Atlas Energy Solutions (AESI) Price Target Reduced by Analysts

The share price of Atlas Energy Solutions Inc. (NYSE:AESI) fell by 11.1% between November 11 and November 18, 2025, putting it among the Energy Stocks that Lost the Most This Week.

Atlas Energy Solutions Inc. (NYSE:AESI) engages in the production, processing, and sale of mesh and sand used as proppants during the well-completion process in the Permian Basin of West Texas and New Mexico.

Atlas Energy Solutions Inc. (NYSE:AESI) continued to decline after posting unimpressive third-quarter results on November 3, with the company falling short of estimates on both earnings and revenue, plagued by lost sales, higher costs, and lingering issues at its Kermit facility. While its adjusted EBITDA of $40.2 million already fell 43% sequentially, this figure is expected to be even lower in the next quarter as elevated costs and sluggish volumes persist. Notably, Atlas has also announced to suspend its quarterly dividend to help ‘safeguard its balance sheet’s long-term strength while unlocking the flexibility to capitalize on transformative growth opportunities. ’

Atlas Energy Solutions Inc. (NYSE:AESI) further took a hit on November 14 when Barclays downgraded the stock from ‘Equal Weight’ to ‘Underweight’, while also reducing its price target from $11 to $7.

Then, on November 17, Piper Sandler lowered its price target on Atlas Energy Solutions Inc. (NYSE:AESI) from $12 to $10, while maintaining a ‘Neutral’ rating on the shares. The analyst highlighted the challenges Atlas still faces from its base OFS business and its dividend suspension.

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