There's No Escaping ProFrac Holding Corp.'s (NASDAQ:ACDC) Muted Revenues Despite A 36% Share Price Rise
ProFrac Holding Corp. (NASDAQ:ACDC) has seen its share price rise 36% recently, but this gain barely offsets a 41% drop over the last year. Despite a low price-to-sales (P/S) ratio of 0.5x compared to an industry average of 1.3x, the company is facing declining revenues, which fell 12% last year and are projected to decrease by another 1.6% annually over the next three years. This poor revenue outlook suggests the low P/S ratio is justified, and a stable P/S is unlikely unless the company improves its top-line growth.
ProFrac Holding Insiders Placed Bullish Bets Worth US$14.9m
Over the past year, insiders at ProFrac Holding Corp. have made significant bullish bets, purchasing US$14.9 million worth of shares. The largest single purchase was US$10 million by insider Farris Wilks, at a price below the current market value, suggesting perceived undervaluation. Insiders currently own 4.9% of the company, valued at approximately US$37 million, indicating alignment with shareholder interests.
ProFrac announces $75 million public offering of Class A common stock
ProFrac Holding Corp. (NASDAQ: ACDC) announced a $75 million underwritten public offering of its Class A common stock, with an option for underwriters to purchase an additional $11.25 million. The company intends to use the proceeds to repay debt, pursue investments, and for working capital. This announcement follows a nearly 10% stock decline and coincides with a recent report of a Q2 2025 revenue decrease and a larger-than-expected loss per share.
Is ProFrac Holding (NASDAQ:ACDC) A Risky Investment?
ProFrac Holding Corp. (NASDAQ:ACDC) carries significant debt, with net debt at US$996.6m as of September 2025, and its liabilities outweigh its cash and near-term receivables by US$1.37b. The company reported a US$140m EBIT loss and a 12% revenue drop to US$2.0b, indicating that it is currently a risky investment. Simply Wall St suggests that the company would need to improve its operations and profitability quickly to become an attractive investment.
ProFrac’s Earnings Call: Navigating Challenges and Optimism
ProFrac Holding Corp. recently held its Q3 earnings call, revealing mixed financial performance with declines in revenue and EBITDA, and negative free cash flow due to market volatility and operational inefficiencies. Despite these challenges, the company is implementing cost-saving initiatives targeting $100 million in annual savings by Q2 2026 and strategic financial maneuvers. ProFrac remains optimistic about market recovery and growth opportunities in the natural gas and LNG sectors by 2026, supported by technological advancements.
ProFrac Holding Corp. Reports Third Quarter 2025 Results
ProFrac Holding Corp. announced its financial and operational results for the third quarter ended September 30, 2025, showing a total revenue of $403 million and a net loss of $92 million, reflecting challenging market conditions. The company is implementing business optimization strategies, including cost savings of $85 to $115 million annually, and anticipates sequential improvements in its Stimulation Services and Proppant Production segments for the fourth quarter. ProFrac leadership emphasized financial and operational discipline, aiming for recovery as commodity prices strengthen and the pressure pumping market tightens.
ProFrac (NASDAQ: ACDC) posts $403M revenue with 10% Adjusted EBITDA margin in third quarter
ProFrac Holding Corp. (NASDAQ: ACDC) announced its third-quarter 2025 results, reporting total revenue of $403 million and an Adjusted EBITDA of $41 million, or 10% of revenue. This marks a decrease from the second quarter's $502 million revenue and $79 million Adjusted EBITDA (16% of revenue). The company is implementing a business optimization plan targeting $85 million to $115 million in annualized cash savings by Q2 2026 to navigate challenging market conditions.
ProFrac Holding Corp. Announces Third Quarter 2025 Earnings Release and Conference Call Schedule
ProFrac Holding Corp. (NASDAQ: ACDC) announced it will report its third quarter 2025 financial results and host a conference call on Monday, November 10, 2025, at 11:00 a.m. Eastern / 10:00 a.m. Central. The call will be webcasted, with an archive available for 90 days on the company's investor relations website. ProFrac is an energy services holding company focused on hydraulic fracturing, proppant production, and related services for North American unconventional oil and natural gas E&P.
ProFrac Holding Corp. Reports Full Year and Fourth Quarter 2024 Results
ProFrac Holding Corp. announced its financial and operational results for the full year and fourth quarter ended December 31, 2024, reporting a total revenue of $2.19 billion for the full year and $455 million for the fourth quarter. The company experienced a net loss and lower Adjusted EBITDA compared to 2023, attributing Q4 performance to seasonal budget exhaustion, adverse weather, and pricing pressure. ProFrac is optimistic about 2025, anticipating improved operating efficiencies, growth in its Proppant Production segment, and the launch of its new venture, Livewire Power, for remote power generation solutions.
