Atlas Energy Solutions (AESI) Price Target Reduced to $16

The share price of Atlas Energy Solutions Inc. (NYSE:AESI) fell by 2.10% between January 23 and January 30, 2026, 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 frac sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico. Its portfolio of offerings also includes oilfield logistics and distributed power systems.

On January 27, Stephens lowered its price target on Atlas Energy Solutions Inc. (NYSE:AESI) from $20 to $16, but maintained an ‘Overweight’ rating on the shares. The firm projects a mixed Q4 report from AESI as its EBITDA and cash flow per share estimates are 14% above and 8% below consensus, respectively. Stephens is also projecting mixed 2026 guidance from the company, as its EBITDA and CFPS estimates are in line with and 7% above Street expectations, respectively.

Following the recent downturn, the share price of Atlas Energy Solutions Inc. (NYSE:AESI) has declined by more than 49% over the past year.

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