Atlas Energy Solutions Inc. (NYSE:AESI) is one of the best up and coming energy stocks to buy. On February 23, Atlas Energy Solutions reported total revenue of $1.1 billion for the full-year 2025, which was a 3.7% increase over the previous year. Despite the revenue growth, the company recorded a net loss of $50.3 million and an Adjusted EBITDA of $221.7 million, with margins compressing to 20% compared to 27% in 2024.
Operational highlights for the year included total volumes of 21.6 million tons, of which 5.9 million tons were shipped via the Dune Express system. In Q4, Atlas generated $249.4 million in revenue and a net loss of $22.2 million. While revenue declined nearly 4% sequentially from Q3, the CEO noted that performance exceeded expectations due to stronger-than-anticipated holiday volumes and record utilization of the Dune Express.
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The company expanded its market share by strengthening relationships with existing customers and securing new partnerships, which are expected to scale throughout 2026. Atlas is now diversifying its business by pursuing power generation opportunities, aiming to deploy 500 MW of capacity by 2027. The company recently ordered 240 MW of equipment to provide behind-the-meter solutions for industries, including energy and data centers. For Q1 2026, Atlas Energy Solutions Inc. (NYSE:AESI) expects EBITDA to remain flat compared to Q4 2025, as gains in volume and power contributions are offset by lower sand pricing and ~$6 million in losses attributed to severe January weather.
Atlas Energy Solutions Inc. (NYSE:AESI) produces proppants and provides logistics and distributed power solutions in the Permian Basin of West Texas and New Mexico. It operates through two segments: Sand & Logistics and Power.
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