Atlas Energy stock surges on AI data center power deals

Atlas Energy Solutions (AESI) shares rose 13.47% on Friday after announcing two cost reimbursement agreements with an unnamed AI lab. The deals involve providing equipment and power-generation assets for data centers, leveraging Atlas's partnership with Caterpillar. CEO John Turner called the agreements a sign of commitment to long-term projects.

Atlas Energy Solutions Inc. (AESI) rose 17.47% to $12.91 after announcing agreements with an AI lab for data center equipment and power generation capacity. The stock traded between $12.26 and $13.34 with high volume. The deals include 283 MW of Caterpillar capacity and support near-term financing.

Atlas Energy Solutions (AESI) stock surged 13.6% premarket after announcing equipment purchase agreements for data center projects, backed by cost reimbursement deals with an AI lab. The company filed the agreements with the SEC. AESI shares are up 34.7% YTD but remain 33.7% below their 52-week high.

Atlas Energy Solutions Inc. (AESI) filed an SEC Form 8-K — Regulation FD Disclosure. Exhibit 99.1 Atlas Energy Solutions Announces Equipment Purchase Agreements Backed by Cost Reimbursement Agreements with a Leading Frontier AI Lab Austin, TX – September 25, 2026 – Atlas Energy Solutions Inc. (NYSE: AESI) ("Atlas") today announced that two wholly owned, indirect

Atlas Energy Solutions (AESI) reported Q2 2026 revenue of $293.2 million, up from $265.5 million in Q1. Adjusted EBITDA was $49.5 million (about 17% margin). Management said it secured a 120 MW behind-the-meter contract targeting $55 million annualized adjusted free cash flow from Q2 2027, and guided Q3 EBITDA of $30-$45 million.

Atlas Energy Solutions (NYSE:AESI) reported Q2 CY2026 results. Revenue rose 1.6% year on year to $293.2 million, and GAAP EPS was a loss of $0.20 per share, 21.2% better than consensus. The company generated free cash flow of $34.89 million (11.9% margin) and the stock fell 5.3% to $10.37 after the release.