ProFrac Holding stock | 2026 rating, price & analyst opinions

ProFrac Holding

NasdaqGS:ACDC

$ 6,63

$-0,08 (-1,19%)

6,63 $

$-0,08 (-1,19%)

End-of-day quote: 03/27/2026

ProFrac Holding Stock Value

The current analyst recommendation for NasdaqGS:ACDC is: Underperform.

Underperform

ProFrac Holding Company Info

EPS Growth 5Y

-60,59%

Market Cap

$1,20 B

Long-Term Debt

$0,88 B

Short Interest

2,75%

Quarterly earnings

05/06/2026 (E)

Dividend

$0,00

Dividend Yield

0,00%

Founded

2016

Industry

Energy

Country

United States

ISIN Number

US74319N1000

Website

http://www.pfholdingscorp.com

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

$5,00

-24.59%

Last Update: 03/28/2026

Analysts: 5

Highest Price Target $5,00

Average Price Target $5,00

Lowest Price Target $2,00

In the last five quarters, ProFrac Holding’s Price Target has fallen from $16,09 to $7,40 - a -54,01% decrease. Four analysts predict that ProFrac Holding’s share price will fall in the coming year, reaching $5,00. This would represent a decrease of -24,59%.

Top growth stocks in the energy sector (5Y.)

What does ProFrac Holding do?

ProFrac Holding Corp. (‘ProFrac’) operates as a technology-focused, vertically integrated, innovation-driven energy services holding company. The company provides hydraulic fracturing, proppant production, other completion services, and other complementary products and services, including distributed power generation, to leading upstream oil and natural gas companies engaged in the exploration and production (‘E&P’) of North American unconventional oil and natural gas resources throughout the...

ProFrac Holding Corp. (‘ProFrac’) operates as a technology-focused, vertically integrated, innovation-driven energy services holding company.

The company provides hydraulic fracturing, proppant production, other completion services, and other complementary products and services, including distributed power generation, to leading upstream oil and natural gas companies engaged in the exploration and production (‘E&P’) of North American unconventional oil and natural gas resources throughout the United States. ProFrac was built to be the go-to service provider for E&P companies' most demanding hydraulic fracturing needs.

The company employs a differentiated business model, focused on vertical integration, technological innovation, and actively acquiring assets and businesses that expand its capabilities. In combination with its technical expertise, its ability to design and manufacture equipment, and produce proppant positions the company to custom-tailor its products and services to meet the needs of its customers.

The company’s operations are focused on the most active unconventional regions in the United States, where it has cultivated deep and longstanding customer relationships with some of those regions’ leading E&P companies. It was among the largest well stimulation services providers in the United States, with 28 active fleets as of December 31, 2024. The company operates throughout nearly all major unconventional oil and gas basins in the United States, and its scale and geographical footprint provide it with both operating leverage, as well as exposure to a diversified customer and commodity mix.

The company is also among the largest producers of in-basin frac sand in the United States, with approximately 21.5 million tons of annual nameplate capacity across eight frac sand mines, including the company’s idled Merryville Sand Mine, in the Haynesville Shale in East Texas, Louisiana, and Arkansas (the ‘Haynesville’), the Permian Basin in West Texas and New Mexico (the ‘Permian’), and the Eagle Ford Shale in South Texas (the ‘Eagle Ford’).

The company’s business combines a young fleet of modern, technologically advanced pressure pumping equipment with vertically integrated proppant, chemicals, and manufacturing, enabling it to deliver premium products and service quality while maintaining an advantaged cost structure.

Operating Segments

ProFrac Corp. operates in three business segments: Stimulation Services, Proppant Production, and Manufacturing.

Stimulation Services Segment

ProFrac is one of the largest providers of well stimulation services in the United States. As of December 31, 2024, the company had 28 active fleets. Of the company’s active fleets, 15 are Tier IV fleets (14 of which are dual fuel or DGB equipment), nine are Tier II (two of which are dual fuel equipment), and four are electric fleets. The company’s operations are focused on the Permian, Eagle Ford, Haynesville, Appalachia, the Bakken, and the Rockies. With the company’s broad operating footprint, it is able to serve a diversified base of E&P customers that are developing both oil and natural gas reserves.

The company’s hydraulic fracturing fleets have been designed to handle the most demanding well completions, which are characterized by higher pumping pressures, higher pumping volumes, and longer horizontal wellbores. Through the company’s integrated asset management program, it continues to upgrade and overhaul its fleets. This program is designed to deliver field-ready equipment that is engineered for reliability, purpose-built to meet customer requirements, and standardized in both appearance and operation. By centralizing asset management, the company is able to manage equipment availability holistically, which enables its operating regions to focus on executing operations efficiently at the wellhead.

In addition to the company’s diesel-burning and dual-fuel fleets, it is one of the largest providers of electric-powered fleets in the industry. This technology utilizes electric motors powered by lower-cost, lower-emission power solutions, primarily using on-site generation from natural gas produced and conditioned in the field or compressed natural gas (‘CNG’).

