
AESI Stock Forecast & Price Target
AESI Analyst Ratings
Bulls say
Atlas Energy Solutions Inc. operates within the highly active Permian Basin, providing essential proppant and logistics services critical for hydrocarbon recovery, which positions the company favorably in the oil and natural gas market. The company's strategic focus on reducing delivered costs through advancements like autonomous trucking and the introduction of electric dredges is expected to enhance its cost structure and support robust gross margins, potentially exceeding 50% as production volumes increase. A projected improvement in US production supply dynamics could bolster oil prices, leading to de-risked consensus estimates and a favorable outlook for Atlas Energy Solutions's operations and financial performance.
Bears say
Atlas Energy Solutions Inc. is experiencing significant challenges, as highlighted by substantial estimate cuts due to customer deferrals, indicating weakened demand for its services in the oil and gas sector. The current environment is particularly unfavorable, with oil prices remaining below $70 per barrel and increasing production from OPEC+, which is negatively impacting the exploration and production activities within the Permian Basin. Furthermore, projections of a declining US Land rig count approaching 500 foretell a further decrease in frac activity and proppant pricing, adding to the company's negative financial outlook.
This aggregate rating is based on analysts' research of Atlas Energy Solutions Inc and is not a guaranteed prediction by Public.com or investment advice.
AESI Analyst Forecast & Price Prediction
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