ACDC

ProFrac Holding Corp.

Nasdaq · Oil & Gas Field Services, NEC · Inc. DE · CIK 0001881487
$7.55 +6.79% $1.4B
17 New Institutional Positions5 Institutional Exits
Vol
Market Cap$1.4B
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$74.4M
Inst. Activity17 buys / 5 sells
SEC Reports2
Exchange Nasdaq·Sector Oil & Gas Field Services, NEC·Inc. DE·CIK 0001881487·Prev Close $7.07

Recent Activity

Jun 1, 2026 short_volume
Short Volume: ACDC — 62.9% short (0.6M / 0.9M)
Short: 575,749 | Exempt: 0 | TRF Vol: 914,912 | Short Ratio: 62.9% | Off-exchange volume (dark pool
May 27, 2026 Insider
Nieuwoudt Stacy Durbin was granted 22,421 shares
Director
May 27, 2026 Insider
Krylov Sergei was granted 22,421 shares
Director
May 27, 2026 Insider
HADDOCK GERALD W was granted 22,421 shares
Director
May 7, 2026 SEC
ProFrac reported Q1 2026 revenue of $449.6M (down 25.1% YoY from $600.3M) and a net loss of $80.8M (vs $15.4M loss in Q1
8-K — Impact 6/10
Apr 13, 2026 SEC
ProFrac Holding Corp. granted performance-based restricted stock units (PSUs) to its executive officers and a special ca
8-K — Impact 3/10
Inst.
MORGAN STANLEY — DOUBLED
541,489 shares ($3.4M)
Inst.
DIMENSIONAL FUND ADVISORS LP — DOUBLED
390,420 shares ($2.4M)

Price Targets

$4.87 -35.5% upside Strong Sell
Current $7.55 Low $2.00 Median $5.60 High $6.00 5 analysts
$2.00 $6.00

Analyst Ratings

Strong Sell0% buy · 10 analysts
0Strong Buy
0Buy
5Hold
3Sell
2Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Piper Sandler MAINTAIN Neutral → Neutral
Apr 15, 2026 Morgan Stanley MAINTAIN Underweight → Underweight
Mar 24, 2026 Morgan Stanley MAINTAIN Underweight → Underweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.29 ▲ +5.5% $-0.31 — $-0.26 32% YoY 3
Next Q $-0.22 ▲ +11.8% $-0.28 — $-0.19 57% YoY 3
Current FY $-1.15 ▲ +3.9% $-1.32 — $-1.03 29% YoY 3
Next FY $-0.45 ▲ +42.2% $-0.95 — $-0.02 61% YoY 3

Latest Reports

BEARISH 8-K 6/10
ProFrac reported Q1 2026 revenue of $449.6M (down 25.1% YoY from $600.3M) and a net loss of $80.8M (vs $15.4M loss in Q1
May 7, 2026
NEUTRAL 8-K 3/10
ProFrac Holding Corp. granted performance-based restricted stock units (PSUs) to its executive officers and a special ca
Apr 13, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$11.5MADD
HOTCHKIS & WILEY CAPITAL$7.8MADD
D. E. Shaw &$7.2MDOUBLED
WELLS FARGO & COMPANY/MN$6.6MADD
CITADEL ADVISORS LLC$4.0M—

