Oilfield Services & Energy Equipment Manufacturing
Strategic Profile
The company operates through three segments—Stimulation Services, Proppant Production, and Manufacturing—where it manufactures and sells high horsepower pumps, valves, piping, swivels, large-bore manifold systems, and fluid ends. ProFrac has adopted next-generation technologies such as electric frac fleets and digital operational systems, underscoring its commitment to innovation in the energy services industry.
Cyborg Score Rationale
In 2024, ProFrac revenue declined 16.7% to $2.19 billion, with losses of $219.9 million, 104.6% higher than 2023. Analyst consensus is weak, with three Hold and three Sell ratings, resulting in an average rating of 'Reduce' with a $5.38 target price. The company faces near-term headwinds from cyclical energy market pressures.
Top Insights
Revenue declined 16.7% year-over-year to $2.19 billion in 2024, indicating weakness in upstream spending
Market cap of $895 million with a negative PE ratio and debt-to-equity ratio of 0.96 reflects financial stress
Vertically integrated model minimizes downtime and boosts operational efficiency through streamlined operations
Operates across key North American regions including West Texas, East Texas/Louisiana, South Texas, Oklahoma, Uinta, and Appalachia
Named Competitors
Hydraulic Fracturing Services — Pure-play hydraulic fracturing service provider
Integrated Oilfield Services — International well services provider
Frac Services and Equipment — Proppant and completion services competitor
Recent Developments
(March 2026) Q4 2025 earnings expected to be announced before market open on March 9, 2026
(January 2026) Zacks Research upgraded rating from strong sell to hold
(August 2025) Completed underwritten public offering of 18.75 million shares
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