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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
13.790
Open
13.450
VWAP
13.34
Vol
1.99M
Mkt Cap
1.64B
Low
13.090
Amount
26.56M
EV/EBITDA(TTM)
11.42
Total Shares
124.91M
EV
2.17B
EV/OCF(TTM)
18.50
P/S(TTM)
1.47
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
Q1 2026 EBITDA Expected to Be Flat
select
2026-02-23
16:20:00
Atlas Reports Q4 Revenue of $249.43M
select

News

Fool
7.5
03-23Fool
Atlas Energy Ventures into Power Generation Amid AI Demand
  • Power Supply Bottleneck: In Texas, the ERCOT grid interconnection queue has exceeded 230 gigawatts, with wait times for large-load customers now exceeding five years, highlighting the urgent need for power supply, particularly as AI infrastructure expands.
  • Strategic Partnership Agreement: Atlas Energy signed a Global Framework Agreement with Caterpillar, aiming to secure approximately 2 gigawatts of natural gas power generation capacity by 2030, with an initial purchase commitment of about $840 million, indicating a strategic move into the energy sector.
  • Utilizing Stranded Gas: Atlas's subsidiary, Galt Power Solutions, is focused on converting stranded natural gas into electricity for industrial customers, particularly AI data centers migrating to West Texas and New Mexico, bypassing the utility grid and enhancing power supply flexibility.
  • Business Model Transformation: Atlas's business model consists of three pillars, and the addition of Power-as-a-Service transforms it into a more attractive long-term infrastructure play, despite facing short-term revenue growth challenges in its legacy business.
NASDAQ.COM
4.5
03-23NASDAQ.COM
Atlas Energy's Pivot: New Opportunities in Natural Gas Power Generation
  • Strategic Transformation: Atlas Energy is pivoting by leveraging stranded Permian natural gas, aiming to build up to 2 gigawatts of generation capacity by 2030, which is expected to significantly reshape its long-term earnings profile and transition the company into a contracted infrastructure business.
  • Market Demand: With hyperscalers projected to invest $690 billion in AI infrastructure by 2026, the urgent need for power sources is driving Atlas Energy to accelerate its power business development to meet the increasing electricity demands.
  • Partnership Agreement: Atlas has signed a Global Framework Agreement with Caterpillar, securing approximately 1.4 gigawatts of natural gas power generation assets by 2030, with an initial purchase commitment of about $840 million, laying the groundwork for successful deployment of its power business.
  • Business Diversification: Atlas's business model consists of three pillars: proppant sales, logistics (Dune Express), and Power-as-a-Service, with the introduction of the power segment transforming its cyclical commodity business into a more stable contracted infrastructure play, despite facing profitability pressures in the short term.
NASDAQ.COM
6.5
03-22NASDAQ.COM
Meridian Wealth Advisors Reduces AESI Holdings
  • Share Reduction Details: Meridian Wealth Advisors sold 1,458,193 shares of Atlas Energy Solutions (AESI) in Q4 2026 for an estimated $14.74 million, indicating a decline in market confidence towards the company.
  • Decline in Stake Value: The value of AESI's holdings decreased by $18.51 million by quarter-end, reflecting both trading activities and stock price fluctuations, suggesting investor concerns about the company's future outlook.
  • Financial Performance: Although Atlas Energy Solutions reported $1.1 billion in annual revenue for 2025, it faced a net loss with Q4 EBITDA of only $36.7 million due to pricing pressures and cost inflation, prompting investors to reduce their exposure.
  • Market Sentiment Shift: After the quarter closed, AESI shares surged 39% year-to-date, driven by improving sentiment around Permian activity, indicating a potential reassessment of the company's growth prospects by the market.
Fool
6.5
03-22Fool
Meridian Wealth Advisors Reduces Atlas Energy Solutions Position
  • Share Reduction Details: On February 17, 2026, Meridian Wealth Advisors disclosed a reduction of 1,458,193 shares in Atlas Energy Solutions (AESI), with an estimated transaction value of $14.74 million, reflecting a cautious outlook on market conditions.
  • Asset Management Impact: Following this sale, AESI now represents only 1.29% of Meridian Wealth Advisors' 13F assets under management, indicating a diminished significance in their investment portfolio that may influence future investment strategies.
  • Market Performance Analysis: Currently priced at $13.48, AESI shares have declined 26% over the past year, significantly underperforming the S&P 500, which has risen approximately 15% during the same period, suggesting a lack of market confidence in the company.
  • Future Development Strategy: Despite current challenges, Atlas Energy Solutions is securing an agreement with Caterpillar for approximately 1.4 gigawatts of future capacity, indicating a strategic positioning for a demand cycle related to electrification and artificial intelligence.
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.
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
Barclays
Underweight
downgrade
$11 -> $8
AI Analysis
2026-03-12
Reason
Barclays
Price Target
$11 -> $8
AI Analysis
2026-03-12
downgrade
Underweight
Reason
Barclays lowered the firm's price target on Atlas Energy to $8 from $11 and keeps an Underweight rating on the shares. The firm sys the company's framework agreement with Caterpillar puts it at the "same table as other distributed power peers."
Goldman Sachs
Sell
maintain
$8 -> $9
2026-03-04
Reason
Goldman Sachs
Price Target
$8 -> $9
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.
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

AI Analysis
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Quarterly

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Whales Holding AESI

O
Omega Advisors, Inc.
Holding
AESI
-0.48%
3M Return
E
Evergreen Capital Management LLC
Holding
AESI
-7.04%
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 13.15 USD — it has decreased -0.53

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 31 2026.

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

Today AESI has the market capitalization of 1.64B USD.