Brokers Set Expectations for AESI Q1 Earnings

Atlas Energy Solutions Inc. (NYSE:AESI) – Equities research analysts at Capital One Financial issued their Q1 2026 earnings estimates for shares of Atlas Energy Solutions in a report issued on Monday, November 25th. Capital One Financial analyst D. Becker expects that the company will post earnings per share of $0.45 for the quarter. The consensus estimate for Atlas Energy Solutions’ current full-year earnings is $0.80 per share. Capital One Financial also issued estimates for Atlas Energy Solutions’ Q2 2026 earnings at $0.52 EPS, Q3 2026 earnings at $0.58 EPS and FY2026 earnings at $2.15 EPS.

Several other research firms have also recently commented on AESI. Pickering Energy Partners cut shares of Atlas Energy Solutions from an “outperform” rating to a “neutral” rating in a research note on Wednesday, October 30th. The Goldman Sachs Group cut Atlas Energy Solutions from a “buy” rating to a “neutral” rating and lowered their target price for the company from $23.00 to $21.00 in a research note on Thursday, November 7th. Barclays downgraded Atlas Energy Solutions from an “overweight” rating to an “equal weight” rating and dropped their target price for the stock from $23.00 to $19.00 in a research report on Tuesday, November 12th. Stephens reiterated an “overweight” rating and issued a $28.00 price target on shares of Atlas Energy Solutions in a report on Tuesday, August 6th. Finally, Benchmark reissued a “buy” rating and set a $27.00 price objective on shares of Atlas Energy Solutions in a report on Tuesday, August 6th. Four research analysts have rated the stock with a hold rating, six have issued a buy rating and two have assigned a strong buy rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $24.44.

Atlas Energy Solutions Stock Up 0.6 %

Shares of NYSE:AESI opened at $23.73 on Tuesday. The company has a quick ratio of 1.08, a current ratio of 1.23 and a debt-to-equity ratio of 0.42. The firm has a market cap of $2.62 billion, a P/E ratio of 30.04, a P/E/G ratio of 13.05 and a beta of 0.69. Atlas Energy Solutions has a 12 month low of $15.55 and a 12 month high of $24.93. The company’s 50-day moving average price is $21.09 and its two-hundred day moving average price is $21.03.

Atlas Energy Solutions (NYSE:AESI) last announced its earnings results on Monday, October 28th. The company reported $0.04 EPS for the quarter, missing the consensus estimate of $0.29 by ($0.25). Atlas Energy Solutions had a return on equity of 11.01% and a net margin of 8.78%. The business had revenue of $304.40 million during the quarter, compared to analyst estimates of $307.93 million. During the same period in the previous year, the firm earned $0.51 earnings per share. The firm’s revenue was up 93.1% compared to the same quarter last year.

Atlas Energy Solutions Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, November 14th. Shareholders of record on Thursday, November 7th were paid a $0.24 dividend. This represents a $0.96 annualized dividend and a yield of 4.05%. The ex-dividend date was Thursday, November 7th. This is an increase from Atlas Energy Solutions’s previous quarterly dividend of $0.23. Atlas Energy Solutions’s dividend payout ratio is presently 121.52%.

Insiders Place Their Bets

In related news, major shareholder Stacy Hock sold 8,571 shares of the stock in a transaction that occurred on Thursday, October 3rd. The stock was sold at an average price of $21.49, for a total transaction of $184,190.79. Following the completion of the sale, the insider now directly owns 934,746 shares of the company’s stock, valued at approximately $20,087,691.54. This represents a 0.91 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, major shareholder Brian Anthony Leveille sold 10,000 shares of the firm’s stock in a transaction that occurred on Thursday, November 21st. The stock was sold at an average price of $21.50, for a total transaction of $215,000.00. Following the sale, the insider now owns 472,010 shares in the company, valued at $10,148,215. This trade represents a 2.07 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have bought 60,869 shares of company stock worth $1,187,983 and have sold 85,713 shares worth $1,796,831. Company insiders own 24.34% of the company’s stock.

Institutional Investors Weigh In On Atlas Energy Solutions

Several large investors have recently made changes to their positions in the stock. First Horizon Advisors Inc. raised its position in Atlas Energy Solutions by 313.7% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,725 shares of the company’s stock valued at $34,000 after buying an additional 1,308 shares during the last quarter. Amalgamated Bank grew its stake in shares of Atlas Energy Solutions by 328.1% during the 2nd quarter. Amalgamated Bank now owns 2,350 shares of the company’s stock worth $47,000 after acquiring an additional 1,801 shares in the last quarter. Quest Partners LLC acquired a new stake in shares of Atlas Energy Solutions in the third quarter valued at approximately $48,000. FMR LLC raised its holdings in shares of Atlas Energy Solutions by 101.0% in the third quarter. FMR LLC now owns 2,696 shares of the company’s stock valued at $59,000 after purchasing an additional 1,355 shares during the last quarter. Finally, CWM LLC boosted its holdings in Atlas Energy Solutions by 47.1% during the third quarter. CWM LLC now owns 2,766 shares of the company’s stock worth $60,000 after purchasing an additional 886 shares during the last quarter. Institutional investors own 34.59% of the company’s stock.

Atlas Energy Solutions Company Profile

Atlas Energy Solutions Inc engages in the production, processing, and sale of mesh and sand that are used as a proppant during the well completion process in the Permian Basin of Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, and oilfield services companies.