Symbols / AESI Stock $19.22 +8.28% Atlas Energy Solutions Inc.

Energy • Oil & Gas Equipment & Services • United States • NYQ
AESI (Stock) Chart
O: — H: — L: — C: — V: —
SMA 20: SMA 50: SMA 200:
Stock Fundamentals
Scroll to Statements
Index EQUITY
Sector Energy
Industry Oil & Gas Equipment & Services
CEO Mr. John G. Turner
Exch · Country NYQ · United States
Market Cap 2.40B
Enterprise Value 2.98B
Income -98.79M
Sales 1.06B
FCF (ttm) 81.22M
Book/sh 9.74
Cash/sh 0.32
Employees 1,511
Insider 10d
IPO Mar 09, 2023
Div forward ($/yr)
Div TTM ($/yr)
Dividend Yield
Ex-Div Date
5Y Avg Yield
Yield vs 5Y Avg
Payout 8.08%
P/E
Forward P/E 52.42
PEG
P/S 2.26
P/B 1.97
P/C
EV/EBITDA 22.49
EV/Sales 2.80
Quick Ratio 0.87
Current Ratio 1.17
Debt/Eq 53.27
LT Debt/Eq
EPS (ttm) -0.80
EPS next Y 0.37
EPS Growth
Revenue Growth -10.80%
EPS Gr Q/Q
Rev Gr Q/Q
Earnings (next) 2026-05-04
Earnings (prior) 2026-05-04
ROA -1.79%
ROE -8.00%
ROIC
Gross Margin 25.47%
Oper. Margin -12.61%
Profit Margin -9.29%
Shs Outstand 124.87M
Shs Float 88.12M
Insider Own 34.64%
Instit Own 78.09%
Short Float 16.12%
Short Ratio 2.65
Short Interest 14.43M
52W High 19.61
vs 52W High -1.99%
52W Low 7.64
vs 52W Low 151.50%
Beta 1.04
Impl. Vol. 3.13%
Rel Volume 3.00
Avg Volume 4.49M
Volume 13.46M
Target (mean) $16.55
Tgt Median $14.00
Tgt Low $9.00
Tgt High $28.00
# Analysts 11
Recom Buy
Prev Close $17.75
Price $19.22
Change 8.28%
About

Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power rentals to the oil and gas industry. Atlas Energy Solutions Inc. formerly known as New Atlas HoldCo. Inc. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

Valuation Models

Price estimates from analyst targets and simple models.

1. Analyst consensus Mean price target
2. Current target Latest analyst target
3. DCF / Fair value Simplified: (Free Cash Flow ÷ Shares) × 18 (P/FCF multiple). Not a …
Ratings
Current target
$19.22
Low
$9.00
High
$28.00
Mean
$16.55

Latest analyst rating changes

Date Action Analyst Rating Change Price Target
2026-04-15 up Citigroup Neutral → Buy $18
2026-04-15 main Piper Sandler Neutral → Neutral $13
2026-04-06 main Barclays Underweight → Underweight $12
2026-04-02 main RBC Capital Sector Perform → Sector Perform $13
2026-03-12 main Barclays Underweight → Underweight $11
2026-03-04 main Goldman Sachs Sell → Sell $9
2026-02-26 main Barclays Underweight → Underweight $8
2025-12-23 main Citigroup Neutral → Neutral $10
2025-11-21 down Goldman Sachs Neutral → Sell $8
2025-11-17 main Piper Sandler Neutral → Neutral $10
2025-11-14 down Barclays Equal-Weight → Underweight $7
2025-10-16 main Piper Sandler Neutral → Neutral $12
2025-10-13 main Barclays Equal-Weight → Equal-Weight $11
2025-10-09 down RBC Capital Outperform → Sector Perform $13
2025-10-01 main Citigroup Neutral → Neutral $11
