Atlas Energy Solutions (AESI) CFO uses 4,736 shares to cover tax obligations
Atlas Energy Solutions' Chief Financial Officer, Benjamin Blake McCarthy, reported a Form 4 indicating that 4,736 shares of common stock were withheld at $18.87 per share to fulfill tax withholding obligations upon the vesting of restricted stock units. This transaction was a tax disposition, not an open-market sale. After this, McCarthy directly holds 183,854 shares of Atlas Energy Solutions common stock.
Why Is Atlas Energy Solutions (AESI) Tapping Its ESOP Shelf Just as EBITDA Outperforms Expectations?
Atlas Energy Solutions (AESI) recently filed a US$112.08 million ESOP-related shelf registration and saw institutional investor Encompass Capital increase its stake, coinciding with stronger-than-expected quarterly revenue and EBITDA. These developments are reshaping the company's risk-reward profile, emphasizing its operational performance against a GAAP loss and its investment narrative focused on Permian sand and logistics. The article suggests investors consider these shifts in ownership and financial performance in conjunction with the company's long-term profitability goals and fair value estimates.
Helix Energy Solutions and Atlas Energy Solutions shares skyrocket, what you need to know
This article headline suggests that shares of Helix Energy Solutions and Atlas Energy Solutions have both seen significant increases. It indicates that the article will likely provide details on the reasons behind this surge, and what investors or interested parties should understand about these companies and their recent performance.
AESI Maintained by Piper Sandler -- Price Target Raised to $19.0
Piper Sandler has maintained its 'Neutral' rating on Atlas Energy Solutions Inc (AESI) but raised the price target significantly from $13.00 to $19.00. While the stock's GF Score™ of 85/100 indicates strong long-term potential, GuruFocus deems it 23.1% overvalued, and recent insider selling further complicates the outlook for investors. The company provides proppant and logistics services to the oil and natural gas industry in the Permian Basin.
Helix Energy Solutions and Atlas Energy Solutions Shares Skyrocket, What You Need To Know
Shares of Helix Energy Solutions (HLX) and Atlas Energy Solutions (AESI) surged after crude oil prices rose above $100 a barrel, driven by geopolitical concerns including President Trump's comments on Iran, a drone attack in the UAE, and the continued closure of the Strait of Hormuz. U.S. crude inventories also fell, adding to supply pressure. Atlas Energy Solutions' stock also saw a significant gain, building on a strong year-to-date performance despite mixed first-quarter results that included a beat on revenue and adjusted EBITDA but a miss on EPS.
Atlas Energy Solutions Price Target Raised to $19.00/Share From $13.00 by Piper Sandler
Piper Sandler has increased its price target for Atlas Energy Solutions (NYSE:AESI) shares to $19.00 from $13.00, maintaining an "Overweight" rating. This adjustment reflects a positive outlook on the company's financial prospects and market position.
Atlas Energy Solutions reaches power equipment agreement with Caterpillar
Atlas Energy Solutions Inc. announced a strategic agreement with Caterpillar to supply and service power generation equipment for Atlas's electric frac fleets in the Permian Basin. This partnership aims to enhance operational efficiency, reduce emissions, and expand Caterpillar’s presence in dynamic gas blending power solutions.
Encompass entities, Todd Kantor report AESI holdings (AESI)
Encompass Capital Advisors LLC, Encompass Capital Partners LLC, and Todd J. Kantor have filed an amended Schedule 13G, disclosing their shared beneficial ownership in Atlas Energy Solutions Inc. (AESI). The filing, dated May 15, 2026, details that Encompass Capital Advisors LLC holds 7.36% of AESI shares, Todd J. Kantor holds 7.36%, and Encompass Capital Partners LLC holds 5.81%. All parties report shared voting and dispositive power for their respective holdings.
