AESI Stock: Price, Forecast, Financials & AI Analysis

High

Open

VWAP

Vol

Mkt Cap

Low

Amount

EV/EBITDA(TTM)

Total Shares

EV/OCF(TTM)

P/S(TTM)

Market Estimates

Earnings Estimates

Revenue

YoY Chg

EPS

YoYChg

FY2025Q4

FY2026Q1

FY2026Q2

236.31M

-12.91%

-0.197

-401.64%

254.60M

-14.45%

-0.093

-376.12%

269.11M

-6.78%

-0.027

+343.76%

Estimates Revision

The market is revising Downward the revenue expectations for Atlas Energy Solutions Inc. (AESI) for FY2025, with the revenue forecasts being adjusted by -3.51% over the past three months. During the same period, the stock price has changed by -1.01%.

Revenue Estimates for FY2025

Revise Downward

-3.51%

In Past 3 Month

EPS Estimates for FY2025

Revise Downward

-285.71%

In Past 3 Month

Stock Price

Go Down

-1.01%

In Past 3 Month

8 Analyst Rating

Wall Street analysts forecast AESI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AESI is 9.86 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.

1 Buy

4 Hold

3 Sell

Hold

Current: 0.000

Low

7.00

Averages

9.86

High

13.00

Current: 0.000

Low

7.00

Averages

9.86

High

13.00

Citi

Neutral

downgrade

$11

2025-12-23

Reason

Citi

Price Target

$11

2025-12-23

downgrade

Neutral

Reason

Citi lowered the firm's price target on Atlas Energy to $10.40 from $11 and keeps a Neutral rating on the shares.

Goldman Sachs

Ati Modak

Neutral -> Sell

downgrade

$12 -> $8

2025-11-20

Reason

Goldman Sachs

Ati Modak

Price Target

$12 -> $8

2025-11-20

downgrade

Neutral -> Sell

Reason

Goldman Sachs analyst Ati Modak downgraded Atlas Energy to Sell from Neutral with a price target of $8, down from $12. The firm remains cautious about the company's 2026 with lower sand prices y/y in the $18-19 per ton range, a small improvement in volumes y/y with about 21.7M tons driven by market share gains in a challenging backdrop vs 21.2M tons in 2025, and challenging logistics profitability for Atlas, resulting in Goldman's EBITDA estimates being about 10% below consensus, the analyst tells investors in a research note.

Piper Sandler

Neutral

downgrade

$12 -> $10

2025-11-17

Reason

Piper Sandler

Price Target

$12 -> $10

2025-11-17

downgrade

Neutral

Reason

Piper Sandler lowered the firm's price target on Atlas Energy to $10 from $12 and keeps a Neutral rating on the shares. The firm notes the company announced its entry into the larger MW market with 240MW of 4MW/unit recips, much different than its existing Moser assets. Despite scaling into a more attractive power arena, Atlas still faces challenges from its base OFS business and dividend suspension.

Barclays

Equal Weight -> Underweight

downgrade

2025-11-14

Reason

Barclays

Price Target

2025-11-14

downgrade

Equal Weight -> Underweight

Reason

Barclays downgraded Atlas Energy to Underweight from Equal Weight with a $7 price target.

Barclays

Equal Weight -> Underweight

downgrade

$11 -> $7

2025-11-14

Reason

Barclays

Price Target

$11 -> $7

2025-11-14

downgrade

Equal Weight -> Underweight

Reason

Barclays downgraded Atlas Energy to Underweight from Equal Weight with a price target of $7, down from $11. Atlas Energy is a "show-me" story following a host of operational and guidance misses. The company now need to prove it can deliver on volumes and realize Dune Express's full potential, the analyst tells investors in a research note. Barclays continues to have a cautious outlook on the U.S. onshore market for the next several quarters.

Piper Sandler

Derek Podhaizer

Neutral

downgrade

$14 -> $12

2025-10-16

Reason

Piper Sandler

Derek Podhaizer

Price Target

$14 -> $12

2025-10-16

downgrade

Neutral

Reason

Piper Sandler analyst Derek Podhaizer lowered the firm's price target on Atlas Energy to $12 from $14 and keeps a Neutral rating on the shares. Recently, over the past six weeks, both oil and gas activity has bounced off the bottom, in a potential sign that the worst may be behind them, causing investors to begin thinking about the possible shape of recovery. However, with WTI recently falling below $60/b amid renewed supply and demand concerns, Piper expects the challenging macro backdrop to once again set the tone for earnings season as expectations for further activity cuts creep back in. Under this scenario, the firm continues to favor the longer-cycle/production focused defensive names or those with idiosyncratic tailwinds and continues to be cautious with U.S. Land names, believing upside is more of a Q2 2026 event.

Valuation Metrics

The current forward P/E ratio for Atlas Energy Solutions Inc (AESI.N) is -30.06, compared to its 5-year average forward P/E of 9.80. For a more detailed relative valuation and DCF analysis to assess Atlas Energy Solutions Inc 's fair value, click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.

N/A

5Y Average PE

9.80

Current PE

-30.06

Overvalued PE

31.79

Undervalued PE

-12.18

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.

5Y Average EV/EBITDA

6.74

Current EV/EBITDA

9.13

Overvalued EV/EBITDA

8.40

Undervalued EV/EBITDA

5.07

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.

5Y Average PS

1.74

Current PS

1.16

Overvalued PS

2.17

Undervalued PS

1.31

Financials

Annual

Quarterly

N/A

Total Revenue

N/A

Operating Profit

N/A

Net Income after Tax

N/A

EPS - Diluted

N/A

Free Cash Flow

N/A

Gross Profit Margin - %

N/A

FCF Margin - %

N/A

Net Margin - %

N/A

ROIC

Trading Trends

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Hedge Fund

Hedge Funds areBuying! The buying amount has increased 638.24% over the last quarter.

Sold

Bought

Congress Trading

Congress are Neutral. There are no significant trading trends over the last month.

Sold

Bought

Insider

Insiders are Neutral. There are no significant trading trends over the last month.

Sold

Bought

AESI News & Events

Events Timeline

No data

News

5.0

2025-12-20NASDAQ.COM

B&T Capital Increases AESI Holdings by Acquiring an Extra 306,000 Shares

6.5

2025-11-28Yahoo Finance

Piper Sandler Reduces Price Target for Atlas Energy (AESI) Following 240MW Initial Order in Megawatt Market Expansion

6.0

2025-11-21SeekingAlpha

Goldman Upgrades Helmerich & Payne, Downgrades Atlas Energy to Sell

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Frequently Asked Questions

What is Atlas Energy Solutions Inc (AESI) stock price today?

The current price of AESI is 10.73 USD — it has increased 3.57 % in the last trading day.

What is Atlas Energy Solutions Inc (AESI)'s business?

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.

What is the price predicton of AESI Stock?

What is Atlas Energy Solutions Inc (AESI)'s revenue for the last quarter?

Atlas Energy Solutions Inc revenue for the last quarter amounts to 259.61M USD, decreased -14.72 % YoY.

What is Atlas Energy Solutions Inc (AESI)'s earnings per share (EPS) for the last quarter?

Atlas Energy Solutions Inc. EPS for the last quarter amounts to -0.19 USD, decreased -575.00 % YoY.

What changes have occurred in the market's expectations for Atlas Energy Solutions Inc (AESI)'s fundamentals?

How many employees does Atlas Energy Solutions Inc (AESI). have?

Atlas Energy Solutions Inc (AESI) has 1143 emplpoyees as of January 13 2026.

What is Atlas Energy Solutions Inc (AESI) market cap?

Today AESI has the market capitalization of 1.33B USD.