Atlas Energy Solutions（AESI）株式概要
アトラス・エナジー・ソリューションズ社は、テキサス州西部とニューメキシコ州のパーミアン・ベースンでプロパントを生産し、ロジスティクスと分散型電源ソリューションを提供している。 詳細
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Analyst Price Targets
Atlas Energy Solutions Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$19.07 |
| 52週高値 | US$20.13 |
| 52週安値 | US$7.64 |
| ベータ | 1.04 |
| 1ヶ月の変化 | 16.92% |
| 3ヶ月変化 | 73.36% |
| 1年変化 | 53.67% |
| 3年間の変化 | 17.07% |
| 5年間の変化 | n/a |
| IPOからの変化 | 12.51% |
最新ニュース
ナラティブの更新 • Apr 30
AESI: Execution On Power Contracts And Proppant Stabilization Will Shape Re Rating
Analysts have raised the fair value estimate for Atlas Energy Solutions to $18.00 from $16.00, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple reflected in recent target increases from firms across the Street. Analyst Commentary Recent Street research around Atlas Energy Solutions has centered on a cluster of price target revisions, with several bullish analysts lifting their fair value assumptions and one major firm, Goldman Sachs, adjusting its view while maintaining a cautious rating.
ナラティブの更新 • Apr 16
AESI: Power Projects And Proppant Uncertainty Will Shape A Balanced Outlook
The analyst fair value estimate for Atlas Energy Solutions has increased from $11.35 to $13.77, with analysts citing updated growth and profitability assumptions, a higher anticipated future P/E multiple, and a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Atlas Energy Solutions shows a mix of optimism and caution, with several firms adjusting price targets and ratings over the past few months.Recent updates
ナラティブの更新 • Apr 30
AESI: Execution On Power Contracts And Proppant Stabilization Will Shape Re Rating
Analysts have raised the fair value estimate for Atlas Energy Solutions to $18.00 from $16.00, citing updated assumptions around revenue growth, profit margins, and a higher future P/E multiple reflected in recent target increases from firms across the Street. Analyst Commentary Recent Street research around Atlas Energy Solutions has centered on a cluster of price target revisions, with several bullish analysts lifting their fair value assumptions and one major firm, Goldman Sachs, adjusting its view while maintaining a cautious rating.ナラティブの更新 • Apr 16
AESI: Power Projects And Proppant Uncertainty Will Shape A Balanced Outlook
The analyst fair value estimate for Atlas Energy Solutions has increased from $11.35 to $13.77, with analysts citing updated growth and profitability assumptions, a higher anticipated future P/E multiple, and a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Atlas Energy Solutions shows a mix of optimism and caution, with several firms adjusting price targets and ratings over the past few months.Seeking Alpha • Apr 03
Atlas Energy Solutions: The Shift To Power Production Is In Top Gear (Rating Upgrade)
Summary Atlas Energy Solutions is rated STRONG BUY, driven by a transformative pivot into modular power generation and robust long-term growth prospects. AESI suspended its dividend to fund a $840m capital commitment with Caterpillar, targeting 2 GW of deployable power capacity by 2030. The company’s sand business remains profitable due to cost advantages, but near-term growth is anchored in new power purchase agreements and project execution. Successful execution of the initial 120MW PPA and replication across the 2 GW pipeline could yield $600m–$800m annual FCF, supporting a $50/share long-term target. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 02
AESI: Weak Power Pipeline And 2026 Volume Visibility Will Limit Upside
Analysts have modestly adjusted their price targets for Atlas Energy Solutions, now ranging from $8 to $14. The updated fair value framework remains at $9.00 as they weigh mixed views on power growth prospects, current proppant headwinds, and evolving sector expectations.ナラティブの更新 • Mar 18
AESI: Weak Power Pipeline And 2026 Volume Uncertainty Will Restrain Upside