Vanguard Group Inc. Increases Stake in Atlas Energy Solutions Inc. $AESI
Vanguard Group Inc. increased its stake in Atlas Energy Solutions Inc. (NYSE:AESI) by 2.8% in Q4, adding 215,243 shares and bringing its total holding to over 8 million shares valued at $75.4 million. Other institutional investors also boosted their positions, with hedge funds and institutions collectively owning 34.59% of the company's stock. Despite insider selling, analyst sentiment for AESI remains mixed, with a consensus "Hold" rating and an average price target of $17.71.
If You Invested $1,000 in Atlas Energy Solutions Inc. (AESI)
This article examines the hypothetical returns of investing $1,000 in Atlas Energy Solutions Inc. (AESI) over various periods, including 1, 5, and 10 years, and compares its performance against the S&P 500. It also provides a detailed overview of Atlas Energy Solutions, highlighting its core business in proppant and logistics services for the oil and natural gas industry in the Permian Basin, its ventures into distributed power systems, and its strategic use of technology and acquisitions to enhance operational efficiency.
Why is Rep. Chip Roy Betting Big on Atlas Energy Solutions
Rep. Chip Roy, a Texas Republican, and his spouse have made substantial investments in Atlas Energy Solutions (AESI), indicating a strong belief in the company's prospects within the Permian Basin's energy services sector. AESI specializes in proppant, logistics, and distributed power solutions, benefiting from its strategic position in the Permian. The article suggests investors should conduct their own due diligence, considering both AESI's operational strengths and the inherent risks of the volatile energy market, despite the signals from these significant congressional trades.
Recent Report Shows That Rep. Chip Roy Bought Up to $250K Worth of Atlas Energy Solutions Stock
Representative Chip Roy recently reported a purchase of Atlas Energy Solutions (NYSE: AESI) stock valued between $100,001 and $250,000, with the transaction date being March 30, 2026. This is part of his broader trading activity, which includes 10 stock trades totaling over $5.48 million in the past three years. Congressional transactions like these are publicly disclosed under the STOCK Act and can offer investors insights, although they should not be the sole basis for investment decisions.
Atlas Energy Solutions Inc. $AESI Shares Bought by UBS Group AG
UBS Group AG significantly increased its stake in Atlas Energy Solutions Inc. (NYSE:AESI) by 139.6% in the fourth quarter, bringing its total to 2.17 million shares valued at approximately $20.4 million. Despite this, Wall Street analysts have mixed ratings, with a consensus "Hold" and an average target price of $17.14, although Citigroup recently upgraded the stock to "Buy." Concurrently, company insiders, including Gregory M. Shepard and Chris Scholla, have been selling shares, totaling about $2.84 million in sales over the last three months.
Chip Roy invests in Atlas Energy Solutions, transaction worth up to $25 million By Investing.com
Chip Roy, a U.S. House Representative from Texas, has made a significant investment in Atlas Energy Solutions Inc. (AESI) through his spouse, with the transaction valued between $5,000,001 and $25,000,000. The investment, revealed in a congressional trade report, involved the purchase of Common Stock and occurred on April 30, 2026. Despite the company's stock surge, InvestingPro analysis suggests AESI may be overvalued.
Recent Report Shows That Rep. Chip Roy Bought Up to $250K Worth of Atlas Energy Solutions Stock
Representative Chip Roy recently reported purchasing Atlas Energy Solutions (NYSE: AESI) stock valued
Meet the New AI Power Plays: Why Atlas Energy and Madison Air Are Sizzling
The artificial intelligence stock boom is expanding beyond traditional tech companies to include "old" economy industrial companies. Atlas Energy and Madison Air are highlighted as examples of companies in energy, cooling, and construction equipment sectors that are benefiting from AI advancements. This signals a broadening impact of AI on various industries.
Atlas Energy Solutions: In 2Q, Higher Sales Volume and Improved Margin Flow-Through in Sand and Logistics, Increased Power Contribution Expected to Result in Sequentially Improved Fincl Results >AESI
Atlas Energy Solutions anticipates higher sales volume and improved margin flow-through in its sand and logistics segments during the second quarter. The company also expects an increased contribution from its power segment. These factors combined are projected to lead to sequentially improved financial results for Atlas Energy Solutions.
