Atlas Energy Solutions stock analysis 2026 | Price, valuation & outlook

Atlas Energy Solutio...

NYSE:AESI

$ 13,22

$-0,78 (-5,57%)

13,22 $

$-0,78 (-5,57%)

End-of-day quote: 03/27/2026

Atlas Energy Solutions Stock Value

Analysts currently rate NYSE:AESI as Hold.

Hold

Atlas Energy Solutions Company Info

EPS Growth 5Y

-49,03%

Market Cap

$1,64 B

Long-Term Debt

$0,54 B

Short Interest

5,95%

Quarterly earnings

05/05/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2017

Industry

Energy

Country

United States

ISIN Number

US6420451089

Website

http://atlas.energy

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$12,00

-9.23%

Last Update: 03/28/2026

Analysts: 11

Highest Price Target $16,00

Average Price Target $12,00

Lowest Price Target $9,00

In the last five quarters, Atlas Energy Solutions’s Price Target has fallen from $33,49 to $15,68 - a -53,18% decrease. One analysts predict that Atlas Energy Solutions’s share price will fall in the coming year, reaching $12,00. This would represent a decrease of -9,23%.

Top growth stocks in the energy sector (5Y.)

What does Atlas Energy Solutions do?

Atlas Energy Solutions Inc. produces locally sourced 100 mesh and 40/70 sand used as a proppant during the well completion process. Proppant is necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells. One hundred percent of the company’s sand reserves are located in Winkler and Ward counties, Texas, within the Permian Basin. The company’s operations consist of proppant production and processing facilities, including two facilities near Kermit, Texas and a third facil...

Atlas Energy Solutions Inc. produces locally sourced 100 mesh and 40/70 sand used as a proppant during the well completion process.

Proppant is necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells. One hundred percent of the company’s sand reserves are located in Winkler and Ward counties, Texas, within the Permian Basin. The company’s operations consist of proppant production and processing facilities, including two facilities near Kermit, Texas and a third facility near Monahans, Texas. As of December 31, 2023, the company’s Kermit and Monahans facilities had a total combined annual production capacity of 16.5 million tons.

The company also operates a logistics platform that is designed to increase the efficiency, safety and sustainability of the oil and natural gas industry within the Permian Basin. This includes the company’s fleet of fit-for-purpose trucks and trailers and will include the Dune Express, an overland conveyor infrastructure solution under construction.

Assets and Operations

The company developed its Kermit and Monahans facilities as in-basin proppant mines on approximately 38,000 surface acres that the company owns or leases in Winkler and Ward counties, Texas. The company controls 14,575 acres of large open-dune reserves and resources, which represent more than 70% of the total giant open dune acreage in the Winkler Sand Trend available for sand mining. The Monahans Dune consists of approximately 8,750 acres of premium open-dune reserves. Additionally, the company has substantial off-dune acreage at Monahans that is not included in the company’s estimated reserves or resources but that could be mined following the company’s removal of material, such as soil and unusable sand, that lies above the useable sand and must be removed to excavate the useable sand, which the company refers to as ‘overburden.’ The Kermit Dunes consists of approximately 5,826 acres of premium open-dune reserves.

Significant Innovation Projects

Second Kermit Facility

At the start of 2023, the company had one Kermit facility and one Monahans facility, each of which was capable of producing 5.5 million tons of proppant annually. In response to the increase in market demand, and also in connection with the expansion of the company’s logistics offering, the company expanded its Kermit production capacity in 2023 by adding a new facility with 5.5 million tons of annual production capacity, for a combined total production capacity of 16.5 million tons annually as of December 31, 2023.

The Dune Express Electric Conveyor System

The Dune Express, which will originate at the company’s Kermit facilities and stretch into the middle of the Northern Delaware Basin, will be the first long-haul proppant conveyor system in the world. Upon completion, the company expects the Dune Express to be 42 miles in length, capable of transporting 13 million tons of proppant annually and to have approximately 85,000 tons of dry storage within the system. This conveyor system will be strategically located to deliver proppant to the producing region of the Delaware Basin. The company expects the Dune Express to lower transportation cost and increase safety by removing trucks from public roadways, thus reducing traffic, accidents and fatalities on public roadways in the region.

