Overview

• Clean energy provider's preliminary Q4 revenue estimated between $13.0 mln and $13.5 mln

• Company announced $200 mln LNG supply agreement

• Company advancing Galveston LNG project with financing and customer commitments

Outlook

• Stabilis expects LNG deliveries for data center contract to start in Q1 2027

• Company anticipates Galveston LNG project FID by end of Q1 2026

• Stabilis sees 2026 as transitional year with focus on new long-term agreements

Result Drivers

• CONTRACT CONCLUSIONS - Two multi-year contracts concluded in Q4, completed contracts were for temporary remote power in Louisiana, and the Company's truck-to-vessel LNG marine bunkering services in Galveston, Texas, impacting 2025 revenues by 19% and 32%, respectively

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

• The average consensus recommendation for the oil & gas transportation services peer group is "buy"

• Wall Street's median 12-month price target for Stabilis Solutions Inc is $9.00, about 62.2% above its February 13 closing price of $5.55

Press Release: ID:nACSrWtgWa

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