Atlas Energy Solutions (AESI)
Mines and delivers Permian frac sand while supplying distributed natural-gas power.
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Mines Permian Basin frac sand and earns product and logistics revenue by delivering it to wellsites through trucking, wellsite equipment, and the Dune Express conveyor. A separate Power segment rents natural-gas generators for oilfield loads and is expanding into behind-the-meter private generation.
Mines and processes locally sourced frac sand, then sells it at the mine or as an integrated mine-to-wellhead service. The Sand and Logistics segment combines fixed plants and mobile OnCore mines with trucking, wellsite equipment, and the Dune Express conveyor, concentrating operations in the Permian Basin of West Texas and New Mexico.
Rents and operates natural-gas generators through the Power segment for oilfield production and artificial lift across major U.S. resource basins. The business is also building behind-the-meter private generation for technology infrastructure, extending the segment beyond oilfield rentals.
Remote monitoring, automated plants, and integrated delivery coordinate production with wellsite demand. Results depend on Permian completion activity, large customers, operating permits, generator suppliers, and customers continuing to outsource power needs.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 27, 2026 | Piper Sandler | Reiterate | Rating: —Target: $19 | Target: $15 |
| Aug 7, 2026 | Goldman Sachs | Target | Target: $14 | Target: $12 |
| Aug 7, 2026 | Barclays | Reiterate | Rating: —Target: $14 | Target: $10 |
| Aug 6, 2026 | Stifel Nicolaus | Target | Target: $28 | Target: $25 |
| Aug 5, 2026 | RBC Capital | Reiterate | Rating: —Target: $20 | Target: $17 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $168.2M · Total debt $966.7M · Total assets $2.56B · Shareholders' equity $1.11B
- Revenue
- $293.2M
- Operating income
- −$20.0M
- Net income
- −$25.1M
HistoryDividendAnnual yield
| Institutions | ≈ 84.21% | 105.27M shares | |
|---|---|---|---|
| 294 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 118.49% | 148.11M shares | |
| 16 holders · as of Jun 3, 2026 | |||
| Strategic holders | 11.87% | 14.84M shares | |
| 1 holder · as of Apr 21, 2026 | |||
| Adds to | 214.57% | ||
125.00M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 214.57%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Ben M. Brigham1Insiderdirector, 10 percent owner, officer: Executive Chairman | 99.72% | 44.33M · 37.19M · 42.85M | filed Mar 6, 2026 |
Sealy & Smith FoundationStrategic10 percent owner | 11.87% | 22,200 · 14.82M | filed Apr 21, 2026 |
Gregory M. ShepardInsiderother: See Remarks | 11.79% | 7.42M · 979,268 · 6.34M | filed Feb 19, 2026 |
BlackRock, Inc.Institution | 10.54% | 13.17M | as of Jun 30, 2026 |
Encompass Capital Advisors LLCInstitution | 5.23% | 6.54M | as of Jun 30, 2026 |
- Ben M. Brigham's transaction reports restate only vehicles that traded; the 2026 ownership statement (44.33M) plus the 277.8K net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Mar 6, 2026 | Chris Scholla | 10 percent owner, other: Member of 10% Owner Group | −8,912 | $11.79 |
| Feb 18, 2026 | Gregory M. Shepard | other: See Remarks | −130,000 | $11.98 |
| Feb 17, 2026 | Gregory M. Shepard | other: See Remarks | −100,000 | $11.75 |
| Nov 18, 2025 | Chris Scholla | 10 percent owner, other: Member of 10% Owner Group | −52,150 | $8.82 |
- ProFrac
Vertically integrated frac services with captive in-basin sand across US basins
- Solaris Energy Infrastructure
Mobile distributed power generation and oilfield proppant logistics, Houston TX
- ProPetro
Permian frac-and-power services platform with integrated wet-sand handling
- Smart Sand
Northern White frac-sand producer with rail logistics and SmartSystems last-mile tools
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Atlas Energy Solutions | $11.63 | −3.08% | $1.50B | — | — | 1.4 | +1.6% |
| ProFrac | $4.62 | −2.12% | $853.9M | — | — | 0.5 | −0.8% |
| Solaris Energy Infrastructure | $66.08 | +0.62% | $4.02B | 77.1 | 39.8 | 5.3 | +46.9% |
| ProPetro | $10.04 | +0.05% | $1.23B | — | 58.8 | 1.1 | −6.2% |
| Smart Sand | $5.04 | −0.89% | $218.4M | 19.5 | — | 0.6 | +34.1% |
| Median | 48.3 | 49.3 | 0.8 | +16.7% |