Recent Insider Trades

DateInsiderTypeValue
May 27, 2026Nieuwoudt StacyA$0.00
May 27, 2026Krylov SergeiA$0.00
May 27, 2026HADDOCK GERALDA$0.00
May 27, 2026Rinaldi MatthewA$0.00
May 27, 2026GLEBOCKI THERESAA$0.00
50 institutional holders with $74.4M total value (12,023,999 shares) as of 2026-Q1. Top holders: BlackRock,, HOTCHKIS, D.. Net buying activity: 17 institutions added/increased vs 5 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.1,859,463$11.5M15.5%ADD +78.1%
2HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1,252,080$7.8M10.4%ADD +27.8%
3D. E. Shaw & Co., Inc.1,162,917$7.2M9.7%DOUBLED +529.2%
4WELLS FARGO & COMPANY/MN1,067,776$6.6M8.9%ADD +69.0%
5CITADEL ADVISORS LLC644,159$4.0M5.4%—
6MORGAN STANLEY541,489$3.4M4.5%DOUBLED +106.7%
7STATE STREET CORP532,230$3.3M4.4%—
8TUDOR INVESTMENT CORP ET AL475,618$2.9M4.0%—
9GOLDMAN SACHS GROUP INC398,202$2.5M3.3%—
10DIMENSIONAL FUND ADVISORS LP390,420$2.4M3.3%DOUBLED +156.5%
11Point72 Asset Management, L.P.388,964$2.4M3.2%DOUBLED +592.8%
12MARSHALL WACE, LLP281,149$1.7M2.3%TRIM -71.0%
13VANGUARD CAPITAL MANAGEMENT LLC239,244$1.5M2.0%—
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC211,955$1.3M1.8%TRIM -26.6%
15WELLINGTON MANAGEMENT GROUP LLP191,870$1.2M1.6%DOUBLED +727.1%
16BARCLAYS PLC176,948$1.1M1.5%—
17BANK OF AMERICA CORP /DE/175,664$1.1M1.5%DOUBLED +186.9%
18VANGUARD PORTFOLIO MANAGEMENT LLC165,438$1.0M1.4%—
19Mariner, LLC155,311$963.0K1.3%ADD +58.9%
20RENAISSANCE TECHNOLOGIES LLC140,700$872.3K1.2%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
MORGAN STANLEYDOUBLED261,973541,489+106.7%$3.4M2026-Q1
DIMENSIONAL FUND ADVISORS LPDOUBLED152,210390,420+156.5%$2.4M2026-Q1
Point72 Asset Management, L.P.DOUBLED56,146388,964+592.8%$2.4M2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM288,699211,955-26.6%$1.3M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPDOUBLED23,198191,870+727.1%$1.2M2026-Q1
BANK OF AMERICA CORP /DE/DOUBLED61,235175,664+186.9%$1.1M2026-Q1
Mariner, LLCADD97,738155,311+58.9%$963.0K2026-Q1
AMERIPRISE FINANCIAL INCTRIM188,300114,610-39.1%$710.6K2026-Q1
SEI INVESTMENTS COADD52,18699,986+91.6%$619.9K2026-Q1
CWM, LLCADD56,60472,393+27.9%$448.8K2026-Q1
Jain Global LLCADD41,20068,044+65.2%$421.9K2026-Q1
Invesco Ltd.NEAR_EXIT240,65550,771-78.9%$314.8K2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCADD28,74245,345+57.8%$275.7K2026-Q1
Cerity Partners LLCADD25,74239,840+54.8%$247.0K2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDNEAR_EXIT148,10033,700-77.2%$208.9K2026-Q1
DEUTSCHE BANK AG\ADD15,60924,658+58.0%$152.9K2026-Q1
CAPTRUST FINANCIAL ADVISORSADD14,38920,426+42.0%$126.6K2026-Q1
GROUP ONE TRADING LLCNEAR_EXIT71,1726,003-91.6%$37.2K2026-Q1
Allworth Financial LPADD2,4053,527+46.7%$21.9K2026-Q1
Russell Investments Group, Ltd.ADD1,0891,639+50.5%$10.2K2026-Q1
HRT FINANCIAL LPADD382,837719,656+88.0%$4.5K2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/ADD11,61520,888+79.8%$130.002026-Q1
BlackRock, Inc.ADD1,003,0221,786,669+78.1%$7.0M2025-Q4
D. E. Shaw & Co., Inc.DOUBLED160,9991,012,939+529.2%$3.9M2025-Q4
MARSHALL WACE, LLPTRIM1,100,572319,642-71.0%$1.2M2025-Q4
12 unique insiders with 35 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 27, 2026Nieuwoudt Stacy DurbinDirectorAWARD22,421——
May 27, 2026Krylov SergeiDirectorAWARD22,421——
May 27, 2026HADDOCK GERALD WDirectorAWARD22,421——
May 27, 2026Rinaldi Matthew DanielDirectorAWARD22,421——
May 27, 2026GLEBOCKI THERESADirectorAWARD22,421——
Apr 7, 2026Wilks MatthewExecutive ChairmanAWARD287,500——
Apr 7, 2026Wilks Johnathan LaddChief Executive OfficerAWARD287,500——
Apr 7, 2026Harbour AustinChief Financial OfficerAWARD270,000——
Apr 7, 2026Scrogham StevenCLO, CCO & Corp. Sec.AWARD150,000——
Apr 7, 2026Spriggs JeremyChief Operations OfficerAWARD150,000——
Apr 7, 2026Greenwood Matthew AChief Commercial OfficerAWARD150,000——
Apr 7, 2026Henry Michael SPrincipal Accounting OfficerAWARD39,188——
Mar 31, 2026Greenwood Matthew AChief Commercial OfficerTAX W/H4,151——
Mar 31, 2026Wilks MatthewExecutive ChairmanD8,254$6.20$51.2K
Mar 31, 2026Wilks MatthewExecutive ChairmanTAX W/H2,658——
Mar 31, 2026Greenwood Matthew AChief Commercial OfficerD7,564$6.20$46.9K
Mar 31, 2026Wilks Johnathan LaddChief Executive OfficerD7,673$6.20$47.6K
Mar 31, 2026Wilks Johnathan LaddChief Executive OfficerTAX W/H2,470——
Mar 27, 2026Henry Michael SPrincipal Accounting OfficerEXERCISE10,539——
Mar 27, 2026Greenwood Matthew AChief Commercial OfficerTAX W/H12,238——
Mar 27, 2026Scrogham StevenCLO, CCO & Corp. Sec.D5,366$6.63$35.6K
Mar 27, 2026Scrogham StevenCLO, CCO & Corp. Sec.TAX W/H11,938——
Mar 27, 2026Greenwood Matthew AChief Commercial OfficerD5,366$6.63$35.6K
Mar 27, 2026Harbour AustinChief Financial OfficerD19,624$6.63$130.1K
Mar 27, 2026Harbour AustinChief Financial OfficerTAX W/H12,191——
Mar 27, 2026Wilks Johnathan LaddChief Executive OfficerD19,650$6.63$130.3K
Mar 27, 2026Wilks MatthewExecutive ChairmanTAX W/H14,477——
Mar 27, 2026Wilks Johnathan LaddChief Executive OfficerTAX W/H13,895——
Mar 27, 2026Wilks MatthewExecutive ChairmanD21,363$6.63$141.6K
Mar 9, 2026Scrogham StevenCLO, CCO & Corp. Sec.AWARD31,047——
Mar 9, 2026Harbour AustinChief Financial OfficerAWARD72,364——
Mar 9, 2026Greenwood Matthew AChief Commercial OfficerAWARD41,790——
Sep 9, 2025Wilks Johnathan LaddChief Executive OfficerJ54,857——
May 29, 2025HADDOCK GERALD WDirectorAWARD18,916——
Mar 28, 2025Henry Michael SPrincipal Accounting OfficerAWARD31,615——
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.5/10.
BEARISH 8-K 6/10
ProFrac reported Q1 2026 revenue of $449.6M (down 25.1% YoY from $600.3M) and a net loss of $80.8M (
May 7, 2026
NEUTRAL 8-K 3/10
ProFrac Holding Corp. granted performance-based restricted stock units (PSUs) to its executive offic
Apr 13, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (0% buy). Based on 10 analysts: 0 strong buy, 0 buy, 5 hold, 3 sell, 2 strong sell.

