Atlas Energy Solutions Inc.

Atlas Energy Solutions Inc.

AESIยทNYSE

$17.91

+4.7%
EnergyOil & Gas Equipment & Services

Atlas Energy Solutions Inc. provides proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico. The company was founded in 2017 and is based in Austin, Texas.

At a Glance

Live Snapshot
Market Cap$2.24B
EPS-0.4100
P/E Ratio-43.68
Earnings Date08/03/2026
aesi

Atlas Energy Solutions Inc. Street Expectations Map

AESI ยท NYSE

Wall Street analysts project that AESI stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 21.60, with estimates ranging from a low of 16.00 to a high of 28.00.

Lowest Target
16.00
-10.66%
Consensus Target
21.60
20.60%
Highest Target
28.00
56.34%

The consensus 1-year price target stands at 21.60, with estimates ranging from a low of 16.00 to a high of 28.00.

Analyst Consensus Analysis

Upside Potential

+20.6%

Strong upside potential. Consensus indicates attractive return opportunity with favorable risk-reward profile.

Analyst Agreement

55.6% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

5.28x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.

aesi

Atlas Energy Solutions Inc. Forward Estimates of Revenue

AESI ยท NYSE
Latest Revenue
1.10B
FY 2025
Avg Estimate
1.08B
FY 2026
Estimate Range
1.04B - 1.10B
Analyst Spread

Forward Growth Analysis

Projected Growth-1.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

aesi

Atlas Energy Solutions Inc. Forward Estimates of Net Income

AESI ยท NYSE
Latest Net Income
-50.30M
FY 2025
Avg Estimate
-42.42M
FY 2026
Estimate Range
-49.14M - -1.76M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.7%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread112%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

aesi

Atlas Energy Solutions Inc. Forward Estimates of EPS

AESI ยท NYSE
Latest EPS
-0.41
FY 2025
Avg Estimate
$-0.31
FY 2026
Estimate Range
$-0.45 - $-0.02
Analyst Spread

Forward Growth Analysis

Projected Growth+25.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread142%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

aesi

Atlas Energy Solutions Inc. Forward Estimates of EBIT

AESI ยท NYSE
Latest EBIT
-10.18M
FY 2025
Avg Estimate
279.47M
FY 2026
Estimate Range
269.40M - 284.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+2844.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

aesi

Atlas Energy Solutions Inc. Forward Estimates of EBITDA

AESI ยท NYSE
Latest EBITDA
178.82M
FY 2025
Avg Estimate
403.24M
FY 2026
Estimate Range
388.71M - 410.50M
Analyst Spread

Forward Growth Analysis

Projected Growth+125.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

aesi

Atlas Energy Solutions Inc. Forward Estimates of SG&A Expense

AESI ยท NYSE
Latest SG&A Expense
138.83M
FY 2025
Avg Estimate
105.71M
FY 2026
Estimate Range
101.90M - 107.62M
Analyst Spread

Forward Growth Analysis

Projected Growth-23.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

aesi

Atlas Energy Solutions Inc. Insider Positioning

AESI ยท NYSE

During the last 12 months, insiders have sold $3.59M worth of AESI shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

8.9K

105.04K

Net Activity

-105K

-$105K

3-6 Months

Bought

0

0.00

Sold

230.0K

2.73M

Net Activity

-2.7M

-$2.73M

6-9 Months

Bought

0

0.00

Sold

76.5K

743.70K

Net Activity

-744K

-$744K

9-12 Months

Bought

0

0.00

Sold

728

8.61K

Net Activity

-9K

-$9K

Top Buyers

No buying activity

Top Sellers

1
SGM

Shepard Gregory M

Other: See Remarks

230.0K sharesโ€ข2 transactions

$2.73M

2
SC

Scholla Chris

10 Percent Owner, Other: Member Of 10% Owner Group

61.8K sharesโ€ข3 transactions

$574K

3
VDC

Voelter Dathan C

10 Percent Owner, Officer, Other: General Counsel And Secretary

24.4K sharesโ€ข1 transactions

$284K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $3.59M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$105K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.