Added to YB: 2025-05-05
Pitch date: 2025-04-30
AESI [bullish]
Atlas Energy Solutions Inc.
+49.23%
current return
Author Info
Company Info
Atlas Energy Solutions Inc. produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico.
Market Cap
$2.4B
Pitch Price
$13.05
Price Target
21.00 (+8%)
Dividend
N/A
EV/EBITDA
12.58
P/E
-23.79
EV/Sales
2.84
Sector
Energy Equipment and Services
Category
growth
'I don't like sand. It's coarse and rough and irritating and it gets everywhere' - Anakin Skywalker: Atlas Energy Solutions $AESI
AESI: Permian sand producer at 1.67x revenue vs SND's 0.3x. 26% EBITDA margins vs SND's 12.4%. Sand demand growing with longer laterals. Recent power-gen acquisition caused dip from $24 to $14. 25% volume growth for 2025, plus innovation (42-mile conveyor, autonomous trucks) driving margins. 7% dividend provides support. Price target: $21
Read full article (7 min)