Piper Sandler Downgrades Atlas Energy Solutions (AESI) Stock
Aerial view of oil rig in the Permian Basin, illustrating the expansive operations in West Texas and New Mexico.
However, Q1 2025 was a healthy start for Atlas Energy Solutions Inc. (NYSE:AESI), considering the acquisition of Moser Energy Systems and the start-up of the Dune Express. The company believes that the acquisition of Moser offers a compelling platform for future growth, and it demonstrated optimism about scaling the business and implementing technologies to increase efficiencies.
The addition of Moser's distributed power platform to Atlas Energy Solutions Inc. (NYSE:AESI)'s existing businesses will help develop an innovative, diversified energy solutions provider, possessing a leading portfolio of proppant, logistics, and distributed power solutions. Notably, the Moser asset base consists of a dynamic fleet of natural gas-powered generators, enhancing Atlas Energy Solutions Inc. (NYSE:AESI)'s current operations into production and distributed power end markets, aided by healthy macro tailwinds.
Atlas Energy Solutions Inc. (NYSE:AESI) is a leading solutions provider to the energy industry.
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: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now
Disclosure: None. This article is originally published at Insider Monkey.
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
28 minutes ago
- Yahoo
What To Expect in Markets This Week: Fed Meeting, Tariffs Deadline, July Jobs Report
The Fed's interest-rate decision, July jobs numbers, a key tariffs deadline, fresh inflation data, and earnings from big tech companies highlight a packed economic and corporate calendar this week. Investors will be watching for more trade deals ahead of the Friday deadline for tariffs regarding several leading U.S. trading partners. And while the Federal Reserve isn't expected to adjust interest rates on Wednesday, updates due this week on U.S. employment and inflation levels could signal the likelihood of rate cuts at future Fed meetings. Several major corporate earnings reports are scheduled to come out this week, including results from Microsoft, Meta Platforms, Apple and Amazon. Key finance, health care, and cryptocurrency firms are also on this week's calendar. Stocks finished last week strong, with the S&P 500 and Nasdaq Composite ending Friday at record highs. Read to the bottom for our calendar of key events—and one more thing. Investors Focus on the Fed, Tariffs Deadline, Jobs Report, Inflation Data The Aug. 1 tariffs deadline set by President Donald Trump approaches as negotiations continue with several major U.S. trading partners, including the European Union, Canada, and Mexico. All could face tariffs of 30% or more unless trade agreements are reached. U.S. officials will also be negotiating with China ahead of an Aug. 12 deadline that is likely to be extended. Trump has continued to put pressure on the Federal Reserve ahead of its next interest-rate decision on Wednesday. The central bank is widely expected to hold rates at their current levels. On Thursday, the personal consumption expenditures index will show whether inflation in June continued to hover above the Fed's target. And Friday's employment report will be released; the Fed has cited a strong job market as a key factor behind keeping rates elevated. Market watchers will get a first look at gross domestic product for the second quarter after the economy contracted slightly in the first three months of the year. Earnings Due From Magnificent 7, Financial, and Crypto Companies—and More More than half the 'Magnificent Seven' is on this week's earnings calendar, while key companies in the health care, automobile, financial, and cryptocurrency sectors are also scheduled to report. Meta Platforms (META) is set to report on Wednesday. The Facebook parent has said it plans to boost its spending on artificial intelligence development. Microsoft's (MSFT) expected financial update on the same day comes amid analyst optimism over that tech giant's AI potential. Meanwhile, analysts are watching Apple's (AAPL) update on Thursday for insight into whether the iPhone maker is catching up to its peers on AI development. Amazon's (AMZN) expected report follows its Prime Day event in July. Earnings scheduled from Mastercard (MA) and Visa (V) could provide insight into consumer spending trends. Reports on tap from Procter & Gamble (PG), Colgate-Palmolive (CL), and Starbucks (SBUX) could also provide broader economic insights. Several key health care companies are scheduled to report earnings, including UnitedHealth Group (UNH), AstraZeneca (AZN), Merck (MRK), AbbVie (ABBV), and Bristol Myers Squibb (BMY). Reports from Strategy (MSTR) and Coinbase Global (COIN) slated for Thursday come after bitcoin in early July hit its first record high