<div id="readability-page-1"><div>What Happened? A number of stocks jumped in the afternoon session after rising oil prices boosted the energy sector following increased geopolitical tensions between the U.S. and Iran.The primary catalyst was the U.S. seizure of an Iranian vessel, which diminished hopes for a peace deal between the two nations. This event sparked concerns that Iran might retaliate by disrupting oil tanker routes, potentially constraining global supply. In response, Brent crude, the international oil benchmark, surged by as much as 4.8% to over $94 per barrel.The broader energy sector saw a lift, with other major oil and gas companies trading higher as investors anticipated that higher oil prices would lead to increased profitability for producers and service providers.The stock market overreacts to news, and big price drops can present good opportunities to buy high-quality stocks.Among others, the following stocks were impacted:<ul><li>Mixed or Offshore Upstream E&amp;P company SM Energy jumped 2.9%. Is now the time to buy SM Energy? Access our full analysis report here, it’s free.</li><li>Mixed or Offshore Upstream E&amp;P company Talos Energy jumped 2.6%. Is now the time to buy Talos Energy? Access our full analysis report here, it’s free.</li><li>Oilfield Services company Atlas Energy Solutions jumped 3.1%. Is now the time to buy Atlas Energy Solutions? Access our full analysis report here, it’s free.</li></ul>Zooming In On Atlas Energy Solutions (AESI)Atlas Energy Solutions’s shares are extremely volatile and have had 35 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.The previous big move we wrote about was 5 days ago when the stock gained 7.2% on the news that investment firm Piper Sandler raised its price target on the stock to $13. A price target is an analyst's projection of a stock's future value.When a reputable firm raised its target, it often signaled to investors that the analyst believed the stock had more room to grow. This action could lead to increased positive sentiment and buying interest from investors who followed the firm's research.Atlas Energy Solutions is up 41% since the beginning of the year, and at $13.71 per share, it is trading close to its 52-week high of $14.65 from June 2025. Investors who bought $1,000 worth of Atlas Energy Solutions’s shares at the IPO in March 2023 would now be looking at an investment worth $808.55.WHILE YOU’RE HERE: The Next Palantir? One satellite company captures images of every point on Earth. Every single day. The Pentagon wants it. Hedge funds are using it to beat earnings. You’ve probably never heard of it.This is what the early days of Palantir looked like before it became a $437 billion giant. Same playbook. Different technology. If you missed Palantir, you need to see this. Claim The Stock Ticker for Free HERE.</div></div>

TALO

AESI

Stocks of SM Energy, Talos Energy, and Atlas Energy Solutions rose following a surge in oil prices due to geopolitical tensions between the U.S. and Iran, particularly after the U.S. seized an Iranian vessel. Brent crude prices increased by 4.8% to over $94 per barrel, boosting the energy sector. SM Energy, Talos Energy, and Atlas Energy Solutions saw gains of 2.9%, 2.6%, and 3.1%, respectively. Atlas Energy Solutions has been volatile, with a 41% increase this year, trading near its 52-week high.

Stock Story

Talos Energy

Atlas Energy Solutions

SM Energy

SPDR Energy Select

SPDR O&G Ex & Prd

iShares US Oil & Gas Expl & Prod

ISHRS S&P Glb Engy

Palantir Tech

Piper Sandler Cos

SM Energy, Talos Energy, and Atlas Energy Solutions Stocks Trade Up, What You Need To Know