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Atlas Energy Solutions (AESI) Reports $1.1B FY2025 Revenue and $221.7M Adjusted EBITDA

Atlas Energy Solutions Inc. (NYSE:AESI) is one of the best up and coming energy stocks to buy. On February 23, Atlas Energy Solutions reported total revenue of $1.1 billion for the full-year 2025, which was a 3.7% increase over the previous year. Despite the revenue growth, the company recorded a net loss of $50.3 million and an Adjusted EBITDA of $221.7 million, with margins compressing to 20% compared to 27% in 2024.

Operational highlights for the year included total volumes of 21.6 million tons, of which 5.9 million tons were shipped via the Dune Express system. In Q4, Atlas generated $249.4 million in revenue and a net loss of $22.2 million. While revenue declined nearly 4% sequentially from Q3, the CEO noted that performance exceeded expectations due to stronger-than-anticipated holiday volumes and record utilization of the Dune Express.

Pixabay/Public Domain

The company expanded its market share by strengthening relationships with existing customers and securing new partnerships, which are expected to scale throughout 2026. Atlas is now diversifying its business by pursuing power generation opportunities, aiming to deploy 500 MW of capacity by 2027. The company recently ordered 240 MW of equipment to provide behind-the-meter solutions for industries, including energy and data centers. For Q1 2026, Atlas Energy Solutions Inc. (NYSE:AESI) expects EBITDA to remain flat compared to Q4 2025, as gains in volume and power contributions are offset by lower sand pricing and ~$6 million in losses attributed to severe January weather.

Atlas Energy Solutions Inc. (NYSE:AESI) produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand & Logistics and Power.

While we acknowledge the potential of AESI to grow, 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 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Stocks With Explosive Growth Potential.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

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  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
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Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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