Mammoth Energy Services, Inc. (TUSK)

Mammoth Energy Services' stock has been impacted by several events over the past six months. In Q3 2025, Mammoth reported a miss in EPS and revenue, leading to a stock decline, despite a strong cash position. The sale of Aquawolf LLC resulted in a stock rise. Q2 2025 saw a revenue miss but positive EPS. The stock experienced fluctuations due to investor interest and the company's focus on natural gas development. Mammoth Energy Services announced it will host a conference call to discuss its fourth-quarter and full-year 2025 results.

Demand for Mammoth Energy Services' products and services exhibits seasonality, particularly in its well completion and infrastructure segments. Well completion services are dependent on the natural gas market. Infrastructure services benefit from grid hardening, broadband expansion, and data center investment. The sand division experienced increased demand in Q1 2024, but Q3 2025 saw a decline in sand segment revenue. Seasonal weather trends can provide a tailwind for heating-related rental assets during winter months.

Mammoth Energy Services, Inc. is an integrated energy services company providing services and products to the oil and natural gas and infrastructure industries. The company focuses on the exploration and development of North American onshore unconventional oil and natural gas reserves, as well as the construction and repair of the electric grid. The company's services include well completion, infrastructure, natural sand proppant, drilling, rental, and accommodation services. In June 2025, Mammoth sold equipment used in its hydraulic fracturing business. In December 2025, Mammoth completed the sale of its engineering unit, Aquawolf LLC.

Mammoth Energy Services provides its services and products across the United States and in Alberta, Canada.

Mammoth Energy Services' brand reputation has been influenced by its financial performance and strategic restructuring. Significant net losses could negatively impact investor confidence. The divestiture of non-core assets and focus on higher-return businesses indicate a proactive management approach. An analyst's comment suggests a potential challenge to its reputation for strategic clarity among some investors.

Mammoth Energy Services, Inc. has a significant concentration of ownership among institutional investors. Major institutional owners include Wexford Capital Lp, Adage Capital Partners Gp, L.L.C., and BlackRock, Inc. Institutional investors held approximately 79.67% of the stock, while insiders held about 2.10% as of early 2026.