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Atlas Energy Solutions Inc. (AESI)

14.36 +0.36 (+2.61%)
As of 3:07:44 PM EDT. Market Open.
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  • Previous Close 13.99
  • Open 14.19
  • Bid 14.39 x 70000
  • Ask 14.43 x 20000
  • Day's Range 13.73 - 14.47
  • 52 Week Range 7.64 - 20.13
  • Volume 1,922,686
  • Avg. Volume 3,128,820
  • Market Cap (intraday) 1.793B
  • Beta (5Y Monthly) 1.13
  • PE Ratio (TTM) --
  • EPS (TTM) -0.95
  • Earnings Date Nov 2, 2026
  • Forward Dividend & Yield 1.00 (8.48%)
  • Ex-Dividend Date Aug 14, 2025
  • 1y Target Est 18.17

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 produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power rentals to the oil and gas industry. Atlas Energy Solutions Inc. formerly known as New Atlas HoldCo. Inc. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

atlas.energy

1,511

Full Time Employees

December 31

Fiscal Year Ends

Energy

Sector

Recent News

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Performance Overview

Trailing total returns as of 9/9/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

AESI
52.39%
S&P 500 (^GSPC)
11.68%

1-Year Return

AESI
37.11%
S&P 500 (^GSPC)
17.39%

3-Year Return

AESI
31.51%
S&P 500 (^GSPC)
71.51%

5-Year Return

AESI
17.97%
S&P 500 (^GSPC)
70.14%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q2 FY26
Revenue 293.18M
Earnings -25.1M
Profit Margin -8.56%

Q3

FY25

Q4

FY25

Q1

FY26

Q2

FY26

0
100M
200M
-16.0%
-14.0%
-12.0%
-10.0%

Analyst Insights

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Analyst Price Targets

10.00 Low
18.17 Average
14.35 Current
25.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 9/3/2026
Analyst Citigroup
Rating Action Maintains
Rating Buy
Price Action Lowers
Price Target 21 -> 17

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (5yr expected)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -11.08%

  • Return on Assets (ttm)

    -2.49%

  • Return on Equity (ttm)

    -9.93%

  • Revenue (ttm)

    1.07B

  • Net Income Avi to Common (ttm)

    -118.33M

  • Diluted EPS (ttm)

    -0.95

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    168.22M

  • Total Debt/Equity (mrq)

    94.27%

  • Levered Free Cash Flow (ttm)

    -118.4M

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