2025-08-14 main Piper Sandler Neutral → Neutral $14
2025-08-11 main Stifel Buy → Buy $14
2025-07-16 main Stifel Buy → Buy $15
2025-07-15 down Piper Sandler Overweight → Neutral $16
2025-05-21 init Stifel — → Buy $15
Insider Transactions
Filed Date Insider Relationship Transaction Shares Price Value SEC
2026-03-13 ROGERS DOUGLAS G Director 12,536
2026-03-06 SCHOLLA CHRIS Beneficial Owner of more than 10% of a Class of Security 8,912 $11.79 $105,037
2026-03-04 BRIGHAM BEN M Officer, Director and Beneficial Owner 277,778 $0.00 $0
2026-03-04 LANGFORD ALAN LANCE Director and Beneficial Owner of more than 10% of a Class of Security 24,218 $0.00 $0
2026-03-04 MILLS MARK P Director 22,200 $0.00 $0
2026-03-04 HOWARD JOHN MICHAEL Director 22,200 $0.00 $0
2026-03-04 VOYLES ROBERT L Director 25,227 $0.00 $0
2026-03-04 BURLESON GAYLE L. Director 14,632 $0.00 $0
2026-03-04 VOELTER DATHAN C General Counsel 88,323 $0.00 $0
2026-03-04 TURNER JOHN GREGORY Chief Executive Officer 247,649 $0.00 $0
Financials
Statement View
Amounts in millions (2 decimals, no suffix) • EPS per share (2 decimals) • Trend = period evolution • YoY Growth = previous period %
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Revenue
1,095.31
+3.73%
1,055.96
+71.99%
613.96
+27.19%
482.72
Operating Revenue
1,095.31
+3.73%
1,055.96
+71.99%
613.96
+27.19%
482.72
Cost Of Revenue
944.64
+14.65%
823.94
+174.47%
300.19
+32.59%
226.42
Reconciled Cost Of Revenue
779.18
+7.96%
721.74
+179.14%
258.56
+30.72%
197.80
Gross Profit
150.67
-35.06%
232.01
-26.06%
313.77
+22.42%
256.31
Operating Expense
167.15
+40.98%
118.56
+143.78%
48.64
+100.01%
24.32
Selling General And Administration
138.83
+30.70%
106.22
+118.53%
48.61
+99.89%
24.32
General And Administrative Expense
138.83
+30.70%
106.22
+118.53%
48.61
+99.89%
24.32
Salaries And Wages
7.41
+992.77%
0.68
Other Gand A
138.83
+30.70%
106.22
+118.53%
48.61
+99.89%
24.32
Total Expenses
1,111.80
+17.96%
942.51
+170.19%
348.83
+39.12%
250.73
Operating Income
-16.49
-114.53%
113.45
-57.21%
265.13
+14.28%
231.99
Total Operating Income As Reported
-10.91
-109.58%
113.88
-57.05%
265.13
+14.28%
231.99
EBITDA
178.82
-21.89%
228.95
-25.47%
307.19
+16.70%
263.24
Normalized EBITDA
173.25
-24.19%
228.52
-25.61%
307.19
+16.70%
263.24
Reconciled Depreciation
189.01
+65.04%
114.52
+175.07%
41.63
+45.49%
28.62
EBIT
-10.18
-108.90%
114.43
-56.91%
265.56
+13.19%
234.62
Total Unusual Items
5.58
+1209.15%
0.43
0.00
0.00
Total Unusual Items Excluding Goodwill
5.58
+1209.15%
0.43
0.00
0.00
Special Income Charges
5.58
+1209.15%
0.43
0.00
0.00
Other Special Charges
-2.22
+88.97%
-20.10
Impairment Of Capital Assets
0.00
Restructuring And Mergern Acquisition
-3.36
0.00
0.00
Net Income
-50.30
-183.92%
59.94
-62.53%
159.99
-26.27%
217.01
