Atlas Energy Solutions Inc (AESI) Trading Down 4.23% on Feb 20
Atlas Energy Solutions Inc (AESI) saw its shares fall by 4.23% to $11.55 on February 20, putting it 48.30% below its 52-week high. Wall Street analysts provide an average target price of $11.35, indicating a slight downside, with a consensus "Hold" recommendation. GuruFocus estimates the fair value (GF Value) at $17.24, suggesting a potential upside of 49.26%.
Insights Ahead: Atlas Energy Solutions's Quarterly Earnings
Atlas Energy Solutions (NYSE: AESI) is set to release its quarterly earnings report on Monday, February 23, 2026, with analysts forecasting an EPS of $-0.21. In the previous quarter, the company missed its EPS by $0.17, leading to a 15.89% stock price drop. The stock has seen a 43.93% decline over the last 52 weeks, indicating a bearish sentiment among long-term shareholders.
Atlas Energy Solutions (NYSE:AESI) Insider Sells $1,557,400.00 in Stock
Atlas Energy Solutions (NYSE:AESI) insider Gregory Shepard sold 130,000 shares of the company's stock for $1,557,400 on February 18th, reducing his holding by 1.72%. The stock currently trades around $11.94, with analysts holding a consensus "Hold" rating and an average price target of $12.80, though several brokers have recently lowered their price objectives. Institutional investors collectively own 34.59% of the company's stock.
(AESI) Movement as an Input in Quant Signal Sets
This article analyzes Atlas Energy Solutions Inc. Class A (NASDAQ: AESI) using AI models, indicating weak near-term sentiment and the absence of clear long-term support signals. It presents three institutional trading strategies—Position, Momentum Breakout, and Risk Hedging—tailored for different risk profiles. The analysis highlights key support and resistance levels across multiple timeframes, suggesting elevated downside risk.
Analysts Estimate Atlas Energy Solutions Inc. (AESI) to Report a Decline in Earnings: What to Look Out for
Atlas Energy Solutions Inc. (AESI) is projected to report a year-over-year decline in earnings and revenues for the quarter ended December 2025, with analysts expecting a quarterly loss of $0.22 per share. The stock's near-term price movement will likely hinge on how its actual results compare to these estimates. While the company does not appear to be a strong candidate for an earnings beat based on its negative Earnings ESP and Zacks Rank of #3, investors should consider other factors before the earnings release on February 23.
Does Atlas Energy Solutions' Evolving Board and New Institutional Interest Reframe AESI's Risk‑Reward Narrative?
Atlas Energy Solutions is seeing changes in its board and increased institutional interest from Signia Capital Management, yet faces challenges like weak completion activity and soft sand pricing. The company recently suspended its dividend due to weak 2025 results, highlighting the impact of compressing margins, even as it invests in growth projects like Dune Express. The article discusses how these factors create a complex risk-reward profile, with analyst opinions varying widely on its future revenue and earnings potential.
Atlas Energy Solutions Inc. $AESI Shares Acquired by Advisors Asset Management Inc.
Advisors Asset Management Inc. significantly increased its stake in Atlas Energy Solutions Inc. (NYSE:AESI) by 169.6% in the third quarter, now owning 236,395 shares valued at $2.69 million. This comes as institutional ownership in the company reaches 34.59%, while corporate insider Chris Scholla reduced his holdings by 8.65% through a sale of 52,150 shares. Analysts currently have a "Hold" consensus rating on AESI with an average target price of $12.80.
How Investors Are Reacting To Atlas Energy Solutions (AESI) $375 Million Power Generation Lease Facility
Atlas Energy Solutions (AESI) secured a $375 million lease facility from Eldridge Capital Management for new power generation assets, building on its acquisition of Moser Energy Systems. This facility is crucial for its integrated power generation platform, but adds financial complexity given its current unprofitability and weak interest coverage. Investors have diverse views on the stock's fair value, highlighting a need to balance potential upsides with financing risks.
Eldridge Closes $375M Lease Facility to Power Atlas Energy’s Growth
Eldridge Capital Management has closed a $375 million lease facility with Atlas Energy Solutions Inc., providing funding for Atlas to acquire new behind-the-meter power generation assets. This facility will expand Atlas's power generation capabilities, building on its prior acquisition of Moser Energy Systems in 2025. Eldridge has been a long-term partner to Atlas, providing various financing solutions for its growth and acquisitions, leveraging its diversified credit platform which has originated over $17 billion in asset-based transactions since 2015.
What Makes Atlas Energy Solutions (AESI) an Investment Bet?