ProFrac Holding Corp. Announces Proposed Public Offering of Class A Common Stock
ProFrac Holding Corp. announced a proposed underwritten public offering of $75,000,000 of its Class A common stock, with an option for underwriters to purchase an additional $11,250,000. The company plans to use the net proceeds to repay borrowings, pursue investment opportunities, and for working capital. J.P. Morgan Securities LLC and Piper Sandler & Co. are acting as joint book-running managers for the offering.
ProFrac Holding Corp. (NASDAQ:ACDC) Held Back By Insufficient Growth Even After Shares Climb 45%
ProFrac Holding Corp.'s stock price has recently jumped 45%, though it remains down 12% over the last year. Despite a low price-to-sales (P/S) ratio of 0.5x, significantly below the industry average, the company's revenue has declined by 4.1% in the last year, with projections showing a further 4.4% annual decrease for the next three years, contrasting sharply with the broader industry's expected 4.0% growth. This insufficient growth and weak outlook are keeping the P/S ratio low, making a significant stock price increase unlikely without material change.
ProFrac Holding price target lowered to $5 from $6 at Piper Sandler - TipRanks
Piper Sandler analyst Derek Podhaizer lowered the firm's price target on ProFrac Holding (ACDC) to $5 from $6, maintaining a Neutral rating. The reduction reflects a challenging macro backdrop due to fluctuating oil and gas activity and renewed supply/demand concerns with WTI falling below $60/b. The firm continues to favor longer-cycle/production-focused defensive names over U.S. Land companies, anticipating potential upside for the latter no sooner than Q2 2026.
BofA Securities Adjusts ProFrac Price Target to $3.50 From $6.50, Maintains Underperform Rating - MarketScreener
BofA Securities has lowered its price target for ProFrac Holding Corp. to $3.50 from $6.50 and maintained an Underperform rating. This adjustment reflects a significant re-evaluation of the company's prospects by the analyst firm. The article also provides recent news headlines related to ProFrac's stock performance, insider transactions, and financial results.
ProFrac Holding files to sell 3.17M shares of Class A common stock for holders
The article states that ProFrac Holding has filed to sell 3.17 million shares of Class A common stock on behalf of its holders. No further details are provided in the current content.
Insider Spends US$165k Buying More Shares In ProFrac Holding
Matthew Wilks, Executive Chairman & President of ProFrac Holding Corp., recently purchased US$165k worth of company shares at US$3.80 per share, increasing his holding by 2.4%. This follows a larger US$10m insider purchase by Farris Wilks at US$4.00 per share, indicating insider confidence despite the company reporting a loss last year. Overall insider transactions suggest a belief that the current share price of US$3.90 may be undervalued.
Latham & Watkins Advises on ProFrac Holding Corp. Public Offering
Latham & Watkins LLP represented the underwriters in ProFrac Holding Corp.'s public offering of 18,750,000 shares of its Class A common stock. The offering was priced at US$4.00 per share, generating gross proceeds of approximately US$75.0 million. An Austin-based Latham & Watkins team led the corporate advisory, with specialized advice on tax and environmental matters also provided.
Profrac Holding: Thrc Holdings buys $10m in stock
THRC Holdings, LP, along with associated entities, purchased 2,500,000 shares of ProFrac Holding Corp. (NASDAQ: ACDC) Class A common stock for $10 million on August 14, 2025. This insider purchase occurred while the stock was trading near its 52-week low, with analysts projecting significant potential upside. ProFrac Holding also reported Q2 2025 earnings showing a revenue decline and a wider-than-expected loss per share, alongside a recent public offering and a strategic partnership to launch Closed Loop Fracturing technology.
Wilks Farris buys ProFrac holding (ACDC) shares worth $10m
Farris Wilks, a ten percent owner of ProFrac Holding Corp (NASDAQ: ACDC), purchased 2,500,000 shares of the company's Class A common stock for $10 million on August 14, 2025. This transaction increases Wilks' direct ownership to 3,665,132 shares. The article also notes ProFrac Holding Corp's recent Q2 2025 earnings report showing a decline in revenue and a public offering of shares.
