ProFrac HoldingACDC
ACDC
About: ProFrac Holding Corp is engaged in providing hydraulic fracturing, completion services, and other complementary products and services to upstream oil and gas companies engaged in the exploration and production of North American unconventional oil and natural gas resources. Its operations are focused in West Texas, East Texas/Louisiana, South Texas, Oklahoma, Uinta, and Appalachian. The company operates in three segments: Stimulation Services, Proppant Production, and Manufacturing. Stimulation services, which generate the majority of the revenue for the company operate a fleet of mobile hydraulic fracturing units and other auxiliary equipment that generates revenue by providing stimulation services.
Employees: 3,077
0
Funds holding %
of 7,296 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
31% more call options, than puts
Call options by funds: $1.71M | Put options by funds: $1.3M
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
0.08% more ownership
Funds ownership: 10.38% [Q4 2024] → 10.47% (+0.08%) [Q1 2025]
0% more funds holding
Funds holding: 104 [Q4 2024] → 104 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
1% less capital invested
Capital invested by funds: $129M [Q4 2024] → $127M (-$1.78M) [Q1 2025]
24% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 38
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$5
45%
downside
Avg. target
$5.50
40%
downside
High target
$6
34%
downside
2 analyst ratings
0 positive
0%
1 neutral
50%
1 negative
50%
Morgan Stanley Daniel Kutz | 45%downside $5 | Underweight Maintained | 16 May 2025 |
Stifel Stephen Gengaro | 34%downside $6 | Hold Maintained | 15 Apr 2025 |
Financial journalist opinion
Negative
Zacks Investment Research
1 month ago
ProFrac Holding Corp. (ACDC) Reports Q1 Loss, Tops Revenue Estimates
ProFrac Holding Corp. (ACDC) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.32. This compares to earnings of $0.03 per share a year ago.
Neutral
Seeking Alpha
1 month ago
ProFrac Holding Corp. (ACDC) Q1 2025 Earnings Call Transcript
ProFrac Holding Corp. (NASDAQ:ACDC ) Q1 2025 Results Conference Call May 7, 2025 11:00 AM ET Company Participants Michael Messina - Director of Finance Matt Wilks - Executive Chairman Ladd Wilks - Chief Executive Officer Austin Harbour - Chief Financial Officer Conference Call Participants Dan Kutz - Morgan Stanley John Daniel - Daniel Energy Partners Alec Scheibelhoffer - Stifel Operator Greetings and welcome to ProFrac's first quarter 2025 earnings conference call. At this time, all participants are on a listen-only mode.
Neutral
Business Wire
1 month ago
ProFrac Holding Corp. Reports First Quarter 2025 Results
WILLOW PARK, Texas--(BUSINESS WIRE)--ProFrac Holding Corp. (NASDAQ: ACDC) (“ProFrac”, or the “Company”) today announced financial and operational results for its first quarter ended March 31, 2025. First Quarter 2025 Results Total revenue was $600 million compared to fourth quarter 2024 revenue of $455 million Net loss was $15 million compared to net loss of $102 million in fourth quarter 2024 Adjusted EBITDA(1) was $130 million compared to $71 million in fourth quarter 2024; 22% of revenue in.
Positive
Zacks Investment Research
1 month ago
ProFrac Holding Corp. (ACDC) Expected to Beat Earnings Estimates: What to Know Ahead of Q1 Release
ProFrac Holding Corp. (ACDC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
PRNewsWire
1 month ago
Flotek Acquires Innovative Mobile Power Generation Assets and Secures Multi-Year Lease Providing $160 Million Revenue Backlog and Immediate Earnings Accretion
HOUSTON , April 28, 2025 /PRNewswire/ -- Flotek Industries, Inc. ("Flotek") (NYSE: FTK) and ProFrac Holding Corp. (NASDAQ: ACDC) ("ProFrac") today jointly announced Flotek's acquisition of power generation assets and related intellectual property (the "Acquired Assets") from ProFrac GDM, LLC ("ProFrac GDM"), a subsidiary of ProFrac, for $105 million. Flotek concurrently entered into an agreement for a six-year dry lease of the Acquired Assets with ProFrac GDM (the "Lease Agreement").
Neutral
Business Wire
1 month ago
ProFrac Holding Corp. Announces First Quarter 2025 Earnings Release and Conference Call Schedule
WILLOW PARK, Texas--(BUSINESS WIRE)--ProFrac Holding Corp. (NASDAQ: ACDC) ("ProFrac" or the "Company") announced today that it will report its first quarter 2025 financial results prior to the Company's conference call, which will be webcasted on Wednesday, May 7, 2025, at 11:00 a.m. Eastern / 10:00 a.m. Central. To register for and access the event, please click here. An archive of the webcast will be available shortly after the call's conclusion on the IR Calendar section of ProFrac's investo.
Positive
Zacks Investment Research
2 months ago
ProFrac Holding Corp. (ACDC) Stock Jumps 23.0%: Will It Continue to Soar?
ProFrac Holding Corp. (ACDC) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Negative
Benzinga
2 months ago
JPMorgan Cuts ProFrac's Earnings Forecast On Lower Reinvestment And Industry Attrition
JP Morgan analyst Arun Jayaram reiterated an Underweight rating on ProFrac Holding Corp. ACDC with a price forecast of $7.
Neutral
Seeking Alpha
3 months ago
ProFrac Holding Corp. (ACDC) Q4 2024 Earnings Call Transcript
ProFrac Holding Corp. (NASDAQ:ACDC ) Q4 2024 Earnings Conference Call March 6, 2025 11:00 AM ET Company Participants Michael Messina - Director of Finance Matt Wilks - Executive Chairman Ladd Wilks - Chief Executive Officer Austin Harbour - Chief Financial Officer Conference Call Participants Saurabh Pant - Bank of America Stephen Gengaro - Stifel Daniel Kutz - Morgan Stanley Operator Greetings and welcome to the ProFrac Fourth Quarter and Year End 2024 Earnings Call. At this time, all participants are in a listen-only mode.
Neutral
Business Wire
3 months ago
ProFrac Holding Corp. Reports Full Year and Fourth Quarter 2024 Results
WILLOW PARK, Texas--(BUSINESS WIRE)--ProFrac Holding Corp. (NASDAQ: ACDC) (“ProFrac”, or the “Company”) today announced financial and operational results for its 2024 full year and fourth quarter ended December 31, 2024. Full Year 2024 Results Total revenue was $2.19 billion compared to revenue of $2.63 billion in 2023 Net loss was $208 million compared to net loss of $59 million in 2023 Adjusted EBITDA(1) was $501 million compared to $688 million in 2023; 23% of revenue in 2024 compared to 26%.
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