Signia Capital Management, a boutique money management firm, highlighted Atlas Energy Solutions Inc. (NYSE:AESI) in its fourth-quarter 2025 investor letter. The firm views AESI as a low-cost producer and market share leader in frac sand for the Permian Basin, with additional value unlocked by its distributed power solutions. While acknowledging AESI's potential, Signia Capital suggests other AI stocks might offer greater upside and less downside risk.
What Makes Atlas Energy Solutions (AESI) an Investment Bet?
Signia Capital Management, a boutique money management firm, highlighted Atlas Energy Solutions Inc. (NYSE:AESI) as a new buy in its fourth-quarter 2025 investor letter. The firm views AESI as a low-cost producer and market share leader in frac sand for the Permian Basin, benefiting from its "Dune Express" conveyor system. Despite its potential, Signia Capital suggests that certain AI stocks offer greater upside and less downside risk.
Atlas Energy Solutions launches 2026 internship recruitment drive
Atlas Energy Solutions has initiated its recruitment drive for the 2026 Summer Internship Program. The company is seeking interns for various teams, including energy, logistics, and technology, to foster new talent within the industry. Interested candidates are encouraged to apply through the Atlas careers page.
How Investors Are Reacting To Atlas Energy Solutions (AESI) $375 Million Power Generation Lease Facility
Atlas Energy Solutions (AESI) recently secured a US$375 million lease facility from Eldridge Capital Management to fund new power generation assets, building on its acquisition of Moser Energy Systems. This strategic move aims to enhance its integrated power generation platform, although the company currently faces unprofitability, a suspended dividend, and weakened interest coverage. The article explores how this financing, alongside board member Stacy Hock's planned exit, shapes Atlas's investment narrative, cautioning investors to weigh both potential upside and financial risks.
Liquidity Mapping Around (AESI) Price Events
This article provides a liquidity mapping analysis for Atlas Energy Solutions Inc. Class A (NASDAQ: AESI), identifying near-term weak sentiment which could test mid-term strength within a broader long-term weak bias. It outlines detailed institutional trading strategies, including long, breakout, and short positions with specific entry, target, and stop-loss levels. The analysis also presents multi-timeframe signal data with support and resistance levels generated by AI models.
Atlas Energy Solutions (AESI) Price Target Reduced to $16
Stephens lowered its price target on Atlas Energy Solutions Inc. (NYSE:AESI) from $20 to $16, while maintaining an 'Overweight' rating, citing projected mixed Q4 and 2026 results. The company's stock price declined by over 49% in the past year, falling by 2.10% between January 23 and January 30, 2026. Atlas Energy Solutions produces and sells frac sand for the Permian Basin and also offers oilfield logistics.
Atlas Energy Solutions launches new video series exploring microgrids
Atlas Energy Solutions has launched a new video series called "Powering Performance," which focuses on real-world power solutions. The first episode highlights microgrids and their potential for improving operational efficiency. This series aims to showcase the company's technological capabilities beyond its traditional sand plant operations.
Is Atlas Energy Solutions (AESI) Pricing Reflecting Its Recent Rebound And DCF Implied Upside Potential
Atlas Energy Solutions (AESI) has seen recent positive stock performance, though its 1-year return remains negative. A Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued at $11.86 compared to an intrinsic value of $41.93, indicating a 71.7% discount. However, a Price/Sales (P/S) ratio analysis, considering proprietary fair ratios, suggests the stock is overvalued, highlighting a mixed valuation picture.
Eldridge Backs Atlas Energy Solutions with $375M Lease for Behind-the-Meter Power Expansion
Eldridge Capital Management has closed a $375 million lease facility with Atlas Energy Solutions Inc. to support Atlas's acquisition of new behind-the-meter power generation assets. This financing will expand Atlas's power generation capabilities, building on its 2025 acquisition of Moser Energy Systems. The deal highlights Eldridge's long-term partnership with Atlas and their shared conviction in the growing market opportunity for behind-the-meter power-as-a-service solutions, given the grid's inability to keep pace with demand.
Frac Sand Deliveries with No One Behind the Wheel
Kodiak Robotics and Atlas Energy Solutions have announced the first driverless delivery of frac sand in the Permian Basin, marking a significant step for autonomous commercial operations. Atlas has ordered Kodiak-equipped trucks to deliver frac sand on private lease roads, with commercial operations expected to begin early next year. This partnership addresses the challenging Permian Basin environment and aims to establish autonomous trucking as a viable business, both in the region and for broader over-the-road applications.
