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 7,433 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
80% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 64
17% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 41
1.79% more ownership
Funds ownership: 71.68% [Q1] → 73.47% (+1.79%) [Q2]
0% more funds holding
Funds holding: 255 [Q1] → 255 (+0) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
22% less capital invested
Capital invested by funds: $1.56B [Q1] → $1.21B (-$342M) [Q2]
38% less call options, than puts
Call options by funds: $7.08M | Put options by funds: $11.4M
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$14
21%
upside
Avg. target
$14
21%
upside
High target
$14
21%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
Piper Sandler Derek Podhaizer | 21%upside $14 | Neutral Maintained | 14 Aug 2025 |
Stifel Stephen Gengaro | 21%upside $14 | Buy Maintained | 11 Aug 2025 |
Financial journalist opinion
Based on 10 articles about AESI published over the past 30 days
Positive
Forbes
1 week ago
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.
Neutral
PRNewsWire
2 weeks ago
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.
Neutral
Seeking Alpha
3 weeks ago
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.
Positive
The Motley Fool
3 weeks ago
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.
Positive
Zacks Investment Research
3 weeks ago
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.
Neutral
Zacks Investment Research
3 weeks ago
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.
Neutral
Business Wire
3 weeks ago
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.
Neutral
Business Wire
3 weeks ago
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.
Neutral
Business Wire
4 weeks ago
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.
Negative
Zacks Investment Research
4 weeks ago
Earnings Preview: Atlas Energy Solutions Inc. (AESI) Q2 Earnings Expected to Decline
Atlas Energy Solutions Inc. (AESI) doesn't possess 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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