AESI
Atlas Energy Solutions Inc. NYSE Listed Mar 9, 2023$16.64
+5.65%
vs $15.75
Mkt Cap $2.0B
52w Low $8.10
73.3% of range
52w High $19.75
50d MA $17.18
200d MA $12.51
P/E (TTM)
-20.9x
EV/EBITDA
17.9x
P/B
1.7x
Debt/Equity
0.5x
ROE
-4.2%
P/FCF
-65.9x
RSI (14)
39.10
ATR (14)
$0.82
Beta
0.57
50d MA
$17.18
200d MA
$12.51
Avg Volume
2.8M
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.
5918 West Courtyard Drive · Austin, TX 78730 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 4, 2026 | AMC | -0.23 | -0.38 | -65.2% | 17.75 | -0.5% | +8.3% | -4.3% | -0.6% | +2.4% | +0.7% | — |
| Feb 23, 2026 | AMC | -0.22 | -0.22 | +0.0% | 11.00 | +4.5% | -5.7% | -7.7% | +2.7% | -2.0% | +3.4% | — |
| Nov 3, 2025 | AMC | -0.03 | -0.13 | -333.3% | 12.65 | -14.2% | -15.9% | +5.7% | -0.5% | -0.4% | -4.6% | — |
| Aug 4, 2025 | AMC | 0.14 | -0.04 | -132.1% | 12.40 | +1.9% | +1.4% | -3.5% | -2.7% | -0.8% | -1.8% | — |
| May 5, 2025 | AMC | 0.18 | 0.08 | -55.6% | 14.07 | -4.4% | -10.6% | -5.0% | +2.5% | +2.6% | +5.3% | — |
| Feb 24, 2025 | AMC | 0.18 | 0.06 | -66.7% | 20.60 | +0.6% | -5.7% | -0.4% | +0.9% | -0.8% | -7.0% | — |
| Oct 28, 2024 | AMC | 0.25 | 0.19 | -24.0% | 20.02 | +4.3% | +1.7% | -2.6% | -1.4% | -2.1% | +4.2% | — |
| Aug 5, 2024 | AMC | 0.31 | 0.16 | -48.4% | 18.13 | +1.7% | +5.6% | +0.1% | +4.2% | -2.3% | +1.8% | — |
| May 6, 2024 | AMC | 0.38 | 0.26 | -31.6% | 22.92 | -2.3% | -1.8% | +0.8% | +1.4% | -1.2% | -0.6% | — |
| Feb 27, 2024 | AMC | 0.55 | 0.36 | -34.5% | 19.81 | +1.5% | -2.6% | -2.3% | +2.5% | +0.2% | +4.6% | — |
| Oct 30, 2023 | AMC | 0.63 | 0.55 | -12.7% | 19.29 | -4.4% | -5.6% | +1.0% | +2.2% | +0.9% | +0.0% | — |
| Jul 31, 2023 | AMC | 0.66 | 0.67 | +1.5% | 19.75 | +5.1% | +8.4% | -2.5% | +0.6% | -0.3% | -0.0% | — |
| May 8, 2023 | AMC | 0.66 | 0.03 | -95.5% | 17.04 | +0.6% | +3.0% | -0.9% | -1.5% | -1.5% | +3.5% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 2 | Raymond James | Upgrade | Mkt Perform → Outperform | $25 | $17.11 | $17.61 | +2.9% | +5.4% | -0.7% | +1.9% | -8.6% | +3.6% |
| Apr 15 | Citigroup | Upgrade | Neutral → Buy | — | $11.99 | $12.44 | +3.8% | +9.8% | +2.1% | -1.1% | +3.9% | +5.9% |
| Apr 15 | Piper Sandler | Maintains | Neutral → Neutral | — | $11.99 | $12.44 | +3.8% | +9.8% | +2.1% | -1.1% | +3.9% | +5.9% |
| Apr 6 | Barclays | Maintains | Underweight → Underweight | — | $12.15 | $10.84 | -10.8% | -8.1% | +0.7% | +0.7% | +1.7% | -1.2% |
| Apr 2 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $12.20 | $12.83 | +5.2% | -0.4% | -8.1% | +0.7% | +0.7% | +1.7% |
| Mar 12 | Barclays | Maintains | Underweight → Underweight | — | $13.20 | $13.20 | +0.0% | +2.3% | +0.7% | -3.0% | +6.0% | -3.2% |
| Mar 4 | Goldman Sachs | Maintains | Sell → Sell | — | $9.91 | $10.04 | +1.3% | +1.3% | +12.7% | +4.2% | +0.9% | +4.2% |
| Feb 26 | Barclays | Maintains | Underweight → Underweight | — | $9.57 | $9.31 | -2.7% | +2.7% | -2.0% | +3.4% | -0.5% | +1.3% |
| Dec 23 | Citigroup | Maintains | Neutral → Neutral | — | $9.31 | $9.30 | -0.1% | +5.0% | -1.8% | -1.9% | +1.3% | +0.9% |
| Nov 21 | Goldman Sachs | Downgrade | Neutral → Sell | — | $8.57 | $8.24 | -3.9% | -4.9% | -0.6% | +3.0% | +0.0% | +3.4% |