Atlas Energy Director Stacy Hock Plans Board Exit
Stacy Hock, a director at Atlas Energy Solutions Inc., will not seek reelection to the board at the 2026 Annual Meeting of Shareholders, a decision she communicated on January 28, 2026. This exit is amicable, with no disagreements regarding company operations, and she will continue her roles until her term ends. Analysts currently rate AESI stock as a Hold with an $11.50 price target, while TipRanks’ AI Analyst indicates a Neutral stance due to weakening financial performance despite strategic progress in their power business.
Atlas Energy Director Stacy Hock Plans Board Exit
Atlas Energy Solutions Inc. director Stacy Hock announced on January 28, 2026, that she will not seek re-election to the board at the upcoming 2026 Annual Meeting of Shareholders. Her decision was not due to any disagreement with the company's operations, and she will continue to serve until her term ends at the Annual Meeting. Analysts currently rate Atlas Energy Solutions (AESI) as a Hold with a $11.50 price target.
Atlas Energy Solutions (AESI) price target reduced to $16
The article states that the price target for Atlas Energy Solutions (AESI) has been reduced to $16. No further details are provided regarding the reasons for this change or the entities that made the adjustment.
Villere ST Denis J & Co. LLC Acquires 211,203 Shares of Atlas Energy Solutions Inc. $AESI
Villere ST Denis J & Co. LLC increased its stake in Atlas Energy Solutions Inc. (NYSE:AESI) by 10.5% in the third quarter of 2025, now owning 2,219,928 shares valued at $25.24 million, making it their 19th largest holding. Concurrently, insider Chris Scholla sold 52,150 shares, reducing his stake by 8.65%. Analyst sentiment has cooled, with several firms lowering price targets and ratings, resulting in a "Hold" consensus and a $12.80 price target.
Atlas Energy Solutions (AESI) Price Target Reduced to $16
Stephens has lowered its price target for Atlas Energy Solutions Inc. (NYSE: AESI) from $20 to $16 while maintaining an 'Overweight' rating. The adjustment comes amid expectations of a mixed Q4 report and follows a significant share price decline of over 49% over the past year.
Atlas Energy Director Stacy Hock Plans Board Exit
Atlas Energy Solutions (AESI) director Stacy Hock announced her decision not to seek re-election to the board at the 2026 Annual Meeting of Shareholders. Her departure is amicable and effective upon her term's expiration, with no disagreements cited regarding company operations. Analysts currently rate AESI as a Hold with a $11.50 price target, while TipRanks' AI Analyst, Spark, assigns a Neutral score due to weakening financials and technical trends, despite strategic progress and a high potential dividend yield.
Atlas Energy Solutions Announces Board Member Departure
Atlas Energy Solutions Inc. announced that board member Stacy Hock will not seek reelection at the 2026 Annual Meeting of Shareholders. Her decision was not due to any disagreements with the company. She will continue her role until her term ends.
Atlas Energy Solutions Inc. $AESI Shares Purchased by AlphaQuest LLC
AlphaQuest LLC significantly increased its stake in Atlas Energy Solutions Inc. (NYSE:AESI) during Q3, purchasing over 127,502 shares, bringing its total to 151,979 shares. Other institutional investors also raised their positions, with overall institutional ownership now at 34.59%. Despite insider Chris Scholla selling some shares, analysts have mixed to negative sentiment, with a consensus "Hold" rating and an average price target of $12.80, though some analysts have downgraded the stock and lowered targets.
Atlas details Feb. 23 earnings release and Feb. 24 results call
Atlas Energy Solutions Inc. (NYSE: AESI) announced it will release its fourth quarter and year-end 2025 earnings after market close on Monday, February 23, 2026. The company will host a conference call to discuss these financial and operational results on Tuesday, February 24, 2026, at 9:00 AM Central Time. A live webcast of the call will be available on the company's investor relations website.
Atlas Announces Timing of Fourth Quarter & Year End 2025 Earnings Release and Conference Call
Atlas Energy Solutions Inc. (NYSE: AESI) announced it will release its fourth quarter and year-end 2025 earnings after market close on Monday, February 23, 2026. The company will host a conference call to discuss these results on Tuesday, February 24, 2026, at 9:00 AM Central Time. A live webcast will be available for participants.
Atlas Energy Solutions (NYSE:AESI) Raised to "Hold" at Zacks Research
Zacks Research has upgraded Atlas Energy Solutions (NYSE:AESI) from a "strong sell" to a "hold" rating. The stock's current analyst consensus is a "Hold" with an average target price of $12.80, reflecting mixed analyst sentiment. Shares traded at $11.45, with a market cap of $1.42 billion, and recent insider activity shows a major shareholder reducing their stake.