Pretax Income
-68.18
-189.97%
75.78
-70.61%
257.87
+17.82%
218.86
Net Non Operating Interest Income Expense
-58.00
-50.07%
-38.65
-402.63%
-7.69
+51.21%
-15.76
Interest Expense Non Operating
58.00
+50.07%
38.65
+402.63%
7.69
-51.21%
15.76
Net Interest Income
-58.00
-50.07%
-38.65
-402.63%
-7.69
+51.21%
-15.76
Interest Expense
58.00
+50.07%
38.65
+402.63%
7.69
-51.21%
15.76
Other Income Expense
6.30
+545.24%
0.98
+127.21%
0.43
-83.66%
2.63
Other Non Operating Income Expenses
0.73
+31.94%
0.55
+28.14%
0.43
-83.66%
2.63
Tax Provision
-17.88
-212.88%
15.84
-49.53%
31.38
+1590.63%
1.86
Tax Rate For Calcs
0.00
+25.36%
0.00
+71.31%
0.00
+1425.00%
0.00
Tax Effect Of Unusual Items
1.46
+1541.14%
0.09
0.00
0.00
Net Income Including Noncontrolling Interests
-50.30
-183.92%
59.94
-73.53%
226.49
+4.37%
217.01
Net Income From Continuing Operation Net Minority Interest
-50.30
-183.92%
59.94
-62.53%
159.99
-26.27%
217.01
Net Income From Continuing And Discontinued Operation
-50.30
-183.92%
59.94
-62.53%
159.99
-26.27%
217.01
Net Income Continuous Operations
-50.30
-183.92%
59.94
-73.53%
226.49
+4.37%
217.01
Minority Interests
-66.50
Normalized Income
-54.42
-191.30%
59.61
-62.74%
159.99
-26.27%
217.01
Net Income Common Stockholders
-50.30
-183.92%
59.94
-43.14%
105.43
-51.42%
217.01
Otherunder Preferred Stock Dividend
54.56
-54.28%
119.34
Diluted EPS
0.55
-62.84%
1.48
-61.02%
3.80
Basic EPS
0.55
-63.33%
1.50
-60.50%
3.80
Basic Average Shares
108.23
+53.63%
70.45
+23.28%
57.15
Diluted Average Shares
109.18
+53.69%
71.03
+24.30%
57.15
Diluted NI Availto Com Stockholders
-50.30
-183.92%
59.94
-43.14%
105.43
-51.42%
217.01
Amortization
23.55
+91.19%
12.32
0.00
0.00
Amortization Of Intangibles Income Statement
23.55
+91.19%
12.32
0.00
0.00
Depreciation Amortization Depletion Income Statement
23.55
+91.19%
12.32
0.00
0.00
Depreciation And Amortization In Income Statement
23.55
+91.19%
12.32
0.00
0.00
Gain On Sale Of PPE
0.00
+100.00%
-19.67
0.00
0.00
Provision For Doubtful Accounts
4.78
+19012.00%
0.03
-10.71%
0.03
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Total Assets
2,228.43
+12.97%
1,972.65
+56.35%
1,261.69
+68.00%
751.00
Current Assets
307.51
+6.25%
289.42
-9.18%
318.69
+78.30%
178.73
Cash Cash Equivalents And Short Term Investments
40.63
-43.33%
71.70
-65.88%
210.17
+156.28%
82.01
Cash And Cash Equivalents
40.63
-43.33%
71.70
-65.88%
210.17
+156.28%
82.01
Receivables
180.78
+8.93%
165.97
+133.20%
71.17
-4.33%
74.39
Accounts Receivable
180.71
+8.88%
165.97
+133.20%
71.17
-2.96%
73.34
Inventory
61.73
+52.22%
40.55
+85.52%
21.86
+33.19%
16.41
Raw Materials
50.54
+94.07%
26.04
+64.31%
15.85
+42.95%
11.09
Work In Process
8.04
+5.27%
7.64
+54.77%
4.94
+2.32%
4.83
Finished Goods
3.15
-54.21%
6.87
+541.27%
1.07
+114.63%
0.50