Atlas Energy Solutions' analyst fair value estimate has shifted to $9 from $8 as analysts weigh mixed price target changes across the Street, including recent revisions in the $8 to $14 range and updated views on growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research around Atlas Energy Solutions reflects a split view, with some firms lifting price targets while others trim expectations or keep cautious ratings.ナラティブの更新 • Mar 04
AESI: Weak Volumes And Project Uncertainty Are Expected To Cap Upside
Our updated fair value estimate for Atlas Energy Solutions moves to $8.0 per share, reflecting higher analyst price targets across a range of views: $8 at Barclays, $9 at Goldman Sachs, $11 at BofA, and $14 at Stifel, alongside adjusted assumptions for growth, margins, discount rate, and future P/E. Analyst Commentary Street research on Atlas Energy Solutions shows a wide range of views, with some investors focused on upside potential and others highlighting execution and valuation risks.ナラティブの更新 • Feb 18
AESI: Execution On Pricing And Logistics Efficiency Will Drive Re Rating
Analysts have trimmed their price targets on Atlas Energy Solutions by $2.58 to $16.00. This reflects updated assumptions for slightly softer profit margins and a lower future P/E multiple, even as revenue growth expectations and discount rate estimates remain broadly stable.ナラティブの更新 • Feb 04
AESI: Power Expansion And Sand Headwinds Will Shape Balanced Forward Outlook
Analysts have reduced their average price target for Atlas Energy Solutions by about $0.87 to approximately $11.35. This adjustment reflects recent target cuts, cautious views on 2026 sand pricing and logistics profitability, and mixed updates across the oilfield services group.ナラティブの更新 • Jan 21
AESI: Power Expansion And 2027 EBITDA Potential Will Drive Re Rating
Analysts have trimmed their average price targets on Atlas Energy Solutions by a few dollars, with some citing more cautious views on sand pricing, logistics profitability, and the outlook for the core oilfield services business, even as others acknowledge an improved sector backdrop into 2026 and 2027 EBITDA estimates. Analyst Commentary Recent research has highlighted a split view on Atlas Energy Solutions, with some firms taking a more cautious tone on sand pricing, volumes, and logistics, while others are incrementally more constructive on the longer term earnings setup across oilfield services.ナラティブの更新 • Jan 07
AESI: Softer Sand And Weak Completions Are Expected To Pressure Earnings
Analysts have trimmed their price targets on Atlas Energy Solutions by roughly $2 to $4, with new ranges around $8 to $13. This reflects concerns about softer sand pricing, logistics profitability, ongoing pressure in the core oilfield services business, and uncertainty around the timing of a recovery.ナラティブの更新 • Dec 23
AESI: Softer Sand Pricing Will Pressure Earnings And Limit Share Upside
Analysts have cut their price target on Atlas Energy Solutions from $12.00 to $7.00, citing weaker expected sand pricing, softer logistics profitability, and ongoing macro headwinds that weigh on near-term earnings power despite the company’s push into distributed power. Analyst Commentary Bearish analysts have grown more cautious on Atlas Energy Solutions, trimming price targets across the board and signaling increased skepticism about the company’s earnings trajectory.ナラティブの更新 • Dec 09
AESI: Distributed Power Expansion Will Support Future Upside Despite Sand Headwinds
Atlas Energy Solutions' analyst price target has been revised modestly lower to about $12.23 from $12.50 as analysts factor in softer sand pricing, lingering macro headwinds for U.S. land services, and growing concerns about logistics profitability, despite the company's expansion into the distributed power market. Analyst Commentary Street research on Atlas Energy Solutions has tilted more cautious as analysts reassess the company’s earnings power and valuation in light of weaker sand pricing and a tougher onshore services backdrop.ナラティブの更新 • Nov 25
AESI: Power Segment Expansion Will Support Future Recovery Despite Market Weakness
The average analyst price target for Atlas Energy Solutions has been reduced from $13.68 to $12.50. Analysts cite ongoing weakness in sand prices, subdued margins, and a challenging market backdrop as factors weighing on the company's outlook.ナラティブの更新 • Nov 07
