The share price of Atlas Energy Solutions Inc. (NYSE:AESI) fell by 5.55% between November 19 and November 26, 2025, 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 mesh and sand used as proppants during the well completion process in the Permian Basin of West Texas and New Mexico.
Atlas Energy Solutions Inc. (NYSE:AESI) continued on its downward trajectory this week after Goldman Sachs analyst Ati Modak downgraded the stock from ‘Neutral’ to ‘Sell’, while also reducing its price target from $12 to $8. The firm remains cautious about AESI’s FY 2026 growth and forecasts its EBITDA to be around 10% below consensus, on the back of lower sand prices, slower volume growth, and challenging logistics profitability.
This comes after Piper Sandler also lowered its price target on Atlas Energy Solutions Inc. (NYSE:AESI) from $12 to $10 on November 17, but maintained its ‘Neutral’ rating. Earlier on November 14, Barclays also downgraded AESI from ‘Equal Weight’ to ‘Underweight’, while trimming its price target from $11 to $7.
The bearish analyst sentiment stems from Atlas Energy Solutions Inc. (NYSE:AESI) posting unimpressive results for its third quarter earlier this month, with the company falling short of expectations on both earnings and revenue.
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.
READ NEXT: 10 Best Renewable Energy Dividend Stocks to Buy Now and 14 Best Utility Dividend Stocks to Buy Now.
Disclosure: None.