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AESI Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

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High
12.590
Open
11.700
VWAP
12.17
Vol
6.55M
Mkt Cap
1.54B
Low
11.520
Amount
79.67M
EV/EBITDA(TTM)
10.60
Total Shares
124.16M
EV
2.02B
EV/OCF(TTM)
17.18
P/S(TTM)
1.33
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.
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Events Timeline

(ET)
2026-03-10
07:20:00
Atlas Energy Signs Global Framework Agreement with Caterpillar for 1.4 Gigawatts of Power Assets
select
2026-02-23 (ET)
2026-02-23
16:20:00
Atlas Reports Q4 Revenue of $249.43M
select
2026-02-23
16:20:00
Q1 2026 EBITDA Expected to Be Flat
select

News

moomoo
7.5
03-10moomoo
ATLAS ENERGY STOCK RISES 3.7% FOLLOWING $840 MILLION POWER EQUIPMENT AGREEMENT WITH CATERPILLAR
  • Share Price Increase: Shares of Atlas Energy have risen by 3.7% following a significant deal.

  • Power Equipment Deal: The increase is attributed to an $840 million agreement with Caterpillar for power equipment.

seekingalpha
7.5
03-10seekingalpha
Atlas Energy Solutions Signs Global Framework Agreement with Caterpillar
  • Global Framework Agreement: Atlas Energy Solutions (AESI) has signed a global framework agreement with Caterpillar (CAT) to secure approximately 1.4 gigawatts of incremental power generation assets, which is expected to significantly enhance the company's generation capacity and drive future growth between 2027 and 2029.
  • Asset Operation Goals: The company anticipates owning and operating around 2.0 gigawatts of power generation assets by 2030, thereby solidifying its position in the energy market and addressing the increasing demand for electricity through the deployment of new equipment.
  • Purchase Obligation Commitment: Under the agreement, Atlas will provide rolling demand forecasts and commit to aggregate purchase obligations of about $840 million over the term, ensuring that Caterpillar reserves corresponding manufacturing capacity, which will optimize supply chain management and operational efficiency.
  • Diverse Equipment Portfolio: The agreement includes natural gas reciprocating generator sets such as CG260-16 stationary units and G3520 series units, suitable for behind-the-meter and bridge power applications, supporting Atlas in developing its private grid systems and enhancing overall operational efficiency.
Newsfilter
7.5
03-10Newsfilter
Atlas Energy Solutions Signs Global Framework Agreement with Caterpillar
  • Incremental Power Capacity: Atlas Energy Solutions has signed a Global Framework Agreement with Caterpillar covering approximately 1.4 gigawatts of incremental power generation assets, with deliveries scheduled from 2027 to 2029, which will elevate the company's total power generation assets to about 2.0 gigawatts, enhancing its competitive edge in the market.
  • Purchase Commitment: Under the agreement, Atlas commits to approximately $840 million in aggregate purchase obligations, ensuring supply stability and pricing discipline, thereby positioning itself favorably in the rapidly growing private grid market.
  • Growing Market Demand: CEO John Turner highlighted that the construction of AI infrastructure and manufacturing reshoring is driving unprecedented power demand growth, creating multi-year growth opportunities for Atlas as industrial customers increasingly seek private grid solutions to meet their energy needs.
  • Strategic Partnership Outlook: This agreement not only ensures timely equipment delivery but also provides Atlas with a strategic partnership opportunity with Caterpillar, aimed at delivering reliable private grid solutions to customers and addressing the rising electricity demand.
NASDAQ.COM
4.0
03-09NASDAQ.COM
Atlas Energy Solutions Stock Surpasses Analyst Target Price
  • Stock Performance: Atlas Energy Solutions Inc (Ticker: AESI) recently traded at $11.79 per share, surpassing the average 12-month analyst target price of $11.63, indicating increased market confidence that may attract more investor interest.
  • Analyst Reaction: When a stock exceeds its target price, analysts may either downgrade their valuation or raise their target price; the current market response to AESI could prompt analysts to reassess their targets to reflect improvements in the company's fundamentals.
  • Target Price Distribution: Among the 11 analysts covered by Zacks, target prices range from $8.00 to $16.00, with a standard deviation of $2.535, highlighting significant divergence in market expectations for AESI, necessitating careful evaluation by investors.
  • Investor Decision-Making: The rise in AESI's stock price provides investors with a strong signal to reassess the company, prompting them to consider whether the current valuation is justified or if it may be prudent to take profits as the stock price increases.
