Atlas Energy Solutions Inc. (AESI)
| Market Cap | 2.36B +52.2% |
| 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 | $0.50 (2.65%) |
| Ex-Dividend Date | Aug 14, 2025 |
| Volume | 2,904,603 |
| Open | 18.59 |
| Previous Close | 18.98 |
| Day's Range | 18.38 - 19.23 |
| 52-Week Range | 7.64 - 19.61 |
| Beta | 1.04 |
| Analysts | Hold |
| Price Target | 15.67 (-16.96%) |
| 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 6 analysts, the average rating for AESI stock is "Hold." The 12-month stock price target is $15.67, which is a decrease of -16.96% from the latest price.
News
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 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 executes five-year power purchase agreement for 120 MW
Atlas Energy Solutions (AESI) has executed a 5-year power purchase agreement with a subsidiary of an investment-grade technology infrastructure provider. The PPA features an initial term of 5 years an...
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 price target lowered to $8 from $11 at Barclays
Barclays lowered the firm’s price target on Atlas Energy (AESI) to $8 from $11 and keeps an Underweight rating on the shares. The firm sys the company’s framework agreement with…
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 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.
Atlas Energy Solutions Announces Fourth Quarter and Year End 2025 Results
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the fourth quarter and fiscal year ended December...
Eldridge Closes $375 Million Lease Facility with Atlas Energy Solutions Inc.
NEW YORK--(BUSINESS WIRE)--Eldridge Capital Management (“Eldridge”) today announced the closing of a $375 million lease facility with Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas”). The facility w...
Atlas Announces Timing of Fourth Quarter & Year End 2025 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 fourth quarter and year end 2025 earnings release after marke...
Atlas Energy Solutions Earnings Call Transcript: Q3 2025
Q3 saw revenue of $259.6M and adjusted EBITDA of $40.2M, with volumes pressured by weak Permian activity and operational issues. Power business is rapidly expanding, driving a temporary dividend suspension to fund growth. Market share is rising despite industry headwinds.