Update shared on04 Sep 2025
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.
- Industry crosscurrents—including U.S. land deflation, sticky production, international deceleration, and a mixed offshore environment—are impacting market sentiment.
- Oil service stocks, including Atlas Energy, have underperformed the S&P 500 year-to-date, with few positive catalysts cited in recent months.
- Downward adjustments in 2025 and 2026 EBITDA estimates have led to reduced price targets and a more neutral stance on future upside.
- The Power Generation segment is gaining momentum, and the company’s dividend appears secure, providing some reassurance amid broader market challenges.
What's in the News
- Repurchased 16,380 shares for $0.2 million, completing share buyback announced in October 2024.
- Added to several value-oriented indices, including Russell 2000, 2500, 3000, 3000E, Small Cap Comp, and Dynamic Indexes.
- Dropped from Russell 2000 Defensive and Growth-Defensive Indices.
Valuation Changes
Summary of Valuation Changes for Atlas Energy Solutions
- The Consensus Analyst Price Target remained effectively unchanged, at $15.00.
- The Consensus Revenue Growth forecasts for Atlas Energy Solutions remained effectively unchanged, at 2.2% per annum.
- The Discount Rate for Atlas Energy Solutions remained effectively unchanged, at 8.24%.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.