Atlas Energy Solutions Inc. (AESI) Stock Price & Analysis
Atlas Energy Solutions Inc. (AESI) fell 8.49% to USD 11.96 as of July 25, 2026 at 03:09 UTC, according to Nexqual real-time market data.
AESI last closed at USD 13.07; the session ranged USD 11.94–13.17 on volume of 4,529,334 shares. Market capitalization is $1.49B, with a 52-week range of USD 7.64–20.13 (NYQ). Source: Nexqual, July 25, 2026 at 03:09 UTC.
Key Statistics (as of July 25, 2026 at 03:09 UTC)
| Price | USD 11.96 |
|---|---|
| Change | ▼ 8.49% (down) |
| Previous Close | USD 13.07 |
| Open | USD 13.07 |
| Day Range | USD 11.94 – 13.17 |
| 52-Week Range | USD 7.64 – 20.13 |
| Volume | 4,529,334 shares |
| Market Cap | $1.49B |
| Exchange | NYQ |
Technical Analysis (AESI)
Nexqual's technical model rates AESI "SELL" based on 3 bullish and 5 bearish signals across 125 daily candles, as of July 25, 2026 at 03:09 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 29.43 (oversold) |
| vs SMA50 | Below (USD 16.36) |
| MACD | -0.84 (negative) |
Analyst Ratings (AESI)
Wall Street analysts rate AESI "Buy" based on 12 analysts, with a mean price target of USD 19.92 (range USD 14–28), per Nexqual as of July 25, 2026 at 03:09 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 12 |
| Mean Target | USD 19.92 |
| High Target | USD 28 |
| Low Target | USD 14 |
| Buy / Hold / Sell | 6 / 4 / 2 |
Earnings (AESI)
| Next Earnings Date | 2026-08-03 |
|---|---|
| EPS Estimate | USD -0.1 |
| Revenue Estimate | $284.10M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-03-31 | USD -0.36 vs est -0.2 ▼ miss |
| 2025-12-31 | USD -0.21 vs est -0.19 ▼ miss |
| 2025-09-30 | USD -0.18 vs est -0.02 ▼ miss |
| 2025-06-30 | USD -0.01 vs est 0.11 ▼ miss |
Source: Nexqual, July 25, 2026 at 03:09 UTC.
Financials & Fundamentals (AESI)
| Total Revenue | $1.06B |
|---|---|
| Revenue Growth (YoY) | -10.80% |
| Gross Margin | +25.47% |
| Operating Margin | -13.43% |
| Profit Margin | -9.29% |
| ROE | -8.00% |
| Debt / Equity | 59.25 |
| Current Ratio | 1.17 |
| Total Cash | $39.78M |
| Total Debt | $692.56M |
| Free Cash Flow | $70.03M |
Source: Nexqual, July 25, 2026 at 03:09 UTC.
Financial Health Score (AESI)
Nexqual rates Atlas Energy Solutions Inc.'s overall financial health "Mixed" across five dimensions, as of July 25, 2026 at 03:09 UTC.
| Growth | Mixed — Revenue +3.7% YoY (annual), slow |
|---|---|
| Profitability | Weak — Gross margin 25%, operating -13% |
| Balance Sheet | Solid — $40M cash vs $693M debt |
| Cash Flow | Solid — FCF $70M, 6% margin |
| Efficiency | Critical — ROE -8%, ROA -1.8% |
Ownership (AESI)
| Insider Ownership | +34.36% |
|---|---|
| Institutional Ownership | +75.30% |
| Shares Outstanding | 124.91M |
| Float | 85.63M |
| Short % of Float | +22.19% |
Source: Nexqual, July 25, 2026 at 03:09 UTC.
Leadership (AESI)
Atlas Energy Solutions Inc. is led by John G. Turner (age 52), President, CEO & Director, per Nexqual as of July 25, 2026 at 03:09 UTC.
| President, CEO & Director | John G. Turner (age 52) |
|---|---|
| Founder & Executive Chairman | Ben M. Brigham (age 65) |
| Chief Financial Officer | Blake McCarthy (age 40) |
| Vice President of Investor Relations | Kyle D. Turlington |
| Senior Vice President of Commercial | Brian McConn |
Major Backers & Investors (AESI)
Notable institutional backers of Atlas Energy Solutions Inc. include Encompass Capital Advisors, LLC, Cooperman, Leon G., Barrow, Hanley Mewhinney & Strauss, LLC, according to Nexqual as of July 25, 2026 at 03:09 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Encompass Capital Advisors, LLC | 7.31% |
| Cooperman, Leon G. | 3.27% |
| Barrow, Hanley Mewhinney & Strauss, LLC | 2.52% |
| Janus Henderson Group PLC | 2.05% |
| Cooke & Bieler LP | 2.01% |
| Millennium Management | 1.97% |
| JANUS INVESTMENT FUND-Janus Henderson Research Fund | 1.92% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 14.41% |
| Vanguard Group | 11.79% |
| State Street | 2.69% |
Source: Nexqual, July 25, 2026 at 03:09 UTC.
From Atlas Energy Solutions Inc.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- 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.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CRGY | Crescent Energy Company | USD 11.27 | ▼ 0.97% |
| ACDC | ProFrac Holding Corp. | USD 4.26 | ▼ 15.81% |
| XPRO | Expro Ltd | USD 15.79 | ▲ 0.25% |
| KGS | Kodiak Gas Services, Inc. | USD 59.08 | ▼ 11.82% |
| WHD | Cactus, Inc. Class A Common Sto | USD 55.12 | ▼ 1.54% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: July 25, 2026 at 03:09 UTC. This page is informational and not investment advice.