AESI: Sector Recovery And Power Segment Will Drive Rebound Into 2026
Atlas Energy Solutions' analyst price target has been reduced from $14 to $12 per share, as analysts cite ongoing softness in the completions market and sustained headwinds in sand prices, despite some signs of recovery in oil and gas activity. Analyst Commentary Recent analyst updates for Atlas Energy Solutions reflect both cautious optimism and ongoing concerns regarding the company’s near-term prospects.ナラティブの更新 • Oct 24
Recovery Signs Will Offset Permian Challenges Amid Macroeconomic Uncertainty
Analysts have lowered the price target for Atlas Energy Solutions from approximately $14.18 to $13.68 per share. They cited prolonged softness in sand pricing, a weakening completions market, and continued macroeconomic headwinds.ナラティブの更新 • Oct 09
Permian Shale Trends Will Secure A Resilient Logistics Future
The average analyst price target for Atlas Energy Solutions has been reduced from $15.00 to $14.18 as analysts cite continued headwinds from softening sand prices and mixed market trends across the oilfield services sector. Analyst Commentary Recent analyst research presents a mixed outlook for Atlas Energy Solutions, with updated ratings, price targets, and sector perspectives highlighting both opportunities and ongoing risks for the company.ナラティブの更新 • Sep 04
Permian Shale Trends Will Secure A Resilient Logistics Future
Atlas Energy Solutions' price target remains unchanged at $15.00 as analysts cite ongoing sector headwinds—such as weak U.S. completion activity, downward EBITDA revisions, and underperformance versus the S&P 500—partially offset by stability in the Power Generation segment and dividend reliability. Analyst Commentary Bearish analysts cite persistent near-term headwinds from weak U.S. completion activity and pressure on frac sand prices.分析記事 • Jul 07
Does Atlas Energy Solutions (NYSE:AESI) Have A Healthy Balance Sheet?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • May 14
We Think That There Are More Issues For Atlas Energy Solutions (NYSE:AESI) Than Just Sluggish Earnings
The latest earnings report from Atlas Energy Solutions Inc. ( NYSE:AESI ) disappointed investors. We did some digging...分析記事 • May 08
Atlas Energy Solutions Inc. Just Missed EPS By 93%: Here's What Analysts Think Will Happen Next
It's been a mediocre week for Atlas Energy Solutions Inc. ( NYSE:AESI ) shareholders, with the stock dropping 12% to...分析記事 • Apr 24
Atlas Energy Solutions Inc.'s (NYSE:AESI) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors
Unfortunately for some shareholders, the Atlas Energy Solutions Inc. ( NYSE:AESI ) share price has dived 26% in the...分析記事 • Feb 27
Atlas Energy Solutions Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
It's been a mediocre week for Atlas Energy Solutions Inc. ( NYSE:AESI ) shareholders, with the stock dropping 11% to...分析記事 • Jan 06
Atlas Energy Solutions' (NYSE:AESI) Returns On Capital Are Heading Higher
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Dec 04
Why Investors Shouldn't Be Surprised By Atlas Energy Solutions Inc.'s (NYSE:AESI) 25% Share Price Surge
Atlas Energy Solutions Inc. ( NYSE:AESI ) shares have had a really impressive month, gaining 25% after a shaky period...Seeking Alpha • Nov 02
Atlas Energy Solutions: Operational Hurdles And Premature Capital Allocation Decisions (Rating Downgrade)
Summary Since our initiation on AESI, the company faced a challenging environment coupled with operationnal mistakes. Yet, despite rising costs and debt, management decided to increase dividend and initiated a $ 200m buyback plan over the upcoming 24 months. We consider this decision as premature. With high expectations towards the Dune Express project, we prefer to stay away from the stock at this time. We downgrade our rating to HOLD. Read the full article on Seeking Alpha分析記事 • Nov 01
Atlas Energy Solutions (NYSE:AESI) Is Paying Out A Larger Dividend Than Last Year
Atlas Energy Solutions Inc. ( NYSE:AESI ) has announced that it will be increasing its dividend from last year's...
