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PUPUMP

ProPetro Holding Corp.

$PUMP·$1.3B·Oil & Gas Equipment & Services·Energy
$11.23+2.3%YTD+19.1%1Y+118.3%
Mentions · last 7 days
2026-08-21: 1,130 posts2026-08-22: 1,487 posts5,913+32%
Price updated 12m ago·X counts updated 9d ago
PUPUMP
$PUMPProPetro Holding Corp.
$11.23+2.28%5.9k posts+32%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $PUMP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Comeback attemptCooling offAI verdict · as of 2026-08-30

Catching its breath after a run — could pick back up or fade from here.

The frac-services business is fading, but the pivot into oilfield power generation is what has doubled the stock.

ProPetro is a Permian-basin fracking-services company that has been quietly reinventing itself as a power-generation supplier to the oil patch under its new PROPWR unit. The stock is up 118% over twelve months on that reinvention story, even as the legacy frac numbers keep sliding.

  • The legacy business is still contracting: revenue has stepped down from $326M to $293M to $290M to $270M across the last four quarters, and gross margin sits around 8% — a services business at mid-cycle at best, which is why analysts model only about $0.05 in EPS for the full year against a $1.35B cap.
  • The PROPWR pivot is the actual bull case: the market is now pricing PUMP as a power-generation lease business for Permian operators rather than a pure fracker — that shift is what supports a doubling of the stock even while frac revenue is falling, and it's why the analyst top-line still holds ~$1.23B for the year.
  • The X ticker signal is unusable here: nearly every $PUMP post is about the Pumpfun Solana launchpad token, not this equity, so any bullish sentiment score for the day is noise — the real story is the boring quarterly transition from services to lease-based revenue.

A Q3 print on Nov 4 that shows PROPWR revenue meaningfully growing and offsetting the frac decline is what validates the turnaround; another sequential revenue step-down with no PROPWR break-out in the mix pulls the stock back toward book.

What to watch: The Nov 4 Q3 print — the PROPWR contribution to revenue and the disclosed contracted power capacity. A flat PROPWR number with continued frac declines is the setup that snaps the reinvention story.

On the calendar: 2026-11-04 — Q3 earnings

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X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment177 posts analyzed · as of 2026-08-30

The stream is essentially off-topic: nearly every post covers the Pumpfun crypto token, tracking daily buybacks above $1M, monthly revenue running near $54M, and PvP-versus-PvE takes on Solana and Robinhood-chain launchpads. Comparisons to Hyperliquid and Pons dominate the debate, alongside repeated calls for a $20B FDV. Substantive discussion of any equity behind the ticker is essentially absent, so no meaningful stock-level sentiment can be read from the corpus.

Read the AI verdict + X sentiment for $PUMP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides hydraulic fracturing services to E&P companies in the Permian Basin and other US oil basins; oilfield services pure-play.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Equipment & Services sits in its cycle right now — and what that implies for $PUMP.

Oil & Gas Equipment & Services · Energy

Offshore rig demand and international E&P spending underpin services pricing; deepwater day rates are the leading indicator of cycle durability. North American land activity is softer, so international mix matters for top-line growth.

What this means for $PUMP

Partial — upstream oil & gas exposure ties to commodity price cycle; Based in Midland, Texas, ProPetro Holding Corp.

Top industry ETF

$OIHVanEck Oil Services ETF
+37.1%YTD
+63.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-138.7How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.1%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
-1.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-0.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-1.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
8.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$-0.07$-0.01-767.4%
Q1 2026Apr 30, 2026$-0.03$-0.12+75.0%
Q4 2025Feb 18, 2026$0.01$-0.13+107.7%
Q3 2025Oct 29, 2025$-0.02$-0.11+81.8%
Next earningsWed, Nov 4·consensus EPS $-0.01

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$270.7M-24.7%6.8%-3.2%$-0.03$-40.6M
Q4 FY25$289.7M-9.6%11.7%1.7%$0.01$14.8M
Q3 FY25$293.9M-18.6%5.4%-2.1%$-0.02$-2.4M
Q2 FY25$326.2M-8.6%9.1%-1.0%$-0.07$17.1M

Forward consensus

4-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.2B$1.2B – $1.2B$0.05-$0.23 – $0.463
FY27$1.4B$1.4B – $1.5B$0.43$0.02 – $0.966
FY28$1.6B$1.6B – $1.8B$1.45$1.40 – $1.554
FY29$1.6B$1.6B – $1.7B$0.00$0.00 – $0.003

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.46%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-13.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 90.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.785-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 4Adam MunozCOO70.7K sh$790KSellAug 4Lawrence G LarryDirector35.8K sh$400KSellMay 20Exxon Mobil Corp10% owner16.6M sh$276.6M
+ 27 other (13 exempts · 7 awards · 6 inkinds · 1 gift) in window

See when $PUMP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJun 18-K — Item 5.02: Officer or director change
AI summary

ProPetro (PUMP) — director Alex Volkov resigned May 28, 2026; Board reduced from 8 to 7 directors; Volkov was a Pioneer Natural Resources nominee under an Investor Rights Agreement, triggered by Pioneer (an ExxonMobil subsidiary) selling all remaining PUMP shares. Board seat vacated following selling shareholder exit; Investor Rights Agreement rights lapse.

