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Smart Investors Daily
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NYSE · AESI

Atlas Energy Solutions Inc.

Energy · Oil & Gas Equipment & Services

$8.14

Down-$1.41 (-17.32%)

Updated Nov 4, 2026, 5:09 PM

SID Score

3.7/10

Composite research score

Smart Money

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Institutional and insider signal

Market cap
1.2B
P/E ratio
-23.74
Dividend yield
9.21%
52-week range
$7.53 – $20.13
Volume
5.66M
Avg. volume
2.39M

Price performance · AESI

AESI price history

1M range · 21 trading sessions · Daily adjusted prices

Prices through Nov 3, 2026

AESI closed at $8.14 after 21 trading sessions, down 35.96% for the selected period.

Last close
$8.14
Period change
-35.96%
Period low
$8.14
Period high
$12.71
Daily close
View OHLC price history
AESI OHLC price history, latest 40 sessions
DateOpenHighLowCloseVolume
Nov 3, 2026$7.81$8.445$7.53$8.145.66M
Nov 2, 2026$9.31$9.3505$8.155$8.234.05M
Oct 30, 2026$8.97$9.235$8.92$9.222.87M
Oct 29, 2026$9.38$9.541$9.08$9.262.98M
Oct 28, 2026$9.36$9.475$8.80$9.444.79M
Oct 27, 2026$9.08$9.39$8.79$9.084.31M
Oct 26, 2026$8.72$9.11$8.53$8.992.87M
Oct 23, 2026$8.51$9.085$8.475$8.663.63M
Oct 22, 2026$9.30$9.55$8.45$8.607.14M
Oct 21, 2026$9.60$9.755$9.17$9.393.1M
Oct 20, 2026$9.63$9.77$9.23$9.374.66M
Oct 19, 2026$10.00$10.19$9.26$9.634.3M
Oct 16, 2026$10.30$10.42$9.715$9.844.89M
Oct 15, 2026$10.90$10.90$10.07$10.316.14M
Oct 14, 2026$11.66$11.87$11.025$11.073.01M
Oct 13, 2026$12.01$12.21$11.61$11.852.2M
Oct 12, 2026$12.30$12.40$11.825$11.961.63M
Oct 9, 2026$12.34$12.48$12.18$12.291.84M
Oct 8, 2026$12.45$12.55$12.08$12.163.95M
Oct 7, 2026$12.58$12.97$12.315$12.462.08M
Oct 6, 2026$12.66$13.12$12.51$12.713.38M

Latest AESI news

The latest Smart Investors Daily articles mentioning AESI.

AESI research

Overview

Company profile and research snapshot.

Company profile

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 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.

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Analyst outlook

Consensus and target data currently published for this company.

Consensus
—
Average target
$12.80
Implied upside
—
Analysts
—
AESI recent ratings
DateFirmRatingTarget
Oct 28, 2026GLJ ResearchBuy—
Oct 15, 2026BarclaysEqual-Weight—
Oct 5, 2026Stephens & Co.Overweight—
Sep 29, 2026ScotiabankSector Outperform—
Sep 28, 2026BarclaysEqual-Weight—
Open full forecast

News briefing

Generated Nov 4, 2026, 3:02 PM

Why Is AESI Down 12.65% Today?

Atlas Energy Solutions shares are trading sharply lower following the release of Q3 2026 earnings results that revealed a significant miss on profitability metrics, despite beating revenue expectations. The 12.65% decline suggests investors are concerned about the company's earnings trajectory and operational efficiency, despite strong top-line performance.

    Bottom line: AESI's sharp 12.65% decline is primarily driven by a substantial earnings miss that outweighs the modest revenue beat, raising questions about the company's path to profitability. While the strategic pivot toward data center power solutions offers attractive long-term growth potential, investors are clearly concerned about near-term execution and cost management—making this a pivotal moment to monitor quarterly progress on margin improvement.

    Yahoo · Nov 3, 2026

    Atlas Energy Solutions Q3 Earnings Call Highlights

    Atlas Energy Solutions (NYSE:AESI) reported third-quarter revenue of $267.8 million and adjusted EBITDA of $30.3 million, representing an adjusted EBITDA margin of 11.3%, as lower sand volumes and higher operating costs per ton weighed on results. President and CEO John Turner said results came in

    Yahoo · Nov 2, 2026

    Atlas Energy Solutions (NYSE:AESI) surprises with Q3 2026 sales

    Proppant sand producer Atlas Energy Solutions (NYSE:AESI) reported Q3 2026 results beating Wall Street’s revenue expectations, with revenue up 3.1% year on year to $267.8 million. Its GAAP loss of $0.36 per share was 40.9% below analysts’ consensus estimates.

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