New York State Teachers Retirement System Increases Stake in Atlas Energy Solutions Inc. $AESI
The New York State Teachers Retirement System significantly increased its holdings in Atlas Energy Solutions Inc. (NYSE:AESI) by 120.3% in the fourth quarter, purchasing an additional 58,900 shares, bringing its total to 107,861 shares valued at approximately $1.0 million. This move is part of a broader trend of increased institutional investment in AESI, with overall institutional ownership reaching 34.59%. Analyst sentiment for Atlas Energy Solutions is improving, reflected in recent price target increases from several firms, although the stock currently holds a consensus "Hold" rating with an average target price of $17.14.
The Top 5 Analyst Questions From Atlas Energy Solutions’s Q1 Earnings Call
Atlas Energy Solutions experienced a recovering West Texas market in Q1, driven by strong operational execution in its sand and logistics segment despite temporary setbacks from winter weather and maintenance. The company outperformed revenue expectations, and its CEO highlighted robust customer demand. Analysts focused on Atlas's expanding power customer base, the impact of Permian activity on trucking rates, the challenges for competing sand mines, details on Caterpillar equipment for private grids, and the timeline for sand production cost reductions.
[8-K] Atlas Energy Solutions Inc. Reports Material Event
Atlas Energy Solutions Inc. (AESI) reported the results of its 2026 Annual Meeting of Stockholders held on May 7, 2026. Stockholders elected Gayle Burleson and Robb L. Voyles as Class III directors, ratified Ernst & Young LLP as the independent accounting firm, and approved on a non-binding advisory basis the compensation of named executive officers. Additionally, the Atlas Energy Solutions Inc. Employee Stock Purchase Plan was approved.
Atlas Energy Solutions (AESI) EPS Loss Deepens And Reinforces Bearish Profitability Concerns
Atlas Energy Solutions (AESI) reported a Q1 2026 revenue of US$265.6 million and a basic EPS loss of US$0.38, further deepening its net loss to US$98.8 million over the last twelve months. This performance has intensified bearish concerns about profitability, despite some bullish arguments pointing to future earnings growth and a significant DCF fair value. The company's stock trades at a P/S of 2.2x, above the industry average, while facing a trend of widening losses and quarterly net income pressure.
Atlas Energy Solutions (AESI) EPS Loss Deepens And Reinforces Bearish Profitability Concerns
Atlas Energy Solutions (AESI) reported a Q1 2026 loss of US$0.38 EPS, with revenue declining to US$265.6 million from US$297.6 million in Q1 2025. This deepens investor concerns about profitability, despite forecasts modeling a return to profitability within three years. The stock currently trades above the industry P/S average, but a DCF fair value suggests it is significantly undervalued if growth assumptions hold.
AESI Q1 Deep Dive: Power Expansion and Logistics Recovery Mark Strategic Shift
Atlas Energy Solutions (AESI) reported Q1 CY2026 revenue ahead of expectations, despite a year-over-year decline, driven by strong operational execution in its sand and logistics segment and a recovering West Texas market. The company is strategically shifting to capitalize on its expanding power business through a new global framework agreement with Caterpillar and is focused on driving growth in both segments while managing industry volatility. Management highlighted significant growth opportunities in private grid power, improving logistics margins, and robust demand for proppant sand.
RBC Lifts Price Target on Atlas Energy Solutions to $20 From $14, Keeps Sector Perform Rating
RBC has increased its price target for Atlas Energy Solutions to $20 from $14, while maintaining a "Sector Perform" rating on the stock. This adjustment comes after the company reported its Q1 2026 earnings, which showed revenue of $265.6 million, surpassing FactSet estimates. Atlas Energy Solutions continues to be a solution provider for the energy industry, specializing in oilfield logistics and proppant supply.
Atlas Energy Solutions Drops 6.9% Amid Sector-Wide Selling
Atlas Energy Solutions (AESI) saw its shares plunge 6.9% due to a sector-wide selloff impacting oil and gas equipment and services stocks. The decline was mirrored by several industry peers, indicating broader market pressure rather than company-specific issues. The selloff reduced Atlas Energy Solutions' market capitalization to $2.2 billion, with investors now watching for potential signs of a more sustained downturn or temporary sector rotation.
