Atlas Energy Solutions Inc. · NYSE (us_market)
Energy · Oil & Gas Equipment & Services · United States
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.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-03-26$14.00 RISE2026-04-06$11.16 PEAK2026-05-20$19.75 55d | -20.3% 11d | Missed | Missed | — | — | +77.0% 44d | Missed |
DROP2025-11-03$12.65 RISE2026-02-25$9.57 PEAK2026-05-20$19.75 198d | -24.3% 114d | Missed | Missed | — | — | +106.4% 84d | Missed |
DROP2025-07-28$14.18 RISE2025-11-24$8.10 PEAK2026-02-19$12.06 206d | -42.9% 119d | Missed | Missed | — | — | +48.9% 87d | Missed |
DROP2025-06-13$14.65 RISE2025-09-09$10.47 PEAK2025-11-03$12.65 143d | -28.5% 88d | Missed | Missed | — | — | +20.8% 55d | Missed |
DROP2025-01-30$25.02 RISE2025-05-07$11.95 PEAK2025-06-13$14.65 134d | -52.2% 97d | Missed | Missed | — | — | +22.6% 37d | Missed |
DROP2024-09-23$23.23 RISE2024-11-01$19.16 PEAK2025-01-28$25.02 127d | -17.5% 39d | Missed | Missed | — | — | +30.6% 88d | Missed |
DROP2024-05-21$24.62 RISE2024-08-05$18.13 PEAK2024-09-23$23.23 125d | -26.4% 76d | Missed | Missed | — | — | +28.1% 49d | Missed |
DROP2023-09-26$24.17 RISE2024-01-10$15.78 PEAK2024-04-08$23.52 195d | -34.7% 106d | Missed | Missed | — | — | +49.0% 89d | Missed |
DROP2023-04-24$18.79 RISE2023-05-30$15.61 PEAK2023-08-22$22.20 120d | -16.9% 36d | Missed | Missed | — | — | +42.2% 84d | Missed |
A number of stocks jumped in the afternoon session after crude oil pushed back above $100 a barrel, with Brent near $111 and WTI close to $108.
Piper Sandler analyst Derek Podhaizer maintains Atlas Energy Solutions (NYSE:AESI) with a Neutral and raises the price target from $13 to $19.
Whether you see them or not, energy businesses play a crucial part in our daily activities, from powering our homes and businesses to powering our transportation and industries.But their prominence also brings high exposure to the ups and downs of economic and energy cycles. Luckily, the tide is turning in their favor as the industry’s 39.2% return over the past six months has topped the S&P 500 by 29.2 percentage points.
Atlas Energy Solutions entered Q1 with a recovering West Texas market, highlighted by rising trucking rates and expanding logistics margins. Management attributed performance to strong operational execution in its sand and logistics segment, citing a shift from low single-digit to mid-teen logistics margins by March. Severe winter weather and elevated maintenance costs at the Kermit facility temporarily weighed on margins, but these issues were resolved by quarter’s end. CEO John Turner noted, “
Atlas Energy Solutions entered Q1 with a recovering West Texas market, highlighted by rising trucking rates and expanding logistics margins. Management attributed performance to strong operational execution in its sand and logistics segment, citing a shift from low single-digit to mid-teen logistics margins by March. Severe winter weather and elevated maintenance costs at the Kermit facility temporarily weighed on margins, but these issues were resolved by quarter’s end. CEO John Turner noted, “
Atlas Energy Solutions Inc. reported first-quarter 2026 results showing revenue of US$265.58 million versus US$297.59 million a year earlier, and moved from net income of US$1.22 million to a net loss of US$47.26 million, with basic and diluted loss per share of US$0.38. Alongside these weaker quarterly results, management issued guidance for the second quarter of 2026 pointing to higher sand and logistics volumes and improved margins, highlighting the importance of its evolving power...
