Archrock, Inc.

Archrock, Inc.

AROCยทNYSE

$34.21

-1.1%
EnergyOil & Gas Equipment & Services

Archrock, Inc., together with its subsidiaries, operates as an energy infrastructure company in the United States. It operates in two segments, Contract Operations and Aftermarket Services. The company engages in the designing, sourcing, owning, installing, operating, servicing, repairing, and maintaining its owned fleet of natural gas compression equipment to provide natural gas compression services to customers in the oil and natural gas industry. It also offers various aftermarket services, such as sale of parts and components; and provision of operation, maintenance, overhaul, and reconfiguration services to customers who own compression equipment. The company was formerly known as Exterran Holdings, Inc. and changed its name to Archrock, Inc. in November 2015. Archrock, Inc. was founded in 1990 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$6.00B
EPS1.8500
P/E Ratio18.49
Earnings Date08/03/2026
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Archrock, Inc. Street Expectations Map

AROC ยท NYSE

Wall Street analysts project that AROC stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 42.33, with estimates ranging from a low of 40.00 to a high of 46.00.

Lowest Target
40.00
16.92%
Consensus Target
42.33
23.74%
Highest Target
46.00
34.46%

The consensus 1-year price target stands at 42.33, with estimates ranging from a low of 40.00 to a high of 46.00.

Analyst Consensus Analysis

Upside Potential

+23.7%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

14.2% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Archrock, Inc. Forward Estimates of Revenue

AROC ยท NYSE
Latest Revenue
1.49B
FY 2025
Avg Estimate
1.56B
FY 2026
Estimate Range
1.55B - 1.57B
Analyst Spread

Forward Growth Analysis

Projected Growth+4.9%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Archrock, Inc. Forward Estimates of Net Income

AROC ยท NYSE
Latest Net Income
322.29M
FY 2025
Avg Estimate
321.23M
FY 2026
Estimate Range
306.71M - 353.38M
Analyst Spread

Forward Growth Analysis

Projected Growth-0.3%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread15%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Archrock, Inc. Forward Estimates of EPS

AROC ยท NYSE
Latest EPS
1.85
FY 2025
Avg Estimate
$1.86
FY 2026
Estimate Range
$1.76 - $2.02
Analyst Spread

Forward Growth Analysis

Projected Growth+0.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread14%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Archrock, Inc. Forward Estimates of EBIT

AROC ยท NYSE
Latest EBIT
588.98M
FY 2025
Avg Estimate
412.38M
FY 2026
Estimate Range
409.46M - 415.04M
Analyst Spread

Forward Growth Analysis

Projected Growth-30.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Archrock, Inc. Forward Estimates of EBITDA

AROC ยท NYSE
Latest EBITDA
850.41M
FY 2025
Avg Estimate
704.27M
FY 2026
Estimate Range
699.29M - 708.82M
Analyst Spread

Forward Growth Analysis

Projected Growth-17.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Archrock, Inc. Forward Estimates of SG&A Expense

AROC ยท NYSE
Latest SG&A Expense
147.81M
FY 2025
Avg Estimate
191.65M
FY 2026
Estimate Range
190.29M - 192.88M
Analyst Spread

Forward Growth Analysis

Projected Growth+29.7%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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Archrock, Inc. Insider Positioning

AROC ยท NYSE

During the last 12 months, insiders have purchased $603K and sold $13.50M worth of AROC shares, resulting in $12.90M of net selling activity.

3 Months

Bought

0

0.00

Sold

327.6K

11.86M

Net Activity

-11.9M

-$11.86M

3-6 Months

Bought

0

0.00

Sold

10.4K

382.57K

Net Activity

-383K

-$383K

6-9 Months

Bought

25.0K

602.95K

Sold

40.7K

1.02M

Net Activity

-420K

-$420K

9-12 Months

Bought

0

0.00

Sold

10.0K

235.40K

Net Activity

-235K

-$235K

Top Buyers

1
RJC

Rebrook Jason C

Director

25.0K sharesโ€ข3 transactions

$603K

Top Sellers

1
ADS

Aron Doug S

Officer: Sr Vice President, Cfo

294.6K sharesโ€ข4 transactions

$10.60M

2
IJ

Ingersoll Jason

Officer: Senior Vice President

33.0K sharesโ€ข1 transactions

$1.26M

3
TEW

Thode Eric W

Officer: Senior Vice President

50.7K sharesโ€ข2 transactions

$1.26M

4
HDA

Henderson Donna A

Officer: Vp, Chief Accounting Officer

10.4K sharesโ€ข1 transactions

$383K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $12.90M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.04:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$11.86M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.