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AESIAESIEnergy · Oil & Gas Equipment & Services

AESI Stock Forecast: Atlas Energy Solutions, Inc. Price Predictions for 2026-2027

Last close, 14 Aug 2026
$12
+5.60% on the day

The 12 Wall Street analysts covering Atlas Energy Solutions, Inc. hold a median 12-month price target of $20 — +56.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 6 of 100 as at 15 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.

Market cap
$1.6B
Ticker Nerd rank
6 / 100
Median analyst target
$20
Analysts covering
12
Total return, dividends reinvested
1W
+10.5%
1M
−15.3%
YTD
+32.2%
1Y
+10.0%
From 52W high
−37.0%
From 52W low
+53.7%
$8
$20
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

AESI stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Atlas Energy Solutions, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 15 Aug 2026
6 / 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Accruals
51
Momentum
41
Size
40
Revisions
33
Volatility
21
Issuance
17
Value
16
Growth
8
Quality
7

Accruals (51): Reported profit is backed by cash, and the company is not expanding recklessly.

Quality (7): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.

Wall Street

AESI stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on AESI, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$10$15$20$25Oct 25Jan 26Apr 26Jul 26AESIHigh $25Median $20Low $10

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

What Wall Street says12 analysts
6 Buy4 Hold2 Sell
Low $10Median $20High $25

The green dot is the last close — the median target sits +56.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 1 moved their price target up and 5 moved it down.

DateFirmActionRatingTarget
7 Aug 2026BarclaysMaintainsUnderweight$14 → $10
6 Aug 2026StifelMaintainsBuy$28 → $25
5 Aug 2026RBC CapitalMaintainsSector Perform$21 → $17
16 July 2026BarclaysMaintainsUnderweight$16 → $14
16 July 2026BarclaysMaintainsUnderweight—
15 July 2026CitigroupMaintainsBuy$22 → $21
15 July 2026CitigroupMaintainsBuy—
4 June 2026Goldman SachsMaintainsSell$9.00 → $14
4 June 2026Goldman SachsMaintainsSell—
2 June 2026Raymond JamesUpgradeOutperform$25
2 June 2026Raymond JamesUpgradeOutperform—
18 May 2026Piper SandlerMaintainsNeutral—
12 May 2026CitigroupMaintainsBuy—
8 May 2026BarclaysMaintainsUnderweight—
6 May 2026RBC CapitalMaintainsSector Perform—
15 Apr 2026CitigroupUpgradeBuy—
15 Apr 2026Piper SandlerMaintainsNeutral—
6 Apr 2026BarclaysMaintainsUnderweight—
2 Apr 2026RBC CapitalMaintainsSector Perform—
12 Mar 2026BarclaysMaintainsUnderweight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. AESI appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

Estimates

AESI analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
Analysts raising
0
Analysts cutting
2
Fundamentals

Atlas Energy Solutions, Inc. (AESI) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
91.3×

Cheaper than 8% of US stocks

Price / sales
1.5×

Cheaper than 62% of US stocks

Price / book
1.4×

Cheaper than 60% of US stocks

EV / EBITDA
22.5×

Cheaper than 14% of US stocks

Growth & margins
Revenue growth (YoY)
1.6%

Higher than 31% of US stocks

Earnings growth (YoY)
1.6%

Higher than 38% of US stocks

Gross margin
8.8%

Higher than 9% of US stocks

Operating margin
−6.8%

Higher than 26% of US stocks

Net margin
−11.1%

Higher than 19% of US stocks

Returns & dividend
Return on equity
−9.9%

Higher than 36% of US stocks

Return on assets
−2.5%

Higher than 36% of US stocks

Dividend yield
8.0%

Higher than 89% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Peers

AESI vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelOil & Gas Equipment & Services
CompanyMarket capTKN rank
AESIAtlas Energy Solutions, Inc.$1.6B
6
HLXHelix Energy Solutions Group, Inc.$1.5B
68
PUMPProPetro Holding Corp.$1.4B
25
RESRPC, Inc.$1.4B
84
VTOLBristow Group, Inc.$1.3B
37
FTKFlotek Industries, Inc.$1.3B
69
NEXTNextDecade Corp.$1.9B
5

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Atlas Energy Solutions, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest AESI news & analysis

Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Prepared Remarks Transcript

Seeking Alpha · 5 Aug 2026neutral

Seeking Alpha published Atlas Energy Solutions Inc.'s Q2 2026 earnings call prepared remarks transcript. The item indicates the company held its second-quarter 2026 earnings call and that a transcript of the prepared remarks is now available.

