
AESI Stock Forecast & Price Target
AESI Analyst Ratings
Bulls say
Atlas Energy Solutions Inc is positioned favorably within the robust oil and natural gas sector of the Permian Basin, benefiting from a potential improvement in U.S. land activity as visibility around the activity bottom emerges. The company is expected to see enhanced operational efficiency through advancements such as autonomous trucking and electric dredges, which could significantly decrease costs and improve gross margins, projected to reach 50% as production volumes increase. Additionally, as oil prices stabilize and consensus estimates become de-risked, the financial environment may support a more favorable rate-of-change for U.S. land operations, further enhancing Atlas Energy Solutions's market prospects.
Bears say
Atlas Energy Solutions Inc. faces significant challenges due to customer deferrals impacting its revenue estimates, leading to a negative outlook. The company operates in a difficult market environment characterized by sustained low oil prices, currently below $70 per barrel, which are further pressured by tariffs and OPEC+ production increases. This backdrop is expected to result in a declining rig count in the U.S. Land segment, contributing to lower frac activity and proppant pricing, with reports of spot market prices dropping into the mid-to-high teens.
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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