AESI
Atlas Energy Solutions Inc.
$16.52
-4.40%
$2.2B
No data for this timeframe.
Vol
Market Cap$2.2B
Cap SizeMid Cap
Analyst ConsensusBuy (56%)
Inst. Holders7 funds
Inst. Value$111.3M
Inst. Activity3 buys / 2 sells
Insider Activity1B / 1S
Insider Net $-$12.2K
SEC Reports6
Congressional2 trades
Recent Activity
Jun 2, 2026
Insider
Ginn Kirk Edwards sold 1,134 shares
10%+ Owner @ $16.69 ($18.9K)
Jun 2, 2026
Insider
Hock Stacy sold 90,866 shares
10%+ Owner @ $0.00 ($0.00)
May 18, 2026
Insider
McCarthy Benjamin Blake sold 4,736 shares
Chief Financial Officer @ $18.87 ($89.4K)
May 13, 2026
short_interest
FTD: AESI — 103,285 shares ($1.9M) failed to deliver
Settlement: 20260513, Price: $18.28, FTD Value: $1,888,049.8, NEW ATLAS HOLDCO INC CL A(DE)
May 4, 2026
SEC
Atlas Energy Solutions reported Q1 2026 revenue of $265.5M (down 10.8% YoY) and a net loss of $47.3M, with Adjusted EBIT
8-K — Impact 6/10
Apr 30, 2026
Congress
Chip Roy buy
$5,000,001+ — House
Apr 21, 2026
SEC
Atlas Energy Solutions updated Q1 2026 guidance, expecting Adjusted EBITDA of $26-30 million, below prior expectations d
8-K — Impact 6/10
Apr 10, 2026
SEC
Atlas Energy Solutions Inc. (AESI) filed a supplemental proxy statement to correct errors in previously disclosed share
DEFA14A — Impact 3/10
Price Targets
$19.92
+20.6% upside
Strong Buy
Current $16.52
Low $13.00
Median $20.50
High $28.00
12 analysts
$13.00
$28.00
Analyst Ratings
5Strong Buy
5Buy
6Hold
2Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 4, 2026 | Goldman Sachs | MAINTAIN | Sell → Sell |
| Jun 2, 2026 | Raymond James | UPGRADE | Market Perform → Outperform |
| May 18, 2026 | Piper Sandler | MAINTAIN | Neutral → Neutral |
| May 12, 2026 | Citigroup | MAINTAIN | Buy → Buy |
| May 8, 2026 | Barclays | MAINTAIN | Underweight → Underweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.10 ▼ -15.4% | $-0.12 — $-0.05 | -1564% YoY | 4 |
| Next Q | $-0.06 ▼ -44.2% | $-0.09 — $-0.03 | 66% YoY | 4 |
| Current FY | $-0.46 ▼ -21.9% | $-0.57 — $-0.40 | -33% YoY | 3 |
| Next FY | $0.34 ▼ -6.6% | $0.16 — $0.54 | 174% YoY | 4 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $75.4M | — |
| FMR LLC | $16.2M | TRIM |
| MORGAN STANLEY | $7.6M | TRIM |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $6.5M | NEW |
| BANK OF AMERICA CORP | $2.7M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 2, 2026 | Ginn Kirk | F | $18.9K |
| Jun 2, 2026 | Hock Stacy | G | $0.00 |
| May 18, 2026 | McCarthy Benjamin | F | $89.4K |
| Mar 23, 2026 | Voelter Dathan | F | $29.7K |
| Mar 23, 2026 | Turner John | F | $151.6K |
Congressional Trades
1 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Chip Roy | R | BUY | $5,000,001+ |
| Chip Roy | R | BUY | $100,001 - $250,000 |
7 institutional holders with $111.3M total value (11,813,200 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 2 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 8,008,272 | $75.4M | 67.8% | — |
| 2 | FMR LLC | 1,717,729 | $16.2M | 14.5% | TRIM -56.8% |
| 3 | MORGAN STANLEY | 803,054 | $7.6M | 6.8% | TRIM -27.3% |
| 4 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 689,011 | $6.5M | 5.8% | NEW |
| 5 | BANK OF AMERICA CORP /DE/ | 290,603 | $2.7M | 2.5% | ADD +27.8% |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 216,300 | $2.0M | 1.8% | NEW |
