Atlas Energy Solutions/$AESI
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Atlas Energy Solutions
Atlas Energy Solutions Inc is a provider of proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico, the active oil and natural gas basin in North America. Proppant is necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells. One hundred percent of its sand reserves are located in Winkler and Ward Counties, Texas, within the Permian Basin, and its operations consist of proppant production and processing facilities, including two facilities near Kermit, Texas, and a third facility near Monahans, Texas.
- Ticker
- $AESI
- Sector
- Energy
- Primary listing
- NYSE
- Employees
- 1,511
- Headquarters
- Austin, United States
- Website
- atlas.energy
AESI Metrics
BasicAdvanced
$678M
-
-$1.12
1.25
-
Price and volume
Market cap
$678M
Beta
1.25
52-week high
$20.13
52-week low
$5.12
Average daily volume
4.4M
Financial strength
Current ratio
1.223
Quick ratio
0.879
Long term debt to equity
0.874
Total debt to equity
0.915
Interest coverage (TTM)
-1.71%
Profitability
EBITDA (TTM)
103.216
Gross margin (TTM)
22.10%
Net profit margin (TTM)
-12.99%
Operating margin (TTM)
-10.69%
Effective tax rate (TTM)
22.37%
Revenue per employee (TTM)
$710,000
Management effectiveness
Return on assets (TTM)
-3.01%
Return on equity (TTM)
-12.15%
Valuation
Price to revenue (TTM)
0.627
Price to book
0.63
Price to tangible book (TTM)
0.89
Price to free cash flow (TTM)
-1.96
Free cash flow yield (TTM)
-51.01%
Free cash flow per share (TTM)
-2.76
Growth
Revenue change (TTM)
-3.69%
Earnings per share change (TTM)
859.53%
3-year revenue growth (CAGR)
20.00%
3-year earnings per share growth (CAGR)
-21.19%
What the Analysts think about AESI
Analyst ratings (Buy, Hold, Sell) for Atlas Energy Solutions stock.
Analyst projections of the future price of Atlas Energy Solutions stock.
Bulls say / Bears say
Atlas expects fourth-quarter EBITDA to recover to $40–50 million after backfilling sand volumes, and says it has more than 23 million tons allocated for 2027. Its decision to avoid uneconomic sand bids could support pricing if those volumes are delivered. (Atlas Energy Solutions)
Atlas has secured customer-backed equipment reimbursement agreements for two data-centre projects and ordered an additional 283 megawatts of generation capacity. If it converts negotiations into long-term power contracts, this could add a sizeable growth business beyond oilfield sand. (Atlas Energy Solutions)
Atlas is expanding its autonomous sand-delivery programme to a second load-out point and plans to grow its Kodiak-enabled fleet from 28 trucks to 100 by mid-2027. Wider deployment could improve delivery capacity and reduce dependence on hard-to-recruit drivers, although the company has not yet quantified the savings. (Atlas Energy Solutions)
Third-quarter revenue fell to $267.8 million from $293.2 million in the second quarter, while adjusted EBITDA dropped to $30.3 million from $50.8 million and the net loss widened to $45.1 million. That sharp deterioration leaves the recovery case dependent on management’s fourth-quarter forecast. (Atlas Energy Solutions)
The $424 million bridge loan has an initial maturity of just 180 days, and its extension depends partly on Atlas securing energy-supply agreements for the data-centre projects. Delays in those contracts could leave the company facing refinancing pressure while it is committing capital to equipment. (Atlas Energy Solutions)
Atlas’s sand demand is exposed to producer spending in the Permian: Bloomberg reported that Chevron, ConocoPhillips and Occidental reduced Lower 48 or Permian capital spending in the first half of 2026, with several other operators also on track to spend less. Lower drilling and completion activity could weigh on sand volumes and pricing. (Bloomberg)
Data summarised monthly by Lightyear AI. Last updated on 6 Nov 2026.
AESI Financial Performance
Revenues and expenses
AESI Earnings Performance
Company profitability
Upcoming events
No upcoming events
AESI News
AllArticlesVideos
Atlas Energy Solutions Q3 Earnings Call Highlights
MarketBeat4 days ago
Atlas Energy Solutions Announces $424 Million Senior Secured Bridge Facility Provided by Goldman Sachs and Barclays
Business Wire2 weeks ago
Atlas Announces Timing of Third Quarter 2026 Earnings Release and Conference Call
Business Wire3 weeks ago
Funds containing AESI
Fund name | Fund size | $AESI weighting |
|---|---|---|
iShares S&P Small Cap 600£ISP6 | $3.2B | 0.02% |
iShares S&P SmallCap 600$IDP6 | $3.2B | 0.02% |
SPDR Russell 2000 US Small Cap€R2US | $5.3B | 0.02% |
SPDR Russell 2000 US Small Cap£R2SC | $5.3B | 0.02% |
SPDR MSCI USA Small Cap Value Weighted$USSC | $1.1B | 0.00% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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