
AESI Stock Forecast & Price Target
AESI Analyst Ratings
Bulls say
Atlas Energy Solutions Inc is strategically positioned within the booming Permian Basin, which is the most active oil and natural gas region in North America, enhancing its potential for growth and profitability. The company anticipates improved gross margins, projected at 50% from its Dune Express operations as production volumes increase, and is implementing cost-efficient measures through autonomous trucking and electric dredges aimed at reducing the cost per ton. As stability in oil prices and US land market activity is expected, Atlas Energy Solutions stands to benefit from a stronger production supply response, de-risked consensus estimates, and overall improved financial performance.
Bears say
Atlas Energy Solutions Inc. is facing significant financial challenges largely due to customer deferrals, leading to substantial cuts in earnings estimates. The ongoing environment of oil prices remaining below $70 per barrel, compounded by tariffs and a rise in OPEC+ production, is expected to exert continued downward pressure on rig counts and frac activities. As a result, the anticipated decline in proppant pricing—particularly in the spot market—further underscores the negative outlook for the company’s financial performance in the near term.
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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