AESI logo

ATLAS ENERGY SOLUTIONS INC

AESINYSE
๐Ÿ† #2097 by market capEarnings Nov 2US Equity
$11.74โ–ผ $0.23 (โˆ’2.00%)
๐ŸŒ™ After hours$11.74โ–ฒ 0.00%Regular close ยท extended-hours price shown
1hโ€”
24hโ–ผ 2.0%
7dโ–ฒ 6.1%
14dโ–ฒ 14.2%
30dโ–ผ 20.2%
1yโ–ผ 2.8%
๐ŸฆMarket Cap
$1.47B
Small Cap
๐Ÿ“ˆRevenue Growth (YoY)
+3.7%
Slowing
๐Ÿ“ŠGross Margin
4.2%
Thin
๐Ÿ’ตFCF Margin
-17.2%
Thin
โš–๏ธP/S Ratio
1.4x
Cheap
Otter Score
64
Fair

Trading Snapshot

Day Range
$11.64 โ€“ $11.97
52-Week Range
$7.64 โ€“ $20.13
Volume
$2.35B
Avg Volume
$3.04B
Shares Outstanding
124.9M
Next Earnings
Sep 4, 2026

Fundamentals Snapshot

Annual Revenue
$1.10B
Last Q Revenue
$293M
P/E Ratio
-12.4
P/S Ratio
1.4x
EPS (TTM)
$-0.95
Dividend Yield
2.13%

Why Investors Own AESI

  • โœ“High-growth profile โ€” revenue up +21.0% YoY with expanding US Equity exposure.
  • โœ“Healthy economics โ€” 49% gross margin and 19% free-cash-flow margin.
  • โœ“New products and segments could unlock additional revenue streams.
โš ๏ธ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$1.10Bโ–ฒ +23.3% YoY
Gross Margin (TTM)
49.4%โ–ฒ +0.1% YoY
Operating Income (TTM)
$186Mโ–ฒ +23.3% YoY
Free Cash Flow (TTM)
$208Mโ–ฒ +23.3% YoY

About ATLAS ENERGY SOLUTIONS INC

Atlas Energy Solutions Inc. (AESI), an Austin, Texas-based enterprise established in 2017, offers crucial proppant and supply chain management solutions. The company's core focus is serving the oil and natural gas industry across the expansive Permian Basin, which encompasses both West Texas and New Mexico.

๐Ÿฆฆ

Otter Score Breakdown

โ“˜
๐Ÿ’ŽQualityโ˜…โ˜…โ˜…โ˜…โ˜…
๐Ÿš€Growthโ˜…โ˜…โ˜…โ˜…โ˜…
โš–๏ธValuationโ˜…โ˜…โ˜…โ˜…โ˜…
โšกMomentumโ˜…โ˜…โ˜…โ˜…โ˜…
Overall Score
Fair
64/100

Analyst Ratings

โ“˜
Consensus
Buy
18 analysts
Strong Buy5
Buy6
Hold5
Sell2
Strong Sell0
Ratings as of Aug 2026

Latest News & Updates

๐Ÿš€
Benzingaยท6d ago

Stifel Maintains Buy on Atlas Energy Solutions, Lowers Price Target to $25

Stifel analyst Stephen Gengaro maintains Atlas Energy Solutions (NYSE:AESI) with a Buy and lowers the price target from $28 to $25.

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Benzingaยท7d ago

RBC Capital Maintains Sector Perform on Atlas Energy Solutions, Lowers Price Target to $17

RBC Capital analyst Keith Mackey maintains Atlas Energy Solutions (NYSE:AESI) with a Sector Perform and lowers the price target from $21 to $17.

SeekingAlphaยท7d ago

Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Prepared Remarks Transcript

Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call August 2, 2026 8:00 PM EDTCompany ParticipantsJohn Turner - President, CEO & DirectorTim Ondrak...

SeekingAlphaยท8d ago

Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Transcript

Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call August 4, 2026 10:00 AM EDTCompany ParticipantsKyle Turlington - Vice President of Investor...

๐Ÿ›ฐ๏ธ
Benzingaยท9d ago

Atlas Energy Solutions Q2 EPS $(0.20) Misses $(0.12) Estimate, Sales $293.178M Beat $280.870M Estimate

Atlas Energy Solutions (NYSE:AESI) reported quarterly losses of $(0.20) per share which missed the analyst consensus estimate of $(0.12) by 66.67 percent. This is a 400 percent decrease over losses of $(0.04) per share

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Benzingaยท12d ago

Atlas Energy Solutions Employs Kodiak AI Driverless Trucks To Expand Operations In The Permian Basin

Working with Kodiak AI, Inc. ("Kodiak") (NASDAQ:KDK), a leading provider of Physical AI-powered autonomous driving technology, Atlas is expanding its driverless proppant delivery program to a second simultaneous