Atlas Energy Solutions

AESI

Market cap $1.34B

Overview Fund Activity

10.82 USD

+0.02

0.19%

At close Updated Sep 15, 4:00 PM EDT

Pre-market

After hours

10.82

0.00

0%

1 day

0.19%

5 days

1.12%

1 month

-3.82%

3 months

-24.97%

6 months

-39.96%

Year to date

-52.94%

1 year

-49.37%

5 years

-36.17%

10 years

-36.17%

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

Energy Oil & Gas Equipment & Services

0

Funds holding %

of 7,463 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

81% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 64

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

2.28% more ownership

Funds ownership: 71.68% [Q1] → 73.96% (+2.28%) [Q2]

0% more funds holding

Funds holding: 255 [Q1] → 256 (+1) [Q2]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]

21% less capital invested

Capital invested by funds: $1.56B [Q1] → $1.22B (-$334M) [Q2]

45% less call options, than puts

Call options by funds: $7.58M | Put options by funds: $13.7M

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Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$14

29% upside

Avg. target

$14

29% upside

High target

$14

29% upside

2 analyst ratings

1 positive

50%

1 neutral

50%

0 negative

0%

Piper Sandler Derek Podhaizer	$14	Neutral Maintained	14 Aug 2025
Stifel Stephen Gengaro	$14	Buy Maintained	11 Aug 2025

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Financial journalist opinion

Roush Delivers First Driverless Kodiak Driver-Equipped Autonomous Truck, Demonstrating Kodiak's Ability to Scale Deployment of Autonomous Trucks

The first truck was delivered to Kodiak customer Atlas Energy Solutions in August MOUNTAIN VIEW, Calif. , Sept. 10, 2025 /PRNewswire/ -- Kodiak Robotics, Inc. ("Kodiak"), a leading provider of AI-powered autonomous vehicle technology, and Roush Industries, Inc. ("Roush"), a leading product development supplier serving the mobility, aerospace, defense, and theme park industries, today announced Roush has delivered the first Kodiak Driver-equipped autonomous truck off of its production line.

Roush Delivers First Driverless Kodiak Driver-Equipped Autonomous Truck, Demonstrating Kodiak's Ability to Scale Deployment of Autonomous Trucks

These Dirt Cheap Dividends Pay 4x-9x The Market

The market-at-large is expensive by historical metrics. So let's look past the pricey, low-yielding ETFs in favor of cheap dividends.

These Dirt Cheap Dividends Pay 4x-9x The Market

Iron Oak Energy Solutions Announces Strategic Acquisition of Northern White Assets from HC Minerals, Inc. to Meet Growing Appalachia Demand

Acquisition further scales Iron Oak Energy's Northern White platform, enhancing support for Marcellus and Utica clients, with superior capacity, distribution, and efficiency. Acquired assets include the Wyeville, Wisconsin plant, with over three million tons per year of Northern White Sand capacity, and strategic terminal distribution assets in the heart of Marcellus and Utica shale plays.

Iron Oak Energy Solutions Announces Strategic Acquisition of Northern White Assets from HC Minerals, Inc. to Meet Growing Appalachia Demand

Atlas Energy Solutions Inc. (AESI) Q2 2025 Earnings Call Transcript

Atlas Energy Solutions Inc. (NYSE:AESI ) Q2 2025 Earnings Conference Call August 5, 2025 10:00 AM ET Company Participants Ben M. Brigham - Founder & Executive Chairman Blake McCarthy - Chief Financial Officer Chris Scholla - Executive VP & President, of Sand Logistics.

Atlas Energy Solutions Inc. (AESI) Q2 2025 Earnings Call Transcript

The Motley Fool

Atlas Energy (AESI) Q2 Profit Falls 131%

Atlas Energy Solutions (AESI -0.88%), a leading Permian Basin proppant supplier and logistics technology developer, posted its second-quarter 2025 earnings on August 4, 2025. However, it reported a net loss of $0.04 per share (GAAP), a reversal from $0.13 GAAP earnings per share in Q2 2024.

Atlas Energy (AESI) Q2 Profit Falls 131%

Zacks Investment Research

Atlas Energy Solutions Inc. (AESI) Reports Q2 Earnings: What Key Metrics Have to Say

The headline numbers for Atlas Energy Solutions Inc. (AESI) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Atlas Energy Solutions Inc. (AESI) Reports Q2 Earnings: What Key Metrics Have to Say

Zacks Investment Research

Atlas Energy Solutions Inc. (AESI) Reports Break-Even Earnings for Q2

Atlas Energy Solutions Inc. (AESI) reported break-even quarterly earnings per share versus the Zacks Consensus Estimate of $0.14. This compares to earnings of $0.16 per share a year ago.

Atlas Energy Solutions Inc. (AESI) Reports Break-Even Earnings for Q2

Atlas Energy Solutions Announces Second 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 second quarter ended June 30, 2025. Second Quarter 2025 Highlights Total sales of $288.7 million Net (loss) of ($5.6) million ((1.9)% Net Income Margin) Adjusted EBITDA of $70.5 million (24.4% Adjusted EBITDA Margin) (1) Net cash provided by operating activities of $88.6 million Adjusted Free Cash Flow of $48.9 million (16.9% Adjusted Free Ca.

Atlas Energy Solutions Announces Second Quarter 2025 Results

Atlas Energy Solutions Announces Dual Listing on NYSE Texas

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced the dual listing of its common stock on NYSE Texas, the newly launched fully electronic equities exchange headquartered in Dallas, Texas. Atlas will maintain its primary listing on the New York Stock Exchange (the “NYSE”) and will commence trading on August 5, 2025 under the same ticker symbol, “AESI,” on NYSE Texas. “We are excited to join NYSE Texas as a Founding Member,” said J.

Atlas Energy Solutions Announces Dual Listing on NYSE Texas

Atlas Energy Solutions Announces Acquisition of PropFlow

AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced the acquisition of Propflow, LLC (“PropFlow”), a leading provider of patented on-wellsite proppant filtration technology. The transaction, which closed on July 28, 2025, is intended to strengthen Atlas' existing proppant handling capabilities as part of the Company's vision of mine-to-blender proppant logistics. PropFlow provides a cutting-edge on-wellsite proppant filtration syst.

Atlas Energy Solutions Announces Acquisition of PropFlow

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