Atlas Energy Solutions Inc. (AESI) reported fourth-quarter 2025 results with revenue of $249.4 million, down 8.1% year-over-year but above the consensus estimate of $243.0 million. Gross profit declined to $62.1 million (-22.7% YoY), while operating profit fell to $14.9 million (down 129.8% YoY).
Cash flow and balance-sheet items showed pressure through the quarter. Cash from operating activities fell sharply, capital spending was reduced, and liquidity on hand decreased compared with the prior year.
Shares moved approximately 4.91% since market close following the release.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Atlas Energy Solutions Inc. Insider Trading Activity
Atlas Energy Solutions Inc. insiders have traded $AESI stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $AESI stock by insiders over the last 6 months:
- GREGORY M SHEPARD has made 0 purchases and 2 sales selling 230,000 shares for an estimated $2,732,400.
- CHRIS SCHOLLA sold 52,150 shares for an estimated $459,963
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Atlas Energy Solutions Inc. Hedge Fund Activity
We have seen 121 institutional investors add shares of Atlas Energy Solutions Inc. stock to their portfolio, and 171 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 2,261,852 shares (-56.8%) from their portfolio in Q4 2025, for an estimated $21,306,645
- MILLENNIUM MANAGEMENT LLC added 1,834,551 shares (+3783.3%) to their portfolio in Q4 2025, for an estimated $17,281,470
- COPELAND CAPITAL MANAGEMENT, LLC removed 1,690,616 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $15,925,602
- MERIDIAN WEALTH ADVISORS, LLC removed 1,458,193 shares (-59.5%) from their portfolio in Q4 2025, for an estimated $13,736,178
- CETERA INVESTMENT ADVISERS removed 1,354,436 shares (-98.6%) from their portfolio in Q4 2025, for an estimated $12,758,787
- UBS GROUP AG added 1,264,530 shares (+139.6%) to their portfolio in Q4 2025, for an estimated $11,911,872
- NIXON CAPITAL, LLC added 1,197,828 shares (+inf%) to their portfolio in Q4 2025, for an estimated $11,283,539
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Atlas Energy Solutions Inc. Analyst Ratings
Wall Street analysts have issued reports on $AESI in the last several months. We have seen 0 firms issue buy ratings on the stock, and 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Goldman Sachs issued a "Sell" rating on 11/21/2025
- Barclays issued a "Underweight" rating on 11/14/2025
To track analyst ratings and price targets for Atlas Energy Solutions Inc., check out Quiver Quantitative's $AESI forecast page.
Atlas Energy Solutions Inc. Price Targets
Multiple analysts have issued price targets for $AESI recently. We have seen 5 analysts offer price targets for $AESI in the last 6 months, with a median target of $10.0.
Here are some recent targets:
- Scott Gruber from Citigroup set a target price of $10.4 on 12/23/2025
- Ati Modak from Goldman Sachs set a target price of $8.0 on 11/21/2025
- Derek Podhaizer from Piper Sandler set a target price of $10.0 on 11/17/2025
- Derek Podhaizer from Barclays set a target price of $7.0 on 11/14/2025
- Keith Mackey from RBC Capital set a target price of $13.0 on 10/09/2025
