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 7,372 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings 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: $1.4B [Q3] → $1.66B (+$261M) [Q4]
13% more funds holding
Funds holding: 185 [Q3] → 209 (+24) [Q4]
9.47% more ownership
Funds ownership: 58.42% [Q3] → 67.88% (+9.47%) [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
$19
10%
upside
Avg. target
$24
38%
upside
High target
$29
68%
upside
6 analyst ratings
4 positive
67%
2 neutral
33%
0 negative
0%
Piper Sandler Derek Podhaizer 0% 1-year accuracy 0 / 13 met price target | 27%upside $22 | Overweight Assumed | 12 Mar 2025 |
Barclays Derek Podhaizer 0% 1-year accuracy 0 / 13 met price target | 10%upside $19 | Equal-Weight Maintained | 3 Mar 2025 |
RBC Capital Keith Mackey 14% 1-year accuracy 3 / 21 met price target | 45%upside $25 | Outperform Maintained | 26 Feb 2025 |
Benchmark Kurt Hallead 10% 1-year accuracy 4 / 41 met price target | 45%upside $25 | Buy Maintained | 26 Feb 2025 |
Stephens & Co. Mike Scialla 26% 1-year accuracy 11 / 43 met price target | 68%upside $29 | Overweight Maintained | 28 Jan 2025 |
Financial journalist opinion
Based on 9 articles about AESI published over the past 30 days
Positive
Market Watch
1 week 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
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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
2 weeks 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.
Neutral
Business Wire
3 weeks ago
Atlas Energy Solutions Declares Increased Quarterly Dividend
AUSTIN, Texas--(BUSINESS WIRE)--Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today announced that the Board of Directors (the “Board) has declared a dividend of $0.25 per outstanding share of Atlas common stock, to be paid on February 28, 2025, to holders of record of our common stock at the close of business on February 21, 2025. This represents an increase of $0.01 from the prior quarter's dividend. About Atlas Energy Solutions Atlas Energy Solutions Inc. is a leading p.
Negative
Zacks Investment Research
3 weeks ago
Analysts Estimate Atlas Energy Solutions Inc. (AESI) to Report a Decline in Earnings: What to Look Out for
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.
Neutral
Business Wire
1 month 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.
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