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AESI

Atlas Energy Solutions Inc.
NYSE· Crude Petroleum & Natural Gas· Inc. DE· CIK 0001984060 Traditional Energy
$8.66 +0.06 (+0.70%)
Oct 23 4:00 PM ET · prev $8.60
Market cap
$1.1B
Small cap
Consensus
Buy
63% Buy or better · 19 analysts
Median target
🔒 Subscribers only
1 year
−17.6%
from $10.51 · Oct 24
30 days
−21.2%
from $10.99
52-week range
$8.10–19.75
−56% from high · low Nov 24
Avg volume 20D
3.80M
shares / day
Short interest
23.72M
≈19.0% of shares · −1.2%
Days to cover
5.5
at average volume
Insider net
-$105.0K
0 buyers · 1 seller · 12 mo
New fund stakes
4
Q2 2026 13F · 0 exits
Filing reports
9
analyzed by SecBot
SecBot read BULLISH 3 reports · 90 days
Balance 0 bearish · 2 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/3 ·Next Earnings date, Nov 2, 2026
Strongest NEUTRAL Atlas Energy Solutions closed a $424 million senior secured bridge facility from Goldman Sachs and Barclays…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBEARISH

    1 insider sold $105.0K.

  • InstitutionsBULLISH

    Q2 2026: 33 added (4 new), 12 trimmed or exited. Largest new: Ensign Peak Advisors $41.7M, Alyeska Investment Group, $32.9M.

  • AnalystsBULLISH

    12 of 19 rate it Buy or better.

  • Short sellersSTEADY

    Short interest −1.2% to 23.72M shares. 5.5 days to cover, ≈19.0% of shares.

  • TrendDOWNTREND

    29% below its 50-day average.

Who's buying

13F· Q2 2026
4
new positions
0
exits
$121.5M
in new stakes
FundMoveSharesValue
UBS Group AGADD3,842,286$63.8M
Ensign Peak Advisors, IncNEW2,508,739$41.7M
VOYA INVESTMENT MANAGEMENT LLCDOUBLED2,173,520$36.1M
Alyeska Investment Group, L.P.NEW1,983,643$32.9M
DIMENSIONAL FUND ADVISORS LPADD1,966,804$32.7M
WASATCH ADVISORS LPNEW1,834,289$30.5M
MILLENNIUM MANAGEMENT LLCTRIM1,678,110$27.9M
BNP PARIBAS FINANCIAL MARKETSDOUBLED1,623,287$27.0M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

19 analysts
Buy 63% rate it Buy or better
Strong Buy5Buy7Hold6Sell1Strong Sell0

Fresh Price Targets

Analyst price targets updated within the last 24 hours are for subscribers only.

Subscribe for Full Access
Recent actions
DateFirmActionRating
Oct 15, 2026Barclays
MAINTAIN
MAINTAINEqual-Weight
Oct 5, 2026Stephens & Co.
MAINTAIN
MAINTAINOverweight
Sep 29, 2026Scotiabank
INITIATE
INITIATESector Outperform
Sep 28, 2026Barclays
UPGRADE
UPGRADEEqual-Weight
Sep 3, 2026Citigroup
MAINTAIN
MAINTAINBuy
Aug 27, 2026Piper Sandler
MAINTAIN
MAINTAINNeutral

Insider ledger

Form 4
$0
bought · 0 insiders
$105.0K
sold · 1 insider
DateInsiderTypeValue
Oct 5, 2026
Voelter Dathan C
General Counsel and Secretary
TAX W/H$326.1K
Jun 2, 2026
Ginn Kirk Edwards
10%+ Owner
TAX W/H$18.9K
Jun 2, 2026
Hock Stacy
10%+ Owner
GIFT90,866 sh
May 18, 2026
McCarthy Benjamin Blake
Chief Financial Officer
TAX W/H$89.4K
Mar 23, 2026
Voelter Dathan C
General Counsel and Secretary
TAX W/H$29.7K
Mar 23, 2026
Turner John Gregory
CEO and President
TAX W/H$151.6K
Mar 18, 2026
Rogers Douglas G
Director
OTHER12,536 sh
Mar 16, 2026
Voelter Dathan C
General Counsel and Secretary
TAX W/H$66.1K