The company’s Stimulation Services competitors include Halliburton Company, Liberty Energy Inc., ProPetro Holding Corp., and Patterson-UTI Energy, Inc., among others.

Proppant Segment

The company is among the largest producers of in-basin frac sand in the United States, with approximately 21.5 million tons of annual nameplate capacity across eight frac sand mines, including the company’s idled Merryville Sand Mine, in the Haynesville Shale in East Texas, Louisiana, and Arkansas (the ‘Haynesville’), the Permian Basin in West Texas and New Mexico (the ‘Permian’), and the Eagle Ford Shale in South Texas (the ‘Eagle Ford’).

The company’s scale enables it to be a reliable, low-cost producer for customers in the areas in which it operates. The company’s mines are strategically located throughout some of the most active crude oil and natural gas production markets: the Haynesville, Permian, and Eagle Ford. The company’s geographic diversification, as well as diversification across oil and natural gas production, allows it the flexibility to respond to market volatility. The proximity of the company’s mines to the areas in which its customers operate allows them to lower transportation costs, reduce transportation time, improve reliability of delivery, reduce downtime, store less proppant on-site, and increase operational efficiencies.

Competitors to the company’s Proppant Production segment include Atlas Energy Solutions Inc., Badger Mining Corporation, Iron Oak Energy Solutions, Freedom Proppant, High Roller Sand, Signal Peak Silica, the U.S. Silica Inc., Vista Minerals, and Capital Sand Company, among others.

Manufacturing Segment

The company operates facilities in which it assembles new fleets, refurbishes existing fleets, rebuilds engines and transmissions, and manufactures many of the components used by its fleets, including pumps, fluid ends, power ends, flow iron, and other consumables. These facilities perform substantially all of the maintenance, repair, and servicing of its hydraulic fracturing fleets, as well as provide in-house manufacturing capacity that enables cost-advantaged growth and maintenance. Additionally, the company’s internal manufacturing capabilities enable it to upgrade and modernize acquired fleets in a cost-efficient manner.

Vertical integration enables the company to realize a lower capital investment and operating expense by capturing the margin of manufacturing and/or maintenance, and by enabling the ongoing improvement of its equipment and processes as part of a continuous research and development cycle. The company’s approach to growing, maintaining, and modernizing its fleets helps it mitigate supply chain constraints that have disrupted competitors’ and customers’ operations in the past. The company’s in-house manufacturing capabilities also allow it to rapidly implement new technologies in a cost-effective manner.

The company’s manufacturing capabilities and control over the manufacturing process have allowed it to design and build hydraulic fracturing fleets to uniform specifications intended for deployment in resource basins requiring high levels of pressure, flow rate, and sand intensity. The standardized, modular configuration of the company’s equipment provides it with several competitive advantages, including reduced repair and maintenance costs, reduced downtime, reduced inventory costs, reduced complexity in its operations, training efficiencies, and the ability to redeploy equipment among operating basins.

Competitors to the company’s Manufacturing segment include Caterpillar, Inc., Gardner Denver, and EnQuest Energy Solutions, among others.

Other Business Activities

The company’s other business activities have historically consisted of Flotek Industries. In May 2024, the company formed a new entity, Livewire Power, LLC (‘Livewire’), which began operations in October 2024 and is reported under other business activities. Livewire enables onsite power generation services for oilfield and non-oilfield customers that require off-grid power solutions. Livewire’s power generation equipment consists of owned and leased natural gas reciprocating engines and turbine assets. Competitors include Life Cycle Power, Voltagrid LLC, Solaris Energy Infrastructure, Inc., Liberty Energy Inc., and Gensystems Power Solutions, among others.

Flotek creates unique solutions to reduce the environmental impact of energy on air, water, land, and people. As a technology-driven, specialty green chemistry and data company, Flotek helps customers across industrial and commercial markets improve their environmental performance. Flotek serves specialty chemistry needs for both domestic and international energy markets. Flotek’s Chemistry Technologies segment designs, develops, manufactures, packages, and distributes green, specialty chemicals that help customers improve their return on invested capital, lower operational costs, and realize tangible environmental benefits aimed at enhancing the profitability of hydrocarbon producers.

Acquisition

In April 2024, the company acquired all of the remaining equity interests of Basin Production and Completion LLC (‘BPC’). BPC is the parent company of FHE USA LLC, which manufactures equipment used in the hydraulic fracturing industry.

In June 2024, the company acquired 100% of the issued and outstanding capital stock of Advanced Stimulation Technologies, Inc. (‘AST’), a pressure pumping services provider serving the Permian Basin.

In June 2024, the company acquired 100% of the issued and outstanding common stock of NRG Manufacturing, Inc., which manufactures equipment used in the hydraulic fracturing industry, and its affiliate, AMI US Holdings, Inc., which develops commercial software used in the hydraulic fracturing industry (collectively, ‘NRG’).

Customers

The company’s customers consist primarily of E&P companies in the continental United States.