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.07: Shareholder vote
AI summary

ProPetro Holding Corp. (PUMP) stockholders voted at the May 19, 2026 Annual Meeting to approve the Third Amended and Restated 2020 Long Term Incentive Plan (A&R LTIP), which increases shares available for issuance by 3,540,000 from 10,520,000 to 14,060,000 and extends the plan term to ten years from the approval date. All 14,060,000 shares are eligible for incentive stock options, and the plan permits grants of options, SARs, restricted stock, RSUs, and other awards to employees, directors, and service providers. The ~33% share pool expansion represents mildly dilutive capacity refresh. This is a routine annual meeting governance action to replenish ProPetro's equity compensation headroom.

SC 13D/AActivist amendmentMay 20SC 13D/A
AI summary

Exxon Mobil Corporation, Pioneer Natural Resources Company, and Pioneer Natural Resources USA, Inc. filed Amendment No. 2 to their Schedule 13D for ProPetro Holding Corp. (PUMP), reporting that as of May 18, 2026, all three reporting persons beneficially own 0 shares (0% of class), with zero sole or shared voting or dispositive power. This represents a complete divestiture of ExxonMobil's previously reported ProPetro position, including shares held through Pioneer (an Exxon subsidiary inherited from its 2023 Pioneer acquisition). The exit removes ExxonMobil as a strategic shareholder from ProPetro's register. This may reflect a monetization following ProPetro's capital markets activities or a change in ExxonMobil's oilfield services investment strategy.

8-KMaterial agreementMay 78-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

ProPetro Holding Corp. (PUMP) issued $690 million aggregate principal amount of 0.00% Convertible Senior Notes due November 15, 2031, including the full $90M overallotment option, in a Rule 144A private placement on May 7, 2026. The notes are senior unsecured, bear no cash interest, and have an initial conversion rate of 43.1616 shares per $1,000 principal (implying ~$23.17/share conversion price), settleable in cash, stock, or a combination at ProPetro's election. Before August 15, 2031, conversion is restricted to specified circumstances; holders may convert freely thereafter. This is a highly material capital structure event: the $690M zero-coupon convertible significantly increases leverage and is potentially dilutive to fund ProPetro's power generation buildout.

8-KPress release / Reg FDMay 48-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

ProPetro Holding Corp. (PUMP) announced its intention to offer $500 million aggregate principal amount of Convertible Senior Notes due 2031 in a Rule 144A private placement on May 4, 2026, with an option for initial purchasers to buy up to an additional $75M. Proceeds are intended partially to fund capped call transactions to mitigate dilution and the remainder for general corporate purposes including power generation equipment growth capital. An investor presentation (Exhibit 99.1) with certain business updates was also filed under Reg FD (Item 7.01). This is the pre-launch announcement for the convertible offering subsequently priced at $690M (with overallotment) on May 7, 2026.

8-KMaterial agreementApr 308-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

ProPetro Holding Corp.'s (PUMP) subsidiary ProPetro Energy Solutions (PROPWR) entered into a Global Framework Agreement (GFA) with Caterpillar Inc. on April 28, 2026, under which Caterpillar reserves approximately 1.5 GW of incremental power generation equipment for PROPWR, which commits to a minimum aggregate purchase obligation of approximately $1.1 billion, with an option to acquire an additional ~600 MW through December 31, 2031. PROPWR faces a 75% shortfall fee on unordered capacity in any year, though it receives a credit if Caterpillar sells the shortfall equipment within 12 months. The filing also discloses Q1 2026 earnings (Item 2.02) and investor presentation materials (Item 7.01). This ~$1.1B Caterpillar commitment is a highly material strategic action anchoring ProPetro's data-center power generation buildout.

3New insider — initial holdingsApr 273
AI summary

William Michael Wood, Sr. Vice President – Operations of ProPetro Holding Corp. (PUMP), filed an initial Form 3 as of April 27, 2026. Table I data is cut off before share counts are visible in the excerpt. Routine Section 16(a) initial ownership disclosure for a newly reportable officer; non-material.

+ 12 other (3 13Gs · 2 10-Qs · 2 proxys · 1 CERT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Is ProPetro (PUMP) Up 3.3% Since Last Earnings Report?zacks.com·3d agoProPetro Announces Dual Listing on NYSE Texasgurufocus.com·11d agoProPetro Announces Dual Listing on NYSE Texasbusinesswire.com·11d agoProPetro Q2 Loss Wider Than Expected, Revenues Beat Estimateszacks.com·27d agoIs PUMP Stock Worth Buying Now as PROPWR Growth Tests Its Valuation?zacks.com·27d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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