| Nov 17 | Piper Sandler | Maintains | Neutral → Neutral | — | $8.94 | $8.78 | -1.8% | -4.4% | +5.8% | -2.4% | -2.9% | -4.9% |
| Nov 14 | Barclays | Downgrade | Equal Weight → Underweight | — | $8.89 | $8.22 | -7.5% | +0.6% | -4.4% | +5.8% | -2.4% | -2.9% |
| Oct 16 | Piper Sandler | Maintains | Neutral → Neutral | — | $10.67 | $10.71 | +0.4% | -3.9% | -0.1% | +4.8% | -3.4% | -2.3% |
| Oct 13 | Barclays | Maintains | Equal Weight → Equal Weight | — | $10.55 | $10.57 | +0.2% | +2.7% | -0.8% | -0.7% | -3.9% | -0.1% |
| Oct 9 | RBC Capital | Downgrade | Outperform → Sector Perform | — | $11.60 | $11.30 | -2.6% | -4.6% | -4.7% | +2.7% | -0.8% | -0.7% |
| Oct 1 | Citigroup | Maintains | Neutral → Neutral | — | $11.37 | $11.16 | -1.8% | -0.2% | -0.7% | +3.4% | +2.1% | -3.2% |
| Aug 14 | Piper Sandler | Maintains | Neutral → Neutral | — | $12.06 | $11.67 | -3.2% | -6.1% | -0.6% | +0.4% | -0.8% | +0.4% |
| Aug 11 | Stifel | Maintains | Buy → Buy | — | $11.70 | $11.66 | -0.3% | -1.8% | +3.0% | +1.9% | -6.1% | -0.6% |
| Jul 16 | Stifel | Maintains | Buy → Buy | — | $13.35 | $13.45 | +0.7% | -0.7% | +2.7% | -1.4% | -1.6% | +1.7% |
| Jul 15 | Piper Sandler | Downgrade | Overweight → Neutral | — | $13.98 | $13.82 | -1.1% | -4.5% | -0.7% | +2.7% | -1.4% | -1.6% |
| May 13 | Citigroup | Maintains | Neutral → Neutral | — | $13.23 | $13.18 | -0.4% | +1.0% | -0.9% | -3.5% | +5.6% | -1.9% |
| May 8 | Piper Sandler | Maintains | Overweight → Overweight | — | $11.95 | $11.95 | +0.0% | +2.5% | +2.6% | +5.3% | +1.0% | -0.9% |
| May 7 | RBC Capital | Maintains | Outperform → Outperform | — | $12.58 | $12.71 | +1.0% | -5.0% | +2.5% | +2.6% | +5.3% | +1.0% |
| Apr 17 | RBC Capital | Maintains | Outperform → Outperform | — | $13.66 | $13.75 | +0.7% | +3.4% | -3.3% | -0.1% | +0.8% | +2.8% |
| Apr 10 | Goldman Sachs | Maintains | Neutral → Neutral | — | $14.66 | $13.83 | -5.7% | -8.3% | +2.5% | -1.7% | -1.3% | +2.1% |
| Apr 2 | RBC Capital | Maintains | Outperform → Outperform | — | $18.11 | $17.96 | -0.8% | +1.6% | -14.1% | -12.7% | +0.2% | -6.5% |
| Mar 3 | Barclays | Maintains | Equal Weight → Equal Weight | — | $19.38 | $19.45 | +0.4% | -7.0% | -0.9% | -1.8% | -1.5% | +2.5% |
| Feb 26 | RBC Capital | Maintains | Outperform → Outperform | — | $19.42 | $19.19 | -1.2% | -0.4% | +0.9% | -0.8% | -7.0% | -0.9% |
| Feb 26 | Benchmark | Maintains | Buy → Buy | — | $19.42 | $19.19 | -1.2% | -0.4% | +0.9% | -0.8% | -7.0% | -0.9% |
| Jan 30 | Barclays | Maintains | Equal Weight → Equal Weight | — | $25.02 | $25.15 | +0.5% | +0.0% | -8.2% | -3.0% | +0.6% | -2.5% |
| Jan 29 | Benchmark | Maintains | Buy → Buy | — | $25.02 | $25.09 | +0.3% | +0.0% | +0.0% | -8.2% | -3.0% | +0.6% |
| Jan 28 | RBC Capital | Maintains | Outperform → Outperform | — | $24.69 | $25.00 | +1.3% | +1.3% | +0.0% | +0.0% | -8.2% | -3.0% |
| Jan 28 | Stephens & Co. | Maintains | Overweight → Overweight | — | $24.69 | $25.00 | +1.3% | +1.3% | +0.0% | +0.0% | -8.2% | -3.0% |
| Jan 13 | BofA Securities | Downgrade | Buy → Neutral | — | $21.76 | $21.37 | -1.8% | -0.4% | +4.9% | +5.2% | +2.9% | -1.7% |
