Atlas Energy Solutions (AESI) Hisse Özeti
Atlas Enerji Çözümleri A.Ş., Batı Teksas ve New Mexico'daki Permian Havzasında propant üretmekte ve lojistik ve dağıtılmış güç çözümleri sağlamaktadır. Daha fazla detay
| Kar Tanesi Skoru | |
|---|---|
| Değerleme | 1/6 |
| Gelecekteki Büyüme | 4/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 1/6 |
| Temettüler | 0/6 |
AESI Community Fair Values
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Analyst Price Targets
Atlas Energy Solutions Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$13.63 |
| 52 Haftanın En Yüksek Seviyesi | US$20.13 |
| 52 Haftanın En Düşük Seviyesi | US$7.64 |
| Beta | 1.13 |
| 1 Aylık Değişim | 9.48% |
| 3 Aylık Değişim | -15.24% |
| 1 Yıllık Değişim | 21.59% |
| 3 Yıllık Değişim | -41.07% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | -19.59% |
Son Haberler & Güncellemeler
Anlatı Güncellemesi • Sep 03
AESI: Data Center Power Opportunity Will Drive Future Re Rating Potential
Atlas Energy Solutions' analyst fair value estimate has shifted from $28.00 to $25.00 as analysts factor in weaker proppant volume expectations, softer logistics margins, and more cautious sector targets across recent research updates. Analyst Commentary on Atlas Energy Solutions Recent research on Atlas Energy Solutions reflects a more cautious stance on near term fundamentals, but it also surfaces a few constructive points that bullish analysts continue to highlight.
Anlatı Güncellemesi • Aug 20
AESI: Power Buildout And Data Center Demand Will Drive Future Upside Potential
Atlas Energy Solutions' analyst fair value estimate is now $18.50, modestly lower than the prior $19.92, as analysts factor in reduced margin expectations, slightly higher discount rates, and a series of lowered Street price targets, while still projecting higher revenue growth and a richer future P/E multiple. Analyst Commentary Street research on Atlas Energy Solutions has shifted toward lower price targets and a more cautious tone, even as some analysts still see room for growth tied to power solutions and data center opportunities.
Anlatı Güncellemesi • Aug 06
AESI: Power Buildout And AI Logistics Could Unlock Undervalued Upside
Analysts have lifted the fair value estimate for Atlas Energy Solutions from $13.00 to $14.00, reflecting updated assumptions around revenue growth, profit margin and future P/E expectations in the context of recent Street price target revisions across the $13 to $25 range and ongoing discussion of capex, free cash flow and potential power generation contracts. Analyst Commentary on Atlas Energy Solutions Recent research on Atlas Energy Solutions shows a split view, with some firms trimming price targets and others highlighting growth options in power solutions and energy security themes.Recent updates
Anlatı Güncellemesi • Sep 03
AESI: Data Center Power Opportunity Will Drive Future Re Rating Potential
Atlas Energy Solutions' analyst fair value estimate has shifted from $28.00 to $25.00 as analysts factor in weaker proppant volume expectations, softer logistics margins, and more cautious sector targets across recent research updates. Analyst Commentary on Atlas Energy Solutions Recent research on Atlas Energy Solutions reflects a more cautious stance on near term fundamentals, but it also surfaces a few constructive points that bullish analysts continue to highlight.Anlatı Güncellemesi • Aug 20
AESI: Power Buildout And Data Center Demand Will Drive Future Upside Potential
Atlas Energy Solutions' analyst fair value estimate is now $18.50, modestly lower than the prior $19.92, as analysts factor in reduced margin expectations, slightly higher discount rates, and a series of lowered Street price targets, while still projecting higher revenue growth and a richer future P/E multiple. Analyst Commentary Street research on Atlas Energy Solutions has shifted toward lower price targets and a more cautious tone, even as some analysts still see room for growth tied to power solutions and data center opportunities.Anlatı Güncellemesi • Aug 06
AESI: Power Buildout And AI Logistics Could Unlock Undervalued Upside
Analysts have lifted the fair value estimate for Atlas Energy Solutions from $13.00 to $14.00, reflecting updated assumptions around revenue growth, profit margin and future P/E expectations in the context of recent Street price target revisions across the $13 to $25 range and ongoing discussion of capex, free cash flow and potential power generation contracts. Analyst Commentary on Atlas Energy Solutions Recent research on Atlas Energy Solutions shows a split view, with some firms trimming price targets and others highlighting growth options in power solutions and energy security themes.Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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...Hissedar Getirileri
| AESI | US Energy Services | US Pazar | |
|---|---|---|---|
| 7D | -2.6% | -5.3% | -1.6% |
| 1Y | 21.6% | 51.5% | 12.1% |
Getiri vs. Endüstri: AESI geçen yıl % 51.5 oranında getiri sağlayan US Energy Services sektörünün gerisinde kaldı.
Getiri vs Piyasa: AESI geçen yıl % 12.1 oranında getiri sağlayan US Piyasasını aştı.
Fiyat Oynaklığı
| AESI volatility | |
|---|---|
| AESI Average Weekly Movement | 8.4% |
| Energy Services Industry Average Movement | 7.4% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
İstikrarlı Hisse Senedi Fiyatı: AESI son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AESI 'nin haftalık oynaklığı ( 8% ) son bir yıldır istikrarlı seyretti.
Şirket Hakkında
| Kuruldu | Çalışanlar | CEO | Web sitesi |
|---|---|---|---|
| 2017 | 1,511 | John Turner | atlas.energy |
Atlas Energy Solutions Inc., Batı Teksas ve New Mexico'daki Permian Havzası'nda propant üretmekte ve lojistik ve dağıtılmış güç çözümleri sağlamaktadır. Şirket iki segmentte faaliyet göstermektedir: Kum ve Lojistik ve Enerji. Kum ve Lojistik segmenti, büyük ölçekli havza içi tesisler ve dağıtılmış madencilik ağı dahil olmak üzere on dört propant üretim tesisi işletmektedir.
Atlas Energy Solutions Inc. Temel Bilgiler Özeti
| AESI temel i̇stati̇sti̇kler | |
|---|---|
| Piyasa değeri | US$1.64b |
| Kazançlar(TTM) | -US$118.32m |
| Gelir(TTM) | US$1.07b |
1.6x
P/S Oranı-14.4x
F/K OranıAESI aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AESI gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.07b |
| Gelir Maliyeti | US$817.85m |
| Brüt Kâr | US$249.95m |
| Diğer Giderler | US$368.28m |
| Kazançlar | -US$118.32m |
Son Raporlanan Kazançlar
Jun 30, 2026
Sonraki Kazanç Tarihi
n/a
| Hisse başına kazanç (EPS) | -0.95 |
| Brüt Marj | 23.41% |
| Net Kâr Marjı | -11.08% |
| Borç/Özkaynak Oranı | 86.9% |
AESI uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/15 11:18 |
| Gün Sonu Hisse Fiyatı | 2026/09/15 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Atlas Energy Solutions Inc. 14 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Derek Podhaizer | Barclays |
| Sungeun Kim | Barclays |
| Saurabh Pant | BofA Global Research |