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AESI Atlas Energy Solutions Inc.

USEnergy
$14.39+1.27%ClosedMarket Cap: $1.80B

As of 2026-07-10 16:00

Why AESI matters now

Atlas Energy Solutions Inc. (AESI) is a US stock in Energy. The latest InvestLog snapshot shows $14.39 with +1.27% on the session and $1.80B in market capitalization; recent performance reads 1-month -15.63% and YTD +71.97%.

The latest financial table shown here is Q1 2026, with revenue of $265.6M, net income of $-47.3M, and EPS of $-0.38. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield 0.9%.

The latest indexable market news headline is "Beat the CPI Heat: Natural Resource ETFs as an Inflation Hedge" from ETF Trends.

Additional event context on this page matters because analyst consensus is Hold with a median target of $19.50; recent insider activity includes Ginn Kirk Edwards filing F-InKind; recent congressional disclosure data includes Chip Roy Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

PEG

P/B

1.73

P/S

1.90

EV/EBITDA

18.92

DCF Value

$0.75

FCF Yield

0.9%

Div Yield

1.5%

Margins & Returns

Gross Margin

7.4%

Operating Margin

-6.2%

Net Margin

-9.3%

ROE

-8.1%

ROA

-4.3%

ROIC

-2.6%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$265.6M$-47.3M$-0.38
Q4 2025$249.4M$-22.2M$-0.18
FY 2025$1.10B$-50.3M$-0.41
Q3 2025$259.6M$-23.7M$-0.19

Analyst Ratings

Consensus

Hold

Target (Consensus)

$20.33

Target (Median)

$19.50

Target Range

$14.00 - $28.00

Strong Buy: 2Buy: 4Hold: 5Sell: 1Strong Sell: 1
Goldman SachsSell
2026-06-04
Raymond JamesOutperform
2026-06-02
Piper SandlerNeutral
2026-05-18
CitigroupBuy
2026-05-12
BarclaysUnderweight
2026-05-08

Trading Activity

Insider Trades

Ginn Kirk Edwards10 percent owner, other: Member of 10% Owner Group
Sell2026-06-03
Hock Stacy10 percent owner, other: Member of 10% Owner Group
Sell2026-06-03
McCarthy Benjamin Blakeofficer: Chief Financial Officer
Sell2026-05-20
Sealy & Smith Foundation10 percent owner
Sell2026-04-21
Voyles Robb L.director
Sell2026-03-31

Congress Trades

Chip RoySell
2026-06-11
Chip RoyBuy
2026-05-12
Chip RoyBuy
2026-05-11

Company Info

Sector

Energy

Industry

Oil & Gas Equipment & Services

Country

US

Exchange

Beta

0.98

Atlas Energy Solutions Inc. (AESI), an Austin, Texas-based enterprise established in 2017, offers crucial proppant and supply chain management solutions. The company's core focus is serving the oil and natural gas industry across the expansive Permian Basin, which encompasses both West Texas and New Mexico.