AESI Share Price Performance
US$8.94
-11.99 (-57.29%)
34.7% undervalued intrinsic discount
US$13.68
Fair Value
Price US$8.94
AnalystConsensusTarget US$13.68
AnalystHighTarget US$20.00
AnalystLowTarget US$12.00
Fair ValueUS$13.68
Share Pricen/a
Atlas Energy Solutions Inc. Stock Price
- 3 Narratives written by author
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- 59 Fair Values set on narratives written by author
AESI Community Narratives
AN
Fair Value US$13.68 34.7% undervalued intrinsic discount
Recovery Signs Will Offset Permian Challenges Amid Macroeconomic Uncertainty
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AN
Fair Value US$19.82 54.9% undervalued intrinsic discount
Automated Permian Logistics Will Harness Global Energy Trends
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AN
Fair Value US$12 25.5% undervalued intrinsic discount
Permian Decline Will Weaken Margins Although Market Share Holds
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Recovery Signs Will Offset Permian Challenges Amid Macroeconomic Uncertainty
Key Takeaways Shrinking competition and integrated logistics are boosting Atlas' pricing power, asset utilization, and long-term contract stability with Permian energy customers. Diversification into power and tech sectors, combined with rising sand intensity, supports predictable, cyclicality-resistant revenue growth and expanding margins.Read more
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AN
US$13.68
34.7% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
1.99% p.a.
Profit Margin
8.81%
Future PE
24.74x
Share price in 2028
US$17.01
Automated Permian Logistics Will Harness Global Energy Trends
Key Takeaways Atlas's dominance in logistics, automation, and integrated technologies positions it to achieve outsized revenue growth, efficiency gains, and near-monopolistic pricing power as competitors exit. Stable recurring revenue and strong cash flow from long-term contracts and technology integration may enable increased shareholder returns well ahead of market expectations.Read more
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AN
US$19.82
54.9% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
8.91% p.a.
Profit Margin
12.67%
Future PE
20.04x
Share price in 2028
US$25.14
Permian Decline Will Weaken Margins Although Market Share Holds
Key Takeaways The shift toward renewables and regulatory pressures threatens Atlas Energy Solutions' core oil and gas services, causing lower revenues and increased costs. Dependence on Permian Basin activity, sand oversupply risks, and reduced investor interest in oilfield services may lead to revenue volatility and constrained growth.Read more
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AN
US$12
25.5% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
0.17% p.a.
Profit Margin
12.09%
Future PE
16.24x
Share price in 2028
US$15.12
Snowflake Analysis
Atlas Energy Solutions Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.11
- 29.45%
- -1.22%
- 45.5%
About AESI
- Founded
- 2017
- Employees
- 1143
- CEO
- WebsiteView website
Atlas Energy Solutions Inc. engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies. The company was founded in 2017 and is headquartered in Austin, Texas.