Atlas Energy Solutions Inc. reported first-quarter 2026 results showing revenue of US$265.58 million versus US$297.59 million a year earlier, and moved from net income of US$1.22 million to a net loss of US$47.26 million, with basic and diluted loss per share of US$0.38. Alongside these weaker quarterly results, management issued guidance for the second quarter of 2026 pointing to higher sand and logistics volumes and improved margins, highlighting the importance of its evolving power...
The United States market has shown robust performance, climbing 2.6% in the last seven days and achieving a remarkable 26% increase over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best, aligning management interests with those of shareholders.
The United States market has shown robust performance, climbing 2.6% in the last seven days and achieving a remarkable 26% increase over the past year, with earnings forecasted to grow by 17% annually. In this thriving environment, growth companies with high insider ownership can be particularly appealing as they often indicate strong confidence from those who know the business best, aligning management interests with those of shareholders.
Citigroup analyst Scott Gruber maintains Atlas Energy Solutions (NYSE:AESI) with a Buy and raises the price target from $18 to $22.
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
Chip stocks and hyperscalers aren’t the only AI winners. Industrials like Atlas Energy and Madison Air Are Flying Too.
Chip stocks and hyperscalers aren’t the only AI winners. Industrials like Atlas Energy and Madison Air Are Flying Too.
Atlas Energy Solutions Inc. (NYSE:AESI) is included among the 10 Best Energy Stocks to Buy Under $20 According to Billionaires. Atlas Energy Solutions Inc. (NYSE:AESI) is a leading solutions provider to the energy industry with a focus on leveraging technology, automation, and remote operations to enhance efficiencies. Atlas Energy Solutions Inc. (NYSE:AESI) reported mixed results […]
Atlas Energy Solutions Inc. (NYSE:AESI) is included among the 10 Best Energy Stocks to Buy Under $20 According to Billionaires. Atlas Energy Solutions Inc. (NYSE:AESI) is a leading solutions provider to the energy industry with a focus on leveraging technology, automation, and remote operations to enhance efficiencies. Atlas Energy Solutions Inc. (NYSE:AESI) reported mixed results […]
Barclays analyst Eddie Kim maintains Atlas Energy Solutions (NYSE:AESI) with a Underweight and raises the price target from $12 to $16.
It's been a good week for Atlas Energy Solutions Inc. ( NYSE:AESI ) shareholders, because the company has just released...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| AESI | -2.57% | +67.57% | +77.18% | +37.37% |
| XLE | -4.35% | -1.31% | +25.90% | +38.08% |
| Alpha (stock − sector) | +1.78% | +68.89% | +51.28% | -0.72% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 3.36M | $44.06M | 0.00% | Added+3.6% | 2026-03-31 |
| Wellington | fundamental | 1.48M | $19.43M | 0.00% | Added+29.0% | 2026-03-31 |
| FidelityFMR | fundamental | 12.7K | $166.25K | 0.00% | Trimmed-99.3% | 2026-03-31 |
| TRowePrice | fundamental | 109.9K | $1.44K | 0.00% | Added+13.8% | 2026-03-31 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-10upcoming | -0.07 | — | — |
| 2026-05-04 | -0.20 | -0.36 | -84.41% |
| 2026-02-23 | -0.20 | -0.21 | -4.95% |
| 2025-11-03 | -0.02 | -0.18 | -821.00% |
| 2025-08-04 | 0.11 | -0.01 | -105.24% |
| 2025-05-05 | 0.15 | 0.01 | -93.22% |
| 2025-02-24 | 0.17 | 0.07 | -62.14% |
| 2024-10-28 | 0.23 | 0.04 | -82.92% |
| 2024-08-05 | 0.35 | 0.18 | -47.04% |
| 2024-05-06 | 0.36 | 0.34 | -6.70% |
| 2024-02-27 | 0.51 | 0.36 | -29.28% |
| 2023-10-30 | 0.65 | 0.56 | -13.54% |
| 2023-07-31 | 0.66 | 0.69 | +4.04% |
| 2023-05-08 | 0.67 | 0.98 | +46.24% |