Atlas Energy Solutions Inc. 1Q 2026: Revenue $265.6M, EPS $(0.38) — 10-Q Summary
Atlas Energy Solutions Inc. reported its first-quarter 2026 results, showing a decrease in revenue to $265.6M from $297.6M in the prior year, leading to a net loss of $(47.3)M and diluted EPS of $(0.38). The company highlighted shifts in revenue mix, operational scale-up following an acquisition, and improved logistics through new networks. Additionally, the report noted significant growth in its power segment, including a new 5-year power purchase agreement.
Atlas Energy Solutions (NYSE:AESI) - Stock Analysis
Atlas Energy Solutions (NYSE:AESI) is undergoing a strategic shift from being a frac sand and logistics provider to an energy infrastructure and power solutions platform. Despite recent Q1 2026 losses and mixed market signals, the company is investing heavily in power generation assets and logistics improvements like the Dune Express. Analysts have varying price targets, reflecting both optimism about future growth in the power segment and concerns over execution risks, cash burn, and volatility in its traditional business.
Atlas Energy Solutions Inc. (AESI) reports Q1 loss, beats revenue estimates
Atlas Energy Solutions Inc. (AESI) reported a first-quarter loss that was narrower than expected, with a loss of 3 cents per share compared to analysts' predictions of a 22-cent loss. The company also surpassed revenue estimates, bringing in $195.4 million against an expected $189.9 million. Following this news, Atlas Energy Solutions' shares did not trade in the after-hours session.
A Look At Atlas Energy Solutions (AESI) Valuation After Q1 Loss And Power Growth Updates
Atlas Energy Solutions (AESI) reported a Q1 2026 net loss of US$47.26 million on revenue of US$265.58 million, partly due to severe winter weather. Despite the loss, the stock has shown strong momentum, with year-to-date gains of nearly 98%. Valuation models present conflicting views: a narrative suggests the stock is 40% overvalued at $19.22 (fair value $13.77), while a DCF model indicates an 87% discount, with a fair value of $137.01.
Atlas Energy Solutions Q1 2026 Results Beat Revenue Estimates Despite Year-Over-Year Decline
Atlas Energy Solutions reported Q1 2026 revenue of $265.6 million, exceeding analyst estimates despite a 10.8% year-over-year decline. The company posted a GAAP loss of $0.38 per share, missing expectations due to higher plant operating costs caused by severe winter weather. Management anticipates improved operating costs and elevated volumes for the remainder of 2026 as the commodity macro environment improves.
AESI Stock Climbs As Power Pivot Offsets Earnings Hit
Atlas Energy Solutions Inc. (AESI) stock climbed by 9.35% despite missing Q1 2026 EPS expectations due to winter-driven costs. The positive market reaction is driven by management's optimistic Q2 guidance, anticipating a strong rebound in EBITDA, and an aggressive pivot into the power generation sector with plans for 2 GW capacity by 2030. Wall Street analysts have shown increased bullishness, with several firms raising their ratings and price targets for AESI.
Why Atlas Energy Solutions (AESI) Stock Is Up Today
Shares of Atlas Energy Solutions (AESI) rose 5.7% after the company reported mixed first-quarter results, beating revenue and Adjusted EBITDA estimates but missing on earnings per share. Investors focused on the better-than-expected top-line performance and positive free cash flow, despite the GAAP loss. The stock has been highly volatile and recently benefited from increased crude oil prices and a six-day winning streak, reaching a new 52-week high.
Atlas Energy Solutions: Sell Rating Reiterated as Positives Seen Priced In; $9 Price Target Unchanged
Goldman Sachs analyst Atidrip Modak has reiterated a Sell rating for Atlas Energy Solutions (AESI), maintaining a $9 price target. This decision is based on the company's Q1 EBITDA barely exceeding consensus and in-line revenue masking mixed sales contributions, alongside negative free cash flow. Modak believes that while management expects stronger Q2 volumes and margins, the positives are already priced into the stock.
