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    Atlas Energy Solutions Inc. (AESI)

    Official site

    ENERGY • OIL & GAS EQUIPMENT & SERVICES • NYSE

    $10.31
    -0.76 (-6.87%)

    Market Cap: $1.38B

    Last updated: Oct 16, 2026 at 1:54 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    14%(2/14)
    Avg Surprise
    -95.67%

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$-0.23
    Range$-0.30 - $-0.14
    4 analysts
    EPS RevisionsNo revisions (7d)
    0
    3
    30d
    EPS Estimate DriftChange to current
    90d ago$-0.06-264.0%
    60d ago$-0.17-36.5%
    30d ago$-0.23-1.1%
    7d ago$-0.23-1.1%
    Current$-0.23
    Revenue Consensus
    $264M
    Range$238M - $291M
    9 analysts
    Period ending Dec 31, 2026
    EPS Consensus$-0.31
    Range$-0.55 - $-0.10
    5 analysts
    Revenue Consensus
    $309M
    Range$273M - $341M
    9 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$-0.31---
    Sep 26EST
    		-$-0.23---
    Jun 26
    Reported Aug 3
    		$-0.18$-0.12-50.00%Miss-1700.0%
    Mar 26
    Reported May 4
    		$-0.36$-0.20-80.00%Miss-1300.0%
    Dec 25
    Reported Feb 23
    		$-0.21N/A-119.99%Miss-261.5%
    Sep 25
    Reported Nov 3
    		$-0.18$-0.02-800.00%Miss-200.0%
    Jun 25
    Reported Aug 4
    		$-0.01N/A-109.09%Miss-105.6%
    Mar 25
    Reported May 5
    		$0.03N/A-83.33%Miss-91.2%
    Dec 24
    Reported Feb 24
    		$0.13$0.17-23.53%Miss-63.9%
    Sep 24
    Reported Oct 28
    		$0.18$0.23-21.74%Miss-67.9%
    Jun 24
    Reported Aug 5
    		$0.18$0.35-48.57%Miss-73.9%
    Mar 24
    Reported May 6
    		$0.34$0.36-5.56%Miss-65.3%
    Dec 23
    Reported Feb 27
    		$0.36$0.55-34.55%Miss-68.4%
    Sep 23
    Reported Oct 30
    		$0.56$0.65-13.85%Miss+55.6%
    Jun 23
    Reported Jul 31
    		$0.69$0.66+4.55%Beat-
    Mar 23
    Reported May 8
    		$0.98$0.67+46.27%Beat-
    Dec 22
    Reported Jan 31
    		$1.14$0.00N/ABeat-
    Jun 22
    Reported Jul 29
    		$0.36$0.00N/ABeat-

    Dividends

    Dividend Metrics

    Forward Yield0.00%
    Forward Annual Dividend$0.00
    Payout Ratio0.00%
    FrequencyQuarterly

    Key Metrics

    Valuation
    P/E Ratio-11.09EV/EBITDA18.81x
    Price/FCF-7.00xFCF Yield-14.29%
    Profitability
    Profit Margin-11.10%Operating Margin-6.81%
    ROE-9.93%ROIC-3.41%
    Financial Health
    Debt/Equity0.87xInterest Coverage1.76x
    Current Ratio1.82xQuick Ratio1.58x
    Trading Statistics
    Beta1.16Avg Volume3.72M
    52-Week High$20.1352-Week Low$7.64

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$11.96
    SMA 20$12.05
    SMA 50$12.50
    SMA 200$13.48
    EMA 10$11.67
    EMA 20$12.04
    EMA 50$12.59
    EMA 200$13.20

    MACD

    Line: -0.40Signal: -0.25Hist: -0.15

    ADX

    ADX: 13.7+DI: 16.5-DI: 36.0

    Aroon & PSAR

    Aroon UpN/A
    Aroon Down100.0
    PSAR$13.08

    Bollinger Bands

    Upper Band$13.56
    Lower Band$10.54
    %B Position2506%(Upper)
    Band Width-0.08

    RSI (14-Day)

    Neutral
    33.3

    Momentum Oscillators

    Stoch %K15.6
    Stoch %D29.1
    Williams %R-92.3
    ROC (10d)-11.8%
    Momentum-1.38
    CCI (20d)-214.4
    MFI (14d)33.3

    Volatility Measures

    ATR (14d)$0.77(7.4%)
    StdDev (20d)0.76
    Hist Vol80.1%(High)

    Volume Flow

    VWAP$10.40
    OBV82.8M
    AD Line-189.7M
    CMF (20d)-0.421

    Volume Metrics

    Avg Vol (20d)3.9M
    Vol Ratio1.6x(High)
    VWMA (20d)$12.00

    Pivot Points

    R3$12.46
    R2$12.17
    R1$11.62
    Pivot Point$11.32
    S1$10.77
    S2$10.48
    S3$9.93