since May. Ford's (F) report on Wednesday comes as automakers face pressure from tariffs. Quick Links: Recap Last Week's Trading | Latest Markets News This Week's Calendar Monday, July 28 Key Earnings: Welltower (WELL), Waste Management (WM), Cadence Design Systems (CDNS) Tuesday, July 29 U.S. trade balance (June) Key Earnings: Visa, Procter & Gamble, UnitedHealth Group (UNH), AstraZeneca, Merck, Booking Holdings (BKNG), Boeing (BA), Spotify Technology (SPOT), Starbucks, Royal Caribbean Group (RCL), United Parcel Service (UPS) Data to Watch: Retail inventories (June), wholesale inventories (June), S&P Case-Shiller home price index (May), consumer confidence (July), job openings (June) Wednesday, July 30 FOMC interest-rate decision Fed Chair Jerome Powell press conference Key Earnings: Microsoft, Meta Platforms, HSBC Holdings (HSBC), Qualcomm (QCOM), Arm Holdings (ARM), Robinhood Markets (HOOD), Carvana (CVNA), Allstate (ALL), Ford More Data to Watch: ADP employment (July), gross domestic product (Q2), pending home sales (June) Thursday, July 31 Personal consumption expenditures (PCE) (June) Key Earnings: Apple, Amazon, Mastercard, AbbVie, Comcast (CMCSA), Ferrari (RACE), Strategy, Coinbase, Bristol Myers Squibb, CVS Health (CVS) More Data to Watch: Employment cost index (Q2), initial jobless claims (Week ending July 26), Chicago Business Barometer (July) Friday, Aug. 1 Tariff deadline for Canada, Mexico, the European Union, and other trading partners U.S. employment report (July) Key Earnings: ExxonMobil (XOM), Chevron (CVX), Colgate-Palmolive More Data to Watch: Consumer sentiment - final (July), construction spending (June), ISM Manufacturing Purchasing Managers Index (July), S&P Manufacturing PMI (July) One More Thing Worried about your retirement? A new report showed that retirees in several states risk outliving their retirement savings. Investopedia's Jordyn Bradley has more on that set of states here. Read the original article on Investopedia Sign in to access your portfolio
Yahoo
28 minutes ago
- Yahoo
Here Are Three Questions Investors Want Answered In Big Tech Earnings This Week
Second-quarter earnings season will kick into high gear this week. Four of the world's largest companies—Microsoft (MSFT), Apple (AAPL), Amazon (AMZN), and Meta (META)—are set to report their results. Artificial intelligence will be the focus for many investors, who will be hoping for updates on companies' investments in the era-defining technology and how they're using it. But trade policy could also get some airtime, especially during Apple's and Amazon's calls on Thursday. Microsoft and Meta kick things off with their reports and earnings calls after the closing bell on Wednesday. Alphabet (GOOGL) and Tesla (TSLA) have already turned in results, so after this week the only Magnificent 7 company left to report will be Nvidia (NVDA), in late August. Here are three questions on investors' minds. Are AI Investments Still Ramping Up? Six months ago, one of the most pressing debates on Wall Street was whether U.S. tech companies were spending too much on artificial intelligence. That issue appears to be settled—or, at least, on the back burner for now. Alphabet (GOOG) last week raised its full-year capital expenditures forecast to $85 billion, citing growing demand for cloud computing products and services; that was generally read as a good thing. Google Cloud grew by more than 30% from the prior year, putting the unit on track to book over $50 billion in revenue within the next year. Cloud computing competitors Microsoft and Amazon could follow Alphabet's lead. Both companies left their capex forecasts unchanged when they reported quarterly results three months ago, decisions that may have been influenced by the trade and economic uncertainty hanging over the market at the time. The companies could be feeling more confident about boosting AI spending now that some of the fog has been lifted by trade agreements. Meta was the odd one out last quarter when it raised its capex outlook. It's not out of the question that the social media giant will lift its forecast again; it did so in the first and second quarters last year. Is AI Leading to Monetization and Efficiency Gains? Investors will be looking for evidence that big investments in AI are paying off. 'AI is positively impacting every part of the business, driving strong momentum,' said Alphabet CEO Sundar Pichai in the company's second-quarter earnings release. Executives said on the company's earnings call that Google is monetizing AI search results at about the same rate as it is traditional search, and that AI overviews are driving increased search volume. In recent quarters, Meta has convinced Wall Street that AI is improving ad performance and user engagement. Investors are hoping this week's results continue to demonstrate that Meta's investments are bearing fruit. Amazon could offer updates on how customers are engaging with Rufus, its AI shopping assistant, and Q, its work assistant. Microsoft is likely to elaborate on the uptake of its Copilot AI offering. As for Apple, experts say, investors may still have to wait for the details they crave. 