Atlas Energy Solutions Inc.
AESI
NYSE·Energy·Oil & Gas Equipment & Services·Mkt cap $1.7B
$13.46
▲ +2.20%
P/E
-14.17
Mkt Cap
$1.7B
52-Wk Range
$7.64–$20.13
52-Week Range
$7.64 - $20.13
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 25.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
3 reasons
- Strategic geographic location in the Permian Basin with proximity to major production centers
- Integrated proppant and logistics platform reducing customer operational complexity
- Established relationships with major oil and gas operators and long-term supply contracts
Bear Case
1 risk
- Average volatility.
Growth
Stable outlook
Increased drilling activity and hydraulic fracturing demand in the Permian Basin
Value
Deep value opportunity - significant discount to Oilfield Services peers
Momentum
Falling
-22.1% over 3m
Quality
Thin
Below average quality
Dividend
Modest
1.86% yield
Smart-money signal
Who's buying AESI right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 2, 2026
AUG 3, 2026
Reported EPS of -$0.18 vs -$0.15 consensus (-22.4% surprise). Revenue of $293.2M vs $282.2M expected (+3.9%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-22.4%
Revenue trend · last 8Q
—
+92%
+54%
+0%
-15%
-8%
-11%
+2%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$304.4M
$271.3M
$297.6M
$288.7M
$259.6M
$249.4M
$265.6M
$293.2M
Margins · last 8Q
Gross
8.8%
Operating
-7.7%
Profit
-8.6%
Wall Street consensus
6 analysts · 33% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
33%
Hold
33%
Sell
33%
Median Price Target
—
Latest: Barclays · Aug 7, 2026
vs Industry
How AESI stacks vs Oil & Gas Equipment & Services
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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