Atlas Energy Solutions Inc.
No SEC Form 4 filings for $AESI in the last 30 days.
See all $AESI insider activity →Stephens reduced its price target for Atlas Energy Solutions (AESI) to $20 from $22, citing lower EBITDA and cash flow estimates. The stock trades at $12.04, with a projected 9.5x EV/EBITDA multiple. AESI underperformed peers and reported a Q2 2026 loss of $0.20 per share, below expectations. The company signed $613.5M agreements for power generation equipment.
Atlas Energy Solutions Inc. (AESI) stock rose 15.38% after securing AI power-generation deals totaling 600 MW and a $340.5M contract. The company is transitioning to an energy infrastructure provider, with strong revenue growth but thin margins. Analysts see favorable risk/reward, with a medium-term fair value target of $16–18. The stock is technically bullish in the short term but faces execution risks.
U.S. stocks rose on Friday, with the Dow up 0.85%, NASDAQ up 0.55%, and S&P 500 up 0.50%. Atlas Energy (AESI) +15%, Marygold (MGLD) +92%, INLIF (INLF) +72%. Zscaler (ZS) -9%, Scholastic (SCHL) -8%, Trugolf (TRUG) -33%. Oil -2.5%, gold +0.5%. U.S. consumer sentiment eased to 48.1 in September.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning AESI (Atlas Energy Solutions Inc.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent AESI coverage spans earnings, market movers and corporate actions.
Analyst target cut suggests lower near‑term valuation.
The new AI power contracts provide a sizable revenue runway and de‑risk volume, likely supporting further upside.
Positive catalyst likely drives short-term upside.
The new AI‑lab contracts add significant revenue potential and support a sharp short‑term price rally.
The agreements de‑risk supply chain and provide near‑term financing, potentially boosting Atlas' order backlog and revenue visibility.
AlphAI scores every news story that mentions AESI with an AI model for sentiment and relevance, and aggregates insider trades from Atlas Energy Solutions Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Stephens reduced its price target for Atlas Energy Solutions (AESI) to $20 from $22, citing lower EBITDA and cash flow estimates. The stock trades at $12.04, with a projected 9.5x EV/EBITDA multiple. AESI underperformed peers and reported a Q2 2026 loss of $0.20 per share, below expectations. The company signed $613.5M agreements for power generation equipment.
2 min readAtlas Energy Solutions Inc. (AESI) stock rose 15.38% after securing AI power-generation deals totaling 600 MW and a $340.5M contract. The company is transitioning to an energy infrastructure provider, with strong revenue growth but thin margins. Analysts see favorable risk/reward, with a medium-term fair value target of $16–18. The stock is technically bullish in the short term but faces execution risks.
2 min readU.S. stocks rose on Friday, with the Dow up 0.85%, NASDAQ up 0.55%, and S&P 500 up 0.50%. Atlas Energy (AESI) +15%, Marygold (MGLD) +92%, INLIF (INLF) +72%. Zscaler (ZS) -9%, Scholastic (SCHL) -8%, Trugolf (TRUG) -33%. Oil -2.5%, gold +0.5%. U.S. consumer sentiment eased to 48.1 in September.
3 min readAtlas Energy Solutions (AESI) shares rose 13% premarket after signing power deals with an AI lab for data center projects. The company secured agreements for 328 MW of generating capacity and additional 283 MW for a separate project. CEO John Turner highlighted the importance of securing supply chains and project timelines. According to the company, the deals indicate commitment to long-term power purchase agreements.
1 min readAtlas 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
2 min readAtlas Energy Solutions Inc. (AESI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. Item 1.01. Entry Into a Material Definitive Agreement. On September 18, 2026, Atlas Energy Solutions Shackelford 1, LLC (“Shackelford”), a Texas limited liability company and an indirect wholly owned subsidiary of Atlas Energy Solutions Inc. (the “Company”), entered into a Purcha
2 min readAtlas 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.
7 min readMorning trading saw oil-linked stocks rise as Brent rebounded from below $80 to the mid-$80s amid Strait of Hormuz risk. Kpler data cited a ~33% drop in tanker traffic, while Iran’s Parliament reviewed a bill to permanently bar hostile vessels. Shares of Calumet (CLMT), Atlas Energy Solutions (AESI), HighPeak Energy (HPK), Borr Drilling (BORR) and ProFrac (ACDC) jumped; CLMT rose 11.5% to about $43.83.
7 min readAtlas 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.
6 min readAtlas Energy Solutions Inc. (AESI) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 Atlas Energy Solutions Announces Second Quarter 2026 Results Austin, TX – August 3, 2026 – Atlas Energy Solutions Inc. (NYSE: AESI) (“Atlas” or the “Company”) today reported financial and operating results for the second quarter ended June 30, 2026. Second Quarter 20
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