ATLAS ENERGY SOLUTIONS INC (AESI) Forecast, Price Target & Analyst Ratings

NYSE:AESI • US6420451089

Current stock price

11.99 USD
+0.28 (+2.39%)
At close:
12.16 USD
+0.17 (+1.42%)
Pre-Market:

Analyst forecast overview

View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for ATLAS ENERGY SOLUTIONS INC (AESI).

Forecast Snapshot

Consensus Price Target

Price Target
$12.69
+ 5.87% Upside
→ Price target details

Next Earnings Forecast

Earnings Estimate
Release Date
May 4, 2026
Period
Q1 / 2026
EPS Estimate
-$0.20
Revenue Estimate
262.89M
→ Full earnings forecast details

ChartMill Buy Consensus

Rating
72.22%
Weighted Analyst Rating Score
→ Analyst Ratings details

Price Target Details & History

Consensus Price Target and Range

Mean target
$12.69
Upside
+ 5.87%
From current price of $11.99 to mean target of $12.69, Based on 18 analyst forecasts
Low
$9.09
Median
$12.75
High
$16.80

Price Target Revisions

1 Month
-6.41%
3 Months
-19.82%

Price Target Summary

18 Wall Street analysts provided a forecast for the next 12 months for AESI. The average price target is 12.69 USD. This implies a price increase of 5.87% is expected in the next year compared to the current price of 11.99.
The average price target has been revised downward by 19.82% in the past 3 months.
→ Find peer stocks trading 30% below analyst price target

Analyst Ratings & History

Current Analyst Ratings

AESI Current Analyst RatingAESI Current Analyst Buy, Sell and Hold Ratings.Current Analyst Rating Strong Buy Buy Hold Sell Strong Sell 2 4 6

Analyst Ratings History

AESI Historical Analyst RatingsAESI Historical Analyst Buy, Sell and Hold Ratings and number of analysts.Historical Monthly Analyst Rating -19 -17 -15 -13 -11 -9 -7 -5 -3 -1 5 10 15

Analyst Ratings Consensus

ChartMill Buy Consensus
72.22%
AESI was analyzed by 18 analysts. The buy percentage consensus is at 72. So analysts seem to be have mildly positive about AESI.
In the previous month the buy percentage consensus was at a similar level.
AESI was analyzed by 18 analysts, which should be a sufficient number of analysts to have a meaningful average consensus rating.
→ Find peer stocks with a buy consensus above 85%

Recent Upgrades & Downgrades

DateFirmActionFrom → To
2026-04-06BarclaysMaintains Underweight -> Underweight
2026-04-02RBC CapitalMaintains Sector Perform -> Sector Perform
2026-03-12BarclaysMaintains Underweight -> Underweight
2026-03-04Goldman SachsMaintains Sell -> Sell
2026-02-26BarclaysMaintains Underweight -> Underweight
2025-12-23CitigroupMaintains Neutral -> Neutral
2025-11-21Goldman SachsDowngrade Neutral -> Sell
2025-11-17Piper SandlerMaintains Neutral -> Neutral
2025-11-14BarclaysDowngrade Equal-Weight -> Underweight
2025-10-16Piper SandlerMaintains Neutral -> Neutral
2025-10-13BarclaysMaintains Equal-Weight -> Equal-Weight
2025-10-09RBC CapitalDowngrade Outperform -> Sector Perform
2025-08-14Piper SandlerMaintains Neutral -> Neutral
2025-08-11StifelMaintains Buy -> Buy
2025-07-16StifelMaintains Buy -> Buy
2025-07-15Piper SandlerDowngrade Overweight -> Neutral
2025-05-21StifelInitiate Buy
2025-05-13CitigroupMaintains Neutral -> Neutral
2025-05-08Piper SandlerMaintains Overweight -> Overweight
2025-05-07RBC CapitalMaintains Outperform -> Outperform
2025-04-10Goldman SachsMaintains Neutral -> Neutral
2025-04-02RBC CapitalReiterate Outperform -> Outperform
2025-03-03BarclaysMaintains Equal-Weight -> Equal-Weight
2025-02-26RBC CapitalMaintains Outperform -> Outperform
2025-02-26BenchmarkMaintains Buy -> Buy

Next Earnings Forecast Details

Next Earnings Details

Release Date
May 4, 2026
Period
Q1 / 2026
EPS Estimate
-$0.20
Revenue Estimate
262.89M
Revenue Q2Q
-11.66%
EPS Q2Q
-2,142.24%
Number of Analysts
14

Next Earnings Revisions

Revenue (1 Month)
0.00%
Revenue (3 Months)
0.00%
EPS (1 Month)
0.00%
EPS (3 Months)
0.00%

