PROPETRO HLD.CORP.DL-,001

Leopold Aschenbrenner remains bullish on ProPetro after filings show Situational Awareness LP held roughly 910,000 shares unchanged into Q1 2026. ProPetro is leveraging its Permian footprint, engineering and power infrastructure to pivot toward AI data centers and independent microgrid power supply. In April the company agreed a framework with Caterpillar for access to up to 2.1 GW of power generation capacity over five years, though the article notes other AI-focused stocks may offer higher upside with less downside risk. » Mere på finance.yahoo.com

Barclays raised ProPetro Holding to Overweight from Equal Weight following fiscal Q1 2026 results. Revenue fell to $271 million (down 7% QoQ) and the company reported a $4 million net loss versus $1 million net income in the prior quarter; adjusted EBITDA was $36 million (13% of revenue), down 29% QoQ. ProPetro also struck a strategic framework with Caterpillar to access up to 2.1 GW of additional power generation capacity, positioning the company to reach about 2.6 GW by year-end 2031. » Mere på finance.yahoo.com

ProPetro reported Q1 2026 earnings per share of -$0.03 (expectation -$0.09), a positive surprise, while revenue of $271 million missed forecasts of $283.08 million by 4.27%. Net income did not return to a sustainable profit and was a loss of $4 million; adjusted EBITDA was $36 million. The stock fell 8.68% in pre-market trading as investors worry about the revenue weakness despite positive factors such as increased demand for gas‑powered fleets and a strategic partnership with Caterpillar; management remains cautiously optimistic for future quarters. » Mere på de.investing.com