ProPetro Holding

PUMP

Market cap $1.08B

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PUMP wins a Coterra Energy microgrid contract, lifts contracted capacity above 220 MW and orders 190 MW more to fuel long-term growth.

Oilfield services provider ProPetro Holding Corp announced on Friday that its energy unit, PROPWR, signed a deal with a unit of Coterra Energy to supply power for building and installing microgrids in New Mexico's Permian Basin.

MIDLAND, Texas--(BUSINESS WIRE)--PROPWR Secures Distributed Microgrid Contract With Coterra Energy and Adds 190 Megawatts in New Orders.

Asset manager VR Advisory increased its PUMP stake by 2.5 million shares, a net position change of approximately $12.3 million, in the third quarter. The transaction represented approximately 3.2% of the fund's reportable U.S. equity assets under management (AUM).

ProPetro (PUMP) reported earnings 30 days ago. What's next for the stock?

Oilfield services companies are suddenly in favor after lagging all year. This focused group of 26 stocks has collectively become the top performing industry group on a QTD basis.

ProPetro (PUMP) continues to expand its PROPWR power segment, now with 360 MW on order and long-term contracts accelerating growth prospects. Frac segment remains resilient with increased long-term contracts, disciplined capital allocation, and a strong balance sheet supporting earnings stability despite Permian headwinds. 2026-2027 EBITDA estimates are poised to rise as PROPWR contracts are announced, with the company targeting 1 GW by 2030 and robust segment growth.

The headline numbers for ProPetro (PUMP) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

PUMP projects full-year capital expenditures for 2025 to be between $270 million and $290 million.