Atlas Energy Solutions Inc.

NYSE:AESI 株式レポート

時価総額:US$1.4b

Atlas Energy Solutions 配当と自社株買い

配当金 基準チェック /06

Atlas Energy Solutions現在配当金を支払っていません。

主要情報

0%

配当利回り

0.2%

バイバック利回り

総株主利回り0.2%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向0%

最近の配当と自社株買いの更新

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...

Recent updates

ナラティブ更新 Jul 23

AESI: Power Buildout And Capacity Choices Will Drive Future Upside Potential

Analysts now place Atlas Energy Solutions' fair value at $19.92, up from $13.77, reflecting updated assumptions on revenue growth, profitability and P/E levels in the context of recent price target shifts across the Street. Analyst Commentary Recent research on Atlas Energy Solutions shows a split view, with some bullish analysts highlighting growth opportunities in power solutions and others more cautious around sector positioning and capacity decisions.
Seeking Alpha Jul 11

Atlas Energy Solutions: Removal From The Russell Growth Index Is A Gift To Investors

Summary Atlas Energy Solutions offers a compelling Strong Buy after a 25% share price decline driven by index removal and sector headwinds. AESI’s transformative CAT engine deal secures 1.6 GW of low-cost deployable power, underpinning robust free cash flow growth through 2030. Operational leverage in sand and logistics, aided by the Dune Express system, positions AESI to capture margin expansion as US shale activity rebounds. The current valuation reflects only 2028 power business FCF, granting investors free upside to further growth and margin improvement. Read the full article on Seeking Alpha
ナラティブ更新 Jul 09

AESI: Expanded Power Capacity And Energy Security Theme Will Drive Re Rating

Atlas Energy Solutions' analyst fair value estimate has been revised upward from $18.00 to $28.00, reflecting analysts' updated price targets and their focus on the company's expanded power capacity plans and evolving role in energy security themes. Analyst Commentary Recent Street research on Atlas Energy Solutions shows a mix of views, but there is a clear cluster of bullish analysts who have been lifting price targets and, in some cases, upgrading the stock following the company’s updated power capacity plans and Q1 messaging.
ナラティブ更新 Jun 25

AESI: Expanded Power Buildout Will Cap Upside If Utilization Lags

Analysts have raised their average price target on Atlas Energy Solutions to $14 from $9, citing updated views on its expanded power capacity plans, its evolving role in power solutions, and sector wide interest in energy security themes. Analyst Commentary Recent research on Atlas Energy Solutions reflects a split in opinion, with some firms highlighting the company's expanded power ambitions and others flagging risks tied to execution, capacity deployment, and valuation.
分析記事 Jun 19

Atlas Energy Solutions (AESI) Stock Could Be 17.6% Overvalued After Mixed Quarterly Results

Atlas Energy Solutions (AESI) is back in focus after its latest quarterly report, where revenue topped analyst expectations but earnings per share fell short, pressured by higher plant operating costs tied to severe winter weather. See our latest analysis for Atlas Energy Solutions. The recent earnings-driven pullback, including a 15.62% 30 day share price return and a 1 day gain of 0.75% to $16.20, follows a 66.67% year to date share price return and a 13.54% 1 year total shareholder return...
ナラティブ更新 Jun 09

AESI: Expanded Distributed Power Capacity Will Limit Upside If Utilization Disappoints

Analysts have lifted the implied fair value for Atlas Energy Solutions to $13.00 from $9.02, citing updated expectations around distributed power growth plans, the Caterpillar power capacity agreement, and a broad series of recent price target increases across the Street. Analyst Commentary Recent Street research on Atlas Energy Solutions has become more mixed, even as several firms have lifted price targets and updated ratings.
ナラティブ更新 May 26

AESI: 2026 Volume Uncertainty And Power Project Execution Will Restrain Upside

Analysts have lifted their average price target on Atlas Energy Solutions toward $19 from the low teens, citing stronger expectations for revenue growth, improving profit margins, and a recalibrated future P/E outlook in the context of a broadly supportive Energy Security theme across the sector. Analyst Commentary Recent Street research shows a clear clustering of target price increases toward US$19, but the tone is not uniformly bullish.
ナラティブ更新 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.
ナラティブ更新 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...

決済の安定と成長

配当データの取得

安定した配当: AESIの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: AESIの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Atlas Energy Solutions 配当利回り対市場
AESI 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (AESI)0%
市場下位25% (US)1.3%
市場トップ25% (US)4.0%
業界平均 (Energy Services)2.0%
アナリスト予想 (AESI) (最長3年)0%

注目すべき配当: AESIは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: AESIは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: AESI US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: AESIが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/07/29 22:03
終値2026/07/29 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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。14

アナリスト機関
Derek PodhaizerBarclays
Sungeun KimBarclays
Saurabh PantBofA Global Research