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AESIAESIEnergy · Oil & Gas Equipment & Services

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

Last close, 2 Oct 2026
$12
+2.99% on the day

The 13 Wall Street analysts covering Atlas Energy Solutions, Inc. hold a median 12-month price target of $17 — +41.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 7 of 100 as at 1 Oct 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
$1.5B
Ticker Nerd rank
7 / 100
Median analyst target
$17
Analysts covering
13
Revenue$293.2M+1.6% y/y
Operating income−$20.0M
Net income−$25.1M
Free cash flow−$154.4M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−3.4%
1M
−7.6%
YTD
+27.8%
1Y
+6.8%
From 52W high
−39.0%
From 52W low
+48.6%
$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 1 Oct 2026
7 / 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
52
Momentum
47
Volatility
41
Size
39
Revisions
33
Value
17
Issuance
17
Growth
9
Quality
7

Accruals (52): 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$25Jan 26Apr 26Jul 26Oct 26AESIHigh $25Median $17Low $12

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

Data provided by Twelve Data

What Wall Street says13 analysts
7 Buy5 Hold1 Sell
Low $12Median $17High $25

The green dot is the last close — the median target sits +41.2% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 2 moved their price target up and 7 moved it down.

DateFirmActionRatingTarget
29 Sept 2026ScotiabankInitiatesSector Outperform—
28 Sept 2026BarclaysUpgradeEqual-Weight$10 → $14
3 Sept 2026CitigroupMaintainsBuy$21 → $17
3 Sept 2026CitigroupMaintainsBuy—
27 Aug 2026Piper SandlerMaintainsNeutral$19 → $15
27 Aug 2026Piper SandlerMaintainsNeutral—
7 Aug 2026BarclaysMaintainsUnderweight$14 → $10
7 Aug 2026BarclaysMaintainsUnderweight—
6 Aug 2026StifelMaintainsBuy$28 → $25
6 Aug 2026StifelMaintainsBuy—
5 Aug 2026RBC CapitalMaintainsSector Perform$21 → $17
5 Aug 2026RBC CapitalMaintainsSector Perform—
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—

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.

Performance

AESI vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 2 Oct 2026, Atlas Energy Solutions, Inc. returned +6.8% against +15.4% for the S&P 500, dividends included.

AESI vs S&P 500, last 12 monthsTotal return, rebased to 100
80100120140160180Jan 26Apr 26Jul 26Oct 26AESIS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

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
1.4×

Cheaper than 61% of US stocks

Price / book
1.3×

Cheaper than 61% of US stocks

EV / EBITDA
21.6×

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
8.6%

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.

Key statistics

Atlas Energy Solutions, Inc. (AESI) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Atlas Energy Solutions, Inc. has a market value of $1.5B and an enterprise value of $2.3B.

  • Revenue in the twelve months to 30 June 2026: $1.1B. The latest quarter grew 1.6% year on year.

  • Net income over the same four quarters: −$118.3M, a −11.1% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.95.

  • Free cash flow in the twelve months to 30 June 2026: −$184.1M.

  • Atlas Energy Solutions, Inc. spent $30.9M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 125.0M.

  • Trailing P/E: 91.3×; forward P/E: 146.1× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 8.56%, paying out 808% of earnings.

  • Atlas Energy Solutions, Inc. employs 1,511 people — $707K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 2 Oct 2026

Data provided by Twelve Data

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.$1.5B
7
FLOCFlowco Holdings, Inc.$1.6B
31
RESRPC, Inc.$1.3B
82
NEXTNextDecade Corp.$1.7B
4
VTOLBristow Group, Inc.$1.2B
37
XPROExpro Ltd.$1.8B
58
INVXInnovex International, Inc.$1.9B
77

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

Why Atlas Energy Solutions Surged Almost 14% Higher on Friday

The Motley Fool · 25 Sept 2026positive

Atlas Energy Solutions shares surged nearly 14% higher on Friday, according to a Motley Fool report. The move is tied to coverage related to AI data center power generation, a business Atlas has been pivoting into in recent years.

Why it matters — The surge highlights growing investor attention on Atlas's expansion into the AI data center power sector, a new growth area for the company beyond its traditional energy business.

Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab

Business Wire · 25 Sept 2026positive

Atlas Energy Solutions announced that two wholly owned indirect subsidiaries executed cost reimbursement agreements with a leading frontier AI lab, alongside equipment purchase agreements to secure long-lead-time supporting equipment and incremental power generation equipment for specific data center projects.

Why it matters — This signals a new business avenue for Atlas, potentially diversifying its revenue through data center-related equipment backed by cost reimbursement agreements with a major AI lab.

Atlas Energy Solutions: The Frac Sand Cycle Is Turning, And Power Is In Tow

Seeking Alpha · 22 Sept 2026positive

Seeking Alpha rated Atlas Energy Solutions a Strong Buy, citing a recovery in proppant (frac sand) prices and the company's expansion into power solutions. The report highlights AESI's low-cost sand production, logistics network, and autonomous trucking as durable advantages as Permian activity rebounds.

Why it matters — AESI watchers would care because the piece points to sand price recovery and new power/liquids segments as potentially significant drivers for the company's future financial performance.

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.

FAQ

Frequently asked questions about AESI stock

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

The 13 Wall Street analysts covering Atlas Energy Solutions, Inc. have a median 12-month price target of $17, with estimates ranging from $12 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 13 analysts covering Atlas Energy Solutions, Inc., 7 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Atlas Energy Solutions, Inc. 7 out of 100 across roughly 4,600 US stocks as at 1 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank AESI?

As at 1 Oct 2026, Atlas Energy Solutions, Inc. ranks 7 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 (52 of 100).

Will AESI stock go up?

No one can know that. What the data says: the median 12-month target from 13 analysts implies +41.2% from the last close, and Ticker Nerd's factor model ranks Atlas Energy Solutions, Inc. 7 out of 100 as at 1 Oct 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: $12 to $25 over the next 12 months.

How has AESI stock performed over the past year?

Atlas Energy Solutions, Inc. returned +6.8% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Atlas Energy Solutions, Inc. do?

Atlas Energy Solutions Inc. is an energy services company that supplies proppants, logistics, and distributed power solutions for the oil and natural gas industry.

What is the latest news on AESI?

The most recent item we track (The Motley Fool, 25 Sept 2026): "Why Atlas Energy Solutions Surged Almost 14% Higher on Friday". Atlas Energy Solutions shares surged nearly 14% higher on Friday, according to a Motley Fool report. The move is tied to coverage related to AI data center power generation, a business Atlas has been pivoting into in recent years.

Company

About Atlas Energy Solutions, Inc.

Atlas Energy Solutions Inc. is an energy services company that supplies proppants, logistics, and distributed power solutions for the oil and natural gas industry. Its operations are centered in the Permian Basin of West Texas and New Mexico, where it supports drilling and well completion activities through locally sourced sand products, transportation and storage services, and mission-critical power generation systems. The company serves oil and natural gas exploration and production companies, hydraulic fracturing providers, and other oilfield service operators. Atlas Energy Solutions Inc. focuses on two main business segments: Sand and Logistics, and Power, combining materials handling with energy infrastructure services. Headquartered in Austin, Texas, Atlas Energy Solutions Inc. plays a specialized role in the oilfield supply chain by providing essential inputs and operational support for upstream energy activity.

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