
AESI Stock Forecast & Price Target
AESI Analyst Ratings
Bulls say
Atlas Energy Solutions Inc is poised for positive growth due to its strategic positioning within the Permian Basin, which is currently the most active oil and natural gas region in North America. The company's focus on enhancing its operational efficiency, such as achieving 50% gross margins from the Dune Express and the anticipated introduction of autonomous trucking and electric dredges, is expected to significantly lower delivered costs and improve overall profit margins. Additionally, as visibility improves in the US Land market, a potential supply response could support oil prices, further de-risking consensus estimates and signaling a favorable outlook for Atlas Energy Solutions.
Bears say
Atlas Energy Solutions faces a negative outlook primarily due to significant estimate reductions resulting from customer deferrals, indicating a lack of demand stability. The company operates in a challenging environment characterized by oil prices remaining below $70 per barrel and increasing production from OPEC+, which is expected to further decrease US Land rig counts to around 500. Additionally, this backdrop exerts downward pressure on frac activity and proppant pricing, with reports of spot market prices declining into the mid-to-high teens, negatively impacting the company's revenue potential.
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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