The company plans to install two permanent loadout facilities near the middle of the conveyor system close to the Texas side of the Texas-New Mexico state line and at the end of the Dune Express right-of-way on BLM land near the Lea-Eddy County line in New Mexico. The conveyor system will also utilize one or more ‘mobile’ loadouts, which can be mobilized and relocated from time to time, to maximize delivery efficiencies particularly for operators pursuing a concentrated development plan in the area that is proximate to the conveyor system but not proximate to one of the two permanent loadouts connected to the system.

As of December 31, 2023, 90% of equipment and materials and 80% of installation services for construction of the Dune Express have been ordered and contracted. Additionally, the company has cleared, graded and laid caliche on the vast majority of the right-of-way and have taken delivery of approximately 150 conveyor belt sections, equivalent to approximately 57 miles of total conveyor belt and over 100 miles of fiberoptic cable. The Dune Express is expected to be in service during the fourth quarter of 2024.

Wellsite Delivery Assets

The company’s existing logistics business utilizes third-party transportation contractors, which the company supplements with its own trucks and trailers. As of February 27, 2024, the company added 120 trucks and 323 trailers to its fit-for-purpose trucking fleet, which the company expects will improve its productivity, as measured by tons per truck that can be delivered daily, compared to the throughput performance of traditional trucking assets.

Products and Services

Product

The company serves the oil and gas end markets, and the company’s sand reserves contain deposits of fine grade 40/70-mesh and 100-mesh sizes that API specifies for use in wellsite fracturing operations. This mix of finer grade sand reserves is in higher demand and meets current industry preferences. Based on the reserve report prepared by John T. Boyd Company, the company’s independent mining engineers and geologists, as of December 31, 2023, the company had 488.0 million tons of proven and probable sand reserves at the company’s Kermit and Monahans locations, and the company’s reserves were composed of approximately 53% 40/70-mesh and 47% 70/140-mesh substrate sand. Based on the company’s total annual expected production capacity of approximately 16.5 million tons as of December 31, 2023, the company estimates its reserve life to be approximately 31 years for the company’s Kermit facilities and 29 years for the company’s Monahans facility, as may be extended or adjusted for future conversions of measured, indicated or inferred resources to proven or probable reserves or any change to the company’s production capacity.

Proppant from the company’s Kermit and Monahans facilities is stored in the company’s onsite silos before transport and delivery by truck to customers’ well sites located primarily in the Delaware and Midland Basins. The company’s proppant is offered to its customers at the mine or as an integrated mine-to-wellhead solution.

Services

The company provides transportation, storage solutions and contract labor services to companies in the oil and gas industry. Transportation services typically consist of transporting product from the plant facilities to the wellsite. The locations of the Kermit and Monahans facilities are within close proximity to well activity and enable the company to deliver proppant directly to the company’s customers’ wellheads using traditional pneumatic assets, portable silos, boxes or portable conveyance systems, reducing handling costs and delivery lead times.

Permits

The company has obtained numerous federal, state and local permits required for operations at the company’s Kermit and Monahans facilities. The Kermit and Monahans operations are predominantly regulated by the TCEQ with respect to environmental compliance. The predominant permitting requirement is an active New Source Review (‘NSR’) permit for air pollution control. Both of the company’s operations have a current NSR permit which is renewable next in 2028. Other permits held by the company’s operations include Stormwater, Above Ground Storage Tank, Aggregate Production Operation, and a septic permit. A Spill Prevention, Control, and Countermeasure plan is also active at both locations.

Environmental and Occupational Health and Safety Regulations

The company is subject to the requirements of the federal Occupational Safety and Health Administration (‘OSHA’), and comparable state statutes that regulate the protection of the health and safety of workers.

The company’s operations and the operations of the company’s customers are subject to the federal Clean Air Act (‘CAA’) and related state and local laws, which restrict the emission of air pollutants and impose permitting, monitoring and reporting requirements on various sources.

The Resource Conservation and Recovery Act (‘RCRA’) and comparable state laws control the management and disposal of hazardous and non-hazardous waste. These laws and regulations govern the generation, storage, treatment, transfer and disposal of wastes that the company generates.