Other Current Assets
24.37
+117.67%
11.20
-27.69%
15.48
+161.66%
5.92
Total Non Current Assets
1,920.91
+14.12%
1,683.23
+78.50%
943.00
+64.78%
572.27
Net PPE
1,584.60
+5.29%
1,504.91
+60.30%
938.81
+66.24%
564.75
Gross PPE
1,974.42
+13.62%
1,737.79
+61.86%
1,073.63
+62.00%
662.73
Accumulated Depreciation
-389.82
-67.40%
-232.87
-72.73%
-134.82
-37.60%
-97.98
Properties
0.00
0.00
0.00
0.00
Land And Improvements
8.90
+5.89%
8.40
+162.81%
3.20
+6.25%
3.01
Buildings And Improvements
54.43
+16.47%
46.74
+43.55%
32.56
+28.17%
25.40
Machinery Furniture Equipment
1,172.04
+8.17%
1,083.52
+46.90%
737.58
+48.17%
497.79
Construction In Progress
46.08
-90.51%
485.51
+95.77%
248.00
+122.00%
111.71
Other Properties
692.96
+509.94%
113.61
+117.27%
52.29
+110.74%
24.81
Goodwill And Other Intangible Assets
335.14
+91.66%
174.87
+9796.21%
1.77
Goodwill
152.90
+121.60%
69.00
0.00
Other Intangible Assets
182.24
+72.14%
105.87
+5891.34%
1.77
Non Current Deferred Assets
Other Non Current Assets
1.18
-65.94%
3.46
+42.69%
2.42
-67.80%
7.52
Total Liabilities Net Minority Interest
1,019.50
+8.91%
936.10
+137.67%
393.86
+64.35%
239.64
Current Liabilities
211.06
-13.17%
243.06
+162.51%
92.59
+4.42%
88.67
Payables And Accrued Expenses
145.29
-15.41%
171.76
+101.49%
85.25
+39.88%
60.94
Payables
72.80
-40.94%
123.27
+91.02%
64.53
+90.12%
33.94
Accounts Payable
69.17
-41.89%
119.02
+95.49%
60.88
+92.39%
31.64
Current Accrued Expenses
72.49
+49.47%
48.50
+134.12%
20.71
-23.28%
27.00
Pensionand Other Post Retirement Benefit Plans Current
8.53
+9.65%
7.78
+77.92%
4.37
+194.28%
1.49
Total Tax Payable
3.60
-10.52%
4.02
+19.24%
3.37
+57.32%
2.14
Current Debt And Capital Lease Obligation
47.45
-10.75%
53.17
+3678.89%
1.41
-93.17%
20.59
Current Debt
40.68
-6.99%
43.74
20.59
Other Current Borrowings
40.68
-6.99%
43.74
20.59
Current Capital Lease Obligation
6.77
-28.19%
9.43
+570.43%
1.41
Current Deferred Liabilities
1.40
-81.90%
7.75
0.00
0.00
Current Deferred Revenue
1.40
-81.90%
7.75
0.00
0.00
Other Current Liabilities
8.39
+222.36%
2.60
+66.01%
1.57
-72.29%
5.66
Total Non Current Liabilities Net Minority Interest
808.44
+16.65%
693.03
+130.04%
301.27
+99.56%
150.97
Long Term Debt And Capital Lease Obligation
574.35
+20.43%
476.93
+170.09%
176.58
+39.49%
126.59
Long Term Debt
538.24
+15.26%
466.99
+170.22%
172.82
+36.52%
126.59
Long Term Capital Lease Obligation
36.11
+263.36%
9.94
+164.14%
3.76
Long Term Provisions
6.93
-1.52%
7.04
+160.26%
2.71
+117.27%
1.25
Non Current Deferred Liabilities
221.62
+7.13%
206.87
+70.22%
121.53
+6276.13%
1.91
Non Current Deferred Revenue
Non Current Deferred Taxes Liabilities
221.62
+7.13%
206.87
+70.22%
121.53
+6276.13%
1.91
Other Non Current Liabilities
5.54
+152.53%
2.19
+383.04%
0.45
-97.98%
22.47
Stockholders Equity
0.00
0.00
0.00
0.00
