The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for Alpha Metallurgical Resources. They also downgraded Alpha Metallurgical Resources' revenue estimates, but industry data suggests that it is expected to grow faster than the wider industry. The consensus price target held steady at US$171, with the latest estimates not enough to have an impact on their price targets.
 
Following on from that line of thought, we think that the long-term prospects of the business are much more relevant than next year's earnings.