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Atlas Energy Solutions Inc. Stock Price

NYSE:AESI Community·US$1.8b Market Cap
  • 3 Narratives written by author
  • 1 Comments on narratives written by author
  • 61 Fair Values set on narratives written by author

AESI Share Price Performance

US$0
-13.20 (-100.00%)
US$13.77
Fair Value
US$0
-13.20 (-100.00%)
Price US$0

AESI Community Narratives

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Fair Value US$13.77 0.09% undervalued intrinsic discount

Recovery Signs Will Offset Permian Challenges Amid Macroeconomic Uncertainty

1users have liked this narrative
1users have commented on this narrative
33users have followed this narrative
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Fair Value US$13 5.8% overvalued intrinsic discount

Permian Decline Will Weaken Margins Although Market Share Holds

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1users have followed this narrative
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Fair Value US$28 50.9% undervalued intrinsic discount

Automated Permian Logistics Will Harness Global Energy Trends

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3users have followed this narrative

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: US$28 50.9% undervalued intrinsic discount
3 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AESI: Expanded Power Buildout Will Cap Upside If Utilization Lags

Fair Value: US$13 5.8% overvalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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AESI: Power Projects And Proppant Uncertainty Will Shape A Balanced Outlook

Fair Value: US$13.77 0.09% undervalued intrinsic discount
33 users have set this as their fair value
1 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Reasonable growth potential with imperfect balance sheet.

1 Risk
1 Reward

Atlas Energy Solutions Inc. Key Details

US$1.1b

Revenue

US$792.5m

Cost of Revenue

US$270.8m

Gross Profit

US$369.6m

Other Expenses

-US$98.8m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 03, 2026
-0.79
25.47%
-9.29%
53.3%
View Full Analysis

About AESI

Founded
2017
Employees
1511
CEO
John Turner
WebsiteView website
atlas.energy

Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power rentals to the oil and gas industry. Atlas Energy Solutions Inc. formerly known as New Atlas HoldCo. Inc. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

Recent AESI News & Updates

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
Narrative Update 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.

Recent updates

No updates