Barclays has downgraded Atlas Energy Solutions Inc (AESI) to Underweight from Equal-Weight, effective November 13, 2025. The current share price stands at $8.94.
This downgrade underscores increased caution regarding the company's outlook, potentially driven by concerns about competitive pressures, market conditions, or execution risks that could affect performance.
Atlas Energy Solutions operates as a proppant and proppant logistics company, headquartered in Austin, Texas. It employs 1,143 full-time staff and went public on March 9, 2023. The firm provides a range of services, including oilfield logistics and distributed power systems, with a focus on the Permian Basin. Its portfolio includes proppant production and processing facilities, as well as a logistics platform featuring a fleet of trucks and the Dune Express conveyor system.
Financially, Atlas Energy Solutions has a market capitalisation of $1.4 billion, a P/E ratio of 98.88, and an earnings per share (EPS) of $0.13. The company has not declared a dividend. Upcoming earnings are expected on February 23, 2026, with an EPS estimate of $-0.08 and revenue estimate of $256.6 million.
Analyst consensus indicates a Buy rating, with recent actions showing a mix of downgrades and maintenance of ratings by various firms. Notably, Barclays previously maintained an Equal-Weight rating on October 13, 2025, prior to this downgrade.
Analyst ratings and price targets serve as professional opinions based on research and financial models. While they can provide valuable insights, they are based on assumptions that may not always hold true. It is essential for investors to consider multiple factors, including company fundamentals and industry trends, when making investment decisions.