Analyst Price Targets

$4.87 mean target -35.5% upside Strong Sell (3.00)
$2.00 Low $6.00 High
MetricValue
Current Price$7.55
Target Low$2.00
Target Mean$4.87
Target Median$5.60
Target High$6.00
# Analysts5
RecommendationStrong Sell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.29 $-0.31 $-0.26 32.5% +5.5% 2↑ 1↓ $0.5B -0.6% 3
Next Q
2026-09-30
 $-0.22 $-0.28 $-0.19 56.5% +11.8% 3↑ 0↓ $0.5B 31.0% 3
Current FY
2026-12-31
 $-1.15 $-1.32 $-1.03 28.7% +3.9% 2↑ 1↓ $1.9B -0.3% 3
Next FY
2027-12-31
 $-0.45 $-0.95 $-0.02 61.3% +42.2% 3↑ 0↓ $2.2B 15.2% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.287
7d ago$-0.287
30d ago$-0.303+0.017
60d ago$-0.280-0.007
90d ago$-0.360+0.073
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Piper Sandler MAINTAIN Neutral Neutral
Apr 15, 2026 Morgan Stanley MAINTAIN Underweight Underweight
Mar 24, 2026 Morgan Stanley MAINTAIN Underweight Underweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026005320%
May 1, 2026005320%
Apr 1, 2026005320%
Mar 1, 2026005320%
Feb 1, 2026005320%
Jan 1, 2026005320%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 1, 2026
short_volume
Short Volume: ACDC — 62.9% short (0.6M / 0.9M)
Short: 575,749 | Exempt: 0 | TRF Vol: 914,912 | Short Ratio: 62.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
earnings_calendar
ACDC Q1 2026 Earnings Scheduled — 2026-05-13
May 7, 2026
earnings_calendar
ACDC Q1 2026 Earnings Scheduled — 2026-05-07
May 7, 2026
short_volume
Short Volume: ACDC — 65.7% short (0.7M / 1.0M)
Short: 680,091 | Exempt: 37,966 | TRF Vol: 1,035,390 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
ACDC Q1 2026 Earnings Scheduled — 2026-05-05
May 4, 2026
short_volume
Short Volume: ACDC — 60.1% short (0.4M / 0.7M)
Short: 447,274 | Exempt: 0 | TRF Vol: 743,721 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: ACDC — 57.8% short (0.5M / 0.8M)
Short: 458,019 | Exempt: 0 | TRF Vol: 792,867 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: ACDC — 59.6% short (0.3M / 0.5M)
Short: 303,126 | Exempt: 0 | TRF Vol: 508,200 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: ACDC — 72.1% short (0.4M / 0.6M)
Short: 415,642 | Exempt: 12 | TRF Vol: 576,183 | Short Ratio: 72.1% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: ACDC — 56.0% short (0.4M / 0.8M)
Short: 444,164 | Exempt: 2,086 | TRF Vol: 793,703 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Mar 12, 2026
earnings_calendar
ACDC Q4 2025 Earnings Before Market Open — 2026-03-12
Mar 4, 2026
short_interest
FTD: ACDC — 381,071 shares ($1.9M) failed to deliver
Settlement: 20260304, Price: $5.01, FTD Value: $1,909,165.71, PROFRAC HLDG CORP CL A (DE)
Mar 4, 2026
earnings_calendar
ACDC Q4 2025 Earnings Before Market Open — 2026-03-04