Common Stock Equity
1,208.92
+16.63%
1,036.56
+19.44%
867.82
+69.71%
511.36
Share Issued
124.11
+12.61%
110.22
+10.19%
100.03
+75.03%
57.15
Ordinary Shares Number
124.11
+12.61%
110.22
+10.19%
100.03
+75.03%
57.15
Retained Earnings
-50.30
0.00
+100.00%
-41.26
0.00
Minority Interest
0.00
0.00
Total Equity Gross Minority Interest
1,208.92
+16.63%
1,036.56
+19.44%
867.82
+69.71%
511.36
Total Capitalization
1,747.16
+16.20%
1,503.55
+44.48%
1,040.64
+63.12%
637.95
Working Capital
96.45
+108.08%
46.35
-79.50%
226.09
+151.06%
90.06
Invested Capital
1,787.85
+15.55%
1,547.28
+48.68%
1,040.64
+58.03%
658.53
Total Debt
621.80
+17.30%
530.10
+197.82%
177.99
+20.94%
147.17
Net Debt
538.29
+22.61%
439.02
65.16
Capital Lease Obligations
42.88
+121.38%
19.37
+274.73%
5.17
Net Tangible Assets
-335.14
-91.66%
-174.87
-9796.21%
-1.77
0.00
Tangible Book Value
873.78
+1.40%
861.69
-0.50%
866.06
+69.36%
511.36
Duefrom Related Parties Current
0.07
0.00
0.00
-100.00%
1.05
Dueto Related Parties Current
0.04
-83.63%
0.23
-18.41%
0.28
+79.87%
0.15
General Partnership Capital
1,257.99
+21.49%
1,035.45
+14.03%
908.08
0.00
Interest Payable
5.08
+745.76%
0.60
Limited Partnership Capital
1.24
+12.61%
1.10
+10.20%
1.00
-99.80%
511.36
Other Equity Interest
20.38
Total Partnership Capital
1,208.92
+16.63%
1,036.56
+19.44%
867.82
+69.71%
511.36
Line Item Trend 2025-12-31 2024-12-31 2023-12-31 2022-12-31
Operating Cash Flow
117.35
-54.24%
256.46
-14.24%
299.03
+45.15%
206.01
Cash Flow From Continuing Operating Activities
117.35
-54.24%
256.46
-14.24%
299.03
+45.15%
206.01
Net Income From Continuing Operations
-50.30
-183.92%
59.94
-73.53%
226.49
+4.37%
217.01
Depreciation Amortization Depletion
189.01
+65.04%
114.52
+175.07%
41.63
+45.49%
28.62
Depreciation
165.46
+61.89%
102.21
+145.49%
41.63
+45.49%
28.62
Amortization Cash Flow
23.55
+91.19%
12.32
0.00
0.00
Depreciation And Amortization
189.01
+65.04%
114.52
+175.07%
41.63
+45.49%
28.62
Amortization Of Intangibles
23.55
+91.19%
12.32
0.00
0.00
Other Non Cash Items
9.73
+302.90%
2.42
+95.23%
1.24
+3.78%
1.19
Stock Based Compensation
33.23
+48.46%
22.38
+202.08%
7.41
+992.77%
0.68
Asset Impairment Charge
0.00
Deferred Tax
-17.50
-216.62%
15.00
-48.63%
29.20
+1460150.00%
-0.00
Deferred Income Tax
-17.50
-216.62%
15.00
-48.63%
29.20
+1460150.00%
-0.00
Operating Gains Losses
19.67
0.29
Gain Loss On Investment Securities
0.29
Gain Loss On Sale Of PPE
Change In Working Capital
-46.82
-307.87%
22.52
+424.21%
-6.95
+83.37%
-41.77
Change In Receivables
-10.90
+16.85%
-13.11
-531.09%
3.04
+106.76%
-44.98
Changes In Account Receivables
-10.90
+16.85%
-13.11
-531.09%
3.04
+106.76%
-44.98
Change In Inventory
-11.85
-4.30%
-11.36
-107.47%
-5.47
+17.73%
-6.65
Change In Prepaid Assets
-14.71
-327.50%
6.47
+164.95%
-9.96
