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AESI

Atlas Energy Solutions Inc.
$14.39 +0.18 (+1.27%) At close · Jul 10
Market Cap
$1.80B
Shares
124,905,584

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$14.39 Open$14.29 Day$14.09–14.54 52W$7.64–20.13 Avg vol 30d2.5M Short int19.9M · 15.9% float · 7.3d Short vol64% Last earningsMay 4, 2026 DataMar 2023–Jul 2026 Filing10-Q · May 5
Up next
Next earnings call
Aug 3, 2026 Est · unconfirmed · in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 5, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Equibles Rating blended score · not investment advice
      Overall
      Sell
      SellHoldBuy
      Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Weak Quant / Vol Very High
      Market backdrop VIX 15 · calm Equity put/call 0.55
      Technical
      price trend
      Neutral
      50 / 200-day cross No cross
      Price vs 200-day avg +13%
      above
      Price vs 50-day avg −16%
      below
      RSI (14) 37
      neutral
      MACD trend Negative
      52-week position 54%
      mid-range
      Volume (OBV) Confirms
      volume backs price
      Momentum
      relative strength
      Strong
      1-month return −15%
      trailing
      6-month return +32%
      trailing
      YTD return +53%
      this year
      Relative strength +23%
      vs S&P · 6-mo
      Sentiment
      smart money
      Neutral
      Trend (MA cross) No cross
      50d $17 › 200d $13 — 50d above 200d
      Institutional flow Accumulating
      9 of 243 funds reported for Jun 30 · net +2.1M sh shares · +2 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      15.91% of float · ▲ +2.5% MoM · 7.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      243 holders — mid 3-yr range
      Squeeze score 79
      high risk · 0–100
      Fundamentals
      Weak
      Revenue growth +4%
      Y/Y
      Gross margin 14%
      contracting
      EPS growth −175%
      Y/Y
      Free cash flow $-30.9M
      Buyback $199.8M
      remaining
      Balance sheet $604.2M
      net debt
      Quant / Vol
      risk profile
      Very High
      Volatility 62%
      annualized · 1-yr
      Max drawdown −43%
      past year
      ATR 6.1%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record
      Latest guidance · from the 8-K filed May 4, 2026
      Adjusted EBITDA · second quarter of 2026 Non-GAAP Initiated $50M

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Neutral
      2 · 4 · 1
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +13% Bullish
      Price vs 50-day avg
      −16% Bearish
      RSI (14)
      37 Neutral
      MACD trend
      Negative Bearish
      52-week position
      54% Neutral
      Volume (OBV)
      Confirms Neutral
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $17 › 200d $13 — 50d above 200d
      Institutional flow Accumulating
      9 of 243 funds reported for Jun 30 · net +2.1M sh shares · +2 new
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Rising
      15.91% of float · ▲ +2.5% MoM · 7.3 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Steady
      243 holders — mid 3-yr range
      Price context
      position in its 52-week range
      52-wk low $8 Now $14 · 54% 52-wk high $20
      vs 200-day avg +13% vs 50-day avg -16%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Adj. Free Cash Flow non-GAAP $3.8M First Quarter 2026
      proppant product sales volumes 5.7M First Quarter 2026
      EBITDA non-GAAP $28.4M first quarter 2026 call
      EBITDA margin non-GAAP 11% first quarter 2026 call
      incremental adjusted EBITDA non-GAAP $35M remaining nine months of 2026 call
      Total Dune Express shipments 5.9M year ended December 31, 2025
      Total volumes 21.6M year ended December 31, 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Oil & Gas Equipment & Services — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      AESI
      Atlas Energy Solutions Inc.
      this stock
      $1.80B +52.8% +27.2% 15.9%
      SLB
      Slb Limited/Nv
      $71.40B +25.2% -27.0% 21.0 3.6%
      BKR
      Baker Hughes Co
      $57.10B +26.9% +20.6% 2.5%
      HAL
      Halliburton Co
      $28.73B +22.3% +22.5% 3.8%
      FTI
      TechnipFMC plc
      $28.65B +61.5% +16.8% 27.5 3.6%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      245
      % held
      69.5%
      Reported
      9 of 243
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      218
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      19.9M
      Days to cover
      7.3d
      Change
      +475.5K sh
      View
      Short Volume
      Short vol %
      64%
      As of
      Jul 10, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      277.8K
      Value
      $4.6M
      As of
      Jun 12, 2026
      View
      Off-Exchange
      Off-exchange %
      59.2%
      Week of
      May 4, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      Chip Roy
      Amount
      $100.0K–$250.0K
      Traded
      May 13, 2026
      View
      Financials
      Financials
      Revenue (FY)
      $1.1B
      Net income (FY)
      $-50.3M
      EPS diluted
      $-0.41
      View
      Buybacks
      Authorized
      $200.0M
      Remaining
      $199.8M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      May 8, 2026
      This year
      11
      View
      Proposed Sales
      Value
      $104.9K
      Shares
      8.9K
      Filed
      Mar 9, 2026
      View
      Exempt Offerings
      Offering
      $175.0M
      Filed
      Mar 19, 2024
      View
      Earnings & Events
      Earnings Calls
      Last call
      May 4, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      AESI -0.6% -15.5% +31.7% -13.4% +52.8%
      SPY +1.4% +4.1% +9.1% +1.1% +10.7%
      vs SPY -1.9% -19.5% +22.6% -14.5% +42.1%

      Capital returns

      Latest dividend
      $0.25 / share · ex Aug 14, 2025
      Raised 4.2%
      Paid (TTM)
      $0.25 / share · 1 payout
      Dividend yield (TTM, derived)
      · history filling in
      Buyback program · as of Mar 31, 2026
      Authorized
      $200.00M
      Spent (derived)
      $200,000
      Remaining
      $199.80M
      Spent Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1984060 CUSIP 642045108 13F (30d) 9 filings 9 filers Visit website Investor relations