Atlas Energy Solutions Inc.
No enriched coverage for $AESI in the last 7 days.
No SEC Form 4 filings for $AESI in the last 30 days.
See all $AESI insider activity →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.
Morning 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.
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.
Recent AESI coverage spans earnings, financial news and geopolitics.
Guidance implies near-term volume softness from deliberate pricing actions, partially offset by higher logistics utilization and expanding behind-the-meter power backlog.
Stock reaction appears driven by oil price leverage and shipping-risk premium rather than new AESI-specific guidance.
The beat on revenue and EPS loss versus consensus is a near-term sentiment support, but margin compression and cash-flow volatility temper the upside.
Q2 results show improving operating cash generation versus prior quarter, while management emphasizes contract-first private power growth (120 MW BTM contract, 26 MW bridge facility).
Short-term beta to crude is the dominant driver; no new AESI contract, guidance, or filing is disclosed.
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.
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.
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
6 min readAfter President Trump said an Iran ceasefire is over and threatened new strikes, oil prices rose and shares in the energy complex jumped. Oilfield services firms ProPetro (PUMP), Atlas Energy Solutions (AESI), and Helix Energy Solutions (HLX) gained about 4.4% and 4.2%. The move was linked to higher expected drilling activity, though it may reverse if tensions ease.
7 min readEnergy stocks fell in an afternoon pullback despite WTI crude down 1.76% to $91.40 but still over 40% above a year ago. The article cites President Trump saying US-Iran talks are “progressing well,” potentially easing Strait of Hormuz disruption risk. Atlas Energy Solutions (AESI) dropped 6.7% and Kosmos Energy (KOS) fell 5.9%, amid concerns higher rates and debt raise exploration costs.
6 min readBenzinga reports several Wall Street analyst rating changes. Loop Capital upgraded Hewlett Packard Enterprise (HPE) to Buy and raised its target to $75 from $23. Raymond James upgraded Atlas Energy Solutions (AESI) to Outperform with a $25 target. Deutsche Bank upgraded Macerich (MAC) to Buy, target $27. Wedbush upgraded Abivax (ABVX) to Neutral, cutting target to $90. JP Morgan upgraded Eagle Materials (EXP) to Neutral with a $225 target.
2 min readThis article headline suggests that shares of Helix Energy Solutions and Atlas Energy Solutions have both seen significant increases. It indicates that the article will likely provide details on the reasons behind this surge, and what investors or interested parties should understand about these companies and their recent performance.
4 min readSeveral stocks made significant moves yesterday, April 29, 2026, driven by strong earnings, positive guidance, or market index inclusion. Commvault, CECO Environmental, and Centene all saw their shares rise after reporting better-than-expected first-quarter 2026 results and, in some cases, raising full-year guidance. Atlas Energy Solutions benefited from a spike in crude oil prices, while LifeStance Health Group gained entry into the S&P SmallCap 600 index.
4 min readAtlas Energy Solutions Inc. (AESI) stock has reached a new 52-week high of $14.95, reflecting strong performance with 55% year-to-date returns. This growth is driven by favorable market conditions and strategic initiatives, despite an InvestingPro analysis suggesting the stock is overvalued. Recent corporate activities include a private offering of $390 million in convertible senior notes and increased price targets from Barclays and RBC Capital.
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