Added to YB: 2025-11-17
Pitch date: 2025-11-13
ACDC [neutral]
ProFrac Holding Corp.
+13.97%
current return
Author Info
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Company Info
ProFrac Holding Corp. operates as a technology-focused energy services holding company in the United States.
Market Cap
$690.9M
Pitch Price
$3.65
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.85
P/E
-1.84
EV/Sales
1.02
Sector
Energy Equipment and Services
Category
turnaround
Profrac Holding Q3 2025 Update - $ACDC
ACDC (earnings): Q3 rev $403M (-20% QoQ), EBITDA $41M (10% margin vs 16% Q2). Sept program delays hurt stimulation services. Raised $80M equity, targeting $85-115M annualized cost cuts by Q2 2026. Pivoting to 90%+ dedicated fleets. Nat gas basins bright spot. Held in OFS basket expecting cycle recovery.
Read full article (3 min)