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Stock impact report

Alpha Metallurgical Resources: Pricing Lags, Cycle Pressure [Seeking Alpha]

Alpha Metallurgical Resources, Inc. (AMR) 
US:NYSE Investor Relations: altamesa.net/investors/ir-tmplt
Company Research Source: Seeking Alpha
Q4 2025 results revealed margin compression and a defensive posture, with realized prices at $115.31/ton and a $17.3 million loss. 2026 guidance emphasizes cost discipline and liquidity preservation, signaling stabilization rather than expansion amid cycle weakness. I maintain a Hold rating; a rebound in met coal prices or sustained FCF would justify a more aggressive stance and renewed buybacks. RomoloTavani/iStock via Getty Images Alpha Metallurgical Resources ( AMR ) is a predominantly metallurgical coal-focused US producer; all in all, the name itself tells the whole investment story. Different from thermal coal, which is structurally a vanishing product, metallurgical coal remains an important commodity in This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own Show less Read more
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