    Advanced Oscillators

    TSI-13.21
    Ultimate Osc28.1
    KST-72.72

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$293.18M$265.58M$249.43M$259.61M$288.68M$297.59M$271.34M$304.43M$287.52M$192.67M$141.14M$157.62M
    Cost of Revenue$275.83M$267.28M$237.14M$243.16M$236.54M$243.06M$221.44M$251.42M$227.16M$123.92M$78.19M$77.99M
    Gross Profit$17.35M$-1,695,999$12.29M$16.45M$52.14M$54.53M$49.90M$53.02M$60.35M$68.75M$62.95M$79.63M
    Operating Expenses$37.35M$33.96M$32.19M$34.32M$44.95M$39.20M$19.16M$37.78M$32.13M$29.07M$13.65M$14.30M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$39.41M$35.75M$33.72M$36.32M$34.37M$34.41M$25.51M$25.46M$27.27M$28.01M$13.65M$14.30M
    Operating Income$-19,997,000$-35,660,000$-19,902,000$-17,869,000$7.19M$15.33M$30.74M$15.24M$28.22M$39.68M$49.30M$65.32M
    Interest Income$0$0$0$0$0$0$0$0$0$0$0$0
    Interest Expense$16.24M$15.78M$16.11M$15.01M$14.80M$12.08M$12.02M$11.19M$10.46M$4.98M$2.23M$1.50M
    Income Before Tax$-45,529,000$-47,774,000$-30,905,000$-33,551,000$-7,235,000$3.51M$18.82M$4.33M$17.90M$34.72M$47.06M$63.96M
    Income Tax Expense$-20,433,000$-510,000$-8,661,000$-9,830,000$-1,677,000$2.29M$4.42M$415,000$3.07M$7.93M$11.01M$7.64M
    Net Income$-25,096,000$-47,264,000$-22,244,000$-23,721,000$-5,558,000$1.22M$14.40M$3.92M$14.84M$26.79M$35.74M$29.44M
    EBITDA$25.24M$21.26M$35.05M$29.39M$55.74M$58.64M$65.92M$46.24M$58.02M$58.77M$61.56M$76.21M
    EBIT$-29,289,000$-31,990,000$-14,795,000$-18,541,000$7.56M$15.59M$30.84M$15.53M$28.36M$39.70M$49.29M$65.46M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Atlas Energy Solutions Inc. (AESI) Stock Forecasts

    Argus has issued a research report on Atlas Energy Solutions Inc. (AESI), a provider of proppant and logistics services in the Permian Basin. The report lowers the target price for AESI stock to $9.00 from its current...

    Yahoo Finance•10/14/26•Somewhat-Bearish

    Atlas Energy Solutions Q3 2026 Earnings Date and Estimates

    Atlas Energy Solutions (AESI) is projected to release its Q3 2026 earnings on Monday, November 2, 2026, after market close, with a conference call scheduled for November 3, 2026...

    MarketBeat•10/8/26•Somewhat-Bearish

    27,086 shares were withheld for taxes as Atlas Energy Solutions (AESI) counsel's stock grants vested.

    Atlas Energy Solutions Inc. General Counsel and Secretary, Dathan C. Voelter, had 27,086 shares withheld on October 5...

    Stock Titan•10/8/26•Neutral

    Atlas Energy Solutions (AESI) Could Be 31% Undervalued As AI Power Deals Draw Attention

    Atlas Energy Solutions (AESI) is drawing attention due to its new power deals focused on supporting AI workloads...

    Simply Wall Street•10/8/26•Somewhat-Bullish

    Atlas Energy Solutions (AESI) Could Be 31% Undervalued As AI Power Deals Draw Attention

    Atlas Energy Solutions (AESI) is drawing attention due to its ProjectCo unit's agreement to acquire 283 MW of Caterpillar natural gas generation equipment...

    Simply Wall Street•10/7/26•Bullish

    AESI Valuation and Fair Value

    P/E
    -11.1x
    Forward P/E
    44.3x
    EV/EBITDA
    18.8x
    P/FCF
    -7.0x
    P/B
    1.2x
    See GNG's fair value

    AESI Profitability: Margins, ROIC and FCF

    Gross margin
    4.2%
    Operating margin
    -6.8%
    Net margin
    -11.1%
    ROIC
    -3.4%
    ROE
    -9.9%
    FCF margin
    -17.2%
    FCF yield
    -14.3%

    AESI Competitors

    CompanyTicker
    Navigator Holdings LtdNVGS
    RPC IncRES
    Natural Resource Partners LPNRP
    Teekay CorporationTK
    Uranium Royalty CorpUROY
    HighPeak Energy, IncHPK
    Dorchester Minerals LPDMLP
    Tamboran Resources CorporationTBN

    Sector: Energy

    AESI Analyst Ratings

    Consensus
    Buy
    Analysts
    13
    Strong Buy
    3
    Buy
    4
    Hold
    5
    Sell
    1
    Strong Sell
    0

    AESI Bull Case vs Bear Case

    Bear case

    • AESI has a -11.1% net profit margin.
    • AESI beat EPS estimates in 0.0% of its last 8 reported quarters.

    AESI Earnings: Beat Rate and Next Report

    Beat rate
    0 of 8 quarters (0.0%)
    Average surprise
    -161.0%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $-0.23
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    0 up, 3 down

    AESI Dividend

    Forward yield
    0.0%
    Payout ratio
    0.0%

    Frequently Asked Questions About AESI

    Does AESI pay dividends?

    Atlas Energy Solutions Inc. (AESI) has a dividend payment track record. See the AESI dividend history page for its current payment status, TTM yield, and recorded payments.

    What is AESI's market cap?

    Atlas Energy Solutions Inc. (AESI) has a market capitalization of $1.38B with a current stock price of $10.31.

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