Atlas Energy (AESI) - Among the Energy Stocks that Fell This Week
The share price of Atlas Energy Solutions Inc. (NYSE:AESI) fell by 19.65% between February 18 and February 25, 2026, putting it among the Energy Stocks that Lost the Most This Week.
Atlas Energy Solutions Inc. (NYSE:AESI) 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.
While we acknowledge the potential of AESI as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
VIPOil Risk Premiums and rToken Dividend Arbitrage Strategies
1. This week we focus on cross-asset positioning under an energy shock and arbitrage opportunities in tokenized-stock cash dividends. We recommend assessing market direction separately from income sources. Higher oil can weigh on growth valuations, lift inflation expectations, and spark expectations of Fed rate hikes, putting pressure on equities and crypto. 2. rToken net cash dividends can be distributed separately, but buying spot, shorting a perpetual, and holding across the record date does not automatically create an arbitrage. First confirm ex-dividend eligibility, platform snapshots, after-tax amounts, and the corporate-action rules for the short leg. Then compare funding fees, spreads, and execution costs. A dividend arbitrage strategy can be applied to STRC. 3. Next week's Fed decision and major technology earnings are key. Lower policy uncertainty can help restore risk appetite, but a sustained rebound still needs confirmation from rates, cloud growth, capital expenditure, and free cash flow. Our base case is a monthly-timeframe rebound in risk assets and crypto as earnings season, the Fed meeting, and the midterm elections pass and uncertainty recedes. Assets in focus: BTC, ETH, SOL, WTI, ASML, MSFT, GOOG, AMZN, CAT, and STRC

Goldman Sachs Names One Trade to Hedge an AI Market Shock

Big Tech Earnings Are a No-Win Test as Investors Punish Both Capex Cuts and Hikes

