Piper Sandler Downgrades Atlas Energy Solutions (AESI) Stock

Atlas Energy Solutions Inc. (NYSE:AESI) is one of the Best Beaten Down Stocks to Buy Now. Piper Sandler downgraded the company’s stock to “Neutral” from “Overweight” with an unchanged price target of $16. The firm expects a challenging backdrop for the US land, with the oil prices being affected by the tariffs and production hikes. Furthermore, it sees limited upside for Atlas Energy Solutions Inc. (NYSE:AESI)’s shares.

Aerial view of oil rig in the Permian Basin, illustrating the expansive operations in West Texas and New Mexico.

However, Q1 2025 was a healthy start for Atlas Energy Solutions Inc. (NYSE:AESI), considering the acquisition of Moser Energy Systems and the start-up of the Dune Express. The company believes that the acquisition of Moser offers a compelling platform for future growth, and it demonstrated optimism about scaling the business and implementing technologies to increase efficiencies.

The addition of Moser’s distributed power platform to Atlas Energy Solutions Inc. (NYSE:AESI)’s existing businesses will help develop an innovative, diversified energy solutions provider, possessing a leading portfolio of proppant, logistics, and distributed power solutions. Notably, the Moser asset base consists of a dynamic fleet of natural gas-powered generators, enhancing Atlas Energy Solutions Inc. (NYSE:AESI)’s current operations into production and distributed power end markets, aided by healthy macro tailwinds.

Atlas Energy Solutions Inc. (NYSE:AESI) is a leading solutions provider to the energy industry.

While we acknowledge the potential of AESI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Disclosure: None. This article is originally published at Insider Monkey.