| 7 | WELLS FARGO & COMPANY/MN | 88,231 | $831.1K | 0.7% | ADD +62.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 3,979,581 | 1,717,729 | -56.8% | $16.2M | 2025-Q4 |
| MORGAN STANLEY | TRIM | 1,104,347 | 803,054 | -27.3% | $7.6M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | ADD | 227,471 | 290,603 | +27.8% | $2.7M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 216,300 | — | $2.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 54,364 | 88,231 | +62.3% | $831.1K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 395,869 | 227,471 | -42.5% | $2.6M | 2025-Q3 |
| FMR LLC | DOUBLED | 1,797 | 3,788,212 | +210707.6% | $50.6M | 2025-Q2 |
| MORGAN STANLEY | ADD | 729,709 | 970,261 | +33.0% | $13.0M | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | NEAR_EXIT | 1,799,590 | 395,869 | -78.0% | $5.3M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 207,177 | 1,691,785 | +716.6% | $30.2M | 2025-Q1 |
| UBS Group AG | ADD | 1,135,595 | 1,536,341 | +35.3% | $27.4M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 103,027 | 40,059 | -61.1% | $714.6K | 2025-Q1 |
| FMR LLC | TRIM | 2,483 | 1,797 | -27.6% | $32.1K | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 18,214 | 0 | -100.0% | $0.00 | 2025-Q1 |
| UBS Group AG | DOUBLED | 103,808 | 1,135,595 | +993.9% | $25.2M | 2024-Q4 |
| MORGAN STANLEY | ADD | 684,915 | 898,431 | +31.2% | $19.9M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 363,440 | 207,177 | -43.0% | $4.6M | 2024-Q4 |
| MORGAN STANLEY | DOUBLED | 216,819 | 684,915 | +215.9% | $14.9M | 2024-Q3 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 518,569 | — | $11.3M | 2024-Q3 |
14 unique insiders with 2 transactions. Net insider value: -$12.2K ($92.9K bought, $105.0K sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 2, 2026 | Ginn Kirk Edwards | 10%+ Owner | F | 1,134 | $16.69 | $18.9K |
| Jun 2, 2026 | Hock Stacy | 10%+ Owner | G | 90,866 | $0.00 | $0.00 |
| May 18, 2026 | McCarthy Benjamin Blake | Chief Financial Officer | F | 4,736 | $18.87 | $89.4K |
| Mar 23, 2026 | Voelter Dathan C | General Counsel and Secretary | F | 2,201 | $13.48 | $29.7K |
| Mar 23, 2026 | Turner John Gregory | CEO and President | F | 11,246 | $13.48 | $151.6K |
| Mar 18, 2026 | Rogers Douglas G | Director | J | 12,536 | $0.00 | $0.00 |
| Mar 16, 2026 | Voelter Dathan C | General Counsel and Secretary | F | 4,857 | $13.60 | $66.1K |
| Mar 16, 2026 | Ginn Kirk Edwards | 10%+ Owner | F | 3,048 | $13.60 | $41.5K |
| Mar 16, 2026 | McCarthy Benjamin Blake | Chief Financial Officer | F | 4,266 | $13.60 | $58.0K |
| Mar 16, 2026 | Turner John Gregory | CEO and President | F | 16,130 | $13.60 | $219.4K |
| Mar 13, 2026 | Rogers Douglas G | Director | M | 12,536 | $0.00 | $0.00 |
| Mar 13, 2026 | Rogers Douglas G | Director | M | 12,536 | $0.00 | $0.00 |
| Mar 6, 2026 | Scholla Chris | 10%+ Owner | SELL | 8,912 | $11.79 | $105.0K |
| Mar 6, 2026 | Turner John Gregory | CEO and President | F | 11,178 | $9.91 | $110.8K |
| Mar 6, 2026 | Voelter Dathan C | General Counsel and Secretary | F | 7,279 | $9.91 | $72.1K |
| Mar 6, 2026 | Ginn Kirk Edwards | 10%+ Owner | F | 5,237 | $9.91 | $51.9K |
| Mar 4, 2026 | Scholla Chris | 10%+ Owner | A | 25,977 | $0.00 | $0.00 |
| Mar 4, 2026 | LANGFORD A LANCE | Director | A | 24,218 | $0.00 | $0.00 |
| Mar 4, 2026 | Burleson Gayle | Director | A | 14,632 | $0.00 | $0.00 |
| Mar 4, 2026 | Mills Mark P | Director | A | 22,200 | $0.00 | $0.00 |