First-Ever Automated Closed Loop Fracturing: ProFrac and Seismos Transform Oil Field Operations Nationwide
ProFrac Holding Corp. and Seismos have partnered to launch Closed Loop Fracturing technology across all major U.S. basins, significantly advancing hydraulic fracturing operations. This collaboration introduces both Supervised and Unsupervised Modes, allowing for real-time optimization and fully automated operations, leveraging ProFrac's surface automation and Seismos' subsurface intelligence. This marks the first large-scale deployment of a validated real-time quality control system for automated fracturing, with Seismos acting as an independent auditor of downhole performance.
ProFrac Holding Corp. Announces Pricing of Public Offering of Class A Common Stock
ProFrac Holding Corp. announced the pricing of its public offering of 18,750,000 shares of Class A common stock at $4.00 per share, aiming to raise approximately $75.0 million. The company plans to use the net proceeds to repay borrowings, pursue investment opportunities, and for general corporate purposes. J.P. Morgan Securities LLC and Piper Sandler & Co. are serving as joint book-running managers for the offering.
ProFrac Plans $75M Stock Sale to Cut Debt, Fund Growth Opportunities
ProFrac Holding Corp. announced a proposed underwritten public offering of $75,000,000 of its Class A common stock, with an option for underwriters to purchase an additional $11,250,000. The oilfield services firm intends to use the net proceeds to repay outstanding debt, pursue investment opportunities, and for general corporate purposes. J.P. Morgan Securities LLC and Piper Sandler & Co. are acting as joint book-running managers for the offering.
ProFrac Holding Corp. Reports Second Quarter 2025 Results
ProFrac Holding Corp. (NASDAQ: ACDC) announced its financial and operational results for the second quarter ended June 30, 2025. The company reported total revenue of $502 million and a net loss of $104 million, reflecting market headwinds from commodity price declines. Despite these challenges, ProFrac emphasized successful operational excellence initiatives, including its asset management program and ProPilot automation platform, alongside strategic moves like the Flotek partnership and debt refinancing, positioning it for long-term success and potential market tightening in early 2026.
Profrac holding corp. sees significant stock purchase by Farris Wilks
Farris Wilks, a ten percent owner of ProFrac Holding Corp. (NASDAQ: ACDC), recently acquired 338,756 shares of Class A common stock for approximately $2.35 million. This transaction increases Wilks' total holdings to 1,165,132 shares, signaling significant insider confidence despite the company's recent mixed financial performance and credit rating downgrade. ProFrac reported strong Q1 2025 revenue but missed EPS forecasts and faces liquidity concerns.
Profrac Holding Corp. insider buys $1.7m in stock By Investing.com
THRC Holdings, LP, a ten percent owner of ProFrac Holding Corp. (NASDAQ:PFHC), recently acquired $1.7 million worth of Class A common stock over two days. This significant insider buying activity increased THRC Holdings' total ownership to over 78 million shares, signaling confidence in the company despite analysts' predictions of unprofitability this year. ProFrac also reported robust Q2 2024 operational performance with $579 million in revenue and $136 million adjusted EBITDA, along with strategic acquisitions and market share growth.
ProFrac Holding Corp. Announces First Quarter 2024 Earnings Release and Conference Call Schedule
ProFrac Holding Corp. (NASDAQ: ACDC) announced it will report its first quarter 2024 financial results and host a conference call on Thursday, May 9, 2024, at 11:00 a.m. Eastern / 10:00 a.m. Central. The call will be accessible live via phone or webcast, with replay information provided. ProFrac is a technology-focused energy services company providing hydraulic fracturing and other completion services.
Liberty Energy Disclosed, Infringed Fracking Tech, ProFrac Says
ProFrac Holding Corp. has filed a lawsuit accusing Liberty Energy Inc. of breaking a nondisclosure agreement by publicly sharing confidential information and subsequently developing infringing electric hydraulic fracturing technology. The lawsuit claims Liberty Energy and its unit misappropriated trade secrets and infringed five ProFrac patents to create their "digiFrac" system. The complaint was filed in the US District Court for the Southern District of Texas.
ProFrac adds six frac fleets by completing REV Energy and Producers Service acquisitions
ProFrac Holding Corp. has completed the acquisitions of REV Energy Holdings, LLC and Producers Services Holdings LLC, significantly expanding its frac fleet capacity. These acquisitions add six frac fleets, totaling approximately 404,500 hydraulic horsepower, and a manufacturing facility. ProFrac expects these transactions to be accretive to earnings and cash flow in 2023, bringing its total active fleets to 45 by the end of January.
