Goldman Sachs Lowers Atlas Energy Rating from Neutral to Sell
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 20 2025
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Analyst Downgrade: Goldman Sachs analyst Ati Modak downgraded Atlas Energy from Neutral to Sell, lowering the price target from $12 to $8.
Market Concerns: The downgrade is based on concerns about the company's performance in 2026, including lower sand prices and challenging logistics profitability.
Volume Projections: Atlas Energy is expected to see a slight increase in volumes year-over-year, with projections of 21.7 million tons in 2026 compared to 21.2 million tons in 2025.
EBITDA Estimates: Goldman's EBITDA estimates for Atlas Energy are approximately 10% below consensus, reflecting the firm's cautious outlook on the company's financial health.
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Analyst Views on AESI
Wall Street analysts forecast AESI stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for AESI is 9.93 USD with a low forecast of 7.00 USD and a high forecast of 13.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Analyst Rating
1 Buy
4 Hold
3 Sell
Hold
Current: 11.680
Low
7.00
Averages
9.93
High
13.00
Current: 11.680
Low
7.00
Averages
9.93
High
13.00
About AESI
Atlas Energy Solutions Inc. is a solution provider to the energy industry. Its portfolio of offerings includes oilfield logistics, distributed power systems, and the proppant supply network in the Permian Basin. Its hundred percent of Atlas LLC’s sand reserves are located in Texas within the Permian Basin and operations consist of proppant production and processing facilities, including four facilities near Kermit, Texas (together, the Kermit facilities), a fifth facility near Monahans, Texas, and the OnCore distributed mining network. Sand and Logistics segments provide locally sourced over 100 mesh and 40/70 sand used as a proppant during the well completion process. Also, it provides a differentiated logistics platform that includes its fleet of fit-for-purpose trucks, trailers, and the Dune Express, an overland conveyor infrastructure solution. The Power segment provides distributed power solutions through a fleet of approximately 950 natural gas-powered reciprocating generators.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Atlas Energy Solutions to Release Q4 2025 Earnings on February 23, 2026
- Earnings Release Schedule: Atlas Energy Solutions Inc. will issue its Q4 and year-end 2025 earnings report after market close on February 23, 2026, which is expected to impact investor confidence by showcasing financial and operational results.
- Conference Call Timing: The company will host a conference call on February 24, 2026, at 9:00 AM Central Time to discuss financial and operational results, providing an opportunity for investor interaction with management and enhancing transparency.
- Webcast Access: Investors can join the conference call via a live webcast available on the company’s website, with a recommendation to connect at least 10 minutes early to ensure proper registration, reflecting the company's commitment to investor communication.
- Company Overview: Atlas Energy Solutions focuses on the energy sector, offering oilfield logistics, distributed power systems, and the largest proppant supply network in the Permian Basin, aiming to enhance operational efficiency through technology and automation to maximize shareholder value.
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Atlas Energy Solutions Schedules Q4 2025 Earnings Release and Conference Call
- Earnings Release Schedule: Atlas Energy Solutions Inc. will issue its Q4 and year-end 2025 earnings report after market close on February 23, 2026, reflecting the company's commitment to transparency and investor communication.
- Conference Call Timing: The company will host a conference call on February 24, 2026, at 9:00 AM Central Time (10:00 AM Eastern Time) to discuss financial and operational results, aiming to enhance investor understanding and confidence in its performance.
- Webcast Availability: Investors can join the live webcast via the company's website, with a recommendation to connect at least 10 minutes early to ensure proper registration, demonstrating the company's focus on investor experience.
- Company Background: Atlas Energy Solutions is a key player in the energy sector, offering oilfield logistics, distributed power systems, and the largest proppant supply network in the Permian Basin, emphasizing the use of technology and automation to improve operational efficiencies and maximize shareholder value.
Continue Reading