| Mar 4, 2026 | Howard John Michael | Director | A | 22,200 | $0.00 | $0.00 |
| Mar 4, 2026 | Turner John Gregory | CEO and President | A | 201,816 | $0.00 | $0.00 |
| Mar 4, 2026 | Voelter Dathan C | General Counsel and Secretary | A | 60,545 | $0.00 | $0.00 |
| Mar 4, 2026 | McCarthy Benjamin Blake | Chief Financial Officer | A | 90,817 | $0.00 | $0.00 |
| Mar 4, 2026 | BRIGHAM BEN M | Executive Chairman | A | 277,778 | $0.00 | $0.00 |
| Mar 4, 2026 | Voyles Robb L. | Director | A | 25,227 | $0.00 | $0.00 |
| Mar 4, 2026 | Rogers Douglas G | Director | A | 22,200 | $0.00 | $0.00 |
| Mar 4, 2026 | Sealy & Smith Foundation | 10%+ Owner | J | 22,200 | $0.00 | $0.00 |
| Mar 4, 2026 | Ginn Kirk Edwards | 10%+ Owner | A | 40,363 | $0.00 | $0.00 |
| May 14, 2025 | Rogers Douglas G | BUY | 7,000 | $13.27 | $92.9K | |
| Mar 20, 2025 | Rogers Douglas G | J | 6,866 | $0.00 | $0.00 |
6 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 2 mixed, 3 neutral. Avg impact: 4.5/10.
MIXED
8-K
6/10
Atlas Energy Solutions reported Q1 2026 revenue of $265.5M (down 10.8% YoY) and a net loss of $47.3M
May 4, 2026
MIXED
8-K
6/10
Atlas Energy Solutions updated Q1 2026 guidance, expecting Adjusted EBITDA of $26-30 million, below
Apr 21, 2026
NEUTRAL
DEFA14A
3/10
Atlas Energy Solutions Inc. (AESI) filed a supplemental proxy statement to correct errors in previou
Apr 10, 2026
BEARISH
8-K
7/10
Atlas Energy Solutions announced a $300 million convertible senior notes offering to fund capped cal
Apr 6, 2026
NEUTRAL
DEFA14A
2/10
Atlas Energy Solutions Inc. filed a supplemental proxy statement to correct errors in its original f
Apr 2, 2026
NEUTRAL
DEFA14A
3/10
Atlas Energy Solutions Inc. (AESI) is holding its 2025 Annual Meeting to elect three Class II direct
Mar 27, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (56% buy). Based on 18 analysts: 5 strong buy, 5 buy, 6 hold, 2 sell, 0 strong sell.
Analyst Price Targets
$19.92 mean target
+20.6% upside
Strong Buy (2.42)
$13.00 Low
$28.00 High
| Metric | Value |
|---|---|
| Current Price | $16.52 |
| Target Low | $13.00 |
| Target Mean | $19.92 |
| Target Median | $20.50 |
| Target High | $28.00 |
| # Analysts | 12 |
| Recommendation | Strong Buy (2.42) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.10 | $-0.12 | $-0.05 | -1563.9% | -15.4% | — | $0.3B | -2.3% | 4 |
| Next Q 2026-09-30 |
$-0.06 | $-0.09 | $-0.03 | 66.1% | -44.2% | 1↑ 0↓ | $0.3B | 11.9% | 4 |
| Current FY 2026-12-31 |
$-0.46 | $-0.57 | $-0.40 | -33.2% | -21.9% | 0↑ 1↓ | $1.1B | 2.0% | 3 |
| Next FY 2027-12-31 |
$0.34 | $0.16 | $0.54 | 173.9% | -6.6% | 1↑ 0↓ | $1.3B | 17.9% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.100 | |
| 7d ago | $-0.083 | -0.017 |
| 30d ago | $-0.087 | -0.013 |
| 60d ago | $-0.090 | -0.010 |
| 90d ago | $-0.110 | +0.010 |
6 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 4, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Jun 2, 2026 | Raymond James | UPGRADE | Market Perform | Outperform |
| May 18, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| May 12, 2026 | Citigroup | MAINTAIN | Buy | Buy |
| May 8, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| May 6, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Apr 15, 2026 | Citigroup | UPGRADE | Neutral | Buy |