Earnings setup

Estimates

Revision history: 🔒 Fresh data — subscribers only

PeriodEPS est.Range30D rev.Revenue
Current Q🔒 Fresh data — subscribers only
Next Q🔒 Fresh data — subscribers only
Current FY🔒 Fresh data — subscribers only
Next FY🔒 Fresh data — subscribers only
Congressional trades
AESI trades disclosed by members of Congress, with disclosure delay.
1 members · 2 buys / 0 sells
DateMemberTypeAmountDisclosed
Apr 30, 2026
Chip Roy
R· HOUSE· ATLAS ENERGY SOLUTIONS INC
BUY$5,000,001+May 11, 2026(12d)
Mar 30, 2026
Chip Roy
R· HOUSE· ATLAS ENERGY SOLUTIONS INC
BUY$100,001 - $250,000May 12, 2026(44d)

Short side

FINRA· Sep 30, 2026
23,715,292
shares short
-1.2%
vs prior settlement
5.5
days to cover
≈19.0%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 22, 2026 SEC
Atlas Energy Solutions closed a $424 million senior secured bridge facility from Goldman Sachs and Barclays to fund…
8-K — Impact 5/10
Oct 5, 2026 Insider
Voelter Dathan C surrendered for taxes 27,086 shares
General Counsel and Secretary @ $12.04 ($326.1K)
Sep 25, 2026 SEC
Atlas Energy Solutions announced that its subsidiary entered into two cost reimbursement agreements with a leading…
8-K — Impact 5/10
Aug 4, 2026 SEC
Three institutional investors accumulated $30.7M in Atlas Energy Solutions during Q2 2026, led by a new $30.5M…
INST-CLUSTER — Impact 5/10
Aug 3, 2026 Earnings calendar
AESI Q2 2026 Earnings Scheduled — 2026-08-03
Jun 30, 2026 Inst.
UBS Group AG — ADD
3,842,286 shares ($63.8M)
Jun 30, 2026 Inst.
Ensign Peak Advisors, Inc — NEW
2,508,739 shares ($41.7M)
Jun 2, 2026 Insider
Ginn Kirk Edwards surrendered for taxes 1,134 shares
10%+ Owner @ $16.69 ($18.9K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Upcoming
Nov 2, 2026
Earnings date
🔒 Fresh data — subscribers only
Recent
Aug 3, 2026
Earnings date
AESI Q2 2026 Earnings Scheduled — 2026-08-03
May 13, 2026
Short interest
FTD: AESI — 103,285 shares ($1.9M) failed to deliver
Settlement: 20260513, Price: $18.28, FTD Value: $1,888,049.8, NEW ATLAS HOLDCO INC CL A(DE)
May 12, 2026
Short interest
FTD: AESI — 33,545 shares ($0.6M) failed to deliver
Settlement: 20260512, Price: $18.84, FTD Value: $631,987.8, NEW ATLAS HOLDCO INC CL A(DE)
May 7, 2026
Short interest
FTD: AESI — 272,407 shares ($5.0M) failed to deliver
Settlement: 20260507, Price: $18.39, FTD Value: $5,009,564.73, NEW ATLAS HOLDCO INC CL A(DE)
May 6, 2026
Short interest
FTD: AESI — 63,088 shares ($1.2M) failed to deliver
Settlement: 20260506, Price: $19.22, FTD Value: $1,212,551.36, NEW ATLAS HOLDCO INC CL A(DE)

SecBot reports

9 filings · 2 bullish · 1 bearish · 2 mixed · 4 neutral
All AESI filing & press-release reports (9)