Atlas Energy Solutions (NYSE:AESI) Stock Price Target Lowered at Stephens

Atlas Energy Solutions (NYSE:AESI) had its price objective decreased by Stephens from $22.00 to $20.00 in a research note published on Monday, MarketBeat Ratings reports. Stephens currently has an overweight rating on the stock.

A number of other research analysts also recently commented on the stock. The Goldman Sachs Group set a $12.00 target price on shares of Atlas Energy Solutions in a research report on Friday, August 7th. Weiss Ratings cut Atlas Energy Solutions from a “sell (d+)” rating to a “sell (d)” rating in a research note on Friday, August 7th. Scotiabank began coverage on Atlas Energy Solutions in a research report on Tuesday, September 29th. They set a “sector outperform” rating and a $14.00 price objective on the stock. Stifel Nicolaus lowered their target price on shares of Atlas Energy Solutions from $28.00 to $25.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. Finally, Royal Bank Of Canada lowered their price target on Atlas Energy Solutions from $21.00 to $17.00 and set a “sector perform” rating for the company in a report on Wednesday, August 5th. Five research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Atlas Energy Solutions has an average rating of “Hold” and a consensus price target of $17.67.

Atlas Energy Solutions Stock Up 5.4%

Shares of AESI opened at $12.69 on Monday. Atlas Energy Solutions has a 12-month low of $7.64 and a 12-month high of $20.13. The firm has a fifty day moving average price of $12.36 and a 200-day moving average price of $14.40. The firm has a market capitalization of $1.59 billion, a P/E ratio of -13.36 and a beta of 1.19. The company has a current ratio of 1.82, a quick ratio of 1.58 and a debt-to-equity ratio of 0.87.

Atlas Energy Solutions (NYSE:AESI) last released its quarterly earnings data on Monday, August 3rd. The company reported ($0.20) earnings per share (EPS) for the quarter, missing the consensus estimate of ($0.15) by ($0.05). The company had revenue of $293.18 million during the quarter, compared to analysts’ expectations of $282.24 million. Atlas Energy Solutions had a negative net margin of 11.08% and a negative return on equity of 9.57%. Atlas Energy Solutions’s quarterly revenue was up 1.6% on a year-over-year basis. During the same period last year, the firm earned ($0.04) earnings per share. Equities research analysts expect that Atlas Energy Solutions will post -0.94 earnings per share for the current year.

Institutional Investors Weigh In On Atlas Energy Solutions

Several hedge funds have recently bought and sold shares of AESI. Dimensional Fund Advisors LP boosted its stake in shares of Atlas Energy Solutions by 12.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,502,480 shares of the company’s stock worth $19,713,000 after acquiring an additional 167,758 shares in the last quarter. Encompass Capital Advisors LLC purchased a new stake in Atlas Energy Solutions in the 1st quarter worth $119,854,000. Bank of New York Mellon Corp acquired a new position in Atlas Energy Solutions during the second quarter worth $7,765,000. Readystate Asset Management LP acquired a new position in Atlas Energy Solutions during the first quarter worth $1,459,000. Finally, Assenagon Asset Management S.A. purchased a new position in Atlas Energy Solutions during the second quarter valued at $3,502,000. Hedge funds and other institutional investors own 34.59% of the company’s stock.

Atlas Energy Solutions News Summary

Here are the key news stories impacting Atlas Energy Solutions this week:

• Positive Sentiment: Stephens maintains an “overweight” rating: Stephens lowered its price target to $20 from $22 but still sees substantial upside from current levels. The retained bullish rating suggests the firm views the recent weakness as an opportunity and expects improving performance over time. Atlas Energy Solutions Given New $20 Price Target at Stephens
• Positive Sentiment: Consensus valuation remains above the market price: Atlas Energy Solutions has a consensus price target of $17.22, indicating that analysts collectively expect meaningful appreciation if operating conditions improve. Atlas Energy Solutions Consensus Price Target
• Positive Sentiment: Energy infrastructure is benefiting from AI-related power demand: A broader investment article highlights energy companies with access to power that could benefit from the AI buildout. This may support investor interest in Atlas Energy Solutions as markets look for beaten-down energy businesses tied to rising infrastructure demand. The AI Buildout Needs Power It Cannot Get
• Neutral Sentiment: FY2027 earnings estimates remain a focus: Scotiabank’s forecast coverage indicates that investors are monitoring Atlas Energy Solutions’ longer-term earnings trajectory, but the available report does not disclose a specific estimate or revision. Scotiabank’s Forecast for AESI FY2027 Earnings
• Negative Sentiment: Profitability remains a risk: Atlas recently reported a quarterly loss and missed the consensus EPS estimate, despite revenue exceeding expectations. The company’s negative margins and analysts’ projected full-year loss could limit further gains unless earnings improve.

Atlas Energy Solutions Company Profile

Atlas Energy Solutions Inc (NYSE: AESI) is a provider of proppant and logistics services for the oil and natural gas industry. The company primarily serves exploration and production companies operating in the Permian Basin, one of the largest onshore oil-producing regions in the United States.

Atlas produces and supplies frac sand, a specialized proppant used in hydraulic fracturing to help keep fractures open and improve the flow of hydrocarbons from underground formations. Its operations include sand mining, processing, storage and distribution, with facilities located in or near the Permian Basin of West Texas.

The company also provides transportation and logistics solutions designed to move large volumes of proppant from its mines to well sites.