Atlas Energy Solutions (AESI) price target increased by 12.49% to 14.28
The article reports that the price target for Atlas Energy Solutions (AESI) has been increased by 12.49%, bringing it to $14.28. This update indicates a positive outlook from analysts regarding the company's valuation.
Atlas Energy Solutions Inc. (AESI) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates
Atlas Energy Solutions Inc. (AESI) reported Q1 2026 revenue of $265.58 million, beating analyst estimates, but EPS came in at -$0.36, missing the consensus. Key metrics like product revenue and service revenue also showed mixed results compared to analyst expectations and year-ago figures. Despite the mixed earnings, AESI shares have significantly outperformed the S&P 500 in the past month, and the stock currently holds a Zacks Rank #3 (Hold).
BRIEF-Atlas Energy Solutions Q1 Net Income USD -47.264 Million
Atlas Energy Solutions reported a Q1 net income of USD -47.264 million. This brief update by Refinitiv provides a key financial figure for the company's first quarter performance.
Atlas Energy (NYSE: AESI) absorbs Q1 loss while ramping 1.4 GW power push
Atlas Energy Solutions Inc. (NYSE: AESI) reported a net loss of $47.3 million in Q1 2026 despite a 6.5% increase in revenue to $265.6 million, attributed to higher plant operating costs and depreciation. The company is strategically expanding its power business, highlighted by a 1.4 GW Global Framework Agreement with Caterpillar and a 120 MW power purchase agreement. Atlas aims to deploy over 550 MW of power capacity by mid-2027 and anticipates an Adjusted EBITDA of $50 million for Q2 2026.
Earnings Flash (AESI) Atlas Energy Solutions Inc. Reports Q1 Revenue $265.6M, vs. FactSet Est of $256.4M
Atlas Energy Solutions Inc. (AESI) announced its Q1 revenue reached $265.6 million, surpassing FactSet's estimate of $256.4 million. The report provides a financial flash for the company, highlighting its revenue performance against market expectations for the first quarter.
Atlas Energy Solutions (NYSE:AESI) Exceeds Q1 CY2026 Expectations
Atlas Energy Solutions (NYSE:AESI) reported Q1 CY2026 results, exceeding Wall Street’s revenue expectations with $265.6 million, despite a 10.8% year-on-year sales decrease. However, the company posted a GAAP loss of $0.38 per share, significantly below analyst estimates due to higher plant operating costs, although Adjusted EBITDA still beat expectations. The CEO noted that costs are expected to improve in Q2, with strong demand for their proppant sand.
Atlas Energy Solutions Inc. $AESI Shares Bought by Universal Beteiligungs und Servicegesellschaft mbH
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Atlas Energy Solutions Inc. (NYSE:AESI) by 1,081.9% in Q4, now holding 153,561 shares valued at approximately $1.45 million. This comes amidst considerable insider selling, with insiders having sold 238,912 shares worth about $2.84 million over the past 90 days. Atlas Energy Solutions currently has a market capitalization of $2.13 billion and a "Hold" consensus rating from analysts with an average price target of $15.57.
Atlas Energy Solutions stock hits 52-week high at $17.81 By Investing.com
Atlas Energy Solutions Inc. (AESI) has reached a new 52-week high of $17.81, with its stock currently trading at $17.50 and boasting an 84.5% year-to-date return, reflecting strong investor confidence despite being considered overvalued by InvestingPro. This achievement follows recent strategic moves, including a private offering of $390 million in convertible senior notes and positive revisions of price targets from Barclays and RBC Capital due to a new power purchase agreement. These developments, along with operational adjustments in its sand operations, highlight the company's active navigation of the energy sector.
Stocks making big moves yesterday: Commvault, Atlas Energy Solutions, CECO Environmental, Centene, and LifeStance Health Group
This article highlights several companies whose stocks made significant moves yesterday. Commvault, CECO Environmental, and Centene all saw their stock prices rise after reporting better-than-expected first-quarter 2026 results and raising their full-year guidance. Atlas Energy Solutions benefited from a spike in crude oil prices, while LifeStance Health Group's stock increased following an announcement that it would join the S&P SmallCap 600 index.
