Atlas Energy Solutions (AESI)

Energy · Oil & Gas Equipment & Services
$12.29 +1.07% on the day Market cap $1.5B 52-week range $7.64 to $20.13 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Atlas Energy Solutions's free cash flow was negative in fiscal 2025, so a cash-flow reverse DCF doesn't give a meaningful answer. The Modeling tab works from revenue and margins instead.

Fundamental grade

F

Five factors scored 1 to 9 from AESI's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation6
Profitability1
Growth3
Financial health4
Cash efficiency0

Results from SEC filings

Fiscal years, from Atlas Energy Solutions's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$172M$483M$614M$1.1B$1.1B
Net income$4M$217M$105M$60M-$50M
Free cash flow$2M$116M-$66M-$118M-$31M
EPS (diluted)——$1.48$0.55-$0.41
Operating margin27.3%48.1%43.2%10.8%-1.00%

Where the revenue comes from

Revenue by products, fiscal 2025. Every breakdown, year by year.

Service$559M51%
Product$478M44%
Rental revenue$59M5%

Superinvestors who own AESI

From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Cliff Asness
AQR Capital Management
Added $2M0.00%Q2 2026

Insider buying

Open-market purchases by Atlas Energy Solutions's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you.

No open-market insider purchases of AESI in the last 12 months. Most insider activity is selling and option exercises, which aren't shown here.

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

Are Atlas Energy Solutions insiders buying the stock?

No open-market insider purchases of AESI in the last 12 months, according to SEC Form 4 filings.

Which superinvestors own Atlas Energy Solutions?

1 of the superinvestors Investingly tracks hold AESI in their latest 13F, including Cliff Asness.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.