Atlas Energy Solutions Inc. (NYSE:AESI) Given Average Recommendation of "Hold" by Brokerages
Atlas Energy Solutions Inc. (NYSE:AESI) has received an average "Hold" recommendation from nine brokerages, with an average 12-month price target of $12.80. Recent analyst downgrades and price target reductions have been noted, though the company's stock shows some upward movement. Insider activity includes a significant share sale by a major shareholder, and institutional investors have been modifying their holdings in the company.
Atlas Energy Solutions price target lowered to $16 by Stephens
Stephens has lowered its price target for Atlas Energy Solutions (NYSE:AESI) to $16.00 from $20.00, while maintaining an Overweight rating. This adjustment comes despite expectations for mixed fourth-quarter 2025 results and a projected 9% increase in first-quarter 2026 sand sales. The firm believes current sand prices and logistics margins are at trough levels and sees Atlas Energy’s emerging power business as a potential catalyst.
Atlas Energy Solutions price target lowered to $16 by Stephens
Stephens has lowered its price target for Atlas Energy Solutions Inc (NYSE:AESI) from $20.00 to $16.00, while maintaining an Overweight rating. The firm anticipates mixed fourth-quarter 2025 results and has lowered its sand volume expectations, despite viewing current sand prices as trough levels. Atlas Energy Solutions is also navigating recent financial challenges, including a net loss in Q3 2025 and a dividend suspension, alongside strategic initiatives in its emerging power business.
Stephens Maintains Atlas Energy Solutions(AESI.US) With Buy Rating, Cuts Target Price to $16
Stephens analyst Michael Scialla has maintained a "buy" rating for Atlas Energy Solutions (AESI.US) but has revised the target price downwards from $29 to $16. According to TipRanks, the analyst has a success rate of 36.9% and an average return of -2.4% over the past year. This report clarifies that the information is for educational purposes and not investment advice.
Why (AESI) Price Action Is Critical for Tactical Trading
This article analyzes Atlas Energy Solutions Inc. Class A (NASDAQ: AESI) stock, highlighting a strong near- and mid-term sentiment but a weak long-term outlook. It presents AI-generated trading strategies including position trading, momentum breakout, and risk hedging, along with multi-timeframe signal analysis. The piece suggests elevated downside risk due to a lack of long-term support signals.
Cooke & Bieler LP Acquires 934,114 Shares of Atlas Energy Solutions Inc. $AESI
Cooke & Bieler LP significantly increased its stake in Atlas Energy Solutions (NYSE: AESI) by 29% in the third quarter of 2025, acquiring an additional 934,114 shares, bringing its total holdings to over 4.15 million shares valued at approximately $47.23 million. This increase comes despite several analysts recently lowering their ratings and price targets for AESI, with the consensus remaining a "Hold." The article also notes recent insider selling by a major shareholder and outlines the company's financial performance and institutional ownership.
Atlas Energy Solutions Breaks Above 200-Day Moving Average - Bullish for AESI
Atlas Energy Solutions Inc (AESI) shares have crossed above their 200-day moving average, trading up 4.8% on Wednesday. This move is considered a bullish signal for the stock. AESI's 52-week range spans from $7.6417 to $26.86 per share.
Atlas Energy Solutions Reports Q3 2025 Earnings and Strategic Shift
Atlas Energy Solutions reported its Q3 2025 earnings, revealing strong financial performance with significant revenue growth and increased net income. The company also announced a strategic divestiture of its non-core logistics assets to focus on its primary energy solutions business. Management expressed optimism about future growth prospects and an enhanced balance sheet.
Understanding Momentum Shifts in (AESI)
This article provides an AI-driven analysis of Atlas Energy Solutions Inc. Class A (NASDAQ: AESI), highlighting strong near and mid-term sentiment, but a weak long-term outlook with elevated downside risk. It includes specific trading strategies (Position, Momentum Breakout, Risk Hedging) and multi-timeframe signal analysis with support and resistance levels. The report emphasizes real-time signals and personalized alerts for monitoring the stock.
RBC Adjusts Price Target on Atlas Energy Solutions to $12 From $13, Maintains Sector Perform Rating
RBC has lowered its price target for Atlas Energy Solutions (AESI) to $12 from $13, while retaining a Sector Perform rating on the stock. This adjustment comes amidst other analyst actions, including previous downgrades and price target reductions by firms like Goldman Sachs and Barclays. The article also notes recent news regarding Atlas Energy Solutions' Q3 2025 earnings, which showed a loss, and the suspension of its dividend.
