Kodiak taps Bosch to scale its self-driving truck tech [TechCrunch]
Atlas Energy Solutions Inc. (AESI)
Company Research
Source: TechCrunch
The collaboration was announced at the 2026 Consumer Electronics Show in Las Vegas, and it could help Kodiak bring its self-driving tech to more trucks, faster. Kodiak, which is developing self-driving trucks for highway, industrial, and defense uses, has already developed and designed a self-driving system with redundant systems for braking, steering, sensors, and computers. In January 2025, Kodiak's self-driving trucks began making driverless deliveries for Atlas Energy Solutions in the oil-rich Permian Basin of West Texas and eastern New Mexico. Kodiak has since delivered at least eight self-driving trucks to Atlas Energy as part of an initial 100-truck order under an agreement between the two companies. Kodiak has been working with Roush Industries, which was the upfitter for its driverless trucks delivered to Atlas. Now, the company, which went public via a merger with special-purpose acquisition company Ares Acquisition Corporation II in September 2025, wants to scale its
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AESI
News
- Atlas Energy Solutions (NYSE:AESI) had its price target lowered by analysts at Citigroup Inc. from $11.00 to $10.40. They now have a "neutral" rating on the stock.MarketBeat
- Atlas Energy Solutions (AESI) Continued its Fall Following Analyst Donwgrade [Yahoo! Finance]Yahoo! Finance
- How Analyst Views Are Shaping the Changing Story for Atlas Energy Solutions [Yahoo! Finance]Yahoo! Finance
- Helmerich & Payne upgraded, Atlas Energy cut to Sell at Goldman [Seeking Alpha]Seeking Alpha
- Atlas Energy Solutions (NYSE:AESI) was downgraded by analysts at The Goldman Sachs Group, Inc. from a "buy" rating to a "sell" rating.MarketBeat
AESI
Earnings
- 11/3/25 - Miss
AESI
Sec Filings
- 1/6/26 - Form SCHEDULE
- 1/2/26 - Form SCHEDULE
- 1/2/26 - Form 4
- AESI's page on the SEC website