Stifel Reaffirms Buy Rating on Atlas Energy Solutions Amid Dune Express Prospects

Stifel has reiterated its 'Buy' rating on Atlas Energy Solutions (AESI) despite cutting its price target to $14 from $14.50. The research firm was impressed by the prospect of a fully operational Dune Express and momentum in Atlas Energy's Power generation segment. However, concerns over near-term headwinds from the lackluster activity completion in the US led to the price target cut.

Stifel has reiterated its 'Buy' rating on Atlas Energy Solutions (AESI) despite cutting its price target to $14 from $14.50. The research firm was impressed by the prospect of a fully operational Dune Express and momentum in Atlas Energy's Power generation segment. However, concerns over near-term headwinds from the lackluster activity completion in the US led to the price target cut.

In the past three months, analysts have shown diverse perspectives on AESI, with bullish and bearish sentiments evident. The table below illustrates the evolving sentiments over the past 30 days and compares them to the preceding months.

| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish |
|---|---|---|---|---|
| 3 | 0 | 1 | 0 | 0 |
| Last 30D | 1 | 0 | 0 | 0 |
| 1M Ago | 1 | 0 | 1 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 |
| 3M Ago | 1 | 0 | 0 | 0 |

Stifel's Stephen Gengaro lowered the price target to $14 from $14.50, citing near-term headwinds from the lackluster activity completion in the US. However, the firm remains optimistic about the company's long-term prospects, driven by the fully operational Dune Express and momentum in the Power generation segment.

Atlas Energy Solutions Inc. is a provider of proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico. The company's market capitalization is below the industry average, suggesting a relatively smaller size compared to peers. Over the 3M period, AESI showcased positive performance, achieving a revenue growth rate of 0.4% as of 30 June, 2025. However, the company faces challenges in maintaining strong profitability, with a net margin of -1.93% and ROE of -0.43%.

Analysts have set 12-month price targets for Atlas Energy Solutions, revealing an average target of $14.88, a high estimate of $16.00, and a low estimate of $14.00. A 1.91% drop is evident in the current average compared to the previous average price target of $15.17.

Stay informed about Atlas Energy Solutions' performance and analyst ratings. For more insights, explore the detailed Ratings Table provided by Benzinga.

References:
[1] https://www.benzinga.com/insights/analyst-ratings/25/08/47045852/breaking-down-atlas-energy-solutions-4-analysts-share-their-views
[2] https://www.investing.com/news/swot-analysis/generacs-swot-analysis-power-generation-stock-faces-strategic-shifts-and-market-challenges-93CH-4194433