Equities Analysts Offer Predictions for AESI Q1 Earnings

Atlas Energy Solutions Inc. (NYSE:AESI) – Analysts at Capital One Financial issued their Q1 2026 earnings estimates for Atlas Energy Solutions in a report issued 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 posted its earnings results on Monday, October 28th. The company reported $0.04 earnings per share for the quarter, missing the consensus estimate of $0.29 by ($0.25). The business had revenue of $304.40 million during the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.51 EPS.

Several other brokerages also recently commented on AESI. Citigroup downgraded shares of Atlas Energy Solutions from a “buy” rating to a “neutral” rating and cut their price target for the company from $23.00 to $22.00 in a report on Thursday, November 14th. Benchmark reissued a “buy” rating and set a $27.00 price objective on shares of Atlas Energy Solutions in a research note on Tuesday, August 6th. Barclays lowered Atlas Energy Solutions from an “overweight” rating to an “equal weight” rating and decreased their target price for the stock from $23.00 to $19.00 in a research note on Tuesday, November 12th. The Goldman Sachs Group cut Atlas Energy Solutions from a “buy” rating to a “neutral” rating and lowered their price target for the company from $23.00 to $21.00 in a report on Thursday, November 7th. Finally, Royal Bank of Canada reissued an “outperform” rating and set a $25.00 price objective on shares of Atlas Energy Solutions in a report on Wednesday, October 30th. Four research analysts have rated the stock with a hold rating, six have given a buy rating and two have assigned a strong buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $24.44.

Atlas Energy Solutions Stock Performance

NYSE:AESI opened at $23.42 on Tuesday. The business’s fifty day moving average is $21.18 and its 200 day moving average is $21.04. The firm has a market cap of $2.58 billion, a price-to-earnings ratio of 29.65, a PEG ratio of 13.12 and a beta of 0.69. The company has a debt-to-equity ratio of 0.42, a quick ratio of 1.08 and a current ratio of 1.23. Atlas Energy Solutions has a 52-week low of $15.55 and a 52-week high of $24.93.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of AESI. First Horizon Advisors Inc. boosted its holdings in Atlas Energy Solutions by 313.7% in the second quarter. First Horizon Advisors Inc. now owns 1,725 shares of the company’s stock worth $34,000 after acquiring an additional 1,308 shares in the last quarter. Amalgamated Bank raised its position in shares of Atlas Energy Solutions by 328.1% in the 2nd quarter. Amalgamated Bank now owns 2,350 shares of the company’s stock worth $47,000 after purchasing an additional 1,801 shares during the last quarter. Quest Partners LLC bought a new position in Atlas Energy Solutions in the 3rd quarter worth about $48,000. FMR LLC grew its position in Atlas Energy Solutions by 101.0% during the 3rd quarter. FMR LLC now owns 2,696 shares of the company’s stock valued at $59,000 after purchasing an additional 1,355 shares during the last quarter. Finally, CWM LLC grew its position in Atlas Energy Solutions by 47.1% during the 3rd quarter. CWM LLC now owns 2,766 shares of the company’s stock valued at $60,000 after purchasing an additional 886 shares during the last quarter. 34.59% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Atlas Energy Solutions

In other Atlas Energy Solutions news, major shareholder Stacy Hock sold 8,571 shares of Atlas Energy Solutions stock in a transaction that occurred on Thursday, October 3rd. The stock was sold at an average price of $21.49, for a total transaction of $184,190.79. Following the sale, the insider now directly owns 934,746 shares of the company’s stock, valued at approximately $20,087,691.54. The trade was a 0.91 % decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, major shareholder Brian Anthony Leveille sold 30,000 shares of the stock in a transaction that occurred on Monday, November 25th. The stock was sold at an average price of $24.02, for a total value of $720,600.00. Following the completion of the transaction, the insider now directly owns 432,010 shares of the company’s stock, valued at $10,376,880.20. This represents a 6.49 % decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders acquired 60,869 shares of company stock valued at $1,187,983 and sold 115,713 shares valued at $2,517,431. 24.34% of the stock is currently owned by corporate insiders.

Atlas Energy Solutions Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, November 14th. Investors of record on Thursday, November 7th were issued a dividend of $0.24 per share. This represents a $0.96 dividend on an annualized basis and a yield of 4.10%. The ex-dividend date of this dividend was Thursday, November 7th. This is an increase from Atlas Energy Solutions’s previous quarterly dividend of $0.23. Atlas Energy Solutions’s payout ratio is currently 121.52%.

About Atlas Energy Solutions

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.