
AESI Stock Forecast & Price Target
AESI Analyst Ratings
Bulls say
Atlas Energy Solutions is expected to perform well in the near future due to its strong financials driven by its 100% focus on the Permian Basin, high-quality sand reserves, and growing logistics business. Their expanding power aspirations, with targets of 2GW of power generation deployments by 2030, will also contribute significantly to their growth. With a strong management track record and a unique sand delivery method, Atlas Energy is well-positioned for success. However, there are potential risks such as general oil and gas cyclical volatility, operational and asset risk, and potential limitations due to the endangered status of the Dunes sagebrush lizard. Despite these risks, the company has a solid financial standing and a positive outlook.
Bears say
Atlas Energy Solutions is facing continued operational challenges and volume constraints at their sand facilities, resulting in a decrease in their first quarter EBITDA estimate and a slight increase in their second quarter estimate. Additionally, their 2026 earnings levels remain close to trough levels and they are relying on third party volumes to secure commitments. Based on these factors, we maintain our Sector Perform rating and price target of $13, reflecting a 6.5x multiple of our 2027 EBITDA estimate of $303 million.
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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