Atlas Energy Solutions (AESI) Stock Price, News & Analysis

Company Overview

Atlas Energy Solutions (NYSE: AESI) is a North American provider of compression and aftermarket services primarily serving the oil and gas and industrial markets. The company offers a comprehensive range of gas compression equipment on a rental, lease and sale basis, complemented by a full suite of maintenance and repair services. Through its network of specialized service centers, Atlas Energy Solutions supports upstream, midstream and pipeline operators with turnkey solutions designed to optimize wellhead and gathering system performance.

The company’s product portfolio includes high-pressure reciprocating compressors, electric and gas-driven reciprocating engines, portable pumpers, generators and associated process equipment. Atlas Energy Solutions also delivers parts, field service, preventive maintenance and overhaul support for a wide variety of compressor makes and models. In tandem with its in-house engineering group, the company develops custom packages and skid-mounted systems to meet complex pressure and flow requirements.

Headquartered in Houston, Texas, Atlas Energy Solutions maintains strategic service facilities across key hydrocarbon basins in the United States and Canada, including the Permian, Eagle Ford, Marcellus, Powder River, Rocky Mountain and Gulf Coast regions. These geographically dispersed centers enable rapid deployment of equipment and 24/7 emergency response, ensuring clients can minimize downtime and maintain critical production levels. The company’s integration of remote monitoring and diagnostics further enhances uptime and operational efficiency for field assets.

Formed through the separation of Atlas Copco’s North American energy rental business, Atlas Energy Solutions began trading publicly in mid-2023 with a focus on capitalizing on growth in natural gas compression demand. Led by Chief Executive Officer David J. Toth and an executive team with deep industry backgrounds, the company emphasizes safety, regulatory compliance and customer-driven innovation. With a disciplined approach to fleet expansion and aftermarket excellence, Atlas Energy Solutions positions itself as a strategic partner for energy companies seeking reliable, flexible compression infrastructure.

Key Stats

• Today's Range: $13.42 to $14.17
• 50-Day Range: $11.94 to $14.66
• 52-Week Range: $11.76 to $26.86
• Volume: 1.79 million shs
• Average Volume: 1.38 million shs
• Market Capitalization: $1.68 billion
• P/E Ratio: 43.77
• Dividend Yield: 7.37%
• Price Target: $19.28
• Consensus Rating: Hold

Atlas Energy Solutions Stock Analysis - MarketRank™

Atlas Energy Solutions scored higher than 89% of companies evaluated by MarketBeat, and ranked 54th out of 267 stocks in the energy sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 4.2 / 5
• Analyst Rating: Hold

Consensus Rating

Atlas Energy Solutions has received a consensus rating of Hold. The company's average rating score is 2.45, and is based on 5 buy ratings, 6 hold ratings, and no sell ratings.

Amount of Analyst Coverage

Atlas Energy Solutions has been the subject of 5 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 80.72%

Earnings Growth

Earnings for Atlas Energy Solutions are expected to grow by 80.72% in the coming year, from $0.83 to $1.50 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Atlas Energy Solutions is 43.77, which means that it is trading at a more expensive P/E ratio than the market average P/E ratio of about 25.82.

Price to Earnings Ratio vs. Sector

The P/E ratio of Atlas Energy Solutions is 43.77, which means that it is trading at a less expensive P/E ratio than the Energy sector average P/E ratio of about 62.43.

Price to Book Value per Share Ratio

Atlas Energy Solutions has a P/B Ratio of 1.44. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 0.0 / 5
• Short Interest Level: Bearish

Percentage of Shares Shorted

25.14% of the float of Atlas Energy Solutions has been sold short.

Short Interest Ratio / Days to Cover

Atlas Energy Solutions has a short interest ratio ("days to cover") of 10.7, which indicates bearish sentiment.

Change versus previous month

Short interest in Atlas Energy Solutions has recently increased by 9.44%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Leadership

Atlas Energy Solutions is a leading dividend payer. It pays a dividend yield of 7.08%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Atlas Energy Solutions has only been increasing its dividend for 2 years.

Dividend Coverage

The dividend payout ratio of Atlas Energy Solutions is 322.58%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on earnings estimates, Atlas Energy Solutions will have a dividend payout ratio of 66.67% next year. This indicates that Atlas Energy Solutions will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: N/A
• Environmental Score: N/A

Percentage of Shares Shorted

25.14% of the float of Atlas Energy Solutions has been sold short.

