ProPetro Holding Corp. (PUMP)

ProPetro Holding Corp.'s stock has shown strong momentum, gaining 99.3% over the past 12 months. Eldridge closed a $350 million lease facility with ProPetro, which saw the stock decrease by 3.02%. ProPetro reported financial results for the fourth quarter and full year of 2025, leading to a 6.24% decrease in stock price. The company announced the pricing of an upsized public offering of common stock, resulting in a 3.33% decrease. ProPetro announced a public offering of common stock, also leading to a 3.33% decrease. PROPWR secured a distributed microgrid contract with Coterra Energy and added 190 megawatts in new orders, which was followed by an 8.08% decrease in the stock. ProPetro reported financial results for the third quarter of 2025. PROPWR signed a long-term 60-megawatt power contract for a hyperscaler data center. The Goldman Sachs Group upgraded ProPetro to a "hold" rating.

ProPetro Holding Corp. experiences demand seasonality for its products and services, anticipating some industry softness due to normal seasonality and budget exhaustion, particularly in the fourth quarter, although demand for its services is generally considered strong.

ProPetro Holding Corp. is a Texas-based oilfield services company operating in the Energy sector, providing services to oil and gas companies involved in North American unconventional resource exploration and production. Its services include hydraulic fracturing, wireline, cementing, and coiled tubing, and it has expanded into power generation services through its PROPWR division, emphasizing next-generation technologies like electric fracturing fleets and gas-fueled power generation assets.

ProPetro Holding Corp. primarily focuses its operations on the Permian Basin, with yards in locations such as Midland, Texas, and has expanded its presence into the Delaware Basin, with operations in Carlsbad and Artesia, NM.

ProPetro Holding Corp. has built a reputation for operational excellence, innovative solutions, and a commitment to safety, particularly in the Permian Basin. The company's transition to advanced fleets and expansion into power services through PROPWR supports its pricing power and is expected to generate stable cash flow. Analyst ratings for PUMP are mixed, with a consensus rating of "Hold" and an average price target of $14.00 as of April 2026, and the company's ability to beat recent earnings and revenue expectations has positively influenced its standing.

ProPetro Holding Corp. has a significant institutional ownership presence, with 219 institutional investors holding 94.0% of outstanding shares as of December 2025. Major institutional shareholders include BlackRock, Inc., Sourcerock Group LLC, Vanguard Group Inc, Dimensional Fund Advisors Lp, Philosophy Capital Management LLC, D. E. Shaw & Co., Inc., Valiant Capital Management, L.P., American Century Companies Inc, Arrowstreet Capital, Limited Partnership, and Charles Schwab Investment Management Inc. As of July 2025, institutional investors held approximately 72.06% of the company's shares, with Exxon Mobil Corp. holding 16.09% and State Street Corp. holding 3.57%. Individual investors collectively own 7.89% of the company's stock.