Next Earnings Summary

AESI is expected to report earnings on 5/4/2026. The consensus EPS estimate for the next earnings is -0.2 USD and the consensus revenue estimate is 262.89M USD.
The next earnings revenue estimate has been revised downward by 0% in the past 3 months.
→ Find peers expecting at least 20% revenue growth next quarter

Full Analyst Estimates 2026 - 2028

Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates

2021 2022 2023 2024 2025 2026 2027 2028
Revenue
YoY % growth
AESI revenue by date.AESI revenue by date.
172.404M
54.25%		482.724M
180.00%		613.96M
27.19%		1.081B
76.07%		1.106B
2.31%		1.111B
0.45%		1.298B
16.83%		1.37B
5.55%
EBITDA
YoY % growth
AESI ebitda by date.AESI ebitda by date.
71.6M
231.44%		260.608M
263.98%		306.764M
17.71%		285.83M
-6.82%		213.06M
-25.46%		195.73M
-8.13%		327.32M
67.23%		398.26M
21.67%
EBIT
YoY % growth
AESI ebit by date.AESI ebit by date.
46.996M
195,716.67%		231.991M
393.64%		265.13M
14.28%		133.69M
-49.58%		-15.124M
-111.31%		-4.456M
70.54%		106.09M
2,481.04%		135.37M
27.60%
Operating Margin
AESI operating margin by date.AESI operating margin by date.
27.26%48.06%43.18%12.37%-1.37%-0.40%8.17%9.88%
EPS
YoY % growth
AESI eps by date.AESI eps by date.
N/AN/A1.570.61
-59.24%		-0.43
-162.50%		-0.50
-24.81%		0.18
136.37%		0.40
121.91%

All data in USD

Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates

Q1 / 26 Q2 / 26 Q3 / 26 Q4 / 26 Q1 / 27 Q2 / 27 Q3 / 27 Q4 / 27
EPS
Q2Q % growth		-0.20
-2,142.24%		-0.11
-176.52%		-0.10
45.44%		-0.12
33.89%		-0.02
89.64%		0.00
100.00%		0.02
119.93%		0.01
105.79%
Revenue
Q2Q % growth		262.89M
-11.66%		279.63M
-3.13%		287.56M
10.76%		277.61M
11.30%		283.7M
7.92%		299.69M
7.17%		309.61M
7.67%		293.54M
5.74%
EBITDA
Q2Q % growth		35.515M
-53.67%		49.551M
-35.65%		56.366M
-3.80%		56.706M
103.77%		65.364M
84.05%		72.153M
45.61%		77.513M
37.52%		73.896M
30.31%
EBIT
Q2Q % growth		-11.507M
-129.09%		182.141K
-99.42%		5.671M
-62.32%		4.005M
119.46%		13.225M
214.93%		16.538M
8,979.76%		17.862M
214.97%		16.109M
302.22%

All data in USD

Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data

AESI Yearly Revenue VS EstimatesAESI Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2020 2021 2022 2023 2024 2025 2026 2027 2028 200M 400M 600M 800M 1B
AESI Yearly EPS VS EstimatesAESI Yearly EPS VS EstimatesYearly EPS VS Estimates 2023 2024 2025 2026 2027 2028 0 0.5 1 1.5 2

Long Term Forward Growth Forecast Summary

Long Term EPS Growth (CAGR)

EPS Next 3 Year
N/A
EPS Next 5 Year
N/A

Long Term Revenue Growth (CAGR)

Revenue Next 3 Year
N/A
Revenue Next 5 Year
N/A

Long Term EBIT Growth (CAGR)

EBIT Next 3 Year
N/A
EBIT Next 5 Year
N/A
→ Find peers expecting at least 20% CAGR revenue growth over the next 3 years

ATLAS ENERGY SOLUTIONS INC / AESI Forecast FAQ

Can you provide the average price target for ATLAS ENERGY SOLUTIONS INC stock?

18 analysts have analysed AESI and the average price target is 12.69 USD. This implies a price increase of 5.87% is expected in the next year compared to the current price of 11.99.

What is the next earnings date for AESI stock?

ATLAS ENERGY SOLUTIONS INC (AESI) will report earnings on 2026-05-04.

Can you provide the consensus estimates for ATLAS ENERGY SOLUTIONS INC next earnings?

The consensus EPS estimate for the next earnings of ATLAS ENERGY SOLUTIONS INC (AESI) is -0.2 USD and the consensus revenue estimate is 262.89M USD.

How many analysts cover ATLAS ENERGY SOLUTIONS INC (AESI) stock?

The number of analysts covering ATLAS ENERGY SOLUTIONS INC (AESI) is 18.