Equities Analysts Set Expectations for AESI Q1 Earnings

Atlas Energy Solutions Inc. (NYSE:AESI) – Research analysts at Capital One Financial issued their Q1 2026 earnings per share estimates for Atlas Energy Solutions in a report issued on Monday, November 25th. Capital One Financial analyst D. Becker expects that the company will earn $0.45 per share 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 earnings per share for the quarter, missing analysts’ consensus estimates of $0.29 by ($0.25). Atlas Energy Solutions had a net margin of 8.78% and a return on equity of 11.01%. The firm had revenue of $304.40 million during the quarter, compared to analysts’ expectations of $307.93 million. During the same quarter in the prior year, the firm posted $0.51 EPS. Atlas Energy Solutions’s quarterly revenue was up 93.1% compared to the same quarter last year.

A number of other equities research analysts have also recently weighed in on AESI. Citigroup cut Atlas Energy Solutions from a “buy” rating to a “neutral” rating and reduced their price objective for the company from $23.00 to $22.00 in a research note on Thursday, November 14th. Pickering Energy Partners cut Atlas Energy Solutions from an “outperform” rating to a “neutral” rating in a research note on Wednesday, October 30th. Stephens restated an “overweight” rating and set a $28.00 price target on shares of Atlas Energy Solutions in a research note on Tuesday, August 6th. Royal Bank of Canada restated an “outperform” rating and set a $25.00 price target on shares of Atlas Energy Solutions in a research note on Wednesday, October 30th. Finally, The Goldman Sachs Group cut Atlas Energy Solutions from a “buy” rating to a “neutral” rating and cut their price target for the stock from $23.00 to $21.00 in a research note on Thursday, November 7th. Four equities research analysts have rated the stock with a hold rating, six have issued a buy rating and two have given a strong buy rating to the company’s stock. According to data from MarketBeat, Atlas Energy Solutions has an average rating of “Moderate Buy” and an average target price of $24.44.

Atlas Energy Solutions Price Performance

Shares of NYSE AESI opened at $23.55 on Tuesday. The company has a current ratio of 1.23, a quick ratio of 1.08 and a debt-to-equity ratio of 0.42. Atlas Energy Solutions has a twelve month low of $15.55 and a twelve month high of $24.93. The stock has a 50 day moving average of $21.14 and a two-hundred day moving average of $21.03. The stock has a market cap of $2.60 billion, a P/E ratio of 29.38, a P/E/G ratio of 13.05 and a beta of 0.69.

Atlas Energy Solutions Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, November 14th. Shareholders of record on Thursday, November 7th were given a $0.24 dividend. This is a boost from Atlas Energy Solutions’s previous quarterly dividend of $0.23. The ex-dividend date of this dividend was Thursday, November 7th. This represents a $0.96 annualized dividend and a yield of 4.08%. Atlas Energy Solutions’s dividend payout ratio is presently 121.52%.

Insiders Place Their Bets

In other Atlas Energy Solutions news, major shareholder Brian Anthony Leveille sold 10,000 shares of the company’s stock in a transaction on Monday, October 14th. The stock was sold at an average price of $20.50, for a total value of $205,000.00. Following the sale, the insider now owns 542,010 shares of the company’s stock, valued at approximately $11,111,205. This represents a 1.81 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, major shareholder Stacy Hock sold 8,571 shares of the company’s stock in a transaction on Thursday, October 3rd. The shares were sold at an average price of $21.49, for a total value of $184,190.79. Following the completion of the sale, the insider now directly owns 934,746 shares in the company, valued at $20,087,691.54. This trade represents a 0.91 % decrease in their position. The disclosure for this sale can be found here. Over the last quarter, insiders acquired 60,869 shares of company stock worth $1,187,983 and sold 85,713 shares worth $1,796,831. 24.34% of the stock is currently owned by company insiders.

Institutional Trading of Atlas Energy Solutions

Several large investors have recently bought and sold shares of AESI. Vanguard Group Inc. grew its holdings in Atlas Energy Solutions by 0.7% in the first quarter. Vanguard Group Inc. now owns 4,615,793 shares of the company’s stock valued at $104,409,000 after purchasing an additional 33,286 shares during the last quarter. Bessemer Group Inc. acquired a new stake in shares of Atlas Energy Solutions during the first quarter valued at $154,000. Price T Rowe Associates Inc. MD boosted its stake 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 valued at $36,838,000 after acquiring an additional 1,611,968 shares during the last quarter. Janus Henderson Group PLC boosted its stake in shares of Atlas Energy Solutions by 26.9% during the first quarter. Janus Henderson Group PLC now owns 2,537,215 shares of the company’s stock valued at $57,392,000 after acquiring an additional 537,927 shares during the last quarter. Finally, California State Teachers Retirement System boosted its stake in shares of Atlas Energy Solutions by 575.2% during the first quarter. California State Teachers Retirement System now owns 19,784 shares of the company’s stock valued at $448,000 after acquiring an additional 16,854 shares during the last quarter. Institutional investors and hedge funds own 34.59% of the company’s stock.

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.