Sidoti Has Optimistic Outlook of Archrock Q2 Earnings

Archrock, Inc. (NYSE:AROC) – Equities research analysts at Sidoti upped their Q2 2026 earnings per share (EPS) estimates for Archrock in a report released on Thursday, February 26th. Sidoti analyst S. Ferazani now forecasts that the energy company will post earnings of $0.47 per share for the quarter, up from their prior forecast of $0.46. The consensus estimate for Archrock’s current full-year earnings is $1.09 per share. Sidoti also issued estimates for Archrock’s Q3 2026 earnings at $0.49 EPS, Q4 2026 earnings at $0.49 EPS, FY2026 earnings at $1.89 EPS and FY2027 earnings at $2.17 EPS.

AROC has been the topic of a number of other research reports. Stifel Nicolaus raised their price target on Archrock from $31.00 to $40.00 and gave the stock a “buy” rating in a research report on Thursday. Zacks Research raised shares of Archrock from a “hold” rating to a “strong-buy” rating in a report on Tuesday, February 3rd. Evercore upped their price target on shares of Archrock from $31.00 to $35.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Raymond James Financial reiterated an “outperform” rating and set a $40.00 price target on shares of Archrock in a research report on Wednesday. Finally, Royal Bank Of Canada upped their target price on Archrock from $31.00 to $32.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Buy” and an average price target of $34.57.

Archrock Stock Performance

NYSE AROC opened at $35.38 on Friday. The firm has a 50-day moving average price of $28.80 and a two-hundred day moving average price of $26.13. Archrock has a 12-month low of $20.12 and a 12-month high of $35.90. The company has a market capitalization of $6.20 billion, a P/E ratio of 19.33, a P/E/G ratio of 1.50 and a beta of 0.93. The company has a quick ratio of 1.01, a current ratio of 1.56 and a debt-to-equity ratio of 1.80.

Archrock (NYSE:AROC) last released its quarterly earnings data on Tuesday, February 24th. The energy company reported $0.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.40 by $0.29. Archrock had a return on equity of 23.99% and a net margin of 21.63%.The company had revenue of $377.07 million during the quarter, compared to analysts’ expectations of $378.04 million. During the same period last year, the firm posted $0.34 earnings per share. The business’s revenue was up 15.5% on a year-over-year basis.

Archrock Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, February 18th. Investors of record on Tuesday, February 10th were issued a dividend of $0.22 per share. This is a positive change from Archrock’s previous quarterly dividend of $0.21. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $0.88 annualized dividend and a dividend yield of 2.5%. Archrock’s dividend payout ratio (DPR) is 58.67%.

Hedge Funds Weigh In On Archrock

Large investors have recently bought and sold shares of the company. Allianz Asset Management GmbH lifted its stake in Archrock by 19.8% in the third quarter. Allianz Asset Management GmbH now owns 264,991 shares of the energy company’s stock valued at $6,972,000 after buying an additional 43,872 shares during the period. Hsbc Holdings PLC lifted its position in shares of Archrock by 55.1% during the 2nd quarter. Hsbc Holdings PLC now owns 121,089 shares of the energy company’s stock valued at $3,049,000 after acquiring an additional 43,023 shares during the period. Bernzott Capital Advisors boosted its stake in Archrock by 62.3% during the third quarter. Bernzott Capital Advisors now owns 291,534 shares of the energy company’s stock worth $7,670,000 after acquiring an additional 111,908 shares in the last quarter. Campbell & CO Investment Adviser LLC increased its stake in Archrock by 515.9% in the second quarter. Campbell & CO Investment Adviser LLC now owns 91,643 shares of the energy company’s stock valued at $2,275,000 after purchasing an additional 76,764 shares in the last quarter. Finally, Franklin Resources Inc. increased its position in Archrock by 78.7% in the 2nd quarter. Franklin Resources Inc. now owns 1,237,956 shares of the energy company’s stock valued at $30,738,000 after buying an additional 545,336 shares in the last quarter. 95.45% of the stock is currently owned by institutional investors.

Key Stories Impacting Archrock

Here are the key news stories impacting Archrock this week:

• Positive Sentiment: Q4 earnings beat and revenue strength — Archrock reported $0.69 EPS vs. $0.40 consensus and year-over-year revenue growth, which underpins the rally and improves near-term earnings visibility. Article Title
• Positive Sentiment: Raised 2026 guidance and strong backlog — Management outlined $865M–$915M adjusted EBITDA guidance for 2026, citing stronger natural gas demand and backlog that supports earnings durability. Article Title
• Positive Sentiment: Analyst upgrade / price-target lift — Stifel Nicolaus raised its price target from $31 to $40 and maintained a Buy rating, adding upside potential and likely supporting investor demand. Article Title
• Positive Sentiment: Earnings-estimate revisions point to more upside — Research notes highlight surging analyst estimate revisions for Archrock, signaling continued upward EPS momentum that can sustain the stock move. Article Title
• Positive Sentiment: Positive narrative and momentum coverage — Multiple articles (Zacks, Yahoo) profile Archrock as a strong-growth / momentum name and highlight 2025 record results and AI-focused growth initiatives, which can broaden investor interest. Article Title Article Title
• Neutral Sentiment: Redemption of $800M 6.25% senior notes due 2028 — Archrock Partners announced it will redeem all outstanding notes; this reduces future coupon burden but uses cash or refinancing capacity, so near-term balance-sheet impact depends on funding source. Article Title
• Neutral Sentiment: Earnings call and transcript coverage — Full Q4 2025 call transcripts are available for investors digging into margin drivers, capex, and customer demand; useful for assessing sustainability but informational rather than catalytic by itself. Article Title Article Title

About Archrock

Archrock, Inc is a Houston‐based provider of natural gas compression services and equipment to the oil and gas industry in North America. Founded in 2004, the company supplies both short‐term rentals and long‐term contracts for compression solutions, serving upstream and midstream producers. Archrock’s offerings include engineered compression systems, aftermarket parts, maintenance and field services designed to optimize wellhead and pipeline operations.

The company’s core business activities focus on the design, manufacture, rental and sale of gas compression equipment.