AREC
American Resources CorpPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
Signal stack
Where each data set points today.
- InstitutionsMIXED
Q2 2026: 12 added (0 new), 9 trimmed or exited.
- EstimatesFLAT
Current-quarter EPS estimate −$0.120 → −$0.120 over 90 days.
- TrendDOWNTREND
44% below its 50-day average. New closing low $1.09 on Oct 26.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| BlackRock, Inc. | DOUBLED | $14.8M |
| GEODE CAPITAL MANAGEMENT, LLC | DOUBLED | $4.6M |
| UBS Group AG | ADD | $2.6M |
| CITADEL ADVISORS LLC | TRIM | $2.4M |
| STATE STREET CORP | DOUBLED | $2.1M |
| NORTHERN TRUST CORP | DOUBLED | $1.4M |
| PEAK6 LLC | TRIM | $673.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | DOUBLED | $563.7K |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
last action Dec 2025Price is below the lowest target. Median implies +450%.Targets as of Oct 27, 2026.
| Date | Firm | Rating |
|---|---|---|
| Dec 1, 2025 | D. Boral Capital MAINTAIN | Buy |
| Nov 26, 2025 | Maxim Group INITIATE | Buy |
| Oct 20, 2025 | William Blair INITIATE | Outperform |
| Jan 7, 2025 | D. Boral Capital MAINTAIN | Buy |
| Nov 21, 2024 | D. Boral Capital MAINTAIN | Buy |
| Sep 30, 2024 | Roth MKM MAINTAIN | Buy |
Earnings setup
Estimates| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | -$0.12 | -$0.12–-$0.12 | +0.0% | $0.00 |
| Next Q | -$0.13 | -$0.13–-$0.13 | +0.0% | $0.00 |
| Current FY | -$0.44 | -$0.44–-$0.44 | +0.0% | $9.0M |
| Next FY | $0.84 | $0.84–$0.84 | +0.0% | $327.0M |
Short side
FINRA· Oct 15, 2026SecBot reports
8 filings · 0 bullish · 3 bearish · 5 neutral- BEARISH 8-KOct 7, 2026
American Resources Corp (AREC) received a Nasdaq extension to November 16, 2026 to file delinquent…
The 40-day extension provides a temporary reprieve but the restatement and auditor change from July create a high bar for timely filing. Monitor for any further delays or a going-concern warning; if…
- NEUTRAL 8-KOct 5, 2026
American Resources Corp (AREC) acquired certain real property, structures, fixtures, and equipment…
Monitor AREC's next quarterly filing for any revenue or cost impact from the acquired assets, and for any updates on permitting or commercial development of the refuse-pile mineral rights.
- NEUTRAL INST-CLUSTERAug 15, 2026
Four mega-passive funds (BlackRock, Geode, State Street) and one active manager (Imc-Chicago)…
The heavy passive buying (BlackRock, Geode, State Street) is likely mechanical rebalancing, not active conviction. Without insider buying or active-manager concentration, this cluster alone does not…
- BEARISH 8-KJul 24, 2026
American Resources Corp (AREC) disclosed that its former auditor GreenGrowth CPAs withdrew its…
Expect extreme volatility and potential Nasdaq listing issues if the restatement delays the filing of the FY2025 10-K. Short sellers may target AREC aggressively. Monitor for shareholder…
All AREC filing & press-release reports (8)
- 8-K reportOct 7, 2026
- 8-K reportOct 5, 2026
- INST-CLUSTER reportAug 15, 2026
- 8-K reportJul 24, 2026
- 8-K reportJul 24, 2026
- 8-K reportJun 4, 2026
- 8-K reportApr 30, 2026
- 8-K reportApr 17, 2026