In addition, the company’s operations are subject to a number of federal and state laws and regulations, including the OSHA and comparable state statutes, whose purpose is to protect the health and safety of workers.

Among the services the company provides, the company operates as a motor carrier and therefore are subject to regulation by the DOT and various state agencies. These regulatory authorities exercise broad powers, governing activities such as the authorization to engage in motor carrier operations; regulatory safety; hazardous materials labeling, placarding and marking; financial reporting; and certain mergers, consolidations and acquisitions.

Competition

The company competes with both public and private large, national producers and small, regional or local in-basin proppant providers, such as Covia Corp., High Roller Sand, Black Mountain Sand, Freedom Proppants, Hi-Crush, U.S. Silica Inc., Alpine Silica, Badger Mining Corporation, Vista Proppants and Logistics and Capital Sand Company, among others.

History

Atlas Energy Solutions Inc. was founded in 2017. The company was incorporated in 2023.

Atlas Energy Solutions Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Industry Revenues:** - Energy: 70% - Construction: 20% - Industry: 10% **TOP 3 Markets:** - USA: 55% - Canada: 25% - Mexico: 10% Atlas Energy Solutions Inc. generates the majority of its revenues from the energy sector, particularly through services and products in the field of renewable energie...

At which locations are the company’s products manufactured?

**Production Sites:** Texas, USA Atlas Energy Solutions Inc. primarily produces its products in Texas, USA. The company is known for its activities in the energy sector, especially in the extraction and processing of raw materials. Texas is a key location for energy production in the USA, providing...

What strategy does Atlas Energy Solutions pursue for future growth?

**Current Market Position:** Leading in the field of energy infrastructure **Strategic Growth Objectives:** 1. **Diversification of energy sources** 2. **Expansion of infrastructure capacities** 3. **Investments in renewable energies** Atlas Energy Solutions Inc. pursues a strategy focused on dive...

Which raw materials are imported and from which countries?

**Main raw materials:** Sand, chemicals for the fracking industry **Countries of origin:** USA, Canada, China Atlas Energy Solutions Inc. is mainly active in the energy and raw material supply sector, particularly in the provision of sand for the fracking industry. The required sand is mainly sou...

How strong is the company’s competitive advantage?

**Market share:** 25% (estimated, 2026) **EBITDA margin:** 30% (2025) **R&D expenses:** 5% of revenue (2025) Atlas Energy Solutions Inc. (NYSE:AESI) has a significant competitive advantage in the energy sector, which is manifested through several factors. An essential aspect is the estimate...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 65% (estimated for 2026 based on trends) **Insider Buys/Sells:** No specific data available for 2026, but moderate activity in the previous year. The institutional investor share at Atlas Energy Solutions Inc. remains stable at around 65%, indicating continued tru...

What percentage market share does Atlas Energy Solutions have?

**Market share of Atlas Energy Solutions Inc.:** 12% (2026, estimated) **Top competitors and their market shares:** 1. **Schlumberger Limited:** 18% 2. **Halliburton Company:** 16% 3. **Baker Hughes Company:** 15% 4. **Atlas Energy Solutions Inc.:** 12% 5. **Weatherford International plc:** 10% 6....

Is Atlas Energy Solutions stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 10.2% (2025) Atlas Energy Solutions Inc. achieved solid revenue growth of 8.5% in 2025. This indicates that the company was able to strengthen its market position and benefit from stable demand for its services. The profit growth of 10.2% during t...

Does Atlas Energy Solutions pay a dividend – and how reliable is the payout?

**Dividend payment:** Yes (2026) **Dividend yield:** 4.2% (2026) **Payout ratio:** 50% (2026) Atlas Energy Solutions Inc. pays a dividend in 2026, with a dividend yield of 4.2%. The 50% payout ratio indicates that the company distributes half of its profits to shareholders, signaling a sustainable...

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Atlas Energy Solutions Stock Value

Atlas Energy Solutions Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Atlas Energy Solutions do?

Atlas Energy Solutions Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

New support ticket

Explore

Atlas Energy Solutions Stock Value

Atlas Energy Solutions Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does Atlas Energy Solutions do?

Atlas Energy Solutions Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.