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ProFrac: Middle East War Not The Only Reason It's Going Up

Source: SeekingAlpha

2026-03-24 07:15:30 ET

Investment thesis

ProFrac ( ACDC ) is among the largest U.S. completions players. It offers hydraulic fracturing (fracking) services, supplies proppant/sand, and owns a controlling stake in Flotek ( FTK ), a listed company with a focus on production chemicals. As a measure of ProFrac's competitive position, DrillSource sizes the U.S. frac market at $16 billion annually. ProFrac's frac revenue of $1.5 billion is almost 10% of it....

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ProFrac: Middle East War Not The Only Reason It's Going Up
ProFrac Holding Corp.

NASDAQ: ACDC

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$976,704,388
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43
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