Atlas Energy Solutions: High Margins And AV Upside Once The Cycle Turns

  • Atlas Energy is launching two high-margin, automated logistics solutions—Dune Express and RoboTrucks—set to drive significant margin expansion and industry leadership. Despite 54% annual revenue growth, shares are down 40% YTD due to broad energy sector weakness, presenting a discounted entry point. The company offers a secure 7.4% dividend yield, fully covered even in a conservative scenario, with strong insider buying signaling management confidence.