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Permian Shale Trends Will Secure A Resilient Logistics Future

Published
10 Sep 24
Updated
09 Oct 25
AnalystConsensusTarget's Fair Value
US$14.18
27.7% undervalued intrinsic discount
09 Oct
US$10.25
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1Y
-48.8%
7D
-7.4%

Author's Valuation

US$14.1827.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on09 Oct 25
Fair value Decreased 5.45%

The average analyst price target for Atlas Energy Solutions has been reduced from $15.00 to $14.18 as analysts cite continued headwinds from softening sand prices and mixed market trends across the oilfield services sector. Analyst Commentary Recent analyst research presents a mixed outlook for Atlas Energy Solutions, with updated ratings, price targets, and sector perspectives highlighting both opportunities and ongoing risks for the company.

Shared on04 Sep 25

Atlas Energy Solutions' price target remains unchanged at $15.00 as analysts cite ongoing sector headwinds—such as weak U.S. completion activity, downward EBITDA revisions, and underperformance versus the S&P 500—partially offset by stability in the Power Generation segment and dividend reliability. Analyst Commentary Bearish analysts cite persistent near-term headwinds from weak U.S. completion activity and pressure on frac sand prices.

Shared on31 Jul 25
Fair value Decreased 4.35%

With both the discount rate and future P/E essentially unchanged, analysts have maintained their fair value estimate for Atlas Energy Solutions at $15.68. What's in the News Atlas Energy Solutions was added to multiple Russell value and small cap indexes, including Russell 2000 Value, 2500 Value, 3000 Value, 3000E Value, and Small Cap Comp Value.

Shared on30 Apr 25
Fair value Decreased 26%

Shared on23 Apr 25
Fair value Decreased 12%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on17 Apr 25
Fair value Decreased 3.39%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.95%

AnalystConsensusTarget has decreased discount rate from 8.6% to 7.7%.

Shared on02 Apr 25
Fair value Increased 8.25%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.52%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Decreased 0.60%

AnalystConsensusTarget has increased revenue growth from 8.6% to 10.1%.

Shared on11 Mar 25
Fair value Increased 35%

AnalystConsensusTarget has decreased revenue growth from 18.8% to 8.6%, decreased profit margin from 25.8% to 14.9% and increased future PE multiple from 9.5x to 22.2x.