Seasonality

Historically, the company’s operations have been subject to seasonal factors, and its historical financial results reflect seasonal variations. For example, it has observed a slowdown or pause by its customers around the holiday season in the fourth quarter (year ended: December 31, 2024).

Intellectual Property

The company has been granted over 149 patents worldwide, which begin to expire in late 2032. It has over 160 additional patent applications pending worldwide. Many of these patents were filed in an effort to protect USWS electric fleet technology from being duplicated by competitors.

Environmental and Occupational Health and Safety Regulations

The company handles, transports, stores, and disposes of wastes that are subject to the Resource Conservation and Recovery Act (‘RCRA’) and comparable state laws and regulations, which affect its activities by imposing requirements regarding the generation, transportation, treatment, storage, disposal, and cleanup of hazardous and non-hazardous wastes.

The company has joined the Candidate Conservation Agreement with Assurances (‘CCAA’) in an effort to mitigate potential impacts on its business of a listing of the Dunes Sagebrush Lizard by the U.S. Fish & Wildlife Service (‘FWS’).

The company is also subject to The Occupational Safety and Health Act’s (‘OSHA’) standards for worker exposure to silica, which went into effect on June 23, 2021, for hydraulic fracturing activities.

The company’s sand mining operations are subject to the oversight of the U.S. Mine Safety and Health Administration (‘MSHA’), which is administered by the Department of Labor’s (‘DOL’) and is the primary regulatory agency with jurisdiction over the commercial silica industry. The Federal Mine Safety and Health Act of 1977 (‘FMSHA’) imposes stringent health and safety standards on numerous aspects of the company’s operations, inclusive of mineral extraction and processing operations, transportation and transloading of silica, and delivery of silica sand to well sites. These standards include, among others, the training of personnel, operating procedures, operating and safety equipment, and other matters.

History

ProFrac Holding Corp., a Delaware corporation, was founded in 2016. The company was incorporated in 2021.

ProFrac Holding Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Revenue distribution by industry:** - Oil and gas extraction: 70% - Hydraulic fracturing services: 20% - Equipment rental and sales: 10% **TOP 3 markets and their percentage shares:** - USA: 60% - Canada: 25% - Mexico: 15% ProFrac Holding Corp. generates the majority of its revenue from oil and...

At which locations are the company’s products manufactured?

**Production Sites:** USA (Headquarters in Willow Park, Texas) ProFrac Holding Corp. is a leading company in the field of hydraulic fracturing and has its production facilities mainly in the United States. The company's headquarters is located in Willow Park, Texas, from where it coordinates a...

What strategy does ProFrac Holding pursue for future growth?

**Strategy for Future Growth:** ProFrac Holding Corp. pursues a strategy focused on expansion and innovation. The company plans to enhance its market presence through strategic acquisitions to strengthen its capabilities and services in the field of hydraulic fracturing. This allows ProFrac to ben...

Which raw materials are imported and from which countries?

**Commodities/Materials:** Sand, Chemicals, Equipment **Import Countries:** Canada, China, Mexico ProFrac Holding Corp. is a company operating in the field of hydraulic fracturing. Among the essential commodities and materials imported by the company are sand, which is used as a proppant in the fr...

How strong is the company’s competitive advantage?

**Market Share:** Estimated 10% in the US fracking market (2026) **Technological Innovations:** High use of more environmentally friendly fracking technologies **Customer Satisfaction:** Above average according to industry surveys (2025) ProFrac Holding Corp. has gained a significant competitiv...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** 65% (estimated, 2026) **Insider Buys/Sells:** No significant transactions reported (2026) The institutional investor share in ProFrac Holding Corp. is estimated to be around 65%. This suggests that a large portion of the shares are held by major financial institu...

What percentage market share does ProFrac Holding have?

**Market share of ProFrac Holding Corp.:** Estimate: 12% (2026) **Main competitors and their market shares:** 1. **Halliburton:** 18% 2. **Schlumberger:** 16% 3. **Baker Hughes:** 14% 4. **ProFrac Holding Corp.:** 12% 5. **Liberty Oilfield Services:** 10% 6. **NexTier Oilfield Solutions:** 8% 7. **...

Is ProFrac Holding stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **EBITDA Margin:** 22% (2025) **Debt Ratio:** 45% (2025) ProFrac Holding Corp. achieved a revenue growth of 8.5% in 2025, indicating solid demand in the energy sector. The EBITDA margin of 22% shows that the company operates efficiently and has good profitability. T...

Does ProFrac Holding pay a dividend – and how reliable is the payout?

**Dividend Yield:** 0% (2026) ProFrac Holding Corp. (NasdaqGS:ACDC) currently does not pay any dividends. The company has historically focused on reinvesting in growth and expanding its business operations. The reliability of dividend payments is therefore not guaranteed, as no distributions are m...

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ProFrac Holding Stock Value

ProFrac Holding Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does ProFrac Holding do?

ProFrac Holding Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Explore

ProFrac Holding Stock Value

ProFrac Holding Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the energy sector (5Y.)

What does ProFrac Holding do?

ProFrac Holding Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.