'We don't expect (1) an update on Apple Intelligence timing (2026), (2) any material change in quarterly capex, (3) an update on Apple Intelligence approval in China, and/or (4) any new partnership announcements,' wrote Morgan Stanley analyst Erik Woodring in an earnings preview last week. Management might, however, say product sales grew faster in Apple Intelligence-enabled regions than non-AI regions, he said. How Are Big Tech Companies Handling Tariffs? At least in the near term, Apple investors are likely more concerned with tariffs than most of its Magnificent Seven counterparts. President Donald Trump in April exempted smartphones and other consumer electronics from his sweeping 'reciprocal' tariffs, but the president has ordered his administration to consider invoking national security concerns to impose Section 232 duties on smartphones and semiconductors. Section 232 tariffs have held up better in court than Trump's country-specific duties and could be harder for Apple to avoid. Even with the smartphone exemption, Apple in May estimated tariffs would add $900 million to the company's costs in the second quarter. Investors will watch for the actual impact and to hear how Apple is engaging with suppliers and the administration to fend off tariffs and mitigate their potential impact. Trade policy will also be top of mind for Amazon investors. In the first quarter, Amazon saw some evidence buyers were stocking up to get ahead of tariffs, which could set the company up for a sequential slowdown in sales. Executives said merchants didn't meaningfully increase prices in the first quarter, but noted that could change depending on where tariff rates end up. Read the original article on Investopedia
Yahoo
28 minutes ago
- Yahoo
There Are Reasons To Feel Uneasy About Mincon Group's (LON:MCON) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and find a company with returns on capital employed (ROCE) that are increasing, in conjunction with a growing amount of capital employed. If you see this, it typically means it's a company with a great business model and plenty of profitable reinvestment opportunities. However, after investigating Mincon Group (LON:MCON), we don't think it's current trends fit the mold of a multi-bagger. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. Understanding Return On Capital Employed (ROCE) Just to clarify if you're unsure, ROCE is a metric for evaluating how much pre-tax income (in percentage terms) a company earns on the capital invested in its business. To calculate this metric for Mincon Group, this is the formula: Return on Capital Employed = Earnings Before Interest and Tax (EBIT) ÷ (Total Assets - Current Liabilities) 0.042 = €7.6m ÷ (€211m - €32m) (Based on the trailing twelve months to December 2024). So, Mincon Group has an ROCE of 4.2%. Ultimately, that's a low return and it under-performs the Machinery industry average of 14%. Check out our latest analysis for Mincon Group In the above chart we have measured Mincon Group's prior ROCE against its prior performance, but the future is arguably more important. If you'd like, you can check out the forecasts from the analysts covering Mincon Group for free. What Does the ROCE Trend For Mincon Group Tell Us? On the surface, the trend of ROCE at Mincon Group doesn't inspire confidence. Around five years ago the returns on capital were 10%, but since then they've fallen to 4.2%. On the other hand, the company has been employing more capital without a corresponding improvement in sales in the last year, which could suggest these investments are longer term plays. It's worth keeping an eye on the company's earnings from here on to see if these investments do end up contributing to the bottom line. The Bottom Line On Mincon Group's ROCE To conclude, we've found that Mincon Group is reinvesting in the business, but returns have been falling. Since the stock has declined 53% over the last five years, investors may not be too optimistic on this trend improving either. Therefore based on the analysis done in this article, we don't think Mincon Group has the makings of a multi-bagger. One more thing to note, we've identified 3 warning signs with Mincon Group and understanding these should be part of your investment process. If you want to search for solid companies with great earnings, check out this free list of companies with good balance sheets and impressive returns on equity. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team (at) article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
