Atlas Energy Solutions
AESI · NYSE · Energy
$8.23
$0.88 (-10.74%) today
Market Cap
$1.03B
24h Volume
$33.3M
P/E Ratio
0.0
52w High
$19.75
52w Low
$8.10
Est. AI Revenue
5%
7-Day Sparkline (Static)
Company facts
Performance
About Atlas Energy Solutions
Atlas Energy Solutions is a proppant producer and logistics provider serving oil and gas well completions in the Permian Basin of West Texas and New Mexico. The company also sells distributed natural gas power generation through its Moser Energy Systems unit.
Its main products are locally sourced proppant and last mile logistics for oil and gas customers, plus Moser's oilfield generator systems, which recently expanded into supplying generation equipment for AI data center power projects.
Founded in 2017 and headquartered in Austin, Texas, Atlas Energy Solutions trades on the NYSE and employs roughly 1,511 people.
Atlas Energy Solutions in the AI buildout
Atlas Energy Solutions sits in the Power & Energy layer through its Moser Energy Systems unit, which agreed to supply over 600 million dollars of natural gas generation and balance of plant equipment for a frontier AI lab's data center power project. That is a real, named commitment, but it is a small piece of a company whose revenue is still overwhelmingly built on proppant and oilfield logistics that have nothing to do with AI. Supercycle scores its AI exposure at 15 out of 100 to reflect that split.
AESI is tracked in Power & Energy, rated Peripheral on the AI Exposure leaderboard.
By the numbers
52-week range
AESI trades at $8.23, 1% of the way up its 52-week range of $8.10 to $19.75.
Market cap
Market capitalization is $1.03B, with an AI Exposure Score of 15 out of 100.
Next earnings
Atlas Energy Solutions is next expected to report earnings on November 2, 2026.
Market data as of the close on . Prices are end of day, not live.
Frequently asked questions
What does Atlas Energy Solutions do?
Atlas Energy Solutions produces proppant and provides logistics for oil and gas well completions in the Permian Basin, and sells distributed natural gas power generation through its Moser Energy Systems unit.
How is Atlas Energy Solutions exposed to AI?
Partially. Its Moser Energy Systems unit agreed to supply over 600 million dollars of generation equipment for a frontier AI lab's data center power project, but its core proppant and logistics business has no AI link, which is why Supercycle scores it 15 out of 100.
What are Atlas Energy Solutions' main products?
Proppant and last mile logistics for Permian Basin oil and gas customers, plus Moser Energy Systems' distributed natural gas generation equipment, now including a supply agreement tied to an AI data center power project.
Is AESI a pure play AI stock?
No. Its revenue is still overwhelmingly tied to oilfield proppant and logistics, which places it in the Peripheral tier of Supercycle's AI Exposure rating.
Where is Atlas Energy Solutions based and who leads it?
Atlas Energy Solutions is headquartered in Austin, Texas, and is led by President and CEO John Turner.
Profile written 2026-09, updated as the business changes. Editorial content, not investment advice.
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