| Nov 14 | Citigroup | Downgrade | Buy → Neutral | — | $21.12 | $21.04 | -0.4% | -4.1% | -1.5% | +4.9% | -0.0% | +1.4% |
| Nov 12 | Barclays | Downgrade | Overweight → Equal Weight | — | $22.01 | $21.15 | -3.9% | -2.3% | -1.8% | -4.1% | -1.5% | +4.9% |
| Nov 7 | Goldman Sachs | Downgrade | Buy → Neutral | — | $21.43 | $20.52 | -4.2% | -3.9% | +0.2% | +6.6% | -2.3% | -1.8% |
| Oct 30 | RBC Capital | Maintains | Outperform → Outperform | — | $20.37 | $20.25 | -0.6% | -2.6% | -1.4% | -2.1% | +4.2% | +1.1% |
| Oct 16 | Barclays | Maintains | Overweight → Overweight | — | $19.98 | $20.43 | +2.3% | +2.0% | -1.7% | -0.4% | -0.4% | +2.1% |
| Oct 11 | RBC Capital | Maintains | Outperform → Outperform | — | $20.58 | $20.17 | -2.0% | -0.6% | -0.2% | -2.1% | +2.0% | -1.7% |
| Aug 29 | Goldman Sachs | Maintains | Buy → Buy | — | $20.74 | $20.86 | +0.6% | +1.3% | +0.4% | -3.7% | -1.4% | +2.0% |
| Nov 1 | Raymond James | Maintains | Strong Buy → Strong Buy | — | $18.21 | $18.31 | +0.5% | +1.0% | +2.2% | +0.9% | +0.0% | -3.9% |
| Aug 16 | Citigroup | Maintains | Buy → Buy | — | $20.95 | $21.33 | +1.8% | +1.9% | +1.9% | +1.5% | -0.4% | +0.9% |
| Aug 15 | Citigroup | Maintains | Buy → Buy | — | $21.79 | $21.65 | -0.6% | -3.9% | +1.9% | +1.9% | +1.5% | -0.4% |
| Aug 4 | Goldman Sachs | Maintains | Buy → Buy | — | $20.98 | $21.55 | +2.7% | -0.3% | -0.0% | -0.3% | -2.6% | -0.3% |
| Aug 3 | Goldman Sachs | Maintains | Buy → Buy | — | $20.86 | $20.77 | -0.4% | +0.6% | -0.3% | -0.0% | -0.3% | -2.6% |
| Aug 2 | Raymond James | Maintains | Strong Buy → Strong Buy | — | $21.40 | $21.50 | +0.5% | -2.5% | +0.6% | -0.3% | -0.0% | -0.3% |
| Aug 2 | RBC Capital | Maintains | Outperform → Outperform | — | $21.40 | $21.50 | +0.5% | -2.5% | +0.6% | -0.3% | -0.0% | -0.3% |
| Aug 1 | RBC Capital | Maintains | Outperform → Outperform | — | $19.75 | $20.75 | +5.1% | +8.4% | -2.5% | +0.6% | -0.3% | -0.0% |
| Aug 1 | Raymond James | Maintains | Strong Buy → Strong Buy | — | $19.75 | $20.75 | +5.1% | +8.4% | -2.5% | +0.6% | -0.3% | -0.0% |
No insider trades available.
8-K · 1.01
! Medium
Unknown — 8-K 1.01: Financing / Debt Agreement
The company secured revised debt agreements, providing greater financial flexibility and potentially lower borrowing costs, which improves liquidity and reduces near-term refinancing risk for shareholders.
Apr 9
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
The company is deploying capital for equipment purchases under a Caterpillar partnership, signaling operational expansion and commitment to executing its power generation business strategy.
Apr 6
8-K · 8.01
!! High
Unknown — 8-K 8.01: Material Event / Announcement
Caterpillar secured a major 5-year power contract worth approximately 120 MW of its recent equipment orders, providing long-term revenue visibility and demonstrating strong demand for its power generation solutions.
Apr 1
8-K · 1.01
!! High
Unknown — 8-K 1.01: Supply Agreement
AESI's $840M supply agreement with Caterpillar signals long-term revenue visibility and validates its manufacturing capabilities, likely supporting stock valuation and reducing business uncertainty for investors.
