Atlas Energy Solutions Inc. (AESI) AI Stock Analysis

Atlas Energy Solutions Inc., based in Austin, Texas, produces, processes, and distributes mesh and sand used as proppants during well completions in the Permian Basin across Texas and New Mexico. Founded in 2017, the company also delivers transportation and logistics solutions, storage facilities, and contract labor services. These offerings support oil and natural gas exploration and production companies as well as oilfield services providers across the energy industry supply chain.

Revenue grew from $172.4M in FY2021 to $482.7M in FY2022, $614.0M in FY2023, and $1.06B in FY2024, reaching $1.10B in FY2025. This reflects a 5-year revenue CAGR of 57.8% from FY2020 to FY2025, though annual revenue growth slowed to 3.7% in FY2025. Gross margin declined from 53.1% in FY2022 to 13.8% in FY2025, while operating margin fell from 48.1% to -1.5%. Net income dropped from $217.0M in FY2022 to -$50.3M in FY2025. For the trailing twelve months ended June 30, 2026, revenue stood at $1.07B with a net margin of -11.1%, as latest quarterly earnings fell 96.2% year-over-year.

As of June 30, 2026, Atlas Energy Solutions held $168.2M in cash and short-term investments against total debt of $966.7M, resulting in net debt of $798.5M. Total assets were $2.56B and shareholders' equity was $1.11B, yielding a debt-to-equity ratio of 0.87 and a current ratio of 1.82. Operating cash flow in FY2025 was $117.3M, while capital expenditures reached $148.3M, leaving free cash flow at -$30.9M. In FY2025, the company also spent $92.3M on dividends and $200,000 on share buybacks.

Atlas Energy Solutions trades at a forward P/E of 44.2x, above the 12.7x median of its US-listed Energy peers. Its EV to EBITDA stands at 20.9x compared to the peer median of 8.0x, while its price-to-sales ratio of 1.2x sits below the peer median of 1.8x. Over the past year, AESI shares returned -4.0%, lagging the S&P 500 (SPY) return of 16.8%. The stock closed at $9.84 on October 16, 2026, positioned between its 52-week low of $7.64 and 52-week high of $20.13.

Wall Street analysts cover AESI with 4 Strong Buy, 3 Buy, 5 Hold, 0 Sell, and 1 Strong Sell ratings. The mean price target is $17.69, representing 79.8% upside compared to the last close of $9.84. For the fiscal year ending December 31, 2026, analysts estimate an EPS of -$0.83 on revenue of $1.11B. For the next fiscal year, 3 analysts project revenue of $1.31B and EPS of $0.01. Over the last 4 quarters, the company recorded 0 EPS beats, with its next earnings date scheduled for November 2, 2026.

This page is an AI-written research summary of Atlas Energy Solutions Inc. (AESI). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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