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Atlas Energy Solutions Inc. (AESI)

17.13 -0.25 (-1.44%)
At close: May 1 at 4:00:03 PM EDT
17.36 +0.23 (+1.34%)
After hours: May 1 at 7:50:05 PM EDT
Trade AESI on Coinbase
AESI Q1 2026 earnings call
May 5, 2026 at 10 AM EDT
Chart Range Bar
Loading chart for AESI
  • Previous Close 17.38
  • Open 17.23
  • Bid --
  • Ask --
  • Day's Range 17.04 - 17.81
  • 52 Week Range 7.64 - 17.81
  • Volume 3,386,693
  • Avg. Volume 4,230,388
  • Market Cap (intraday) 2.139B
  • Beta (5Y Monthly) 0.57
  • PE Ratio (TTM) --
  • EPS (TTM) -0.41
  • Earnings Date May 4, 2026
  • Forward Dividend & Yield 1.00 (5.84%)
  • Ex-Dividend Date Aug 14, 2025
  • 1y Target Est 15.36

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

Performance Overview: AESI

Trailing total returns as of 5/1/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

AESI
81.85%
S&P 500 (^GSPC)
5.62%

1-Year Return

AESI
26.90%
S&P 500 (^GSPC)
29.01%

3-Year Return

AESI
7.79%
S&P 500 (^GSPC)
73.47%

5-Year Return

AESI
2.11%
S&P 500 (^GSPC)
72.92%

Earnings Trends: AESI

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q4 FY25
Revenue 249.43M
Earnings -26.03M

Q1

FY25

Q2

FY25

Q3

FY25

Q4

FY25

0
100M
200M

Analyst Insights: AESI

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Analyst Price Targets

9.00 Low
15.36 Average
17.13 Current
28.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 4/15/2026
Analyst Citigroup
Rating Action Upgrade
Rating Buy
Price Action Raises
Price Target 10.4 -> 18

Statistics: AESI

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Valuation Measures

Annual
As of 5/1/2026
  • Market Cap

    2.14B

  • Enterprise Value

    2.72B

  • Trailing P/E

    88.67

  • Forward P/E

    112.36

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    1.91

  • Price/Book (mrq)

    1.77

  • Enterprise Value/Revenue

    2.48

  • Enterprise Value/EBITDA

    15.21

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -4.59%

  • Return on Assets (ttm)

    -0.25%

  • Return on Equity (ttm)

    -4.48%

  • Revenue (ttm)

    1.1B

  • Net Income Avi to Common (ttm)

    -50.3M

  • Diluted EPS (ttm)

    -0.41

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    40.63M

  • Total Debt/Equity (mrq)

    51.43%

  • Levered Free Cash Flow (ttm)

    -32.8M

Compare To: AESI

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Company Insights: AESI

Fair Value

17.13 Current

Dividend Score

0 Low
Sector Avg.
100 High

Hiring Score

0 Low
Sector Avg.
100 High

Insider Sentiment Score

0 Low
Sector Avg.
100 High

Research Reports: AESI

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  • Rating increased to a HOLD

    ATLAS ENERGY SOLUTIONS INC has an Investment Rating of HOLD; a target price of $18.000000; an Industry Subrating of Medium; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of High.

    Rating
    Price Target
  • Raising target price to $12.00

    ATLAS ENERGY SOLUTIONS INC has an Investment Rating of SELL; a target price of $12.000000; an Industry Subrating of Medium; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of High.

    Rating
    Price Target
  • Raising target price to $10.00

    ATLAS ENERGY SOLUTIONS INC has an Investment Rating of SELL; a target price of $10.000000; an Industry Subrating of Medium; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of Medium.

    Rating
    Price Target
  • Lowering target price to $9.00

    ATLAS ENERGY SOLUTIONS INC has an Investment Rating of SELL; a target price of $9.000000; an Industry Subrating of Medium; a Management Subrating of Low; a Safety Subrating of Low; a Financial Strength Subrating of Low; a Growth Subrating of Low; and a Value Subrating of Medium.

    Rating
    Price Target

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