新しいナラティブ • Sep 10
Innovative Logistics And Recovery Strategies Propel Energy Firm's Growth And Margin Expansion
Initiatives like the Dune Express and autonomous trucking partnerships are geared towards enhancing logistics efficiency and reducing long-term costs, improving revenue.分析記事 • Aug 14
Atlas Energy Solutions' (NYSE:AESI) Profits May Not Reveal Underlying Issues
Atlas Energy Solutions Inc.'s ( NYSE:AESI ) healthy profit numbers didn't contain any surprises for investors. We think...Seeking Alpha • Aug 13
Atlas Energy Solutions: An Intriguing High-Yield Energy Play
Summary Atlas Energy Solutions Inc. shares have fallen 20% since May 2024 due to a fire at a key facility and decreasing rig count. However, the company has increased production capacity by acquiring Hi-Crush, leading to a near monopoly position in the Permian Basin. The company's game-changing Dune Express project is set to come online in 4Q24, reducing operating costs and improving efficiency. The stock is also trading at roughly 6 times FY2025E EPS and has a dividend yield of 4.6%. A full investment analysis around Atlas Energy Solutions follows in the paragraphs below. Read the full article on Seeking Alpha分析記事 • Aug 13
Take Care Before Diving Into The Deep End On Atlas Energy Solutions Inc. (NYSE:AESI)
Atlas Energy Solutions Inc.'s ( NYSE:AESI ) price-to-earnings (or "P/E") ratio of 14.9x might make it look like a buy...分析記事 • Jul 22
Is Atlas Energy Solutions (NYSE:AESI) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...株主還元
| AESI | US Energy Services | US 市場 | |
|---|---|---|---|
| 7D | 1.1% | 1.1% | 1.1% |
| 1Y | 53.7% | 91.6% | 28.7% |
業界別リターン: AESI過去 1 年間で91.6 % の収益を上げたUS Energy Services業界を下回りました。
リターン対市場: AESI過去 1 年間で28.7 % の収益を上げたUS市場を上回りました。
価格変動
| AESI volatility | |
|---|---|
| AESI Average Weekly Movement | 8.8% |
| Energy Services Industry Average Movement | 7.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: AESI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: AESIの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2017 | 1,511 | John Turner | atlas.energy |
アトラス・エナジー・ソリューションズ社は、テキサス州西部とニューメキシコ州のパーミアン・ベースンでプロパントを生産し、ロジスティクスと分散型電力ソリューションを提供している。2つのセグメントで事業を展開：サンド＆ロジスティクス部門と電力部門である。サンド＆ロジスティクス部門は、大規模な流域内プラントや分散採掘ネットワークを含む14のプロパント生産施設を運営している。同セグメントは、主に石油・天然ガス開発・生産会社、水圧破砕サービス会社、油田サービス会社向けに製品とサービスを販売しており、40/70メッシュや100メッシュの砂、ドライサンドや湿った砂のオプションなど、地元産のプロパントを生産している。また、目的に合ったトラック、トレーラー、坑井設備、プロパント配送用の42マイルのデューン・エクスプレス・コンベアシステムを備えた差別化されたロジスティクス・プラットフォームも提供している。電力部門は、主に石油・ガス生産と人工揚水作業をサポートする、ヘビーデューティーでミッションクリティカルな用途向けに設計された天然ガスエンジンレシプロ発電機のフリートを通じて、分散型電力ソリューションを提供している。同社はまた、輸送、保管、契約労働を提供し、石油・ガス産業への電力レンタルを行っている。アトラス・エナジー・ソリューションズ社（旧社名：ニューアトラス・ホールド社）。Inc.として知られる。は2017年に設立され、テキサス州オースティンに本社を置いている。
Atlas Energy Solutions Inc. 基礎のまとめ
| AESI 基礎統計学 | |
|---|---|
| 時価総額 | US$2.38b |
| 収益（TTM） | -US$98.79m |
| 売上高(TTM) | US$1.06b |
2.2x
P/Sレシオ-24.1x
PER（株価収益率AESI は割高か？
公正価値と評価分析を参照収益と収入
| AESI 損益計算書（TTM） | |
|---|---|
| 収益 | US$1.06b |
| 売上原価 | US$792.46m |
| 売上総利益 | US$270.85m |
| その他の費用 | US$369.63m |
| 収益 | -US$98.79m |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | -0.79 |
| グロス・マージン | 25.47% |
| 純利益率 | -9.29% |
| 有利子負債／自己資本比率 | 53.3% |
AESI の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/24 20:05 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Atlas Energy Solutions Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13
| アナリスト | 機関 |
|---|---|
| Sungeun Kim | Barclays |
| Derek Podhaizer | Barclays |
| Saurabh Pant | BofA Global Research |