---
title: "AESI Atlas Energy Solutions"
canonical: "https://supercyclehq.com/stock/atlas-energy-solutions"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "AESI"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Atlas Energy Solutions (AESI)

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.

## AI Exposure Score

**15/100, Peripheral.** Atlas Energy Solutions is primarily a Permian Basin proppant and oilfield logistics company, but its Moser Energy Systems unit just signed over 600 million dollars in equipment purchase and cost reimbursement agreements to supply natural gas generation 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 business still overwhelmingly built on oilfield services with nothing to do with AI.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $8.23 |
| Change 1d | -10.74% |
| Change 7d | -8.45% |
| Change 30d | -31.64% |
| Change 1y | -34.94% |
| 52-week high | $19.75 |
| 52-week low | $8.10 |
| Market cap | $1.0B |
| P/E | n/a |
| EPS | $-0.95 |
| Next earnings | 2026-11-02 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NYSE |
| Sector | Energy |
| Headquarters | Austin, Texas |
| CEO | John G. Turner |
| Employees | 1,511 |
| Website | https://atlas.energy |
| Buildout layers | [Power & Energy](https://supercyclehq.com/category/power-energy) |

## What the company does

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.

## Role 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.

## FAQ

### 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.

---

Source: https://supercyclehq.com/stock/atlas-energy-solutions. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.