AESI logo

ATLAS ENERGY SOLUTIONS INC

AESINYSE
🏆 #2214 by market capEarnings Nov 2US Equity
$11.65▼ $0.62 (−5.28%)
🌙 After hours$11.65▲ 0.00%Regular close · extended-hours price shown
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Track AESI
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Track
24h▼ 5.3%
7d▲ 1.2%
14d▼ 14.3%
30d▼ 10.9%
ytd▲ 23.8%
1y▲ 2.4%
🏦Market Cap
$1.46B
Small Cap
📈Revenue Growth (YoY)
+3.7%
Slowing
📊Gross Margin
4.2%
Thin
💵FCF Margin
-17.2%
Thin
⚖️P/S Ratio
1.4x
Cheap
Otter Score
64
Fair

Trading Snapshot

Day Range
$11.55 – $11.88
52-Week Range
$7.64 – $20.13
Volume
$2.35B
Avg Volume
$3.04B
Shares Outstanding
124.9M
Next Earnings
Oct 22, 2026

Fundamentals Snapshot

Annual Revenue
$1.10B
Last Q Revenue
$293M
P/E Ratio
-12.3
P/S Ratio
1.4x
EPS (TTM)
$-0.95
Dividend Yield
0.00%
Dilution (1yr)
+11.5%

Why Investors Own AESI

  • ✓High-growth profile — revenue up +21.0% YoY with expanding US Equity exposure.
  • ✓Healthy economics — 49% gross margin and 19% free-cash-flow margin.
  • ✓New products and segments could unlock additional revenue streams.
⚠️ Key Risks

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

AESI logo

ATLAS ENERGY SOLUTIONS INC

AESI
Financial Trends
RevenueThe total money the company brought in from sales, before subtracting any costs.
$1.1B▲ +3.7% YoY
Gross MarginOf every $1 of sales, how much is left after the direct cost of making the product/service. Higher = more efficient.
13.8%▼ −37.4% YoY
Operating IncomeProfit from the core business after operating costs, but before interest and taxes. Negative means the core business isn’t profitable yet.
−$16M▼ −114.5% YoY
Free Cash FlowCash left over after running the business and paying for equipment/capex. Negative means the company is burning cash.
−$31M▼ −73.7% YoY
Shares OutstandingHow many shares exist. Rising means the company is issuing more shares, which dilutes (shrinks) each existing owner’s slice.
124.0M▲ +11.5% YoY
Net CashCash minus total debt. Positive = more cash than debt (financially strong); negative = more debt than cash (net debt).
−$538M▼ −$80M YoY
StockOtter · stockotter.space

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.

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Otter Score Breakdown

How it's scoredFive components, each rated 1–5★ and equally weighted (20%), averaged to a 0–100 score:💎 Quality — gross margin🚀 Growth — revenue YoY⚖️ Valuation — P/S ratio⚡ Momentum — 30-day price change💧 Dilution — 1-yr share issuance (buybacks score higher)
💎Quality★★★★★
🚀Growth★★★★★
⚖️Valuation★★★★★
⚡Momentum★★★★★
💧Dilution★★★★★
Overall Score
Fair
64/100

Analyst Price Target

ⓘ
Average Target
$11.70
▲ +0.4% Upside
High Target$14.54
Low Target$10.29
Based on 36 analysts

Latest News & Updates

The Motley Fool·4d ago

Why Atlas Energy Solutions Surged Almost 14% Higher on Friday

These cover work related to AI data center power generation. Atlas has been pivoting into this business in recent years.

Business Wire·4d ago

Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that two wholly owned, indirect subsidiaries of Atlas have executed separate cost reimbursement agreements with a leading

Seeking Alpha·7d ago

Atlas Energy Solutions: The Frac Sand Cycle Is Turning, And Power Is In Tow

Atlas Energy Solutions is rated STRONG BUY, driven by proppant price recovery and strategic expansion into power solutions. AESI's low-cost sand production, advanced logistics, and autonomous trucking provide a durable c

Defense World·Aug 13

Assenagon Asset Management S.A. Acquires Shares of 210,815 Atlas Energy Solutions Inc. $AESI

Assenagon Asset Management S.A. bought a new position in Atlas Energy Solutions Inc. (NYSE: AESI) in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Com

Seeking Alpha·Aug 5

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

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

Seeking Alpha·Aug 4

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

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