Atlas Energy Solutions (NYSE:AESI) Stock Price Expected to Rise, Barclays Analyst Says

Atlas Energy Solutions (NYSE:AESI) had its price objective increased by equities researchers at Barclays from $11.00 to $12.00 in a report released on Monday,Benzinga reports. The brokerage currently has an “underweight” rating on the stock. Barclays‘s price target points to a potential upside of 7.19% from the company’s previous close.

A number of other analysts have also weighed in on the stock. Citigroup cut their target price on shares of Atlas Energy Solutions from $11.00 to $10.40 and set a “neutral” rating on the stock in a research note on Tuesday, December 23rd. Stifel Nicolaus set a $13.00 target price on shares of Atlas Energy Solutions in a research note on Tuesday, February 24th. Weiss Ratings lowered shares of Atlas Energy Solutions from a “hold (c-)” rating to a “sell (d)” rating in a research note on Friday, February 27th. Royal Bank Of Canada upped their target price on shares of Atlas Energy Solutions from $12.00 to $13.00 and gave the stock a “sector perform” rating in a research note on Thursday, April 2nd. Finally, Zacks Research upgraded shares of Atlas Energy Solutions from a “strong sell” rating to a “hold” rating in a research note on Monday, January 26th. Two analysts have rated the stock with a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus target price of $11.91.

Atlas Energy Solutions Stock Up 0.3%

AESI stock opened at $11.20 on Monday. The company’s 50 day moving average price is $12.00 and its 200 day moving average price is $10.92. The company has a debt-to-equity ratio of 0.47, a quick ratio of 1.16 and a current ratio of 1.46. Atlas Energy Solutions has a fifty-two week low of $7.64 and a fifty-two week high of $14.93. The firm has a market capitalization of $1.39 billion, a price-to-earnings ratio of -27.99 and a beta of 0.62.

Insider Activity at Atlas Energy Solutions

In other Atlas Energy Solutions news, insider Gregory M. Shepard sold 130,000 shares of the stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $11.98, for a total value of $1,557,400.00. Following the transaction, the insider directly owned 7,421,210 shares in the company, valued at $88,906,095.80. This represents a 1.72% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, major shareholder Chris Scholla sold 8,912 shares of the stock in a transaction that occurred on Friday, March 6th. The shares were sold at an average price of $11.79, for a total transaction of $105,072.48. Following the completion of the transaction, the insider owned 567,972 shares in the company, valued at $6,696,389.88. This represents a 1.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 238,912 shares of company stock worth $2,837,472 over the last quarter. 15.98% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Atlas Energy Solutions

Several large investors have recently modified their holdings of AESI. Royal Bank of Canada boosted its holdings in shares of Atlas Energy Solutions by 26.0% in the first quarter. Royal Bank of Canada now owns 249,793 shares of the company’s stock valued at $4,456,000 after acquiring an additional 51,477 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of Atlas Energy Solutions by 14.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 44,209 shares of the company’s stock valued at $789,000 after acquiring an additional 5,579 shares during the period. Goldman Sachs Group Inc. boosted its holdings in shares of Atlas Energy Solutions by 18.5% in the first quarter. Goldman Sachs Group Inc. now owns 1,409,054 shares of the company’s stock valued at $25,138,000 after acquiring an additional 219,834 shares during the period. Schnieders Capital Management LLC. acquired a new stake in shares of Atlas Energy Solutions in the second quarter valued at approximately $134,000. Finally, Legal & General Group Plc boosted its holdings in shares of Atlas Energy Solutions by 8.3% in the second quarter. Legal & General Group Plc now owns 180,328 shares of the company’s stock valued at $2,411,000 after acquiring an additional 13,840 shares during the period. 34.59% of the stock is owned by institutional investors and hedge funds.

Atlas Energy Solutions News Roundup

Here are the key news stories impacting Atlas Energy Solutions this week:

• Positive Sentiment: Stephens reaffirmed a buy rating on AESI, supporting bullish investor views that the company’s operating outlook or valuation still merits upside. Stephens Remains a Buy on Atlas Energy Solutions (AESI)
• Neutral Sentiment: Context pieces and earnings commentary compare AESI’s Q4 results to peers — useful for longer‑term thesis but not an immediate catalyst. Unpacking Q4 Earnings: Atlas Energy Solutions (NYSE:AESI) In The Context Of Other Oilfield Services Stocks
• Negative Sentiment: The company priced an upsized private placement of convertible senior notes totaling $390M due 2031 at a 0.50% coupon — investors are selling on dilution concerns and potential share issuance if conversions occur. The low coupon reduces near‑term cash interest burden, but the size and convertibility are the main negative for the stock. Atlas Energy Solutions Inc. Announces Pricing of Upsized $390 Million Private Placement of 0.50% Convertible Senior Notes Due 2031
• Negative Sentiment: Initial offering news and subsequent market coverage drove intraday selling and headlines that AESI shares were trading lower; several outlets flagged the convertible-debt news as the trigger. Why Atlas Energy Solutions (AESI) Shares Are Trading Lower Today
• Negative Sentiment: Barclays reaffirmed an underweight/sell view on AESI (while raising its price target modestly to $12), which reinforces downside sentiment among institutional sellers even though the PT change is small. Barclays Reaffirms Their Sell Rating on Atlas Energy Solutions (AESI)

About Atlas Energy Solutions

Atlas Energy Solutions (NYSE: AESI) is an independent energy infrastructure company specializing in the development and operation of low-carbon and renewable natural gas (RNG) projects alongside complementary clean energy offerings. Through its diversified platform, the company seeks to deliver decarbonization solutions across heavy-duty transportation and industrial markets, leveraging technologies that reduce greenhouse gas emissions while providing reliable fuel and energy services.

The company’s core business activities encompass four primary segments.