Atlas Energy Solutions Inc. (AESI)
| Market Cap | 1.29B -3.9% |
| Revenue (ttm) | 1.07B -8.1% |
| Net Income | -118.33M |
| EPS | -0.95 |
| Shares Out | 125.00M |
| PE Ratio | n/a |
| Forward PE | n/a |
| Dividend | n/a |
| Ex-Dividend Date | n/a |
| Volume | 6,136,714 |
| Open | 10.90 |
| Previous Close | 11.07 |
| Day's Range | 10.07 - 10.90 |
| 52-Week Range | 7.64 - 20.13 |
| Beta | 1.15 |
| Analysts | Buy |
| Price Target | 17.69 (+71.58%) |
| Est. Earnings | Nov 2, 2026 |
About AESI
Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and... [Read more]
Financial Performance
Financial StatementsAnalyst Summary
According to 13 analysts, the average rating for AESI stock is "Buy." The 12-month stock price target is $17.69, which is an increase of 71.58% from the latest price.
News
Atlas Energy price target lowered to $13 from $14 at Barclays
Barclays lowered the firm’s price target on Atlas Energy (AESI) to $13 from $14 and keeps an Equal Weight rating on the shares. The firm adjusted targets in the energy…
Atlas Energy price target lowered to $20 from $22 at Stephens
Stephens lowered the firm’s price target on Atlas Energy (AESI) to $20 from $22 and keeps an Overweight rating on the shares. The analyst, who projects a Q3 miss, notes…
Atlas Energy initiated with an Outperform at Scotiabank
Scotiabank initiated coverage of Atlas Energy (AESI) with an Outperform rating and $14 price target The firm rolled out coverage of 14 names in the gas and electric utilities and…
Atlas Energy upgraded to Equal Weight from Underweight at Barclays
Barclays analyst Eddie Kim upgraded Atlas Energy (AESI) to Equal Weight from Underweight with a price target of $14, up from $10. The firm believes political headwinds will push more…
Atlas Energy upgraded to Equal Weight from Underweight at Barclays
Barclays upgraded Atlas Energy (AESI) to Equal Weight from Underweight with a $14 price target
Atlas Energy subsidiaries execute separate cost reimbursement agreements
Atlas Energy (AESI) Solutions announced that two wholly owned, indirect subsidiaries of Atlas have executed separate cost reimbursement agreements with a leading frontier AI lab in conjunction with th...
Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that two wholly owned, indirect subsidiaries of Atlas have executed separate cost reimbursement agree...
Atlas Energy enters into $340.5M contract with Wyoming Machinery Company
The company states: “On September 18, 2026, Atlas Energy (AESI) Solutions Shackelford 1, LLC entered into a Purchase Agreement with Wyoming Machinery Company d/b/a Energy Solutions, a Wyoming corporat...
Atlas Energy price target lowered to $17 from $21 at Citi
Citi lowered the firm’s price target on Atlas Energy (AESI) to $17 from $21 and keeps a Buy rating on the shares. The firm cites its weaker proppant volume sales…
Atlas Energy price target lowered to $15 from $19 at Piper Sandler
Piper Sandler lowered the firm’s price target on Atlas Energy (AESI) to $15 from $19 and keeps a Neutral rating on the shares. The firm notes it’s been a tumultuous…
Atlas Energy price target lowered to $12 from $14 at Goldman Sachs
Goldman Sachs lowered the firm’s price target on Atlas Energy (AESI) to $12 from $14 and keeps a Sell rating on the shares.
Atlas Energy price target lowered to $10 from $14 at Barclays
Barclays analyst Eddie Kim lowered the firm’s price target on Atlas Energy (AESI) to $10 from $14 and keeps an Underweight rating on the shares. The firm updated the company’s…
Atlas Energy price target lowered to $25 from $28 at Stifel
Stifel analyst Stephen Gengaro lowered the firm’s price target on Atlas Energy (AESI) to $25 from $28 and keeps a Buy rating on the shares.
Atlas Energy price target lowered to $17 from $21 at RBC Capital
RBC Capital analyst Keith Mackey lowered the firm’s price target on Atlas Energy (AESI) to $17 from $21 and keeps a Sector Perform rating on the shares. Atlas delivered Q2…
Atlas Energy Solutions Earnings Call Transcript: Q2 2026
Q2 2026 saw $293.2M revenue and $49.5M adjusted EBITDA, with a major 120 MW data center power contract signed. Sand and logistics volumes were mixed, but logistics and power segments showed strong growth. Strategic price discipline aims to drive market rationalization.
Atlas Energy Solutions Earnings release: Q2 2026
Atlas Energy Solutions released its Q2 2026 earnings on August 4, 2026, summarizing the period's financial results.
Atlas Energy Solutions Quarterly report: Q2 2026
Atlas Energy Solutions has published its Q2 2026 quarterly earnings report on August 4, 2026.
Atlas Energy Solutions Announces Second Quarter 2026 Results
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the second quarter ended June 30, 2026. Second Qu...
Atlas Energy expands autonomous truck operations in Permian Basin
Atlas Energy Solutions (AESI) announced an expansion of its autonomous truck operations in the Permian Basin. Working with Kodiak AI (KDK), Atlas is expanding its driverless proppant delivery program ...
Atlas Energy Solutions Expands AI-Enabled Digital Transformation of Oilfield Logistics with Kodiak-Powered Driverless Trucks
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas”), a leading energy solutions provider, today announced an expansion of its autonomous truck operations in the Permian ...
Atlas Energy price target lowered to $14 from $16 at Barclays
Barclays analyst Eddie Kim lowered the firm’s price target on Atlas Energy (AESI) to $14 from $16 and keeps an Underweight rating on the shares. The firm adjusted targets in…
Atlas Announces Timing of Second Quarter 2026 Earnings Release and Conference Call
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced that it will issue its second quarter 2026 earnings release after market close on Mo...
Atlas Energy price target raised to $15 from $13 at BofA
BofA raised the firm’s price target on Atlas Energy (AESI) to $15 from $13 and keeps a Neutral rating on the shares. The firm updated estimates and targets as part…
Atlas Energy Solutions Earnings Call Transcript: Q1 2026
Q1 revenue reached $265.5M with EBITDA of $28.4M, impacted by weather and logistics costs. Sand operations are sold out for Q2, and power segment momentum is strong with a 1.4 GW Caterpillar agreement and a 120 MW PPA. Q2 EBITDA is guided to ~$50M, up 76% sequentially.
Atlas Energy Solutions Quarterly report: Q1 2026
Atlas Energy Solutions has published its Q1 2026 quarterly earnings report on May 5, 2026.