ProFrac Holding Corp. is rated a 'cautious BUY' due to improving frac fleet utilization and pricing, but its high leverage limits upside. ACDC's base-case valuation is $5.65–$5.75/share (25–28% upside), with downside to $2.70 and bull-case upside to $9–$10 if the industry tightens. Key risks include over $1B in debt, negative free cash flow, and competitive headwinds in Proppant; deleveraging is critical for equity holders.

ProFrac (NASDAQ: ACDC - Get Free Report) and LandBridge (NYSE: LB - Get Free Report) are both energy companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, profitability, dividends, institutional ownership, risk and earnings. Earnings and Valuation This table compares ProFrac and LandBridge"s top-line

ProFrac Holding Corp. (ACDC) came out with a quarterly loss of $0.44 per share versus the Zacks Consensus Estimate of a loss of $0.29. This compares to a loss of $0.67 per share a year ago.

While the top- and bottom-line numbers for ProFrac Holding Corp. (ACDC) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

ProFrac Holding Corp. (ACDC) Q2 2026 Earnings Call Transcript

ProFrac NASDAQ: ACDC reported higher second-quarter revenue and adjusted EBITDA as its stimulation-services business benefited from improved efficiency, modestly better pricing and fewer weather-related disruptions than in the prior quarter. The company also said it refinanced its asset-based lending facility and announced a leadership transition effective Aug. 7.

WILLOW PARK, Texas--(BUSINESS WIRE)--ProFrac Holding Corp. (NASDAQ: ACDC) (“ProFrac”, or the “Company”) today announced financial and operational results for its 2026 second quarter ended June 30, 2026. Second Quarter 2026 Results Total revenue was $498 million compared to first quarter revenue of $450 million Net loss was $75 million compared to net loss of $81 million in the first quarter Adjusted EBITDA¹ was $69 million compared to $54 million in the first quarter; 14% of revenue in the seco.

WILLOW PARK, Texas--(BUSINESS WIRE)--ProFrac Holding Corp. (NASDAQ: ACDC) ("ProFrac" or the "Company") announced today that it will report its second quarter 2026 financial results prior to the Company's conference call, which will be webcasted on Thursday, August 6, 2026, at 11:00 a.m. Eastern / 10:00 a.m. Central. To register for and access the event, please click here. An archive of the webcast will be available shortly after the call's conclusion on the IR Calendar section of ProFrac's inve.

Here is how ProFrac Holding Corp. (ACDC) and HF Sinclair (DINO) have performed compared to their sector so far this year.

ProFrac Holding Corp. (NASDAQ: ACDC) ("ProFrac" or the "Company") today announced that, on July 1, 2026, ProFrac Holdings II, LLC, as borrower (the “ABL Borr