Scotiabank Issues Positive Forecast for Atlas Energy Solutions (NYSE:AESI) Stock Price

Atlas Energy Solutions (NYSE:AESI) had its target price hoisted by equities researchers at Scotiabank from $17.00 to $18.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The brokerage presently has a “sector outperform” rating on the stock. Scotiabank‘s price objective would suggest a potential upside of 168.10% from the stock’s previous close.

AESI has been the subject of several other research reports. The Goldman Sachs Group set a $12.00 price objective on Atlas Energy Solutions in a report on Friday, August 7th. Piper Sandler cut their target price on Atlas Energy Solutions from $15.00 to $13.00 and set a “neutral” rating on the stock in a report on Wednesday. Stephens reduced their price target on shares of Atlas Energy Solutions from $22.00 to $20.00 and set an “overweight” rating for the company in a research report on Monday, October 5th. Citigroup decreased their price target on shares of Atlas Energy Solutions from $21.00 to $17.00 and set a “buy” rating for the company in a research note on Thursday, September 3rd. Finally, Royal Bank Of Canada lowered their price objective on shares of Atlas Energy Solutions from $16.00 to $13.00 and set a “sector perform” rating on the stock in a report on Wednesday. Six investment analysts have rated the stock with a Buy rating, three have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus target price of $16.90.

Atlas Energy Solutions Stock Down 17.5%

Shares of AESI stock traded down $1.43 on Wednesday, reaching $6.71. 9,221,394 shares of the company were exchanged, compared to its average volume of 3,635,316. The company has a debt-to-equity ratio of 0.87, a current ratio of 1.82 and a quick ratio of 1.58. The company has a 50-day moving average of $11.68 and a 200-day moving average of $13.34. The company has a market cap of $839.25 million, a price-to-earnings ratio of -5.99 and a beta of 1.29. Atlas Energy Solutions has a one year low of $6.63 and a one year high of $20.13.

Atlas Energy Solutions (NYSE:AESI) last issued its earnings results on Monday, November 2nd. The company reported ($0.36) EPS for the quarter, missing analysts’ consensus estimates of ($0.24) by ($0.12). Atlas Energy Solutions had a negative net margin of 12.98% and a negative return on equity of 12.15%. The firm had revenue of $267.78 million during the quarter, compared to the consensus estimate of $265.32 million. During the same period in the previous year, the firm earned ($0.19) earnings per share. The business’s quarterly revenue was up 3.1% on a year-over-year basis. Analysts anticipate that Atlas Energy Solutions will post -0.95 earnings per share for the current year.

Hedge Funds Weigh In On Atlas Energy Solutions

Several large investors have recently bought and sold shares of AESI. Dimensional Fund Advisors LP boosted its holdings in Atlas Energy Solutions by 12.6% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,502,480 shares of the company’s stock worth $19,713,000 after acquiring an additional 167,758 shares during the last quarter. Bank of New York Mellon Corp purchased a new stake in shares of Atlas Energy Solutions in the second quarter valued at about $7,765,000. Encompass Capital Advisors LLC purchased a new stake in shares of Atlas Energy Solutions in the first quarter valued at about $119,854,000. Readystate Asset Management LP bought a new position in shares of Atlas Energy Solutions during the first quarter valued at about $1,459,000. Finally, Assenagon Asset Management S.A. bought a new position in shares of Atlas Energy Solutions during the second quarter valued at about $3,502,000. 34.59% of the stock is currently owned by institutional investors.

Atlas Energy Solutions News Roundup

Here are the key news stories impacting Atlas Energy Solutions this week:

• Positive Sentiment: Third-quarter revenue was $267.8 million, slightly ahead of estimates and up 3.1% year over year. The company also reported positive operating cash flow and adjusted free cash flow. Atlas Energy Solutions Announces Third Quarter 2026 Results
• Positive Sentiment: Management outlined fourth-quarter adjusted EBITDA of $40 million to $50 million and is targeting late 2027 for first power from two data-center projects. These initiatives offer potential growth beyond the company’s core business, though the power contribution is several years away. Atlas Energy outlines Q4 EBITDA range and data-center project timeline
• Neutral Sentiment: Piper Sandler and RBC lowered their AESI price targets to $13 from $15 and $16, respectively, but kept neutral or sector-perform ratings. The cuts indicate more cautious expectations, while the targets remain above the recent share price. Piper Sandler rating information
• Negative Sentiment: AESI reported a third-quarter loss of $0.36 per share, wider than analysts’ expected loss of about $0.24, and worse than the year-earlier loss. The earnings shortfall and ongoing margin pressure likely overshadowed the revenue beat. Atlas Energy Solutions third-quarter earnings

About Atlas Energy Solutions

Atlas Energy Solutions Inc (NYSE:AESI) is an energy-services company that supplies proppant and logistics solutions to oil and natural gas producers. Its primary products include frac sand, which is used in hydraulic fracturing to help keep underground rock fractures open and improve the flow of hydrocarbons.

The company operates sand mines, processing facilities, and related infrastructure in the Permian Basin of West Texas. In addition to producing and selling proppant, Atlas provides transportation, storage, and last-mile delivery services designed to move sand from its facilities to well sites.