Atlas Energy Solutions Inc.
AESI Mid CapEnergy · Oil & Gas Equipment & Services
Updated: Jun 14, 2026, 22:19 UTC
Price Chart
Key Metrics
Valuation Analysis
About the Company
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
Atlas Energy Solutions Inc. Stock at a Glance
Atlas Energy Solutions Inc. (AESI) is currently trading at $16.97 with a market capitalization of $2.1B. The 52-week range spans from $7.64 to $20.13; the current price is 15.7% below the yearly high. Year-over-year revenue growth stands at -10.8%.
💰 Dividend
Atlas Energy Solutions Inc. pays an annual dividend of $1.00 per share, representing a yield of 5.89%. The payout ratio stands at 808.33%. The elevated payout ratio reflects a mature dividend policy.
📊 Analyst Rating
12 analysts rate Atlas Energy Solutions Inc. (AESI) on consensus: Buy. The average price target is $19.92, implying +17.36% from the current price. Analyst price targets range from $13.00 to $28.00.
Atlas Energy Solutions Inc.: The Investment Case in Detail
Atlas Energy Solutions Inc. (AESI) operates in the Energy — specifically Oil & Gas Equipment & Services — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.
The Bull Case
Wall Street consensus sits at Buy with an average price target implying roughly 17.36% upside from current levels — analyst sentiment is firmly constructive.
The Bear Case
Revenue is contracting at -10.8% year-over-year — until that trend reverses, valuation is exposed to further downgrades. Net margins remain negative, meaning every euro of revenue is still producing losses — the path to profitability is the central question for shareholders. Short interest sits at 21.16% of float — a meaningful contingent of professionals is positioned for the share to fall, which deserves attention even if their thesis may turn out to be wrong.
Investment Thesis: Strengths & Weaknesses
- Analyst consensus: Buy
- Solid dividend yield of 5.89%
- Positive free cash flow
- –Revenue shrinking (-10.8% YoY)
- –Currently unprofitable
- –High short interest (21.16%)
Technical Snapshot
Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).
Risk Profile
The data points to relatively defensive market behavior, elevated short interest (21.16%).
Trading Data
💵 Dividend Info
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