Barclays Issues Pessimistic Forecast for Atlas Energy Solutions (NYSE:AESI) Stock Price

Posted by Stanley Muller on Nov 11th, 2026

Atlas Energy Solutions (NYSE:AESI – Get Free Report) had its target price decreased by analysts at Barclays from $13.00 to $7.00 in a report issued on Wednesday, Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Barclays‘s target price would suggest a potential upside of 21.76% from the company’s previous close.

Several other research analysts have also issued reports on the company. Weiss Ratings restated a “sell (d)” rating on shares of Atlas Energy Solutions in a research report on Wednesday, November 4th. Citigroup dropped their price objective on Atlas Energy Solutions from $21.00 to $17.00 and set a “buy” rating for the company in a report on Thursday, September 3rd. 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 research note on Wednesday, November 4th. Scotiabank increased their target price on Atlas Energy Solutions from $17.00 to $18.00 and gave the company a “sector outperform” rating in a research note on Wednesday, November 4th. Finally, The Goldman Sachs Group set a $12.00 target price on Atlas Energy Solutions in a report on Friday, August 7th. Six research analysts have rated the stock with a Buy rating, three have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus price target of $15.90.

Check Out Our Latest Analysis on Atlas Energy Solutions

Atlas Energy Solutions Price Performance

Shares of AESI stock traded up $0.39 during trading hours on Wednesday, hitting $5.75. 249,081 shares of the company’s stock were exchanged, compared to its average volume of 3,690,592. Atlas Energy Solutions has a 52 week low of $5.08 and a 52 week high of $20.13. The stock has a market cap of $718.62 million, a price-to-earnings ratio of -5.11 and a beta of 1.29. The company has a debt-to-equity ratio of 0.92, a current ratio of 1.22 and a quick ratio of 0.99. The stock’s 50-day moving average is $10.99 and its 200-day moving average is $13.20.

Atlas Energy Solutions (NYSE:AESI – Get Free Report) last posted its quarterly earnings data on Monday, November 2nd. The company reported ($0.36) earnings per share for the quarter, missing the consensus estimate of ($0.24) by ($0.12). The company had revenue of $267.78 million during the quarter, compared to the consensus estimate of $265.32 million. Atlas Energy Solutions had a negative return on equity of 12.38% and a negative net margin of 12.98%. The business’s revenue for the quarter was up 3.1% on a year-over-year basis. During the same quarter last year, the firm earned ($0.19) EPS. As a group, research analysts forecast that Atlas Energy Solutions will post -0.95 EPS for the current year.

Insider Buying and Selling at Atlas Energy Solutions

In related news, insider Gregory Shepard sold 500,000 shares of the firm’s stock in a transaction on Friday, November 6th. The shares were sold at an average price of $5.32, for a total value of $2,660,000.00. Following the completion of the transaction, the insider owned 6,921,210 shares of the company’s stock, valued at approximately $36,820,837.20. This trade represents a 6.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Over the last three months, insiders have sold 890,500 shares of company stock worth $4,754,980. 16.40% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of AESI. Dimensional Fund Advisors LP increased its position in Atlas Energy Solutions by 12.6% during the first quarter. Dimensional Fund Advisors LP now owns 1,502,480 shares of the company’s stock worth $19,713,000 after buying an additional 167,758 shares during the last quarter. CenterBook Partners LP raised its stake in Atlas Energy Solutions by 84.8% in the third quarter. CenterBook Partners LP now owns 1,180,943 shares of the company’s stock valued at $14,183,000 after buying an additional 541,774 shares during the period. Bank of New York Mellon Corp acquired a new stake in shares of Atlas Energy Solutions in the second quarter valued at approximately $7,765,000. Encompass Capital Advisors LLC acquired a new stake in shares of Atlas Energy Solutions in the first quarter valued at approximately $119,854,000. Finally, Readystate Asset Management LP acquired a new stake in shares of Atlas Energy Solutions in the first quarter valued at approximately $1,459,000. Institutional investors own 34.59% of the company’s stock.

About Atlas Energy Solutions

(Get Free Report)

Atlas Energy Solutions Inc. is a U.S. energy-services company that supplies proppant, primarily frac sand, used in hydraulic fracturing. The company mines, processes and distributes sand for oil and natural gas operators. Atlas also provides logistics services to move proppant from its facilities to well sites, including transportation and storage. Its operations are focused on the Permian Basin in West Texas and southeastern New Mexico, a major oil and gas producing region. Founded in 2017, the company has developed an integrated supply and logistics network serving energy producers in the region.