AESI Share Price Performance
US$10.04
-7.49 (-42.73%)
11.6% undervalued intrinsic discount
US$11.35
Fair Value
Price US$10.04
AnalystConsensusTarget US$11.35
AnalystHighTarget US$16.00
AnalystLowTarget US$8.00
Fair ValueUS$11.35
Share Pricen/a
Atlas Energy Solutions Inc. Stock Price
- 3 Narratives written by author
- 1 Comments on narratives written by author
- 60 Fair Values set on narratives written by author
AESI Community Narratives
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Fair Value US$11.35 11.6% undervalued intrinsic discount
Recovery Signs Will Offset Permian Challenges Amid Macroeconomic Uncertainty
1users have liked this narrative
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AN
Fair Value US$16 37.3% undervalued intrinsic discount
Automated Permian Logistics Will Harness Global Energy Trends
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2users have followed this narrative
AN
Fair Value US$8 25.5% overvalued intrinsic discount
Permian Decline Will Weaken Margins Although Market Share Holds
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1users have followed this narrative
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
28
users have viewed this narrative0users have liked this narrative
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1users have followed this narrative
AN
US$8
25.5% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Profit Margin
6.78%
Future PE
14.66x
Price in 2029
US$10
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
34
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2users have followed this narrative
AN
US$16
37.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Profit Margin
6.39%
Future PE
31.01x
Price in 2029
US$20
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
342
users have viewed this narrative1users have liked this narrative
1users have commented on this narrative
32users have followed this narrative
AN
US$11.35
11.6% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Profit Margin
7.43%
Future PE
19.93x
Price in 2029
US$14.08
Trending Discussion
Recently Updated Narratives
AN
AESI: Weak Volumes And Project Uncertainty Are Expected To Cap Upside
Fair Value: US$8 25.5% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
AESI: Execution On Pricing And Logistics Efficiency Will Drive Re Rating
Fair Value: US$16 37.3% undervalued intrinsic discount
2 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AESI: Power Expansion And Sand Headwinds Will Shape Balanced Forward Outlook
Fair Value: US$11.35 11.6% undervalued intrinsic discount
32 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Atlas Energy Solutions Inc. Key Details
Last Reported Earnings
Dec 31, 2025
Next Reporting Earnings
n/a
- -0.41
- 28.38%
- -4.59%
- 47.9%
About AESI
- Founded
- 2017
- Employees
- 1511
- CEO
- WebsiteView website
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.
