Atlas Energy Solutions Inc.(AESI)Stock Analysis
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Rank #2,232 of 2,961 stocks
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
Unusual Activity in AESI
Events flagged as statistical outliers against AESI's own multi-year baseline — not fixed dollar thresholds.
AESI Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for Atlas Energy Solutions Inc. (AESI), a Energy sector company. 13F Pro's AI-powered ranking engine scores AESI at 37.5/100 on a 32-signal composite quality model, placing it at rank #2,232 of 2,961 stocks — the bottom half of the AI-ranked universe. AESI scores in the top quartile across institutional flow (96.1). Areas of concern include earnings quality (8.3) and free cash flow (13.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 32.1/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Atlas Energy Solutions Inc. reports quarterly revenue of $293.2M, net income of $-25.1M, an operating margin of -7.7%. Top institutional holders of AESI by reported 13-F value include BlackRock, Encompass Capital Advisors, UBS Group AG, based on the most recent SEC filings. AESI trades on the NYSE exchange and files with the SEC under CIK 1984060. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate AESI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Atlas Energy Solutions Inc. directly from SEC EDGAR. Atlas Energy Solutions Inc.'s 13F Pro composite quality score has ranged between 29 and 67 since 2024, currently 37.5 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q2 2026
$293.2M
Net Income
Q2 2026
$-25.1M
Free Cash Flow
Q2 2026
$-154.4M
Operating Margin
Q2 2026
-7.7%
ROIC
Q2 2026
-4.3%
D/E Ratio
Q2 2026
0.87
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+3.7% YoYNet Income
-183.9% YoYOperating Income
-109.6% YoYEPS (Diluted)
-174.5% YoYTotal Assets
+13.0% YoYTotal Debt
+14.2% YoYOp. Cash Flow
-54.2% YoYFree Cash Flow
+73.7% YoY| Metric | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 |
|---|---|---|---|---|---|---|
| Revenue | $1.10B +3.7% | $1.06B +72.0% | $614.0M +27.2% | $482.7M +180.0% | $172.4M | — |
| Net Income | $-50.3M -183.9% | $59.9M -43.1% | $105.4M -51.4% | $217.0M +4996.4% | $4.3M | — |
| Operating Income | $-10.9M -109.6% | $113.9M -57.0% | $265.1M +14.3% | $232.0M +393.6% | $47.0M | — |
| EPS (Diluted) | $-0.41 -174.5% | $0.55 -62.8% | $1.48 | — | — | — |
| Total Assets | $2.23B +13.0% | $1.97B +56.4% | $1.26B +68.0% | $751.0M | — | — |
| Total Debt | $644.9M +14.2% | $564.7M +213.7% | $180.0M +6.1% | $169.6M | — | — |
| Operating Cash Flow | $117.3M -54.2% | $256.5M -14.2% | $299.0M +45.2% | $206.0M +864.7% | $21.4M | — |
| Free Cash Flow | $-30.9M +73.7% | $-117.5M -76.8% | $-66.5M -157.1% | $116.4M +5765.0% | $2.0M | — |
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Top Institutional Holders of AESI
BlackRock, Inc.
$218.8M13,173,130 shEncompass Capital Advisors LLC
$108.6M6,540,322 shUBS Group AG
$103.0M6,203,480 shVANGUARD PORTFOLIO MANAGEMENT LLC
$83.6M5,030,795 shUBS Group AG
$63.8M3,842,286 shSTATE STREET CORP
$63.4M3,817,473 shVANGUARD CAPITAL MANAGEMENT LLC
$59.1M3,556,075 shTWO SIGMA INVESTMENTS, LP
$53.3M3,209,946 shBARROW HANLEY MEWHINNEY & STRAUSS LLC
$44.0M2,651,438 shEnsign Peak Advisors, Inc
$41.7M2,508,739 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $218.8M | 13,173,130 |
| Encompass Capital Advisors LLC | $108.6M | 6,540,322 |
| UBS Group AG | $103.0M | 6,203,480 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $83.6M | 5,030,795 |
| UBS Group AG | $63.8M | 3,842,286 |
| STATE STREET CORP | $63.4M | 3,817,473 |
| VANGUARD CAPITAL MANAGEMENT LLC | $59.1M | 3,556,075 |
| TWO SIGMA INVESTMENTS, LP | $53.3M | 3,209,946 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $44.0M | 2,651,438 |
| Ensign Peak Advisors, Inc | $41.7M | 2,508,739 |
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Similarity is computed from the 8 composite sub-scores and latest-quarter 13F conviction holdings (index-style filers excluded). Refreshed monthly.
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Popular Research
Is AESI a good stock to buy?
13F Pro's AI-powered analysis of Atlas Energy Solutions Inc. (AESI) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Energy sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for AESI are available on the AESI stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. AESI is classified as a small company.
Which hedge funds own AESI?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling AESI. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Atlas Energy Solutions Inc.'s investment landscape.