Short Interest Ratio / Days to Cover

Atlas Energy Solutions has a short interest ratio ("days to cover") of 10.7, which indicates bearish sentiment.

Change versus previous month

Short interest in Atlas Energy Solutions has recently increased by 9.44%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 3.8 / 5
• News Sentiment: 1.89

News Sentiment

Atlas Energy Solutions has a news sentiment score of 1.89. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This is a higher news sentiment than the 0.69 average news sentiment score of Energy companies.

News Coverage This Week

MarketBeat has tracked 2 news articles for Atlas Energy Solutions this week, compared to 6 articles on an average week.

Search Interest

18 people have searched for AESI on MarketBeat in the last 30 days. This is an increase of 125% compared to the previous 30 days.

MarketBeat Follows

9 people have added Atlas Energy Solutions to their MarketBeat watchlist in the last 30 days. This is an increase of 13% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Acquiring Shares

Insider Buying vs. Insider Selling

In the past three months, Atlas Energy Solutions insiders have bought more of their company's stock than they have sold. Specifically, they have bought $221,806.00 in company stock and sold $0.00 in company stock.

Percentage Held by Insiders

15.98% of the stock of Atlas Energy Solutions is held by insiders. A high percentage of insider ownership can be a sign of company health.

Percentage Held by Institutions

Only 34.59% of the stock of Atlas Energy Solutions is held by institutions.

AESI Stock Analysis - Frequently Asked Questions

How have AESI shares performed this year?

Atlas Energy Solutions' stock was trading at $22.18 at the beginning of 2025. Since then, AESI stock has decreased by 38.8% and is now trading at $13.57.

How were Atlas Energy Solutions' earnings last quarter?

Atlas Energy Solutions Inc. (NYSE:AESI) posted its earnings results on Monday, May, 5th. The company reported $0.08 earnings per share for the quarter, missing the consensus estimate of $0.18 by $0.10. Atlas Energy Solutions's quarterly revenue was up 54.5% on a year-over-year basis.
Read the conference call transcript.

When did Atlas Energy Solutions IPO?

Atlas Energy Solutions (AESI) raised $387 million in an initial public offering on Thursday, March 9th 2023. The company issued 18,000,000 shares at a price of $20.00-$23.00 per share.

How do I buy shares of Atlas Energy Solutions?

Shares of AESI stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Atlas Energy Solutions own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Atlas Energy Solutions investors own include NVIDIA (NVDA), Invesco QQQ (QQQ), Meta Platforms (META), Broadcom (AVGO), Arista Networks (ANET), Adobe (ADBE) and Novo Nordisk A/S (NVO).

Company Calendar

• Last Earnings: 5/05/2025
• Record date for 5/22 Dividend: 5/15/2025
• Ex-Dividend for 5/22 Dividend: 5/15/2025
• Dividend Payable: 5/22/2025
• Today: 7/08/2025
• Next Earnings (Estimated): 8/04/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Energy
• Industry: OIL - US INTEGRTD
• Sub-Industry: Non-Metallic And Industrial Metal Mining
• Current Symbol: NYSE:AESI
• CIK: 1910950
• Web: atlas.energy
• Phone: 512-220-1200
• Fax: N/A
• Employees: 1,143
• Year Founded: N/A

Price Target and Rating

• Average Stock Price Target: $19.28
• High Stock Price Target: $29.00
• Low Stock Price Target: $14.00
• Potential Upside/Downside: +42.1%
• Consensus Rating: Hold
• Rating Score (0-4): 2.45
• Research Coverage: 11 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.31
• Trailing P/E Ratio: 43.77
• Forward P/E Ratio: 16.35
• P/E Growth: N/A
• Net Income: $59.94 million
• Net Margins: 2.96%
• Pretax Margin: 3.84%
• Return on Equity: 4.99%
• Return on Assets: 2.70%

Debt

• Debt-to-Equity Ratio: 0.38
• Current Ratio: 1.62
• Quick Ratio: 1.40

Sales & Book Value

• Annual Sales: $1.06 billion
• Price / Sales: 1.59
• Cash Flow: $1.64 per share
• Price / Cash Flow: 8.29
• Book Value: $9.40 per share
• Price / Book: 1.44

Miscellaneous

• Outstanding Shares: 123,620,000
• Free Float: 103,866,000
• Market Cap: $1.68 billion
• Optionable: Optionable
• Beta: 1.20