Atlas Energy Solutions 10% owner sells $250,000 in stock
A 10% owner of Atlas Energy Solutions reportedly sold $250,000 worth of stock. This transaction highlights insider activity within the company. Further details regarding the sale are expected to be in the full article.
Bullish Atlas Energy Solutions Insiders Loaded Up On US$6.33m Of Stock
Insiders at Atlas Energy Solutions Inc. (NYSE:AESI) have significantly increased their holdings over the past year, with US$6.33 million worth of shares purchased. While there has been some recent selling, particularly by Chris Scholla, the overall sentiment is positive due to high insider ownership (24%) and past substantial purchases at prices higher than the current market value.
Bullish Atlas Energy Solutions Insiders Loaded Up On US$6.33m Of Stock
Insiders at Atlas Energy Solutions Inc. (NYSE:AESI) purchased US$6.33 million worth of stock over the last year, significantly increasing their holdings, which is seen as a positive indicator despite some recent selling by a single insider. The founder's large purchase at a higher price than the current market value suggests optimism. Insiders collectively own 24% of the company, valued at US$294 million, which aligns management's interests with shareholders.
Bullish Atlas Energy Solutions Insiders Loaded Up On US$6.33m Of Stock
Atlas Energy Solutions Inc. insiders have significantly increased their holdings over the past year, with US$6.33 million worth of shares purchased, outweighing recent sales. Founder & Executive Chairman Ben Brigham made the largest single purchase of US$5.0 million. Despite some recent insider selling, strong insider ownership (24% of the company) suggests alignment with shareholder interests.
Atlas Energy Solutions Inc. (NYSE:AESI) Given Consensus Rating of "Hold" by Brokerages
Atlas Energy Solutions Inc. (NYSE:AESI) has received a consensus "Hold" rating from eleven brokerages, with an average 12-month price target of $15.88 despite recent downgrades. Major shareholder Chris Scholla reduced his stake by 8.65%, selling 52,150 shares at $8.82. The company, an independent energy infrastructure firm specializing in low-carbon and RNG projects, currently trades near $9.69.
Atlas Energy Solutions enters $385 million lease agreement for power equipment
Atlas Energy Solutions Inc. announced a Master Lease Agreement and Interim Funding Agreement for up to $385 million with Stonebriar Commercial Finance LLC to acquire power generation equipment. The lease obligations are guaranteed by Atlas Energy Solutions, and these transactions were disclosed in SEC filings. This comes amidst recent financial performance, including a net loss in Q3 2025 and dividend suspension, leading to mixed analyst ratings on the stock.
Atlas Energy Unveils Major Power Equipment Lease Agreement
Atlas Energy Solutions announced a major power equipment lease agreement, with its subsidiary Galt Power Solutions LLC entering a master lease and interim funding arrangement with Stonebriar Commercial Finance LLC. This deal secures approximately 240 megawatts of power generation equipment, supported by up to $385 million in advances and an unsecured guarantee from Atlas Energy Solutions. The company also amended its asset-based loan to align with this expanded power generation strategy.
Atlas Energy Solutions enters $385 million lease agreement for power equipment
Atlas Energy Solutions Inc. has entered into a Master Lease Agreement and Interim Funding Agreement valued at up to $385 million with Stonebriar Commercial Finance LLC to acquire 240 megawatts of power generation equipment. This move coincides with recent Q3 2025 earnings showing a net loss but exceeding revenue expectations, and a suspension of dividend payments, leading to varied analyst ratings. The company also amended its existing loan agreement to facilitate this new lease and guarantee Galt Power Solutions LLC's obligations.
Atlas Energy Solutions Signs Multiple Material Agreements
Atlas Energy Solutions (AESI) has announced two significant financial agreements to bolster its power generation investments. The company entered a master lease and interim funding structure with Stonebriar Commercial Finance for approximately 240 MW of equipment, allowing for advances up to $385.0 million. Additionally, Atlas executed a Fourth Amendment to its ABL Credit Agreement with Bank of America to facilitate the formation of Galt Power Solutions and guarantee its lease obligations.
Atlas Energy Solutions (AESI) 10% owner sells $459,963 in shares
Chris Scholla, a 10% owner in Atlas Energy Solutions Inc (AESI), sold 52,150 shares for $459,963 on November 18, 2025, while also acquiring 34,736 shares through vested performance stock units due to employment termination. AESI has seen its stock fall 55% over the past year and reported a net loss for the third quarter of 2025, leading to a dividend suspension and analyst downgrades from Goldman Sachs and Piper Sandler, although Stifel maintains a Buy rating. Despite profitability challenges, InvestingPro suggests AESI may be undervalued, with its next earnings report expected on March 3, 2026.
