ProPetro Holding (PUMP) has drawn fresh attention after its recent share performance, with the stock showing positive returns over the past month and the past 3 months. This has put its current valuation in sharper focus for investors.

At a share price of $12.02, ProPetro Holding’s recent 1 month share price return of 14.59% and 1 year total shareholder return of 36.44% suggest momentum has been building rather than fading. This naturally puts more attention on how that aligns with its fundamentals and valuation.

If this recent strength has you looking beyond a single stock, it could be a good moment to scan our screener of 25 power grid technology and infrastructure stocks for other infrastructure linked opportunities.

With ProPetro Holding trading at $12.02 against an analyst price target of $13.63 and an intrinsic value estimate that suggests some upside, you have to ask: is there still a buying window here, or is the market already pricing in future growth?

Most Popular Narrative: 11.8% Undervalued

With ProPetro Holding closing at $12.02 against a narrative fair value of $13.63, the gap between market price and implied worth is in clear focus for investors.

Early traction and long term visibility in the PROPWR power business, including the recent 10 year, 80 megawatt contract and confidence in fully deploying 220 megawatts by end of 2025, expands addressable markets and creates a stable, recurring cash flow stream, expected to drive sustained revenue and margin growth.

Curious what underpins that valuation gap? The leading narrative leans heavily on gradual top line growth, margin repair, and a future earnings multiple that sits below current sector norms. The real twist is how modest revenue assumptions combine with improving profitability to justify that fair value.

Result: Fair Value of $13.63 (UNDERVALUED)

However, that upside view still meets real pushback from risks such as pressure pumping oversupply and revenue concentration if key customers pull back activity or pricing.

Build Your Own ProPetro Holding Narrative

If you look at the numbers and come to a different conclusion, or simply want to test your own view, you can build a custom thesis in a few minutes, starting with Do it your way.

A great starting point for your ProPetro Holding research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.

Ready to find your next idea?

If ProPetro has sharpened your focus, do not stop here. Use this momentum to line up a few more opportunities that genuinely fit your approach.

• Target potential value plays that pair quality with attractive pricing by running through our list of 53 high quality undervalued stocks that already clear key fundamental checks.
• Prioritise stability first and filter for companies with strong financial footing by leaning on the solid balance sheet and fundamentals stocks screener (44 results) that our screener brings together for you.
• Hunt for ideas off the beaten path by scanning the screener containing 23 high quality undiscovered gems that rarely show up on headlines but still meet solid quality thresholds.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.