-390.59%
-2.03
Change In Payables And Accrued Expense
-4.33
-109.91%
43.63
+532.67%
6.90
-66.25%
20.43
Change In Accrued Expense
20.97
+0.67%
20.83
+1222.29%
1.57
-87.90%
13.02
Change In Payable
-25.29
-210.91%
22.80
+328.55%
5.32
-28.26%
7.42
Change In Account Payable
-25.29
-210.91%
22.80
+328.55%
5.32
-28.26%
7.42
Change In Other Working Capital
-7.27
-194.73%
-2.47
-2.00
Change In Other Current Assets
2.24
+447.52%
-0.64
+55.59%
-1.45
+77.86%
-6.55
Investing Cash Flow
-344.82
+32.74%
-512.71
-40.28%
-365.49
-307.94%
-89.59
Cash Flow From Continuing Investing Activities
-344.82
+32.74%
-512.71
-40.28%
-365.49
-307.94%
-89.59
Net PPE Purchase And Sale
-148.27
+60.35%
-373.98
-2.32%
-365.49
-307.94%
-89.59
Purchase Of PPE
-148.27
+60.35%
-373.98
-2.32%
-365.49
-307.94%
-89.59
Capital Expenditure
-148.27
+60.35%
-373.98
-2.32%
-365.49
-307.94%
-89.59
Net Business Purchase And Sale
-204.17
-33.07%
-153.43
0.00
0.00
Purchase Of Business
-204.17
-33.07%
-153.43
0.00
0.00
Net Other Investing Changes
7.62
-48.20%
14.70
Financing Cash Flow
196.41
+66.76%
117.78
-39.48%
194.62
+360.15%
-74.81
Cash Flow From Continuing Financing Activities
196.41
+66.76%
117.78
-39.48%
194.62
+360.15%
-74.81
Net Issuance Payments Of Debt
139.90
-35.81%
217.93
+1273.30%
-18.57
+37.15%
-29.55
Issuance Of Debt
236.81
-0.71%
238.50
0.00
0.00
Repayment Of Debt
-96.91
-371.09%
-20.57
-10.75%
-18.57
+37.15%
-29.55
Long Term Debt Issuance
236.81
-0.71%
238.50
0.00
0.00
Long Term Debt Payments
-96.91
-371.09%
-20.57
-10.75%
-18.57
+37.15%
-29.55
Net Long Term Debt Issuance
139.90
-35.81%
217.93
+1273.30%
-18.57
+37.15%
-29.55
Net Common Stock Issuance
252.87
0.00
-100.00%
303.43
0.00
Common Stock Payments
-0.20
0.00
0.00
Common Stock Dividend Paid
-92.28
+4.76%
-96.89
-25.57%
-77.16
-71.38%
-45.02
Cash Dividends Paid
-92.28
+4.76%
-96.89
-25.57%
-77.16
-71.38%
-45.02
Repurchase Of Capital Stock
-0.20
0.00
0.00
Proceeds From Stock Option Exercised
0.00
Net Other Financing Charges
-104.08
-3096.53%
-3.26
+75.08%
-13.07
-5507.73%
-0.23
Changes In Cash
-31.07
+77.56%
-138.47
-208.04%
128.16
+208.02%
41.61
Beginning Cash Position
71.70
-65.88%
210.17
+156.28%
82.01
+102.99%
40.40
End Cash Position
40.63
-43.33%
71.70
-65.88%
210.17
+156.28%
82.01
Free Cash Flow
-30.93
+73.69%
-117.52
-76.84%
-66.46
-157.09%
116.42
Interest Paid Supplemental Data
48.77
+26.76%
38.47
+152.92%
15.21
+2.05%
14.90
Income Tax Paid Supplemental Data
0.91
-59.82%
2.27
-80.05%
11.40
+2336.54%
0.47
Common Stock Issuance
253.07
0.00
-100.00%
303.43
0.00
Issuance Of Capital Stock
253.07
0.00
-100.00%
303.43
0.00
SEC Filings

Recent 10-K, 10-Q, 8-K, and Form 4 (insider) filings.

Trades
Date User Broker Pattern Type Position Size Entry Price Trade P&L Status
Posts
Published Title Author Category