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: 490
0
Funds holding %
of 6,831 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
266% more call options, than puts
Call options by funds: $22M | Put options by funds: $6M
81% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 43
64% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 22
20% more capital invested
Capital invested by funds: $1.16B [Q2] → $1.4B (+$234M) [Q3]
6% more funds holding
Funds holding: 174 [Q2] → 185 (+11) [Q3]
5.26% more ownership
Funds ownership: 53.16% [Q2] → 58.42% (+5.26%) [Q3]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q2] → 5 (+0) [Q3]
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$21
6%
downside
Avg. target
$25
11%
upside
High target
$29
30%
upside
7 analyst ratings
3 positive
43%
4 neutral
57%
0 negative
0%
Barclays Derek Podhaizer 50% 1-year accuracy 4 / 8 met price target | 3%upside $23 | Equal-Weight Maintained | 30 Jan 2025 |
Benchmark Kurt Hallead 31% 1-year accuracy 12 / 39 met price target | 25%upside $28 | Buy Maintained | 29 Jan 2025 |
Stephens & Co. Mike Scialla 47% 1-year accuracy 17 / 36 met price target | 30%upside $29 | Overweight Maintained | 28 Jan 2025 |
RBC Capital Keith Mackey 55% 1-year accuracy 12 / 22 met price target | 25%upside $28 | Outperform Maintained | 28 Jan 2025 |
B of A Securities Chase Mulvehill 40% 1-year accuracy 8 / 20 met price target | 0%upside $23 | Neutral Downgraded | 13 Jan 2025 |
Financial journalist opinion
Based on 11 articles about AESI published over the past 30 days
Neutral
Business Wire
5 days ago
Atlas Energy Solutions Announces Pricing of Upsized Underwritten Public Offering of Common Stock
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced the pricing of an upsized underwritten public offering (the “Offering”) of an aggregate of 11,500,000 shares of its common stock, par value $0.01 per share (“common stock”), at a public offering price of $23.00 per share, for total gross proceeds of $264.5 million. In connection with the Offering, the Company has granted the underwriters the option to purchase up to an additional.
Neutral
Business Wire
5 days ago
Atlas Energy Solutions Announces Commencement of Underwritten Public Offering of Common Stock
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced the commencement of an underwritten public offering (the “Offering”) of an aggregate of 10,000,000 shares of its common stock, par value $0.01 per share (“common stock”). The Company intends to use the net proceeds it receives from the Offering (i) to repay indebtedness, which may include a portion of its secured PIK toggle seller note and outstanding borrowings under its credit f.
Neutral
Seeking Alpha
5 days ago
Atlas Energy Solutions Inc. (AESI) M&A Call Transcript
Atlas Energy Solutions Inc. (NYSE:AESI ) M&A Conference Call January 27, 2025 10:00 AM ET Company Participants Kyle Turlington - Vice President of Investor Relations John Turner - Chief Executive Officer Blake McCarthy - Chief Financial Officer Bud Brigham - Executive Chairman Conference Call Participants James Rollyson - Raymond James & Associates, Inc. Derek Podhaizer - Piper Sandler & Co. Ati Modak - Goldman Sachs Group, Inc. Keith MacKey - RBC Capital Markets Doug Becker - Capital One Securities, Inc. Scott Gruber - Citigroup Inc. Edward Kim - Barclays Bank Operator Greetings, and welcome to the Atlas Energy Solutions acquisition of Moser Energy Systems Conference Call. At this time all participants are in a listen-only mode.
Neutral
Business Wire
1 week ago
Atlas Energy Solutions Inc. Announces Agreement to Acquire Moser Energy Systems and Provides Preliminary Fourth Quarter and Year-End 2024 Results
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced that it has entered into a definitive agreement to acquire all of the outstanding capital stock of Moser Acquisition, Inc. (“Moser Energy Systems” or “Moser”), a leading provider of distributed power solutions, in a transaction valued at $220 million (the “Moser Acquisition”). The transaction consideration includes $180 million of cash and approximately 1.7 million shares (the “St.
Neutral
Business Wire
1 week ago
Kodiak Delivers Customer-Owned Autonomous RoboTrucks to Atlas Energy Solutions, Completes 100 Loads of Proppant with First-Ever Driverless Commercial Semi-Truck Service
AUSTIN, Texas & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Kodiak Robotics, Inc., a leading autonomous truck developer, and Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas”) today announced that Atlas has completed the delivery of 100 loads of proppant with its two RoboTrucks, semi-trucks equipped with the Kodiak Driver, Kodiak's self-driving system. This milestone marks the first time ever that a customer has taken ownership of a RoboTruck and launched driverless commercial semi-trucking operati.
Neutral
Business Wire
1 week ago
Atlas Announces Timing of Fourth Quarter & Year End 2024 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 fourth quarter and year end 2024 earnings release after market close on Monday, February 24, 2025, and will host a conference call to discuss financial and operational results at 9:00am Central Time (10:00am Eastern Time) on Tuesday, February 25, 2025. A live webcast will be available at https://ir.atlas.energy/. Please join the webcast at least 10 minutes a.
Positive
Zacks Investment Research
2 weeks ago
Atlas Energy's Dune Express Conveyor System Completes First Delivery
AESI believes that Dune Express will improve the speed of sand delivery in the Permian Basin region, thereby enhancing efficiency and reliability for operators in the region.
Neutral
Zacks Investment Research
2 weeks ago
NFG or AESI: Which Is the Better Value Stock Right Now?
Investors interested in Oil and Gas - Integrated - United States stocks are likely familiar with National Fuel Gas (NFG) and Atlas Energy Solutions Inc. (AESI). But which of these two stocks offers value investors a better bang for their buck right now?
Positive
Forbes
3 weeks ago
5 Explosive Dividend Growers To Put On Your Radar In 2025
These five stocks may deliver big dividend raises. I'm talking potential payout hikes starting at 20%.
Neutral
GlobeNewsWire
3 weeks ago
Langford Energy Partners Enters Midland Basin with Acquisition from Murchison Oil & Gas
On January 13, 2025, Langford Energy Partners announced the acquisition of approximately 8,000 net acres in the Midland Basin from Murchison Oil and Gas.
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