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 | 3/6 |
| Gelecekteki Büyüme | 3/6 |
| Geçmiş Performans | 0/6 |
| Finansal Sağlık | 3/6 |
| Temettüler | 0/6 |
AESI Community Fair Values
Create NarrativeSee what 56 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Atlas Energy Solutions Inc. Rakipler
Fiyat Geçmişi ve Performans
| Tarihsel hisse senedi fiyatları | |
|---|---|
| Güncel Hisse Fiyatı | US$17.13 |
| 52 Haftanın En Yüksek Seviyesi | US$17.81 |
| 52 Haftanın En Düşük Seviyesi | US$7.64 |
| Beta | 0.57 |
| 1 Aylık Değişim | 40.99% |
| 3 Aylık Değişim | 45.54% |
| 1 Yıllık Değişim | 18.46% |
| 3 Yıllık Değişim | 0.76% |
| 5 Yıllık Değişim | n/a |
| Halka arzdan bu yana değişim | 1.06% |
Son Haberler & Güncellemeler
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.
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.Atlas Energy Solutions: The Shift To Power Production Is In Top Gear (Rating Upgrade)
Apr 03
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.Recent updates
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.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.Atlas Energy Solutions: The Shift To Power Production Is In Top Gear (Rating Upgrade)
Apr 03AESI: 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.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.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.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.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.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.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.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.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.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.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.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.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.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.Does Atlas Energy Solutions (NYSE:AESI) Have A Healthy Balance Sheet?
Jul 07
We Think That There Are More Issues For Atlas Energy Solutions (NYSE:AESI) Than Just Sluggish Earnings
May 14Atlas Energy Solutions Inc. Just Missed EPS By 93%: Here's What Analysts Think Will Happen Next
May 08Atlas Energy Solutions Inc.'s (NYSE:AESI) Stock Retreats 26% But Earnings Haven't Escaped The Attention Of Investors
Apr 24Atlas Energy Solutions Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now
Feb 27Atlas Energy Solutions' (NYSE:AESI) Returns On Capital Are Heading Higher
Jan 06Why Investors Shouldn't Be Surprised By Atlas Energy Solutions Inc.'s (NYSE:AESI) 25% Share Price Surge
Dec 04Atlas Energy Solutions: Operational Hurdles And Premature Capital Allocation Decisions (Rating Downgrade)
Nov 02Atlas Energy Solutions (NYSE:AESI) Is Paying Out A Larger Dividend Than Last Year
Nov 01
Innovative Logistics And Recovery Strategies Propel Energy Firm's Growth And Margin Expansion
Initiatives like the Dune Express and autonomous trucking partnerships are geared towards enhancing logistics efficiency and reducing long-term costs, improving revenue.Atlas Energy Solutions' (NYSE:AESI) Profits May Not Reveal Underlying Issues
Aug 14Atlas Energy Solutions: An Intriguing High-Yield Energy Play
Aug 13Take Care Before Diving Into The Deep End On Atlas Energy Solutions Inc. (NYSE:AESI)
Aug 13Is Atlas Energy Solutions (NYSE:AESI) Using Too Much Debt?
Jul 22Hissedar Getirileri
| AESI | US Energy Services | US Pazar | |
|---|---|---|---|
| 7D | 5.0% | 1.7% | 0.8% |
| 1Y | 18.5% | 91.6% | 27.7% |
Getiri vs. Endüstri: AESI geçen yıl % 91.6 oranında getiri sağlayan US Energy Services sektörünün gerisinde kaldı.
Getiri vs Piyasa: AESI geçen yıl % 27.7 oranında getiri sağlayan US Piyasasının altında performans gösterdi.
Fiyat Oynaklığı
| AESI volatility | |
|---|---|
| AESI Average Weekly Movement | 9.4% |
| Energy Services Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.3% |
İstikrarlı Hisse Senedi Fiyatı: AESI son 3 ayda US piyasasına kıyasla önemli bir fiyat oynaklığı yaşamadı.
Zaman İçindeki Volatilite: AESI 'nin haftalık oynaklığı ( 9% ) 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$2.14b |
| Kazançlar(TTM) | -US$50.30m |
| Gelir(TTM) | US$1.10b |
2.0x
P/S Oranı-42.5x
F/K OranıAESI aşırı değerli mi?
Gerçeğe Uygun Değer ve değerleme analizine bakınızKazanç ve Gelir
| AESI gelir tablosu (TTM) | |
|---|---|
| Gelir | US$1.10b |
| Gelir Maliyeti | US$784.50m |
| Brüt Kâr | US$310.82m |
| Diğer Giderler | US$361.12m |
| Kazançlar | -US$50.30m |
Son Raporlanan Kazançlar
Dec 31, 2025
Sonraki Kazanç Tarihi
May 04, 2026
| Hisse başına kazanç (EPS) | -0.40 |
| Brüt Marj | 28.38% |
| Net Kâr Marjı | -4.59% |
| Borç/Özkaynak Oranı | 47.9% |
AESI uzun vadede nasıl bir performans gösterdi?
Geçmiş performansı ve karşılaştırmayı görünŞirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/03 01:12 |
| Gün Sonu Hisse Fiyatı | 2026/05/01 00:00 |
| Kazançlar | 2025/12/31 |
| 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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. 13 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Sungeun Kim | Barclays |
| Derek Podhaizer | Barclays |
| Saurabh Pant | BofA Global Research |