Why is AESI down?
Down 53% from its May 20, 2026 high.
- Operating margin fell from 48.1% to -1.0%,
Down 53% from its May 20, 2026 high.
AESI's Quality Score fell 1 point on Mon, Nov 2, to -7.
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| Since its 2025 high | Down 63% |
| Latest filing | 8-K, Oct 22 |
ReportReports today, after the close. Every 3 months, a company tells everyone how much it sold and earned. It fell after 2 of its last 4 reports, -3.3% on average. Past reports ›
TodayOil and tanker stocks fell together: “Oil Prices Slide And Energy Stocks Follow Lower”
Tue Nov 3: Q3 2026 Earnings Conference CallDate confirmed.
After its last 4 reports it closed -3.3% on average, higher 1 of 4 times.
Poorfor quality, not price, 2 of 14 chart checks firingWhat the Quality Score means
AESI is #85 of 88 by Quality Score.
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Share count against a year before: AESI +1%, PUMP +18%, LBRT +0.7%.
Reports Mon Nov 2, after the close (today). Confirmed.
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
AESI's results filing gives no sales by line in a table we read.
| Measure | Figure |
|---|---|
| MWs deployed | 180 to 200 MWs |
Sales grew 31% a year over 3 years, fiscal 2022 to 2025.
| Reported | Gap | Reaction | 5 sessions |
|---|---|---|---|
| Aug 3, 2026 | -9.3% | 0.0% | +7.8% |
| May 4, 2026 | -0.5% | +8.3% | +6.1% |
| Feb 23, 2026 | +4.5% | -5.7% | -9.4% |
Sales grew every year from 2021 to 2025, to $1.1B. It lost money in 2025 after a profit in 2024.
3 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: AESI is under 0.1% of VTI, the most of the 24 funds Breakaway covers, by their holdings as filed for Jun 30, 2026.
Atlas Energy Solutions Inc is a provider of proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico, the active oil and natural gas basin in North America. Proppant is necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells. One hundred percent of its sand reserves are located in Winkler and Ward Counties, Texas, within the Permian Basin, and its operations consist of proppant production and processing facilities, including two facilities near Kermit, Texas, and a third facility near Monahans, Texas.
AESI scores -7 today, which Breakaway calls Poor. It is #85 of 88 in Oil & Gas by Quality Score, with 2 of 14 chart checks firing. Down 53% from its May 20, 2026 high. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
AESI scores -7 today, which Breakaway calls Poor (below zero). That is #85 of 88 in Oil & Gas by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind AESI's -7.
Reports Mon Nov 2, after the close, a date the company confirmed. AESI closed higher after 1 of its last 4 reports. Past behavior, not a forecast.
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