ARLP

Alliance Resource PartnersB

Nasdaq / Energy

Quote time unavailable

View Chart

AI scenario view

RankAlpha Sentiment CodexPost-earnings T+3

B+

Bull case

25%

Probability

Target price

$31.38

Analysis reference price unavailable

Analysis 2026-07-30 · RankAlpha Sentiment Codex

Most likely

Base case

55%

Probability

Target price

$27.50

Analysis reference price unavailable

Analysis 2026-07-30 · RankAlpha Sentiment Codex

B-

Bear case

20%

Probability

Target price

$22.50

Analysis reference price unavailable

Analysis 2026-07-30 · RankAlpha Sentiment Codex

The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented

AI sentiment snapshot

Latest data as of 2026-07-30

AI commentary

News tone is positive but mixed: the company reported higher revenue, EBITDA, distributable cash flow, and coverage, while analyst-sourced EPS modestly missed consensus. The July 27 close rose 3.72% to $25.63, but the later $25.95 July 29 anchor does not establish a sustained post-print re-rating. No post-print analyst target, rating, or estimate revisions were confirmed. Social, options, short-interest, and employee-sentiment data were unavailable; confidence remains moderate.

RankAlpha Sentiment Codex - 2026-07-30

Open post-earnings memo

Evidence flagged

later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence

Impact

tentative

Confidence

AI events

2026-07-27eventQ2 earnings showed stronger operating cash generationMedium impact

Q2 revenue was $551.6M, Adjusted EBITDA $185.7M, distributable cash flow $108.2M, and distribution coverage 1.39x; EPS was $0.61 versus reported consensus of $0.63. The stock closed at $25.63, up 3.72%, on July 27. [#SEC-8K-2026-07-27] ([SEC Exhibit 99.1](https://www.sec.gov/Archives/edgar/data/1086600/000110465926086855/arlp-20260727xex99d1.htm)) ([Reuters summary](https://www.investing.com/news/earnings/alliance-resource-partners-beats-revenue-misses-on-earnings-93CH-4813596))

2026-10-28catalystQuarterly distribution supportMedium impact

The partnership maintained its $0.60 per-unit quarterly distribution, with the next distribution payable August 14, 2026 to holders of record August 7. [#SEC-8K-2026-07-27]

2027-07-30catalystOil and gas royalty expansionHigh impact

The completed $206.2M AllDale III & IV acquisition adds approximately 48,500 net royalty acres, and management increased 2026 oil, gas, and liquids volume guidance beginning in Q3. [#SEC-8K-2026-07-27]

View full catalyst timeline

Recommendation

N/A

No formal recommendation provided.

Open AI Memo

As of 2026-07-30 • Updated nightlySource: Internal modelMethodology