seekingalpha
9.5
02-24seekingalpha
Atlas Energy Solutions Q4 2025 Earnings Call Insights
  • Strong Financial Performance: Atlas Energy Solutions reported an adjusted EBITDA of $36.7 million and revenue of $249 million for Q4 2025, achieving a 15% adjusted EBITDA margin, indicating effective cost control alongside stable revenue generation.
  • Accelerated Strategic Transition: The company aims to deploy over 500 megawatts of power generation equipment by 2027, having ordered 240 megawatts, marking a shift from a generator rental model to a power-as-a-service approach, which is expected to significantly enhance future revenue streams.
  • Effective Cost Management: Despite elevated maintenance costs, Atlas has reduced plant operating costs to $12.28 per ton, benefiting from optimized equipment usage and reduced rental expenses, which is anticipated to further strengthen profitability.
  • Optimistic Market Outlook: Management expresses confidence in the future of the power business despite pricing pressures in sand and logistics, with expected sales volume growth of approximately 10% sequentially in Q1 and plans to expand market share in the coming months.
NASDAQ.COM
9.5
02-24NASDAQ.COM
Atlas Energy Solutions Reports Q4 2025 Earnings
  • Revenue Decline: Atlas Energy Solutions Inc. reported revenue of $249.43 million for Q4 2025, an 8.1% decrease year-over-year, indicating pressure in market competition that could affect future investor confidence.
  • Earnings Per Share Performance: The company posted an EPS of -$0.22, a significant drop from $0.06 in the same quarter last year, failing to meet investor expectations for profitability, which may lead to downward pressure on the stock price.
  • Revenue Surpassing Expectations: Despite the overall revenue decline, the actual revenue exceeded the Zacks consensus estimate of $233.89 million by 6.65%, demonstrating resilience in certain areas that may attract short-term investor interest.
  • Importance of Key Metrics: Analysts emphasize that while year-over-year figures are important, comparing key company metrics provides better insight into underlying performance, and investors should focus on these data points to better project stock price movements.
Wall Street analysts forecast AESI stock price to rise
9 Analyst Rating
Wall Street analysts forecast AESI stock price to rise
2 Buy
4 Hold
3 Sell
Hold
Current: 0.000
sliders
Low
7.00
Averages
10.49
High
16.00
Current: 0.000
sliders
Low
7.00
Averages
10.49
High
16.00
Goldman Sachs
Sell
maintain
$8 -> $9
AI Analysis
2026-03-04
Reason
Goldman Sachs
Price Target
$8 -> $9
AI Analysis
2026-03-04
maintain
Sell
Reason
Goldman Sachs raised the firm's price target on Atlas Energy to $9 from $8 and keeps a Sell rating on the shares.
Barclays
Eddie Kim
Underweight
maintain
$7 -> $8
2026-02-26
Reason
Barclays
Eddie Kim
Price Target
$7 -> $8
2026-02-26
maintain
Underweight
Reason
Barclays analyst Eddie Kim raised the firm's price target on Atlas Energy to $8 from $7 and keeps an Underweight rating on the shares. The stock sold off on off on a combination of no new power announcements, current challenges in the proppant business, and a lack of clarity around second half of 2026 volumes, the analyst tells investors in a research note. Barclays expects Q1 to mark the bottom for the year.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for AESI
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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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
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.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.74
Current PS
1.16
Overvalued PS
2.17
Undervalued PS
1.31

Financials

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Whales Holding AESI

O
Omega Advisors, Inc.
Holding
AESI
+1.18%
3M Return
E
Evergreen Capital Management LLC
Holding
AESI
-1.75%
3M Return

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Frequently Asked Questions

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

The current price of AESI is 12.4 USD — it has increased 4.2

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?

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 is10.49 USD with a low forecast of 7.00 USD and a high forecast of 16.00 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.

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

Atlas Energy Solutions Inc revenue for the last quarter amounts to 249.43M USD, decreased -8.07

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 -0.18 USD, decreased -238.46

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

Atlas Energy Solutions Inc (AESI) has 1143 emplpoyees as of March 11 2026.

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

Today AESI has the market capitalization of 1.54B USD.