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Atlas Energy Solutions (AESI) Stock News, Aug 2025-Feb 2026

AESI NYSE

Welcome to our dedicated page for Atlas Energy Solutions news (Ticker: AESI), a resource for investors and traders seeking the latest updates and insights on Atlas Energy Solutions stock.

Atlas Energy Solutions Inc. reports news on its role as an energy-industry services company with Permian Basin proppant production, oilfield logistics, distributed power systems and the Dune Express logistics network. Company updates commonly cover sand volumes, customer activity, operating results, adjusted cash-flow measures and the performance of its proppant and logistics platform.

Atlas news also includes developments in private generation and behind-the-meter power, including power purchase agreements, natural gas reciprocating generator assets, equipment supply arrangements and financing activity such as convertible senior notes. Recurring corporate items include earnings releases, guidance updates, material agreements and capital-structure actions tied to its energy services and power businesses.

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Atlas Energy Solutions (NYSE: AESI) secured a $375 million lease facility from Eldridge to fund acquisition of behind-the-meter power generation assets, with milestone payments during packaging and conversion to a term facility upon delivery.

The financing builds on Atlas' 2025 Moser Energy Systems acquisition and expands its distributed power and energy solutions platform.

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Howard Energy Partners CEO Mike Howard was appointed to the National Petroleum Council by Secretary of Energy Chris Wright on February 3, 2026. Howard, founder and CEO of HEP (based in San Antonio), also serves on the boards of Atlas Energy Solutions (NYSE: AESI) and several industry and civic organizations. HEP operates a diversified midstream portfolio across Texas, New Mexico, Pennsylvania, Oklahoma, and Mexico. The NPC is a federally chartered advisory committee that provides recommendations to the Secretary of Energy on oil and natural gas matters.

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Atlas Energy Solutions (NYSE: AESI) will release fourth quarter and year-end 2025 results after market close on Monday, February 23, 2026, and will host a conference call at 9:00 AM CT / 10:00 AM ET on Tuesday, February 24, 2026.

A live webcast will be available on the company's investor site and archived materials will be posted following the call.

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Atlas Energy Solutions (NYSE:AESI) ordered 240 MW of power generation equipment from a blue-chip provider, comprising 4 MW nameplate engines, with delivery scheduled for late 2026.

The company said the order supports its shift to long-term, behind-the-meter power solutions and that the package will help it reach a goal of 400 MW deployed by early 2027, with the majority expected to operate under long-term contracts.

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Atlas Energy Solutions (NYSE:AESI) will release its third quarter 2025 earnings after market close on Monday, November 3, 2025. The company will host a conference call to discuss results at 7:00am Central Time (8:00am Eastern Time) on Tuesday, November 4, 2025. A live webcast will be available at https://ir.atlas.energy/.

Investors are asked to join the webcast at least 10 minutes before the start time to ensure connection and registration. An archived version of the third quarter 2025 earnings materials will be posted on the company website after the call.

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Atlas Energy Solutions (NYSE: AESI) will release its third quarter 2025 earnings after market close on Monday, November 3, 2025. The company will host a conference call to discuss financial and operational results at 8:00 AM Central Time (9:00 AM Eastern Time) on Tuesday, November 4, 2025. A live webcast will be available at https://ir.atlas.energy/. Investors are advised to join the webcast at least 10 minutes before the start time to ensure connection and registration. An archived version of the third quarter 2025 earnings materials will be posted on the company website.

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Kodiak Robotics and Roush Industries have achieved a significant milestone with the delivery of their first Kodiak Driver-equipped autonomous truck from Roush's production line. The truck was delivered to Atlas Energy Solutions (NYSE: AESI) in August 2025, marking Atlas's eighth delivery out of a 100-truck order.

The manufacturing partnership, announced in June 2025, involves Roush upfitting trucks with Kodiak's AI-powered autonomous driving system at their Livonia, Michigan facility. The companies plan to scale production to hundreds of trucks by the end of 2026.

Additionally, Kodiak is pursuing a business combination with Ares Acquisition Corporation II (NYSE: AACT), with a shareholder vote scheduled for September 23, 2025. Upon approval, the combined company plans to list on Nasdaq under symbols "KDK" and "KDKRW" on September 25, 2025, targeting the $4+ trillion global trucking market.

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Iron Oak Energy Solutions (NYSE:AESI) has announced the strategic acquisition of HC Minerals' Northern White assets, significantly expanding its presence in the Appalachia region. The acquisition includes the Wyeville, Wisconsin plant with over 3 million tons per year of Northern White Sand capacity and strategic terminal assets in the Marcellus and Utica shale plays.

The deal increases Iron Oak Energy's total production capacity to 37 million tons per year and Northern White Sand production to over 12 million tons annually. The acquisition provides direct access to Class I railways and includes four terminals in key locations. The company secured a new term loan facility with Chambers Energy Capital and GoldenTree Asset Management to fund the acquisition, maintaining leverage levels below one turn of EBITDA.

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Atlas Energy Solutions (NYSE:AESI) reported mixed Q2 2025 financial results, with total sales of $288.7 million, representing a 3.0% decrease from Q1 2025. The company posted a net loss of ($5.6) million with an Adjusted EBITDA of $70.5 million (24.4% margin). Sales volumes decreased by 4.0% to 5.4 million tons.

Key highlights include maintaining a quarterly dividend of $0.25 per share, strong free cash flow generation of $48.9 million, and the acquisition of PropFlow, a patented sand filtration system. The company's total liquidity stood at $203.6 million as of June 30, 2025. Management expects Q3 2025 to see increased proppant sales volume and greater Power segment contribution, offset by lower average proppant prices.

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FAQ

What is the current stock price of Atlas Energy Solutions (AESI)?

The current stock price of Atlas Energy Solutions (AESI) is $14.16 as of September 12, 2026.

What is the market cap of Atlas Energy Solutions (AESI)?

The market cap of Atlas Energy Solutions (AESI) is approximately 1.8B.