Why it matters — AESI watchers can read management's prepared remarks to understand the company's account of its Q2 2026 performance directly from its own words.

Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Transcript

Seeking Alpha · 4 Aug 2026neutral

Seeking Alpha published the transcript of Atlas Energy Solutions Inc.'s Q2 2026 earnings call. The transcript covers management's discussion of the company's second-quarter results for fiscal 2026.

Why it matters — An AESI watcher would use the transcript for direct insight into management's commentary on the company's quarterly performance and outlook.

Atlas Energy Solutions Q2 Earnings Call Highlights

MarketBeat · 4 Aug 2026neutral

Atlas Energy Solutions reported second-quarter revenue of $293.2 million and adjusted EBITDA of $49.5 million, an adjusted EBITDA margin of about 17%. The company advanced its private-power business while navigating uneven conditions in West Texas sand and logistics markets.

Why it matters — The results show how AESI is progressing in its private-power initiative and managing its core sand and logistics operations amid mixed market conditions.

Atlas Energy Solutions Inc. (AESI) Reports Q2 Loss, Tops Revenue Estimates

Zacks Investment Research · 3 Aug 2026negative

Atlas Energy Solutions Inc. (AESI) reported a second-quarter loss of $0.18 per share, wider than the consensus estimate of a $0.12 loss and down from break-even earnings in the same quarter a year ago.

Why it matters — The larger-than-expected quarterly loss and decline from year-ago performance may raise concerns about the company's near-term profitability trajectory.

Atlas Energy Solutions Inc. (AESI) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates

Zacks Investment Research · 3 Aug 2026neutral

Atlas Energy Solutions Inc. (AESI) reported its Q2 earnings for the quarter ended June 2026, with the headline numbers providing insight into the company's performance. The report notes that it may be worthwhile to compare key metrics against Wall Street estimates and year-ago actuals.

Why it matters — For AESI watchers, this item highlights how the company's Q2 results compare with analyst expectations and prior-year performance.

FAQ

Frequently asked questions about AESI stock

What is the AESI stock price forecast for 2026-2027?

The 12 Wall Street analysts covering Atlas Energy Solutions, Inc. have a median 12-month price target of $20, with estimates ranging from $10 to $25. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is AESI stock a buy right now?

Of the 12 analysts covering Atlas Energy Solutions, Inc., 6 rate it a Buy, 4 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Atlas Energy Solutions, Inc. 6 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AESI?

As at 15 Aug 2026, Atlas Energy Solutions, Inc. ranks 6 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Accruals (51 of 100).

Will AESI stock go up?

No one can know that. What the data says: the median 12-month target from 12 analysts implies +56.6% from the last close, and Ticker Nerd's factor model ranks Atlas Energy Solutions, Inc. 6 out of 100 as at 15 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the AESI stock forecast for 2030?

No analyst covering Atlas Energy Solutions, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for AESI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $10 to $25 over the next 12 months.

How has AESI stock performed over the past year?

Atlas Energy Solutions, Inc. returned +10.0% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Atlas Energy Solutions, Inc. do?

Atlas Energy Solutions Inc. is a prominent company in the oil and gas sector, providing essential services to facilitate energy production.

What is the latest news on AESI?

The most recent item we track (Seeking Alpha, 5 Aug 2026): "Atlas Energy Solutions Inc. (AESI) Q2 2026 Earnings Call Prepared Remarks Transcript". Seeking Alpha published Atlas Energy Solutions Inc.'s Q2 2026 earnings call prepared remarks transcript. The item indicates the company held its second-quarter 2026 earnings call and that a transcript of the prepared remarks is now available.

Company

About Atlas Energy Solutions, Inc.

Atlas Energy Solutions Inc. is a prominent company in the oil and gas sector, providing essential services to facilitate energy production. With a focus on delivering high-quality frac sand, Atlas Energy Solutions plays a critical role in hydraulic fracturing operations, which are vital to accessing and extracting underground oil and natural gas reserves. The company's operations are primarily concentrated in key energy-producing regions, thus significantly impacting the efficiency and cost-effectiveness of energy extraction activities. Atlas Energy Solutions prides itself on maintaining robust supply chains and leveraging advanced technology to ensure the consistent delivery of its products to various drilling sites. This reliability enhances the overall productivity of its partners in the energy sector. Moreover, by providing a crucial component required in the fracking process, Atlas Energy Solutions helps bolster the energy industry's capability to meet the growing global demand for oil and natural gas. The company's efforts not only support energy production but also contribute to the broader economic landscape by ensuring energy independence and security for many regions it serves.

CEO Mr. John G. Turner · 1,511 employees · United States · https://atlas.energy