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Atlas Energy Solutions (AESI)
NYSE:AESI
AESI Stock Chart & Stats
$9.63
-$0.48(-2.14%)
At close: 4:00 PM EST
$9.63
-$0.48(-2.14%)
Day’s Range― - ―
52-Week Range$7.64 - $19.70
Previous CloseN/A
Volume183.73K
Average Volume (3M)2.22M
Market Cap
$1.20B
Enterprise Value$1.73B
Total Cash (Recent Filing)$40.63M
Total Debt (Recent Filing)$578.92M
Price to Earnings (P/E)―
Beta1.47
Next Earnings
May 11, 2026EPS Estimate
-0.17Next Dividend Ex-DateN/A
Dividend Yield10.12%
Share Statistics
EPS (TTM)-0.18
Shares Outstanding124,161,316
10 Day Avg. Volume2,362,962
30 Day Avg. Volume2,221,660
Financial Highlights & Ratios
PEG Ratio0.13
Price to Book (P/B)0.95
Price to Sales (P/S)1.05
P/FCF Ratio-37.29
Enterprise Value/Market Cap1.45
Enterprise Value/Revenue1.58
Enterprise Value/Gross Profit12.81
Enterprise Value/Ebitda9.70
Forecast
1Y Price Target
$11.63Price Target Upside20.77% Upside
Rating ConsensusHold
Number of Analyst Covering7
EPS Forecast (FY)-0.47
Revenue Forecast (FY)$1.07B
Bulls Say, Bears Say
Bulls Say
Growth OpportunitiesThe company's power generation business, Moser, provides significant growth opportunities and is expected to drive long-term growth and margins.
Operational EfficiencyThe Dune Express conveyor delivery system is a highly differentiated offering that enhances efficiency and supports margins.
Shareholder ValueStrong future free cash flow expectations support a 7.6% dividend yield and stock buybacks, enhancing shareholder value.
Bears Say
Customer DeferralsInvestors expressed frustration due to significant estimate cuts resulting from customer deferrals and confusion over flat quarterly EBITDA guidance despite new acquisitions.
Market EnvironmentAtlas Energy Solutions, Inc. faces a challenging environment in the US Land market due to oil prices remaining below $70 per barrel, driven by tariffs and OPEC+ production hikes.
Proppant Pricing PressureThe US Land rig count is expected to decrease, creating downward pressure on frac activity and proppant pricing.
Atlas Energy Solutions News
AESI FAQ
What was Atlas Energy Solutions’s price range in the past 12 months?
Atlas Energy Solutions lowest stock price was $7.64 and its highest was $19.70 in the past 12 months.
What is Atlas Energy Solutions’s market cap?
Atlas Energy Solutions’s market cap is $1.20B.
When is Atlas Energy Solutions’s upcoming earnings report date?
Atlas Energy Solutions’s upcoming earnings report date is May 11, 2026 which is in 70 days.
How were Atlas Energy Solutions’s earnings last quarter?
Atlas Energy Solutions released its earnings results on Feb 23, 2026. The company reported -$0.18 earnings per share for the quarter, beating the consensus estimate of -$0.227 by $0.047.
Is Atlas Energy Solutions overvalued?
According to Wall Street analysts Atlas Energy Solutions’s price is currently Undervalued.
Does Atlas Energy Solutions pay dividends?
Atlas Energy Solutions pays a Quarterly dividend of $0.25 which represents an annual dividend yield of 10.12%. See more information on Atlas Energy Solutions dividends here
What is Atlas Energy Solutions’s EPS estimate?
Atlas Energy Solutions’s EPS estimate is -0.17.
How many shares outstanding does Atlas Energy Solutions have?
Atlas Energy Solutions has 124,161,316 shares outstanding.
What happened to Atlas Energy Solutions’s price movement after its last earnings report?
Atlas Energy Solutions reported an EPS of -$0.18 in its last earnings report, beating expectations of -$0.227. Following the earnings report the stock price went down -5.727%.
Which hedge fund is a major shareholder of Atlas Energy Solutions?
Currently, no hedge funds are holding shares in AESI
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Atlas Energy Solutions Stock Smart Score
Underperform
1
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5
6
7
8
9
10
Analyst Consensus
Hold
Average Price Target:
$11.63 (20.77% Upside)
$11.63 (20.77% Upside)
Blogger Sentiment
Bullish
AESI Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 24.1K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $3.2M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.2%
Last 30 Days ▼ 5.1%
Last 30 Days ▼ 5.1%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Negative
20 days / 200 days
Momentum
-48.67%
12-Months-Change
Fundamentals
Return on Equity
-4.48%
Trailing 12-Months
Asset Growth
13.31%
Trailing 12-Months
Company Description
Atlas Energy Solutions
Atlas Energy Solutions Inc. provides proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico. The company was founded in 2017 and is based in Austin, Texas.
AESI Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a mix of solid financial results and operational achievements alongside meaningful near-term headwinds. Positives include a strong full-year adjusted EBITDA and margin profile, record utilization and shipments on the Dune Express with tangible environmental benefits, successful $20 million in cost savings, and a material strategic pivot into behind-the-meter power with a 240 MW order, a large pipeline (>2 GW), and targeted deployments (30 MW in Q1; >500 MW by 2027). Key challenges tempering the outlook are a weak sand and logistics pricing environment (average sand price expected to fall ~9% in Q1), margin pressure from load bonuses and competitor pricing, weather-related disruption (~$6M Q1 EBITDA impact), elevated Kermit operating costs until dredges are commissioned, rising interest expense and financing reliance, long equipment lead times and uncertain utility interconnection schedules, and limited visibility on second-half activity. Taken together, the highlights—particularly the strategic power transition, execution on Dune Express, and cost saving realization—outweigh the lowlights, but investors should monitor pricing, dredge commissioning progress, and financing/timing risks closely.View all AESI earnings summariesAESI Stock 12 Month Forecast
Average Price Target
$11.63
▲(20.77% Upside)
Technical Analysis
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Ownership Overview
34.97% Insiders
19.31% Mutual Funds
15.15% Other Institutional Investors
13.15% Public Companies and
Individual Investors