What Makes Atlas Energy Solutions (AESI) an Investment Bet?

Soumya Eswaran

Thu, February 12, 2026 at 10:55 PM GMT+9 3 min read

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Signia Capital Management, a boutique money management firm, focuses on Small-Micro-Cap and Small Cap Value investing, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Small-Micro Cap Values approach targets high-quality, catalyst-rich firms with expected earnings growth in the next 12-24 months. The Strategy returned 39.28% (gross) and 35.04% (net) for the full year 2025, compared to the Russell Microcap Value’s 23.83% return and the Russell 2000 Value’s 12.59% return. Since inception, the Strategy has delivered 29.42% (net) annualized vs. 16.15% and14.54% returns for the two indexes, respectively. Please review the Strategy’s top five holdings to gain insights into their key selections for 2025.

In its fourth-quarter 2025 investor letter, Signia Capital Management highlighted stocks like Atlas Energy Solutions Inc. (NYSE:AESI). Atlas Energy Solutions Inc. (NYSE:AESI) is an oil-field solutions company that provides mesh and sand used as a proppant during the well-completion process. On February 11, 2026, Atlas Energy Solutions Inc. (NYSE:AESI) stock closed at $12.01 per share. One-month return of Atlas Energy Solutions Inc. (NYSE:AESI) was 9.88%, and its shares are down 42.97% over the past twelve months. Atlas Energy Solutions Inc. (NYSE:AESI) has a market capitalization of $1.997 billion.

Signia Capital Management stated the following regarding Atlas Energy Solutions Inc. (NYSE:AESI) in its fourth quarter 2025 investor letter:

"We had 7 new buys in the 2nd half of 2025. In early December we initiated a position in Atlas Energy Solutions Inc. (NYSE:AESI), a provider of frac sand to producers of both natural gas and oil companies in in most of the hydrocarbon producing areas in the U.S.

Story Continues  

Atlas Energy Solutions Inc. (AESI): Among Mid-Cap Stocks Insiders Were Buying in Q1 2025

Atlas Energy Solutions Inc. (NYSE:AESI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 19 hedge fund portfolios held Atlas Energy Solutions Inc. (NYSE:AESI) at the end of the third quarter, compared to 28 in the previous quarter. While we acknowledge the potential of Atlas Energy Solutions Inc. (NYSE: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.

In addition, please check out our hedge fund investor letters Q4 2025 page for more investor letters from hedge funds and other leading investors.

READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money.

Disclosure: None. This article is originally published at Insider Monkey.

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