Atlas Energy Solutions (AESI) Falls Below Estimates in Q3

The share price of Atlas Energy Solutions Inc. (NYSE:AESI) fell by 15.89% between November 3 and November 10, 2025, putting it among the Energy Stocks that Lost the Most This Week.

Atlas Energy Solutions (AESI) Falls Below Estimates in Q3

Atlas Energy Solutions Inc. (NYSE:AESI) engages in the production, processing, and sale of mesh and sand used as a proppant during the well completion process in the Permian Basin of West Texas and New Mexico.

Atlas Energy Solutions Inc. (NYSE:AESI) missed estimates in both earnings and revenue in its third-quarter results announced on November 3, with the company plagued by lost sales, high costs, and lingering issues at its Kermit facility. Atlas posted a net loss of $23.7 million for the quarter, and its adjusted EBITDA of $40.2 million was down 43% sequentially. Moreover, the company projected its Q4 adjusted EBITDA to be even lower, as elevated costs and sluggish volumes are expected to persist.

Another factor that motivated investors to trim their holdings in Atlas Energy Solutions Inc. (NYSE:AESI) was the company’s announcement to suspend its quarterly dividend. Bud Brigham, executive chairman at Atlas, stated:

“Suspending the dividend was a deliberate choice to safeguard our balance sheet’s long-term strength while unlocking the flexibility to capitalize on transformative growth opportunities, especially in our power platform. These prospects have the potential to fundamentally reshape Atlas’s cash flow profile and drive outsized, sustainable value for shareholders.”

While we acknowledge the potential of AESI as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than AESI and that has a 100x upside potential, check out our report about the cheapest AI stock.

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Disclosure: None.