| Apr 15, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 6, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Apr 2, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Mar 12, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Mar 4, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Feb 26, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Dec 23, 2025 | Citigroup | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 5 | 6 | 2 | 0 | 56% | |
| May 1, 2026 | 5 | 5 | 6 | 2 | 0 | 56% | |
| Apr 1, 2026 | 4 | 5 | 7 | 2 | 0 | 50% | |
| Mar 1, 2026 | 4 | 5 | 7 | 2 | 0 | 50% | |
| Feb 1, 2026 | 4 | 5 | 7 | 2 | 0 | 50% | |
| Jan 1, 2026 | 4 | 5 | 7 | 2 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 30, 2026 | Chip Roy | R | HOUSE | BUY | $5,000,001+ | ATLAS ENERGY SOLUTIONS INC | May 11, 2026 (12d) |
| Mar 30, 2026 | Chip Roy | R | HOUSE | BUY | $100,001 - $250,000 | ATLAS ENERGY SOLUTIONS INC | May 12, 2026 (44d) |
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 13, 2026
short_interest
FTD: AESI — 103,285 shares ($1.9M) failed to deliver
Settlement: 20260513, Price: $18.28, FTD Value: $1,888,049.8, NEW ATLAS HOLDCO INC CL A(DE)
May 12, 2026
short_interest
FTD: AESI — 33,545 shares ($0.6M) failed to deliver
Settlement: 20260512, Price: $18.84, FTD Value: $631,987.8, NEW ATLAS HOLDCO INC CL A(DE)
May 7, 2026
short_interest
FTD: AESI — 272,407 shares ($5.0M) failed to deliver
Settlement: 20260507, Price: $18.39, FTD Value: $5,009,564.73, NEW ATLAS HOLDCO INC CL A(DE)
May 6, 2026
short_interest
FTD: AESI — 63,088 shares ($1.2M) failed to deliver
Settlement: 20260506, Price: $19.22, FTD Value: $1,212,551.36, NEW ATLAS HOLDCO INC CL A(DE)
May 4, 2026
earnings_calendar
AESI Q1 2026 Earnings Scheduled — 2026-05-04
May 1, 2026
short_volume
Short Volume: AESI — 55.2% short (1.0M / 1.8M)
Short: 986,369 | Exempt: 556 | TRF Vol: 1,785,907 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_interest
FTD: AESI — 33,910 shares ($0.6M) failed to deliver
Settlement: 20260501, Price: $17.38, FTD Value: $589,355.8, NEW ATLAS HOLDCO INC CL A(DE)
Apr 30, 2026
short_interest
FTD: AESI — 169,001 shares ($2.9M) failed to deliver
Settlement: 20260430, Price: $17.20, FTD Value: $2,906,817.2, NEW ATLAS HOLDCO INC CL A(DE)
Apr 29, 2026
short_volume
Short Volume: AESI — 70.6% short (2.8M / 4.0M)
Short: 2,844,532 | Exempt: 0 | TRF Vol: 4,026,985 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: AESI — 69.7% short (2.7M / 3.9M)
Short: 2,706,518 | Exempt: 0 | TRF Vol: 3,882,329 | Short Ratio: 69.7% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_interest
FTD: AESI — 33,245 shares ($0.6M) failed to deliver
Settlement: 20260428, Price: $16.70, FTD Value: $555,191.5, NEW ATLAS HOLDCO INC CL A(DE)
Apr 22, 2026
short_interest
FTD: AESI — 50,410 shares ($0.7M) failed to deliver
Settlement: 20260422, Price: $14.63, FTD Value: $737,498.3, NEW ATLAS HOLDCO INC CL A(DE)
Apr 21, 2026
short_volume
Short Volume: AESI — 57.7% short (1.1M / 1.8M)
Short: 1,050,666 | Exempt: 0 | TRF Vol: 1,819,807 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Apr 21, 2026
short_interest
FTD: AESI — 56,757 shares ($0.8M) failed to deliver
Settlement: 20260421, Price: $13.81, FTD Value: $783,814.17, NEW ATLAS HOLDCO INC CL A(DE)
Apr 20, 2026
short_interest
FTD: AESI — 70,237 shares ($0.9M) failed to deliver
Settlement: 20260420, Price: $13.29, FTD Value: $933,449.73, NEW ATLAS HOLDCO INC CL A(DE)