ProFrac Holding
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
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
3% more capital invested
Capital invested by funds: $127M [Q1] → $131M (+$3.31M) [Q2]
2% more call options, than puts
Call options by funds: $2.72M | Put options by funds: $2.67M
0.04% more ownership
Funds ownership: 10.47% [Q1] → 10.51% (+0.04%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (+0) [Q2]
8% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 25
4% less funds holding
Funds holding: 105 [Q1] → 101 (-4) [Q2]
14% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 35
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
Piper Sandler
Derek Podhaizer
|
$6
|
Neutral
Maintained
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20 Aug 2025 |
Financial journalist opinion