Why These Energy Stocks are Losing This Week

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1. Atlas Energy Solutions Inc. (NYSE:AESI)

Share Price Decline Between Feb. 18 – Feb. 25: 19.65% 

Topping our list of Energy Stocks that Lost This Week is Atlas Energy Solutions Inc. (NYSE:AESI). The company engages in the production, processing, and sale of frac sand used as proppants during well completions in the Permian Basin of West Texas and New Mexico.

Atlas Energy Solutions Inc. (NYSE:AESI) slumped after reporting its Q4 2025 results on February 23, with the company’s adjusted loss of $0.21 per share falling behind estimates by $0.02. Atlas reported a net loss of $22.2 million for the quarter, a stark reversal from a net income of $14.4 million in the same period in 2024. Meanwhile, the company reported a net loss of $50.3 million for the full-year 2025, versus a net income of $60 million in the previous year. AESI’s revenue of $249.4 million for Q4 was also down by 8% YoY, but still managed to top expectations by almost $10 million.

Atlas Energy Solutions Inc. (NYSE:AESI) delivered adjusted EBITDA of $36.7 million in the fourth quarter and expects its Q1 2026 adjusted EBITDA to be approximately flat with Q4 levels. The company revealed that the recent winter storm severely impacted its operations in the Permian and is expected to negatively impact its Q1 EBITDA by approximately $6 million.

Despite the tough Q4 report, Stifel analyst Stephen Gengaro slightly raised the firm’s price target on Atlas Energy Solutions Inc. (NYSE:AESI) from $13 to $14 on February 25. The analyst also maintained the firm’s ‘Buy’ rating on the shares.

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.

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