Reading the tape
NYSE: AESI
Atlas Energy Solutions Inc.
Energy · Oil & Gas Equipment & Services
Market Cap
$2.22B
52w High
$17.85
52w Low
$7.64
P/E
-22.39
Volume
5.88M
Outstanding Shares
124.87M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
1Y Price: 26.15%Revenue (TTM): -8.41%FCF (TTM): 115.35%P/E: 0th pct
What changed
The stock rose 26.15% over the last year. Revenue declined 8.41% over the trailing twelve months. Operating margin moved from 7.71% to -5.93%. Free cash flow grew 115.35% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly weakening underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at -5.93%. A decisive move in revenue — currently down 8.41% — would be the clearest signal to resolve the ambiguity.
Company profile
Atlas Energy Solutions Inc. provides proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico.
CEOJohn G. Turner
SectorEnergy
IndustryOil & Gas Equipment & Services
Employees1,143
IPO dateMar 9, 2023
Valuation
Forward P/E—
EV/EBITDA9.46
Enterprise value$1.69B
Stock splits
No stock splits recorded for this ticker.
Profitability & growth
Revenue growth-10.76%
Gross margin8.2%▼49.39%vs FY2024
Operating margin-5.93%▼109.91%vs FY2024
ROE-4.16%▼171.95%vs FY2024
Analyst consensus
RatingBuy
Target price$15.40▼13.24%
6
Buy
3
Hold
2
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 3, 2026
Q3 FY26 · EPS est -$0.13 · Revenue est $277.43M
View
Dividends
$0.99/shareQuarterlyAt RiskAESI pays a dividend with a 5.58% dividend yield, covered -0.3× by free cash flow.
Dividend Yield
5.58%
Annual Div / Share
$0.99
TTM $0.50
CAGR
—
Payout Ratio
—
At Risk
Dividend Growth Rate
Dividend Safety
0/10At Risk
Dividend History
Annualized dividend cycles per share
YearAnnual DivYoY
2025$0.99+15.1%
2024$0.86—
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$56/yr
$5/mo
In 5 yrs
$56/yr
$5/mo
In 10 yrs
$56/yr
$5/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$56/yr $5/mo | $56/yr $5/mo | $56/yr $5/mo |
Analysis
Dividend Strengths
No strong strength signal stands out from the latest period pair.
Risks to Watch
Dividend exceeds free cash flow
Free cash flow covers only -0.34× the dividend. The company is paying out more than it generates in cash, which is unsustainable without borrowing or asset sales.