Atlas Energy Solutions Inc. (AESI)
| Market Cap | 2.13B +31.2% |
| Revenue (ttm) | 1.06B -8.4% |
| Net Income | -98.79M |
| EPS | -0.80 |
| Shares Out | 124.91M |
| PE Ratio | n/a |
| Forward PE | n/a |
| Dividend | $0.25 (1.46%) |
| Ex-Dividend Date | Aug 14, 2025 |
| Volume | 588,049 |
| Open | 17.90 |
| Previous Close | 18.25 |
| Day's Range | 17.07 - 18.20 |
| 52-Week Range | 7.64 - 20.13 |
| Beta | 0.99 |
| Analysts | Buy |
| Price Target | 19.92 (+16.83%) |
| Earnings Date | May 4, 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 12 analysts, the average rating for AESI stock is "Buy." The 12-month stock price target is $19.92, which is an increase of 16.83% from the latest price.
News
Atlas Energy price target raised to $14 from $9 at Goldman Sachs
Goldman Sachs raised the firm’s price target on Atlas Energy (AESI) to $14 from $9 and keeps a Sell rating on the shares. The company faces headwinds as it has…
Atlas Energy upgraded to Outperform from Market Perform at Raymond James
Raymond James analyst James Rollyson upgraded Atlas Energy (AESI) to Outperform from Market Perform with a $25 price target The company’s Q1 results brought clarity around its “materially increased” d...
Atlas Energy price target raised to $19 from $13 at Piper Sandler
Piper Sandler raised the firm’s price target on Atlas Energy (AESI) to $19 from $13 and keeps a Neutral rating on the shares. Looking back on Q1 earnings season, the…
Atlas Energy price target raised to $22 from $18 at Citi
Citi raised the firm’s price target on Atlas Energy (AESI) to $22 from $18 and keeps a Buy rating on the shares.
Atlas Energy price target raised to $16 from $12 at Barclays
Barclays raised the firm’s price target on Atlas Energy (AESI) to $16 from $12 and keeps an Underweight rating on the shares. The firm adjusted ratings and price targets in…
Atlas Energy price target raised to $20 from $14 at RBC Capital
RBC Capital raised the firm’s price target on Atlas Energy (AESI) to $20 from $14 and keeps a Sector Perform rating on the shares after its Q1 results. The company’s…
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.
Atlas Energy Solutions Earnings release: Q1 2026
Atlas Energy Solutions released its Q1 2026 earnings on May 5, 2026, summarizing the period's financial results.
Atlas Energy Solutions Announces First 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 first quarter ended March 31, 2026. First Qua...
Atlas Energy price target raised to $28 from $14 at Stifel
Stifel raised the firm’s price target on Atlas Energy (AESI) to $28 from $14 and keeps a Buy rating on the shares.
Atlas Energy upgraded to Buy from Neutral at Citi
Citi upgraded Atlas Energy (AESI) to Buy from Neutral with an $18 price target
Atlas Energy upgraded to Buy from Neutral at Citi
Citi upgraded Atlas Energy (AESI) to Buy from Neutral with a price target of $18, up from $10.40. The firm expects improving Permian completions to drive upside to the company’s…
Atlas Energy price target raised to $13 from $10 at Piper Sandler
Piper Sandler raised the firm’s price target on Atlas Energy (AESI) to $13 from $10 and keeps a Neutral rating on the shares. The firm says that over the past…
Atlas Announces Timing of First 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 first quarter 2026 earnings release after market close on Mon...
Atlas Energy announces pricing of upsized $390M placement of senior notes
Atlas Energy (AESI) Solutions has priced its previously announced private offering to persons reasonably believed to be qualified institutional buyers pursuant to Rule 144A under the Securities Act of...
Atlas Energy Solutions Inc. Announces Pricing of Upsized $390 Million Private Placement of 0.50% Convertible Senior Notes Due 2031
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (together with its subsidiaries, “Atlas” or the “Company”) today announced that it has priced its previously announced private ...
Atlas Energy announces offering of $300M of convertible senior notes due 2031
Atlas Energy (AESI) Solutions announced that, subject to market and other conditions, it intends to offer for sale in a private placement to persons reasonably believed to be qualified institutional…
Atlas Energy Solutions Inc. Announces Offering of $300 Million of Convertible Senior Notes Due 2031
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (together with its subsidiaries, “Atlas” or the “Company”) today announced that, subject to market and other conditions, it int...
Atlas Energy price target raised to $12 from $11 at Barclays
Barclays analyst Eddie Kim raised the firm’s price target on Atlas Energy (AESI) to $12 from $11 and keeps an Underweight rating on the shares. The firm believes the company’s…
Atlas Energy price target raised to $13 from $12 at RBC Capital
RBC Capital raised the firm’s price target on Atlas Energy (AESI) to $13 from $12 and keeps a Sector Perform rating on the shares. The firm is updating its estimates…
Atlas Energy Solutions Announces Executed 5-Year Power Purchase Agreement for 120 Megawatts (“MW”) of Private Generation Capacity and Provides Updated Operational and Financial Guidance
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (together with its subsidiaries, “Atlas” or the “Company”) today announced that it has executed a 5-year power purchase agreeme...
Atlas Energy Solutions Enters Agreement with Caterpillar Inc. to Secure Power Generation Assets Through 2029 to Support Private Grid Development Pipeline
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced the execution of a Global Framework Agreement (the “GFA”) with Caterpillar Inc. (NYS...
Atlas Energy Solutions Slides: Investor presentation
Atlas Energy Solutions has posted slides in relation to its latest quarterly earnings report, which was published on March 10, 2026.
Atlas Energy Solutions Earnings Call Transcript: Q4 2025
Q4 and full-year 2025 results exceeded expectations with strong Adjusted EBITDA and revenue, despite challenging sand and logistics pricing. The company accelerated its power segment, targeting 500MW by 2027, and expects improved margins as cost initiatives and new equipment come online.