Headquartered in Austin, TX Fiscal year ends December NYSE: AESI atlas.energy
Atlas Energy Solutions Inc. (NYSE: AESI) is an energy solutions provider operating in two segments: Sand & Logistics and Power.
- **Sand & Logistics:** Atlas produces and sells frac sand (proppant), primarily in the Permian Basin. It provides logistics and delivery services, including the Dune Express conveyor system, to oil and gas producers to support well completions.
- **Power:** Atlas supplies mobile and large-scale private grid power generation where grid utilities are unavailable. It earns rental revenue from power assets and also sells power equipment.
The company is expanding into behind-the-meter power for data centers:
- Its first project, in Socorro, Texas, is targeted to come online at the end of Q1 2027.
- It has signed two Cost Reimbursement Agreements with a frontier AI lab covering balance-of-plant equipment and an incremental 283 MW for two data center projects under negotiation.
- It closed a $424 million senior secured bridge facility to help fund this expansion. Updated
Management walked away from cheap sand bids and the Sand and Logistics unit swung to a $10.1 million gross loss, missing expectations on per-share loss. Power revenue more than doubled year over year to $32.6 million, with a $424 million Goldman and Barclays bridge funding the data center buildout.
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These four oilfield services stocks have significant upside potential and come with solid and dependable dividends, making them outstanding ideas for 2025.
Atlas Energy Solutions Inc. (NYSE: AESI) is an energy solutions provider operating in two segments: Sand & Logistics and Power. - **Sand & Logistics:** Atlas produces and sells frac sand (proppant), primarily in the Permian Basin.
The Wall Street consensus 12-month price target for AESI is $15.38.
