Added to YB: 2026-08-12
Pitch date: 2026-08-10
ACDC [neutral]
ProFrac Holding Corp.
+4.98%
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
$786.8M
Pitch Price
$5.02
Price Target
N/A
Dividend
N/A
EV/EBITDA
7.02
P/E
-1.88
EV/Sales
1.21
Sector
Energy Equipment and Services
Category
turnaround
ProFrac Holding Corp. Q2 2026 Update – $ACDC
ACDC (holding update): Q2 2026 rev $498M (-0.8% YoY), adj EBITDA $69.4M (-11.7%), margin 13.9%. Beat low expectations w/ green shoots: stim pricing up sequentially, ~$100M cost savings, early 2027 RFPs on tight high-spec frac. Highest leverage in OFS ($1.1B debt); watching FCF conversion. Flotek stake (58%) held, not monetized. Matt Wilks new CEO. 8.4x EV/ttm EBITDA, ~7.4x 2026. High risk/reward.
Read full article (6 min)