Equities Analysts Set Expectations for AESI Q1 Earnings

Atlas Energy Solutions Inc. (NYSE:AESI) – Equities research analysts at Capital One Financial issued their Q1 2026 EPS estimates for shares of Atlas Energy Solutions in a research report issued to clients and investors on Monday, November 25th. Capital One Financial analyst D. Becker forecasts that the company will post earnings per share of $0.45 for the quarter. The consensus estimate for Atlas Energy Solutions’ current full-year earnings is $0.80 per share. Capital One Financial also issued estimates for Atlas Energy Solutions’ Q2 2026 earnings at $0.52 EPS, Q3 2026 earnings at $0.58 EPS and FY2026 earnings at $2.15 EPS.

Atlas Energy Solutions (NYSE:AESI) last issued its quarterly earnings data on Monday, October 28th. The company reported $0.04 EPS for the quarter, missing analysts’ consensus estimates of $0.29 by ($0.25). The firm had revenue of $304.40 million for the quarter, compared to analyst estimates of $307.93 million. Atlas Energy Solutions had a return on equity of 11.01% and a net margin of 8.78%. Atlas Energy Solutions’s revenue for the quarter was up 93.1% compared to the same quarter last year. During the same period in the previous year, the business earned $0.51 EPS.

AESI has been the topic of a number of other research reports. Pickering Energy Partners cut shares of Atlas Energy Solutions from an “outperform” rating to a “neutral” rating in a research note on Wednesday, October 30th. Stephens reissued an “overweight” rating and issued a $28.00 price target on shares of Atlas Energy Solutions in a research note on Tuesday, August 6th. The Goldman Sachs Group cut shares of Atlas Energy Solutions from a “buy” rating to a “neutral” rating and dropped their price target for the company from $23.00 to $21.00 in a research note on Thursday, November 7th. Barclays cut shares of Atlas Energy Solutions from an “overweight” rating to an “equal weight” rating and dropped their price target for the company from $23.00 to $19.00 in a research note on Tuesday, November 12th. Finally, Citigroup cut shares of Atlas Energy Solutions from a “buy” rating to a “neutral” rating and dropped their price target for the company from $23.00 to $22.00 in a research note on Thursday, November 14th. Four equities research analysts have rated the stock with a hold rating, six have given a buy rating and two have issued a strong buy rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $24.44.

Atlas Energy Solutions Price Performance

Shares of NYSE AESI opened at $23.55 on Tuesday. The firm’s 50 day simple moving average is $21.14 and its 200-day simple moving average is $21.03. Atlas Energy Solutions has a 12 month low of $15.55 and a 12 month high of $24.93. The stock has a market capitalization of $2.60 billion, a price-to-earnings ratio of 29.38, a PEG ratio of 13.05 and a beta of 0.69. The company has a debt-to-equity ratio of 0.42, a current ratio of 1.23 and a quick ratio of 1.08.

Institutional Trading of Atlas Energy Solutions

Several institutional investors and hedge funds have recently bought and sold shares of the stock. Vanguard Group Inc. increased its stake in Atlas Energy Solutions by 0.7% during the first quarter. Vanguard Group Inc. now owns 4,615,793 shares of the company’s stock worth $104,409,000 after purchasing an additional 33,286 shares during the period. Cetera Investment Advisers purchased a new stake in Atlas Energy Solutions during the first quarter worth about $1,985,000. Principal Financial Group Inc. purchased a new stake in Atlas Energy Solutions during the third quarter worth about $844,000. Price T Rowe Associates Inc. MD grew its position in shares of Atlas Energy Solutions by 9,759.4% during the first quarter. Price T Rowe Associates Inc. MD now owns 1,628,485 shares of the company’s stock worth $36,838,000 after buying an additional 1,611,968 shares in the last quarter. Finally, First Hawaiian Bank acquired a new position in shares of Atlas Energy Solutions during the second quarter worth about $996,000. 34.59% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Atlas Energy Solutions

In other news, major shareholder Brian Anthony Leveille sold 10,000 shares of Atlas Energy Solutions stock in a transaction on Thursday, November 21st. The stock was sold at an average price of $21.50, for a total transaction of $215,000.00. Following the transaction, the insider now owns 472,010 shares in the company, valued at $10,148,215. The trade was a 2.07 % decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, major shareholder Stacy Hock sold 8,571 shares of Atlas Energy Solutions stock in a transaction on Wednesday, September 11th. The stock was sold at an average price of $19.44, for a total value of $166,620.24. Following the transaction, the insider now owns 943,317 shares in the company, valued at approximately $18,338,082.48. This represents a 0.90 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have purchased 60,869 shares of company stock worth $1,187,983 and have sold 85,713 shares worth $1,796,831. Insiders own 24.34% of the company’s stock.

Atlas Energy Solutions Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, November 14th. Stockholders of record on Thursday, November 7th were issued a dividend of $0.24 per share. This represents a $0.96 annualized dividend and a dividend yield of 4.08%. The ex-dividend date was Thursday, November 7th. This is a positive change from Atlas Energy Solutions’s previous quarterly dividend of $0.23. Atlas Energy Solutions’s payout ratio is currently 121.52%.

Atlas Energy Solutions Company Profile

Atlas Energy Solutions Inc engages in the production, processing, and sale of mesh and sand that are used as a proppant during the well completion process in the Permian Basin of Texas and New Mexico. The company provides transportation and logistics, storage solutions, and contract labor services. It sells its products and services to oil and natural gas exploration and production companies, and oilfield services companies.