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Next Bullish Trade
AESI Atlas Energy Solutions Inc. NYQ
$16.97 +0.50 (+3.04%)
Neutral · -0.47σ Grade C
+ Compare Set alert Open in Sniper

Price chart

Overlay: Click earnings ▲ markers for day-move details

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Financial overlay · last 12 quarters

QuarterRevenue Net incomeOp income FCFNet margin Op margin
2026-03-31 $0.3B $-0.0B $-0.0B $-0.0B -17.8% -13.5%
2025-12-31 $0.2B $-0.0B $-0.0B $-0.0B -8.9% -8.2%
2025-09-30 $0.3B $-0.0B $-0.0B $-0.0B -9.1% -7.1%
2025-06-30 $0.3B $-0.0B $0.0B $0.0B -1.9% 2.5%
2025-03-31 $0.3B $0.0B $0.0B $-0.1B 0.4% 5.2%
2024-12-31 $nanB $nanB $nanB $nanB nan% nan%
2024-09-30 $nanB $nanB $nanB $nanB nan% nan%

Earnings replay · last 13 reports

DateEPS actual EPS estSurprise
2026-05-04 -0.36 -0.20 -84.4%
2026-02-23 -0.21 -0.20 -5.0%
2025-11-03 -0.18 -0.02 -821.0%
2025-08-04 -0.01 0.11 -105.2%
2025-05-05 0.01 0.15 -93.2%
2025-02-24 0.07 0.17 -62.1%
2024-10-28 0.04 0.23 -82.9%
2024-08-05 0.18 0.35 -47.0%
2024-05-06 0.34 0.36 -6.7%
2024-02-27 0.36 0.51 -29.3%
2023-10-30 0.56 0.65 -13.5%
2023-07-31 0.69 0.66 +4.0%
2023-05-08 0.98 0.67 +46.2%

Earnings markers are overlaid on the price chart above. Transcript summaries require PERPLEXITY_API_KEY (deferred to a follow-up).

Peer comparison · Energy

Ticker ⇅ Mkt cap ⇅ P/E ⇅ Fwd P/E ⇅ P/S ⇅ EV/EBITDA ⇅ P/B ⇅ Gross M ⇅ Rev gr ⇅ EPS gr ⇅ FCF yld ⇅
AESI ★ $2B — 49.5 2.0 20.8 1.8 25.5% -10.8% — 3.30%
XOM $609B 24.7 13.8 1.9 11.7 2.4 29.8% 2.6% -43.4% 1.91%
CVX $373B 32.6 14.9 2.0 11.0 2.0 42.4% 2.3% -44.5% 3.16%
COP $143B 19.8 12.7 2.4 6.8 2.2 45.6% -5.3% -20.2% 3.71%
EOG $73B 13.4 9.2 3.1 6.1 2.4 62.0% 15.6% 39.6% 3.94%
SLB $84B 24.7 16.8 2.3 12.4 3.2 17.8% 2.7% -13.8% 3.62%
PSX $72B 17.7 10.4 0.5 13.5 2.5 12.5% 6.9% -56.8% -1.58%
MPC $77B 17.4 10.7 0.6 11.3 4.6 10.7% 8.8% — 4.57%

Auto-seeded from sector. Click any ticker to switch.

Ownership

Top institutional holders

Top-10 concentration: 37.73%

HolderShares% out
Blackrock Inc. 11,490,854 9.20%
Encompass Capital Advisors, LLC 9,135,182 7.31%
Vanguard Portfolio Management LLC 4,846,431 3.88%
Cooperman, Leon G. 4,083,175 3.27%
Vanguard Capital Management LLC 3,530,536 2.83%
State Street Corporation 3,358,027 2.69%
Barrow, Hanley Mewhinney & Strauss, 3,149,891 2.52%
Janus Henderson Group PLC 2,563,334 2.05%
Cooke & Bieler LP 2,515,894 2.01%
Millennium Management Llc 2,464,227 1.97%

Insider activity · 90d

0 buys / 0 sells · ratio 0.0 · Finnhub

  • Ginn Kirk Edwards F 559,317 @ $16.69
  • Hock Stacy G 800,000
  • Turner John Gregory F 656,678 @ $13.48
  • Voelter Dathan C F 490,945 @ $13.48
  • Rogers Douglas G J 10,000
  • McCarthy Benjamin Blake F 188,590 @ $13.60
  • Ginn Kirk Edwards F 560,451 @ $13.60
  • Turner John Gregory F 667,924 @ $13.60
  • Voelter Dathan C F 493,146 @ $13.60

Analyst estimates

Finnhub
Low
$13.0
Mean
$19.91667
High
$28.0
Analysts
12
Recommendation distribution · period 2026-06-01
5
5
6
2
Revision trend (2026-03-01 → 2026-06-01): net 7 → 8 +1 (net = strong_buy+buy − sell−strong_sell)

SEC filings

FormFiled DescriptionAction
4 2026-06-03 4 view ·
4 2026-06-03 4 view ·
4 2026-05-20 4 view ·
8-K 2026-05-08 8-K view ·
10-Q 2026-05-05 10-Q view ·
8-K 2026-05-04 8-K view ·
4 2026-04-21 4 view ·
8-K 2026-04-09 8-K view ·
8-K 2026-04-06 FORM 8-K view ·
8-K 2026-04-01 8-K view ·
4 2026-03-31 4 view ·
DEF 14A 2026-03-27 DEF 14A view ·
4 2026-03-24 4 view ·
4 2026-03-24 4 view ·
4 2026-03-24 4 view ·
4 2026-03-17 4 view ·
4 2026-03-17 4 view ·
4 2026-03-17 4 view ·
4 2026-03-17 4 view ·
8-K 2026-03-10 8-K view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
4 2026-03-06 4 view ·
10-K 2026-02-24 10-K view ·
8-K 2026-02-23 8-K view ·
4 2026-02-19 OWNERSHIP DOCUMENT view ·
8-K 2026-02-02 8-K view ·
4 2026-01-02 OWNERSHIP DOCUMENT view ·
8-K 2025-12-30 8-K view ·
4 2025-12-29 OWNERSHIP DOCUMENT view ·
4 2025-12-29 OWNERSHIP DOCUMENT view ·
4 2025-12-23 OWNERSHIP DOCUMENT view ·
4 2025-12-17 OWNERSHIP DOCUMENT view ·
10-Q 2025-11-04 10-Q view ·
8-K 2025-11-03 8-K view ·
8-K 2025-11-03 8-K view ·
8-K 2025-10-21 8-K view ·
4 2025-10-09 4 view ·
8-K 2025-09-15 8-K view ·
4 2025-08-14 4 view ·
10-Q 2025-08-05 10-Q view ·
8-K 2025-08-04 8-K view ·
8-K 2025-07-29 8-K view ·
4 2025-06-03 4 view ·
8-K 2025-05-23 FORM 8-K view ·
4 2025-05-19 4 view ·
4 2025-05-16 4 view ·
4 2025-05-15 4 view ·
4 2025-05-13 4 view ·
8-K 2025-05-13 8-K view ·
4 2025-05-12 4 view ·
10-Q 2025-05-06 10-Q view ·

About

Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power re…