Why did Atlas Energy Solutions (AESI) stock move recently?

On 9/1/2026, Atlas Energy Solutions moved -3.2% — AESI declined 3.21% with no company-specific news, earnings, or SEC filing on September 1; the move occurred alongside broader energy sector weakness and appears to reflect market or sector sentiment. This is MarketChacha's decoded reason from filings and credible news; it is education, not buy/sell advice.

Is Atlas Energy Solutions (AESI) overvalued or fairly valued?

MarketChacha shows Atlas Energy Solutions's valuation in context — a forward P/E of about 1443.8, a price-to-book of about 1.1 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Atlas Energy Solutions's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (5.85×) from reported figures — education, not a rating.

What is Atlas Energy Solutions's revenue?

Atlas Energy Solutions reported revenue of $1.1B for FY2025, with net profit of $-50.3M, per official filings.

What is the share price of Atlas Energy Solutions (AESI)?

Atlas Energy Solutions last traded at $9.37 (-2.7% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Atlas Energy Solutions

AESI · NYSE · Energy · United States

Snapshot

TickerAESI

ExchangeNYSE

SectorEnergy

IndustryOil & Gas Equipment & Services

CountryUnited States

Employees1,511

HeadquartersAustin, United States

Websiteatlas.energy

Filings tracked21

About Atlas Energy Solutions

Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand and Logistics, and Power. The Sand and Logistics segment operates fourteen proppant production facilities, including large-scale in-basin plants and a distributed mining network. This segment sells products and services primarily to oil and natural gas exploration and production companies, hydraulic fracturing services, and oilfield services companies; and produces locally sourced proppants, such as 40/70-mesh and 100-mesh sand, as well as both dry and damp sand options. It also offers a differentiated logistics platform featuring a fleet of fit-for-purpose trucks, trailers, wellsite equipment, and a 42-mile Dune Express conveyor system for proppant delivery. The Power segment provides distributed power solutions through a fleet of natural gas-powered reciprocating generators designed for heavy-duty, mission-critical applications, primarily supporting oil and gas production and artificial lift operations. The company also offers transportation, storage, contract labor, and distributes power rentals to the oil and gas industry. Atlas Energy Solutions Inc. formerly known as New Atlas HoldCo. Inc. Atlas Energy Solutions Inc. was founded in 2017 and is headquartered in Austin, Texas.

Who owns it

Insiders34.3%
Institutions65.7%
Public & other0.0%

381 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.10.54%
Encompass Capital Advisors, LLC5.23%
Vanguard Portfolio Management LLC4.02%
UBS Group AG3.07%
State Street Corporation3.05%
Vanguard Capital Management LLC2.84%
Two Sigma Investments, LP2.57%
Barrow, Hanley Mewhinney & Strauss, LLC2.12%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Margin has compressed by about 21.8 points over the period — profitability is trending down.

Cash conversion5.85×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend17.2% → -4.6%

Margin has compressed by about 21.8 points over the period — profitability is trending down.

Return on equity-4.2%

Latest ROE of -4.2% is on the low side — the business earns a modest return on shareholder capital.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $286.3M · EPS -0.17

Est. earnings growth +21.4%

Next fiscal year

Rev $1.3B · EPS 0.01

Est. earnings growth +100.8%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$1.1B

Net margin

-4.6%

ROE

-4.2%

Revenue CAGR (2y)

+33.6%

EPS (FY2025)

-0.41

Net profit (FY2025)

$-50.3M

Ask MarketChacha about AESI

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Why it moved

Sep 1, 2026
AESI declined 3.21% with no company-specific news, earnings, or SEC filing on September 1; the move occurred alongside broader energy sector weakness and appears to reflect market or sector sentiment.
· confidence: low
Aug 25, 2026
No specific company catalyst or filing identified for the gain; AESI moved higher with broader market/sector sentiment following recent volatility after its Q2 results.
· confidence: low
Jul 29, 2026
No specific company catalyst identified in recent filings or news; AESI moved lower with broader market or sector sentiment.
· confidence: low
Jul 28, 2026
No company-specific news or filing today; AESI fell with broader energy sector or market sentiment ahead of its Q2 earnings next week.
· confidence: low
Jul 27, 2026
No clear company-specific catalyst found in recent filings or credible news coverage for the July 27 move; AESI is scheduled to report Q2 earnings after the close on August 3. The stock appears to have moved with broader sector or market sentiment.
· confidence: low
Jul 24, 2026
AESI fell with broader market weakness on July 23 (Nasdaq -2.2% on tech earnings) and ongoing sector sentiment around energy demand and margins; no company-specific catalyst or filing explains the move.
· confidence: low
Jul 23, 2026
AESI fell sharply with no company-specific news or filing released today; the decline appears to reflect broader market and energy sector weakness amid oil price volatility and macro concerns.
· confidence: low

Daily moves with the verified reason behind them. Education only — not investment advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$1.1B	$-50.3M	-0.41	-4.6%	-4.2%
FY2024	$1.1B	$59.9M	0.55	5.7%	5.8%
FY2023	$614.0M	$105.4M	1.48	17.2%	12.1%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$293.2M	$-25.1M	-0.20	-8.6%
2026Q1	$265.6M	$-47.3M	-0.38	-17.8%
2025Q3	$259.6M	$-23.7M	-0.19	-9.1%
2025Q2	$288.7M	$-5.6M	-0.04	-1.9%
2025Q1	$297.6M	$1.2M	0.01	0.4%
2024Q3	$304.4M	$3.9M	0.04	1.3%
2024Q2	$287.5M	$14.8M	0.13	5.2%
2024Q1	$192.7M	$26.8M	0.26	13.9%
2023Q3	$157.6M	$29.4M	0.51	18.7%
2023Q2	$161.8M	$38.5M	0.67	23.8%
2023Q1	$153.4M	$1.7M	0.03	1.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

10-Q filing
SEC8/5/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/3/2026material
8-K — Shareholder vote results
SEC5/8/2026material
10-Q filing
SEC5/5/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC5/4/2026material
8-K — Material agreement, Material financial obligation, Unregistered equity sale, Other events, Exhibits
SEC4/9/2026material
8-K — Results of operations, Reg FD disclosure, Other events, Exhibits
SEC4/6/2026material
8-K — Results of operations, Reg FD disclosure, Other events, Exhibits
SEC4/1/2026material
8-K — Material agreement, Reg FD disclosure, Exhibits
SEC3/10/2026material
10-K filing
SEC2/24/2026
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC2/23/2026material
8-K — Executive/director change
SEC2/2/2026material

2025

8-K — Material agreement, Material financial obligation, Exhibits
SEC12/30/2025material
10-Q filing
SEC11/4/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC11/3/2025material
8-K — Reg FD disclosure, Exhibits
SEC11/3/2025material
8-K — Executive/director change
SEC10/21/2025material
8-K — Other events
SEC9/15/2025material
10-Q filing
SEC8/5/2025
8-K — Results of operations, Reg FD disclosure, Exhibits
SEC8/4/2025material
8-K — Reg FD disclosure, Exhibits
SEC7/29/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.