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 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
441% more call options, than puts
Call options by funds: $29.5M | Put options by funds: $5.45M
100% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 27
82% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 45
19% more capital invested
Capital invested by funds: $1.39B [Q3] → $1.66B (+$265M) [Q4]
13% more funds holding
Funds holding: 185 [Q3] → 209 (+24) [Q4]
9.64% more ownership
Funds ownership: 58.24% [Q3] → 67.88% (+9.64%) [Q4]
60% less funds holding in top 10
Funds holding in top 10: 5 [Q3] → 2 (-3) [Q4]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$15
6%
upside
Avg. target
$23
59%
upside
High target
$29
105%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Goldman Sachs Neil Mehta 42% 1-year accuracy 25 / 59 met price target | 6%upside $15 | Neutral Maintained | 10 Apr 2025 |
RBC Capital Keith Mackey 9% 1-year accuracy 2 / 22 met price target | 77%upside $25 | Outperform Reiterated | 2 Apr 2025 |
Piper Sandler Derek Podhaizer 0% 1-year accuracy 0 / 13 met price target | 56%upside $22 | Overweight Assumed | 12 Mar 2025 |
Barclays Derek Podhaizer 0% 1-year accuracy 0 / 13 met price target | 34%upside $19 | Equal-Weight Maintained | 3 Mar 2025 |
Benchmark Kurt Hallead 8% 1-year accuracy 3 / 39 met price target | 77%upside $25 | Buy Maintained | 26 Feb 2025 |
Financial journalist opinion
Based on 3 articles about AESI published over the past 30 days
Neutral
Business Wire
2 weeks ago
Atlas Announces Timing of First 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 first quarter 2025 earnings release after market close on Monday, May 5, 2025, and will host a conference call to discuss financial and operational results at 9:00am Central Time (10:00am Eastern Time) on Tuesday, May 6, 2025. A live webcast will be available at https://ir.atlas.energy/. Please join the webcast at least 10 minutes ahead of the start time to.
Positive
Seeking Alpha
2 weeks ago
Atlas Energy Solutions: Growing Sales May Improve Profitability
Atlas Energy Solutions is a low-cost disruptor in the sand supply for oil E&P, leveraging innovative technology and infrastructure to sustain a cost advantage. With Permian Basin activity increasing, I project significant sales growth driven by their efficient delivery and competitive pricing. Despite current lower margins, investments in technology and logistics are expected to boost gross profit margins and free cash flow.
Positive
Market Watch
3 weeks ago
An Oil Stock to Buy for an Uncertain Energy Rally
Oil stocks are a riddle wrapped in a mystery inside an enigma, but Atlas Energy Solutions AESI-0.60% stock looks like a winner no matter the answer.
Positive
Market Watch
1 month ago
10 dividend stocks for investors who also want growth
These companies have attractive dividend yields, and analysts expect them to show high growth rates for revenue and profits through 2026.
Neutral
Seeking Alpha
1 month ago
Atlas Energy Solutions Inc. (AESI) Q4 2024 Earnings Call Transcript
Atlas Energy Solutions Inc. (AESI) Q4 2024 Earnings Call Transcript
Positive
24/7 Wall Street
1 month ago
4 High-Yield Dividend Energy Services Giants Could Explode With the ‘Drill Baby Drill' Mandate
With the changing of the guard in Washington, D.C., one thing is for sure.
Negative
Zacks Investment Research
1 month ago
Atlas Energy Solutions Inc. (AESI) Q4 Earnings Lag Estimates
Atlas Energy Solutions Inc. (AESI) came out with quarterly earnings of $0.06 per share, missing the Zacks Consensus Estimate of $0.17 per share. This compares to earnings of $0.37 per share a year ago.
Neutral
Business Wire
1 month ago
Atlas Energy Solutions Announces Fourth Quarter and Year End 2024 Results; Completes Previously Announced Acquisition of Moser Energy Systems
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the fourth quarter and fiscal year ended December 31, 2024. Year End 2024 Financial Highlights and Operational Updates Total sales of $1.1 billion Net income of $59.9 million (6% Net Income Margin) Adjusted EBITDA of $288.9 million (27% Adjusted EBITDA Margin) (1) Net cash provided by operating activities of $256.5 million Adjusted Free Cash Flow.
Neutral
Business Wire
1 month ago
Atlas Energy Solutions Inc. Completes Previously Announced Acquisition of Moser Energy Acquisition Inc.
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced the completion of the acquisition of Moser Acquisition, Inc. (“Moser Energy Systems” or “Moser”). The addition of Moser's distributed power platform to Atlas' existing businesses creates an innovative, diversified energy solutions provider with a leading portfolio of proppant, logistics (including the Dune Express), and distributed power solutions. The Moser asset base includes a.
Neutral
Business Wire
1 month ago
Atlas Energy Solutions Announces Refinancing of Term Loan Facility
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced that it has entered into an agreement with Stonebriar Commercial Finance, LLC ("Stonebriar") to refinance its existing term loan facility with a new $540.0 million single advance term loan (the “Term Loan”). Proceeds from the Term Loan will be used to repay the existing facility from Stonebriar and for general corporate purposes. The Term Loan matures in seven years with a final m.
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