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

3 days ago 4

Soumya Eswaran

Thu, February 12, 2026 astatine 7:55 AM CST 3 min read

Signia Capital Management, a boutique wealth absorption firm, focuses connected Small-Micro-Cap and Small Cap Value investing, released its fourth-quarter 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Small-Micro Cap Values attack targets high-quality, catalyst-rich firms with expected net maturation successful the adjacent 12-24 months. The Strategy returned 39.28% (gross) and 35.04% (net) for the afloat twelvemonth 2025, compared to the Russell Microcap Value’s 23.83% instrumentality 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 2 indexes, respectively. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Signia Capital Management highlighted stocks similar Atlas Energy Solutions Inc. (NYSE:AESI). Atlas Energy Solutions Inc. (NYSE:AESI) is an oil-field solutions institution that provides mesh and soil utilized arsenic a proppant during the well-completion process. On February 11, 2026, Atlas Energy Solutions Inc. (NYSE:AESI) banal closed astatine $12.01 per share. One-month instrumentality of Atlas Energy Solutions Inc. (NYSE:AESI) was 9.88%, and its shares are down 42.97% implicit the past 12 months. Atlas Energy Solutions Inc. (NYSE:AESI) has a marketplace capitalization of $1.997 billion.

Signia Capital Management stated the pursuing regarding Atlas Energy Solutions Inc. (NYSE:AESI) successful its 4th fourth 2025 capitalist letter:

"We had 7 caller buys successful the 2^nd fractional of 2025. In aboriginal December we initiated a presumption successful Atlas Energy Solutions Inc. (NYSE:AESI), a supplier of frac soil to producers of some earthy state and lipid companies successful in astir of the hydrocarbon producing areas successful the U.S.