Atlas Energy Solutions Inc. (AESI) stock price, financials & research

Regular session · ET · Market data may be delayed.

GoAI snapshot

Jul 10, 2026

28/ 100

GoAI Score

Sell

Valuation

2

Overpriced

Sentiment

59

Mixed

Risk

52

Elevated Risk

Momentum

41

Neutral

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Company profile

Company website

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.

Industry: Oil & Gas Equipment & Services
Sector: Energy
Headquarters: US
CEO: John G. Turner
Listed since: Mar 9, 2023
Employees: 1,511

Market position

Day range

Current $12.23

$12.08$12.46

52-week range

Current $12.23

$7.64$20.13

Open: $12.46
Previous close: $12.46
Volume: 1.62M; 0.5× average
Average volume: 3.26M; Average daily volume
Market cap: 1.53B USD
Beta: 1.16; Market reference 1
50-day average: $12.3794; -1.21% below average
200-day average: $13.4192; -8.86% below average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value: 1.69B USD
P/E (TTM): -12.87×
P/B (TTM): 1.37×
P/S (TTM): 1.43×
EV / EBITDA: 9.46×
Earnings yield: -4.36%
Free cash flow yield: -2.68%
Dividend yield: 0.00%

Profitability & efficiency

Gross margin: 4.16%
Operating margin: -8.75%
Net margin: -11.08%
Return on equity: -4.16%
Return on assets: -2.26%
Return on invested capital: -0.59%

Financial health

Debt / equity: 0.87×
Current ratio: 1.46×
Altman Z-score: 0.98
Piotroski F-score: 3 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin

Income trends

Revenue

1.1B USD+3.73%

Operating income

−16.49M USD−130.36M USD

Net income

−50.3M USD−110.25M USD

Financial statements: Income statement
Metric (USD)	FY2025	FY2024	FY2023	FY2022	FY2021
Revenue	1.1B USD	1.06B USD	613.96M USD	482.72M USD	172.4M USD
Cost of goods sold	944.64M USD	823.94M USD	300.19M USD	226.42M USD	108.34M USD
Gross profit	150.67M USD	232.01M USD	313.77M USD	256.31M USD	64.07M USD
Selling, general, and administrative	138.83M USD	106.25M USD	48.64M USD	24.32M USD	17.07M USD
Operating expenses	167.15M USD	118.14M USD	48.64M USD	24.32M USD	17.07M USD
Interest expense	58M USD	38.65M USD	7.69M USD	15.76M USD	42.2M USD
Depreciation and amortization	189.01M USD	114.52M USD	41.63M USD	28.62M USD	24.6M USD
Operating income	−16.49M USD	113.88M USD	265.13M USD	231.99M USD	47M USD
Net income	−50.3M USD	59.94M USD	159.99M USD	217.01M USD	4.26M USD

Company facts updated Oct 8, 2026.

Earnings

EPS beat rate: 0%; 0 beats, 10 misses, 1 met estimate
Average EPS surprise: -96.81%; 11 comparable reports
Latest EPS result: -0.18; Estimate -0.15 · Miss by 22.35%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate

Latest fiscal-year EPS: -0.41; FY2025 · -174.55% year over year
Latest fiscal-year revenue: 1.1B USD; FY2025 · +3.73% year over year
Next fiscal-year EPS consensus: -0.948; FY2026 · 6 analysts
Next fiscal-year revenue consensus: 1.11B USD; FY2026 · 7 analysts

Annual EPS trend

Reported history and fiscal-year consensus

ReportedConsensus forecast

Annual revenue trend

Reported history and fiscal-year consensus

ReportedConsensus forecast

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Analyst price target

Average target

$17.25

41.05% upside

Past 12 months12-month forecastHigh $25.00Average $17.25Low $10.00

Rating distribution

11 ratings

Strong buy00%

Buy655%

Hold436%

Sell19%

Strong sell00%

Recent analyst actions

10 institutions

AESI news

marketbeat.comOct 4, 2026

The AI Buildout Needs Power It Cannot Get: 4 Energy Stocks Already Have It

Every valuation in the AI infrastructure trade rests on one quiet assumption: that compute stays scarce enough to keep prices high. That assumption is already showing cracks, and most investors haven't repriced for it.

Read source

fool.comSep 25, 2026

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.

Read source

businesswire.comSep 25, 2026

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…

Read source

seekingalpha.comSep 22, 2026

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…

Read source

defenseworld.netAug 13, 2026

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…

Read source

seekingalpha.comAug 5, 2026

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

Read source

Corporate actions

Corporate action history

Action	Ex-dividend date	Details	Record date	Payment date
Dividend	Aug 14, 2025	$0.25Quarterly	Aug 14, 2025	Aug 21, 2025
Dividend	May 15, 2025	$0.25Quarterly	May 15, 2025	May 22, 2025
Dividend	Feb 21, 2025	$0.25Quarterly	Feb 21, 2025	Feb 28, 2025
Dividend	Nov 7, 2024	$0.24Quarterly	Nov 7, 2024	Nov 14, 2024
Dividend	Aug 15, 2024	$0.23Semi-Annual	Aug 15, 2024	Aug 22, 2024
Dividend	May 15, 2024	$0.22Special	May 16, 2024	May 23, 2024