Stocks making big moves yesterday: Commvault, Atlas Energy Solutions, CECO Environmental, Centene, and LifeStance Health Group
This article highlights several companies whose stocks experienced significant movement yesterday. Commvault, Atlas Energy Solutions, CECO Environmental, and Centene all saw their stock prices rise due to strong earnings and positive outlooks or market factors. LifeStance Health Group also saw an increase after being added to the S&P SmallCap 600 index.
Stocks making big moves yesterday: Commvault, Atlas Energy Solutions, CECO Environmental, Centene, and LifeStance Health Group
Several stocks made significant moves yesterday, April 29, 2026, driven by strong earnings, positive guidance, or market index inclusion. Commvault, CECO Environmental, and Centene all saw their shares rise after reporting better-than-expected first-quarter 2026 results and, in some cases, raising full-year guidance. Atlas Energy Solutions benefited from a spike in crude oil prices, while LifeStance Health Group gained entry into the S&P SmallCap 600 index.
Earnings preview: Atlas Energy Solutions Inc. (AESI) Q1 earnings expected to decline
This article provides an earnings preview for Atlas Energy Solutions Inc. (AESI) for Q1, noting an expected decline in earnings. It highlights that the Zacks Consensus Estimate for EPS is $0.78, down from $1.15 in the prior-year quarter, while revenue is projected to be $191.73 million. Investors will be looking for positive earnings surprise, with the Earnings ESP being 0.00%, and the importance of both a positive ESP and a Zacks Rank #3 (Hold) or better for predicting beats.
Why Atlas Energy Solutions (AESI) Stock Is Up Today
Shares of Atlas Energy Solutions (NYSE:AESI) rose by 3.8% due to an increase in crude oil prices, which boosted oilfield services stocks. This surge in oil prices was triggered by stalled peace talks between the United States and Iran, leading to ongoing supply disruptions and the continued closure of the Strait of Hormuz. The company, as an oilfield services provider, benefited from the positive sentiment in the energy sector, marking a six-day winning streak despite the stock's typical volatility.
Atlas Energy Solutions (AESI) price target increased by 12.49% to 14.28
Atlas Energy Solutions (AESI) has received an increased price target of 14.28, representing a 12.49% rise. This adjustment signals a positive outlook from analysts regarding the company's future stock performance.
Why Atlas Energy Solutions (AESI) Stock Is Up Today
Shares of Atlas Energy Solutions (NYSE:AESI), a proppant sand producer, jumped 3.8% due to a spike in crude oil prices, which boosted oilfield services stocks. This increase in oil prices, with Brent crude nearing $108 a barrel and WTI futures above $96, followed stalled peace talks between the U.S. and Iran and the continued closure of the Strait of Hormuz. The stock's performance reflects its sensitivity to energy sector developments, and investors who bought at IPO in March 2023 have seen a modest return.
A Look At Atlas Energy Solutions (AESI) Valuation As Recent Share Price Gains Stir Debate
Atlas Energy Solutions (AESI) has seen significant share price gains recently, up 2.4% on the day, 43.8% over 90 days, and 71.8% year-to-date. This has led to a debate about its valuation, as the stock currently trades at US$16.70 against an analyst target of US$14.09, suggesting it might be overvalued by 21.3% according to one narrative. However, Simply Wall St's DCF model indicates a fair value of US$137, highlighting a large discrepancy and prompting investors to consider various valuation methods and potential risks.
Atlas Energy Solutions and Green Plains Shares Are Soaring, What You Need To Know
Shares of Atlas Energy Solutions and Green Plains jumped following a spike in crude oil prices. This surge was triggered by stalled peace talks between the United States and Iran and ongoing supply disruptions, which led to the continued closure of the Strait of Hormuz. Financial institutions like Goldman Sachs upgraded their oil price forecasts in response to these developments, indicating increased investment in oil exploration and production.
