Added to YB: 2026-02-23
Pitch date: 2026-02-19
PUMP [bullish]
ProPetro Holding Corp.
+0.09%
current return
Author Info
Guasty Winds is a former L/S hedge fund analyst turned full-time private investor. Sign up for the newsletter.
Company Info
ProPetro Holding Corp. operates as an integrated oilfield services company. It offers hydraulic fracturing, wireline, cementing, and other complementary oilfield completion services to oil and gas producers and non-oil and gas applications, such as general industrial projects and data centers located primarily in Texas and New Mexico.
Market Cap
$1.3B
Pitch Price
$11.23
Price Target
35.00 (+204%)
Dividend
N/A
EV/EBITDA
5.77
P/E
1.4K
EV/Sales
1.16
Sector
Energy Equipment and Services
Category
growth
The Security I like Best - ProPetro Holding Corp.
PUMP: Oilfield services co entering BTM power via ProPwr subsidiary. 240MW contracted (60MW hyperscale DC, rest Permian), targeting 750MW by '27, 1GW by '30 (likely conservative). Long-term contracts (10-15yr tenors emerging). Trading at 15% FCF yield on contracted capacity alone w/ net cash balance sheet. Base biz worth ~5x EBITDA, ProPwr worth 9x. 2yr PT ~$35 (3-4x upside), 10x possible in 5-8yrs if execution strong. Catalyst: new DC contract in '26.
Read full article (18 min)