Built from weaker models, sales multiples or analyst targets, so treat it as a rough guide.
Not used by alerts or posts.
Valued as a loss-making company: Analyst consensus.
ACCE opinionStabilis Solutions Inc. Common Stock (SLNG)
Fair value (2 models)
Not available
ACCE price target
$5.00
Rating
Not rated
Horizon
12 months
ACCE price target published on 15 Oct 2026, 00:00 CEST.
Price used: $4.46 at the close on 23 Oct 2026, 22:00 CEST.
Models: Analyst consensus.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
ACCE score
44
out of 100
Analysts
50% buy
2 covering
P/E
0.0x
forward 8.1x
1-year return
-6.5%
Dividend yield
0.00%
Stabilis Solutions Inc. Common Stock in four questions
Plain answers, details below
Free accounts get 5 full stock pages a month, including the four answers.
Overview
ACCE thesis
Stabilis Solutions sells liquefied natural gas (LNG) and small-scale LNG production, distribution and fueling equipment, serving industrial customers, mining operations and heavy-duty trucking fleets that are switching away from diesel. The structural case rests on that transition: LNG is a cheaper, cleaner fuel for long-haul and off-grid users, and Stabilis has positioned itself as a small-scale liquefaction and fueling provider in that niche. The near-term catalyst is whether its liquefaction and fueling volumes recover from the revenue drop of 31.2% year over year, since the company's operating margin of -40.1% will not improve without that. At an 87M USD market capitalization and a forward P/E of 8.1 against a trailing P/E of 0.0, the market is pricing in a recovery that the current earnings do not yet show. The score of 48/100 and the absence of index membership suggest the name is out of most screens, which may create mispricing, but the negative ROE of -12.7% and gross margin of 23.4% mean the thesis needs a deeper look at the balance sheet and contract pipeline before it deserves more capital.
⚠ Investor warnings · 4 flagsAI-assisted·How I use AI
high
Revenue falling sharply
Revenue is down 31.2% year on year and 21.8% quarter on quarter, so the top line is contracting fast despite the 10.4% five-year CAGR.
high
Operating losses deepening
Operating margin is -40.1% and net margin -14.1%, with ROE at -12.7%. Gross margin of 23.4% is not reaching the bottom line.
moderate
Thin free cash flow
Free cash flow is only $462,000 against an $86M market cap, leaving little cushion if the revenue decline continues.
moderate
Valuation rests on forecasts
Trailing P/E is 0.0 and EV/EBITDA is 43.8, so the stock's appeal depends on the 8.1 forward P/E, which assumes earnings recovery.
AI research notes
AI-assisted·How I use AIWritten Oct 22, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Analysts' mean price target of $9.00 sits 96.5% above the current share price, suggesting the market is pricing in more pessimism than the sell-side expects.
Forward P/E of 8.1x is low, so the stock is priced cheaply against expected earnings if profitability recovers.
Free cash flow over the last 12 months was positive at $462,000, and debt to equity is a modest 0.13.
Why it could disappoint
Revenue fell 31.2% year over year, the sharpest drop in the company's recent history and a clear sign of shrinking demand.
Net margin of -14.1% and return on invested capital of -1.5% show the business is currently losing money on what it spends.
The latest earnings missed badly, with EPS of -0.25 against 0.01 expected, a surprise of -2600.0%.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 4, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
Walk me through this stock
Plain-English pros, cons, and what to watch. Pro feature.
PRO
Ask ACCE
Valuation
INVESTOR
Where SLNG's valuation models land
Price
$4.46
Model fair valueConfidence: low
about $9.00
Model
Fair value
Upside
Analyst consensus
Create a free account: 5 full stock pages a month, no card.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
+A plain reason under every score
+Conviction breakdown and growth / value / quality / momentum scores