Mar 10
8-K
Unknown — 8-K Filing
Kodiak AI's driverless truck deployment doubling to 20 vehicles and 10,700+ paid operating hours validates commercial viability, making it an attractive autonomous trucking leader for investors seeking exposure to this high-margin logistics transformation sector.
Mar 10
8-K · 7.01
! Medium
Atlas Energy Solutions Inc. -- 8-K 7.01: Regulation FD Disclosure
Atlas Energy Solutions posted a February 2026 operations update video on its investor relations website detailing growth project progress.
Feb 23
8-K · 5.02
!!! Very High
Atlas Energy Solutions Inc. -- 8-K 5.02: Executive Change
Stacy Hock's resignation from Atlas Energy Solutions' Board was amicable and unrelated to operational disputes, suggesting stable company governance with no underlying conflict concerns for investors.
Feb 2
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Encompass Capital Advisors Llc | 9,135,182 | $120M | New | Mar 2026 |
| 2 | Vanguard Portfolio Management Llc | 4,846,431 | $64M | New | Mar 2026 |
| 3 | Cooperman Leon G | 4,083,175 | $54M | Reduced | Mar 2026 |
| 4 | Vanguard Capital Management Llc | 3,530,536 | $46M | New | Mar 2026 |
| 5 | Barrow Hanley Mewhinney & Strauss Llc | 3,149,891 | $41M | Reduced | Mar 2026 |
| 6 | Janus Henderson Group Plc | 2,563,334 | $34M | New | Mar 2026 |
| 7 | Cooke & Bieler Lp | 2,515,894 | $33M | Reduced | Mar 2026 |
| 8 | Millennium Management | 2,464,227 | $32M | Added | Mar 2026 |
| 9 | Ubs Group Ag | 2,359,972 | $31M | Added | Mar 2026 |
| 10 | Pine Ridge Advisers Llc | 1,844,036 | $24M | New | Mar 2026 |
| 11 | Franklin Resources Inc | 1,402,135 | $18M | Added | Mar 2026 |
| 12 | Nixon Capital, Llc | 1,195,190 | $16M | — | Mar 2026 |
| 13 | Frontier Capital Management Co Llc | 1,655,363 | $16M | Added | Dec 2025 |
| 14 | Morgan Stanley | 1,606,108 | $15M | Reduced | Dec 2025 |
| 15 | Meridian Wealth Advisors, Llc | 953,958 | $13M | Reduced | Mar 2026 |
| 16 | Liontrust Investment Partners Llp | 1,318,334 | $12M | Reduced | Mar 2026 |
| 17 | Northern Trust Corp | 772,838 | $10M | Added | Mar 2026 |
| 18 | Bnp Paribas Financial Markets | 653,256 | $9M | Added | Mar 2026 |
| 19 | Evergreen Capital Management Llc | 625,487 | $8M | Reduced | Mar 2026 |
| 20 | Invesco Ltd. | 585,953 | $8M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$2.04B
Enterprise Value
$2.53B
P/E (TTM)
-20.93x
Forward P/E
—
PEG Ratio
0.13x
P/B
1.69x
P/S
1.92x
P/FCF
-65.88x
EV/EBITDA
17.92x
Shares Out
122.4M
Financials (TTM)
Revenue
$1.06B
Net Income
-$98.8M
EBITDA
$141.4M
Free Cash Flow
-$30.9M
Op Cash Flow
$117.3M
EPS Basic
$-0.41
EPS Diluted
$-0.79
EPS Forward
$-0.50
Gross Margin
7.4%
Op Margin
-6.2%
Net Margin
-9.3%
Balance Sheet
Total Assets
$2.23B
Total Liab.
$1.02B
Total Equity
$1.21B
Cash
$40.6M
LT Debt
$538.2M
Book Value/Sh
$9.87
Debt/Equity
0.48x
Current Ratio
1.46
Quick Ratio
1.05
Returns & Growth
ROE
-4.2%
ROA
-2.3%
ROIC
-0.4%
Rev Growth YoY
+3.7%
EPS Growth YoY
-174.6%
Price Returns
2W
-12.1%
1M
-4.0%
3M
+73.3%
6M
+93.6%
12M
+37.4%
Technicals
52W High
$19.75
52W Low
$8.10
50d MA
$17.18
200d MA
$12.51
RSI (14)
39.10
ATR (14)
$0.82
Beta
0.57
Avg Volume
2.8M
Dividends
Div Rate
$0.75
Div Yield
4.4%
Frequency
4
Ex-Div Date
Aug 14, 2025
Analyst Price Targets
Consensus
$12.60
High
$16.00
Low
$8.00
Median
$13.00
Data updated apr 24, 2026 4:21pm
· Source: financialmodelingprep.com