AESI Atlas Energy Solutions Inc.

Copeland Capital Management LLC significantly reduced its stake in Atlas Energy Solutions Inc. by 41.4% in the third quarter, selling over 1.19 million shares and retaining 1.69 million shares valued at approximately $19.22 million. This move comes as several Wall Street firms have lowered their ratings and price targets for AESI, resulting in a consensus "Hold" rating and an average target price of $15.88. Additionally, insider Chris Scholla sold a substantial number of shares, further decreasing insider ownership while institutional investors maintain about 34.59% ownership.

Chris Scholla, a major shareholder in Atlas Energy Solutions (NYSE:AESI), sold 52,150 shares for $459,963.00 on November 18, reducing his stake by 8.65%. This transaction comes as AESI stock traded around $9.53, with a market capitalization of $1.18 billion, and several financial firms have lowered their ratings and price targets for the company. Institutional investors adjusted their holdings, with some purchasing new stakes while others increased their existing positions.

Chris Scholla, a 10% owner in Atlas Energy Solutions Inc (NASDAQ:AESI), sold 52,150 shares of common stock for $459,963 on November 18, 2025. This transaction occurred amidst a significant 55% stock price decline over the past year for AESI, which also reported a net loss recently and a softer Q4 outlook. Despite these challenges, InvestingPro suggests AESI may be undervalued, though analysts have varying price targets.

Citigroup has reaffirmed its Neutral rating for Atlas Energy Solutions (AESI). Analysts project a 24.55% upside to an average price target of $12.19, despite an anticipated 10.04% decrease in annual revenue. Institutional ownership remains significant, although total shares owned by institutions decreased by 4.30% in the last quarter, and the put/call ratio suggests a bullish outlook.

Citigroup has lowered its price target for Atlas Energy Solutions (NYSE:AESI) from $11.00 to $10.40, maintaining a "neutral" rating, which implies a modest 7.9% upside. This follows similar downgrades from other firms like Goldman Sachs and Barclays, despite the MarketBeat consensus remaining a "Hold" with a higher average target price. The stock was trading at $9.64, with a negative P/E ratio and significant institutional ownership.

Liontrust Investment Partners LLP significantly increased its holding in Atlas Energy Solutions Inc. (NYSE:AESI) by 5,408.1% in the second quarter, bringing its total ownership to 1,075,400 shares valued at $14.38 million. Despite this substantial investment, Atlas Energy Solutions faces mixed Wall Street sentiment, with a consensus "Hold" rating and recent price target reductions, trading around $10 with a negative P/E ratio. Other institutional investors also adjusted their positions in the company, which specializes in proppant production for the Permian Basin.