Atlas Energy Solutions Inc. Stock Price, News & Analysis

Atlas Energy Solutions (NYSE:AESI) has announced its dual listing on NYSE Texas, a new fully electronic equities exchange based in Dallas, while maintaining its primary listing on the New York Stock Exchange. The company will begin trading on NYSE Texas on August 5, 2025, using the same ticker symbol "AESI".

As a Founding Member of NYSE Texas, Atlas Energy Solutions emphasizes its Texas heritage, with its headquarters in Austin and significant operations throughout the state. The dual listing represents the company's commitment to both strengthening its NYSE partnership and supporting Texas's economic growth and capital markets infrastructure.

Atlas Energy Solutions (NYSE:AESI) has announced the acquisition of PropFlow, a company specializing in patented on-wellsite proppant filtration technology. The transaction was completed on July 28, 2025.

PropFlow's innovative filtration system eliminates proppant debris at wellsites, leading to reduced maintenance costs and downtime while enabling continuous 24/7 pumping operations. The acquisition aligns with Atlas' mine-to-blender proppant logistics vision and aims to enhance completion efficiencies for customers by combining PropFlow's technology with Atlas' existing sand and logistics infrastructure.

Kodiak Robotics has selected Roush Industries as its manufacturing partner to scale the upfitting of autonomous trucks equipped with the Kodiak Driver system. Starting in H2 2025, Roush will upfit trucks at its Livonia, Michigan facility, with initial trucks planned for Atlas Energy Solutions. Roush will establish a production line for the modular hardware installation, including SensorPods, AI compute, and safety systems. The partnership leverages Roush's 50-year expertise in mobility and autonomous vehicle upfitting. Kodiak, which achieved the first publicly announced driverless semi-truck delivery in December 2024, is pursuing a business combination with Ares Acquisition Corporation II (NYSE: AACT) expected to close in H2 2025. The deal aims to accelerate Kodiak's market strategy and address the $4+ trillion global trucking market opportunity.

Atlas Energy Solutions (NYSE: AESI) has scheduled its second quarter 2025 earnings release and conference call. The company will release its Q2 2025 financial results after market close on Monday, August 4, 2025. A conference call to discuss the results will be held the following day, Tuesday, August 5, 2025, at 9:00 AM Central Time (10:00 AM Eastern Time). Investors can access the live webcast through the company's investor relations website at https://ir.atlas.energy/. Participants are advised to join the webcast at least 10 minutes before the start time to ensure proper connection. An archived version of the earnings materials will be available on Atlas's website after the event.

Kodiak Robotics has delivered two additional driverless trucks to Atlas Energy Solutions, expanding Atlas's autonomous fleet to four vehicles equipped with the Kodiak Driver AI technology. The delivery is part of a larger 100-truck order from Atlas. The autonomous trucks transport frac sand from Atlas's Dune Express conveyor system to customer well sites in the Permian Basin. Since launching commercial operations in December 2024, Atlas's driverless fleet has completed over 800 loads and 1,600 hours of driverless service. The trucks can now operate up to 24/7, only stopping for maintenance and refueling. Kodiak offers its technology through a Driver as a Service model, charging per-mile or per-vehicle licensing fees. The partnership aims to address challenges like driver recruitment while strengthening Atlas's long-term competitiveness.

Atlas Energy Solutions (NYSE: AESI) reported its Q1 2025 financial results with total sales of $297.6 million, representing a 9.7% increase from Q4 2024. The company posted net income of $1.2 million and Adjusted EBITDA of $74.3 million (25% margin). Notable events include the acquisition of Moser Energy Systems and the start-up of the Dune Express project. Sales volumes increased 11.8% to 5.7 million tons compared to Q4 2024.

The company maintained its quarterly dividend of $0.25 per share, payable May 22, 2025. Total liquidity stood at $193.5 million, including $68.7 million in cash. However, net cash used in operating activities was $7.5 million, and investing activities consumed $228.5 million, primarily due to the Moser acquisition and Dune Express construction costs.

Management noted some customers are deferring Q2 development projects due to economic uncertainty.

Kodiak Robotics, a leading AI-powered autonomous vehicle technology provider, has announced a merger with Ares Acquisition II (NYSE: AACT) to become publicly listed. The deal values Kodiak at a $2.5 billion pre-money equity valuation.

The company has achieved significant milestones, including over 2.6 million autonomous miles in real-world conditions and the first publicly-announced driverless trucks in commercial operations. Kodiak generates recurring revenue through its Driver-as-a-Service model, particularly in the Permian Basin, and has secured a firm commitment from Atlas Energy Solutions for 100 trucks.

The transaction includes approximately $551 million cash held in trust and over $110 million in additional funding from investors including Soros Fund Management, ARK Investments, and Ares. The merger is expected to close in the second half of 2025, with the combined company to be named Kodiak AI, Inc. and trade under ticker symbols KDK and KDK WS.

Atlas Energy Solutions (NYSE: AESI) has scheduled its first quarter 2025 earnings release and conference call. The company will release its Q1 2025 financial results after market close on Monday, May 5, 2025. A conference call to discuss the results will be held the following day, Tuesday, May 6, 2025, at 9:00am Central Time (10:00am Eastern Time).

Investors and interested parties can access the live webcast through the company's investor relations website at https://ir.atlas.energy/. Participants are advised to join the webcast at least 10 minutes before the start time to ensure proper connection. An archived version of the Q1 2025 earnings materials will be available on the company's website following the presentation.

Atlas Energy Solutions (NYSE: AESI) reported its Q4 and fiscal year 2024 results, highlighting total sales of $1.1 billion and net income of $59.9 million. The company achieved an Adjusted EBITDA of $288.9 million and Adjusted Free Cash Flow of $251.3 million.

The company completed the acquisition of Moser Energy Systems for $220 million, including $180 million in cash and approximately 1.7 million shares. Additionally, Atlas completed a public offering of 11.5 million shares at $23.00 per share, raising gross proceeds of $264.5 million.

Q4 2024 showed a sequential decrease in total sales by 10.9% to $271.3 million, with sales volumes dropping 15% to 5.1 million tons. The company increased its quarterly dividend to $0.25 per share, payable February 28, 2025, and entered into a new $540 million term loan credit facility with Stonebriar Commercial Finance.