Atlas Energy SolutionsAESI
AESI
About: 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 most 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.
Employees: 1,143
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
212% more call options, than puts
Call options by funds: $15.5M | Put options by funds: $4.98M
200% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 24
114% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 50
21% more funds holding
Funds holding: 210 [Q4 2024] → 254 (+44) [Q1 2025]
3.75% more ownership
Funds ownership: 67.89% [Q4 2024] → 71.64% (+3.75%) [Q1 2025]
6% less capital invested
Capital invested by funds: $1.66B [Q4 2024] → $1.56B (-$104M) [Q1 2025]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q4 2024] → 1 (-1) [Q1 2025]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
4%
downside
Avg. target
$15.60
6%
upside
High target
$17
16%
upside
5 analyst ratings
3 positive
60%
2 neutral
40%
0 negative
0%
Stifel Stephen Gengaro | 2%upside $15 | Buy Initiated | 21 May 2025 |
Citigroup Scott Gruber | 4%downside $14 | Neutral Maintained | 13 May 2025 |
Piper Sandler Derek Podhaizer | 16%upside $17 | Overweight Maintained | 8 May 2025 |
RBC Capital Keith Mackey | 16%upside $17 | Outperform Maintained | 7 May 2025 |
Goldman Sachs Neil Mehta | 2%upside $15 | Neutral Maintained | 10 Apr 2025 |
Financial journalist opinion
Based on 4 articles about AESI published over the past 30 days
Neutral
Business Wire
5 days ago
Atlas Announces Timing of Second Quarter 2025 Earnings Release and Conference Call
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced that it will issue its second quarter 2025 earnings release after market close on Monday, August 4, 2025, and will host a conference call to discuss financial and operational results at 9:00am Central Time (10:00am Eastern Time) on Tuesday, August 5, 2025. A live webcast will be available at https://ir.atlas.energy/. Please join the webcast at least 10 minutes ahead of the start t.
Neutral
PRNewsWire
5 days ago
Kodiak Announces Delivery of Two Additional Customer-Owned and -Operated Driverless Trucks to Atlas; Launches Driverless Service Up To 24/7
With the delivery of these new trucks, Atlas Energy Solutions now owns and operates a fleet of four driverless trucks equipped with Kodiak's technology, with more expected in 2025 Atlas's fully driverless trucks are now capable of operating up to 24/7 MOUNTAIN VIEW, Calif. , June 10, 2025 /PRNewswire/ -- Kodiak Robotics, Inc. ("Kodiak"), a leading provider of AI-powered autonomous vehicle technology, today announced the delivery of two additional driverless trucks to Atlas Energy Solutions Inc. ("Atlas") and the launch of up to 24/7 driverless service, stopping only for things such as maintenance and refueling.
Positive
Seeking Alpha
3 weeks ago
Atlas Energy Solutions: High Margins And AV Upside Once The Cycle Turns
Atlas Energy is launching two high-margin, automated logistics solutions—Dune Express and RoboTrucks—set to drive significant margin expansion and industry leadership. Despite 54% annual revenue growth, shares are down 40% YTD due to broad energy sector weakness, presenting a discounted entry point. The company offers a secure 7.4% dividend yield, fully covered even in a conservative scenario, with strong insider buying signaling management confidence.
Positive
Forbes
4 weeks ago
5 Dirt-Cheap Dividends Paying Up To 7.6%
Is it time to buy the dip on these cheap dividends—which by the way yield between 5.3% and 7.6%?
Positive
MarketBeat
1 month ago
Big Dippers: 3 Stocks Near 1-Year Lows That Could Surge in 2025
As of mid-May 2025, the S&P 500 has turned positive year-to-date (YTD) for the first time in many weeks. Stocks across multiple sectors have broadly recovered from the jolt of tariff news and other volatility throughout April.
Positive
Benzinga
1 month ago
Top 2 Energy Stocks That Could Blast Off This Quarter
The most oversold stocks in the energy sector presents an opportunity to buy into undervalued companies.
Neutral
Seeking Alpha
1 month ago
Atlas Energy Solutions Inc. (AESI) Q1 2025 Earnings Call Transcript
Atlas Energy Solutions Inc. (NYSE:AESI ) Q1 2025 Earnings Conference Call May 6, 2025 10:00 AM ET Company Participants Kyle Turlington – Investor Relations John Turner – President and Chief Executive Officer Chris Scholla – Chief Operating Officer Blake McCarthy – Chief Financial Officer Bud Brigham – Executive Chairman Conference Call Participants Derek Podhaizer – Piper Sandler Saurabh Pant – Bank of America Jim Rollyson – Raymond James Atidrip Modak – Goldman Sachs Eddie Kim – Barclays Operator Greetings and welcome to the Atlas Energy Solutions First Quarter 2025 Financial and Operational Results Conference Call. At this time all participants are in a listen-only mode.
Negative
Zacks Investment Research
1 month ago
Atlas Energy Solutions Inc. (AESI) Q1 Earnings Lag Estimates
Atlas Energy Solutions Inc. (AESI) came out with quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.18 per share. This compares to earnings of $0.34 per share a year ago.
Neutral
Business Wire
1 month ago
Atlas Energy Solutions Announces First Quarter 2025 Results
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the first quarter ended March 31, 2025. First Quarter 2025 Highlights Total sales of $297.6 million Net income of $1.2 million (0% Net Income Margin) Adjusted EBITDA of $74.3 million (25% Adjusted EBITDA Margin) (1) Net cash used in operating activities of $7.5 million Adjusted Free Cash Flow of $58.8 million (20% Adjusted Free Cash Flow Margin).
Positive
Zacks Investment Research
1 month ago
Atlas Energy Solutions Inc. (AESI) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
Atlas Energy Solutions Inc. (AESI) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
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