分组1 - TXO Partners LP reported a quarterly loss of $0.57 per share, significantly below the Zacks Consensus Estimate of $0.10, marking an earnings surprise of -700% compared to earnings of $0.26 per share a year ago [1] - The company posted revenues of $125.93 million for the quarter ended December 2025, exceeding the Zacks Consensus Estimate by 13.36%, and showing an increase from year-ago revenues of $89.33 million [2] - TXO Partners LP shares have increased approximately 17.5% since the beginning of the year, outperforming the S&P 500's gain of 1.5% [3] 分组2 - The current consensus EPS estimate for the upcoming quarter is $0.14 on revenues of $109 million, while for the current fiscal year, the estimate is $0.50 on revenues of $458.32 million [7] - The Zacks Industry Rank indicates that the Energy and Pipeline - Master Limited Partnerships sector is currently in the bottom 15% of over 250 Zacks industries, suggesting potential challenges for stock performance [8]

As filed with the U.S. Securities and Exchange Commission on January 20, 2026. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________ FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 _______________________________________ Long Table Growth Corp. (Exact name of registrant as specified in its charter) _______________________________________ | | | (State or other jurisdiction of incorporation or organization) (Prima ...

Core Viewpoint - ProFrac Holding Corp. (NASDAQ:ACDC) is facing downward pressure on its share price, primarily due to a recent 'Underweight' rating from Morgan Stanley, which indicates a potential decline in value amid a challenging energy market environment [2][3]. Group 1: Stock Performance - The share price of ProFrac Holding Corp. fell by 4.06% between December 17 and December 24, 2025, ranking it among the energy stocks that lost the most during that week [1]. - On December 15, the stock slid after Morgan Stanley initiated coverage with an 'Underweight' rating and a price target of $3.5, suggesting a downside potential of over 7% from the current share price [3]. Group 2: Market Conditions - Global crude prices recently dropped to their lowest levels since February 2021, influenced by weak employment data and concerns about oversupply [4]. - Although oil prices have seen a slight rebound, ongoing uncertainties, including the potential for a peace deal in the Russia-Ukraine war, continue to exert pressure on the market [4]. Group 3: Investment Outlook - While there is recognition of ProFrac Holding's potential as an investment, certain AI stocks are perceived to offer greater upside potential with less downside risk [5].

Group 1 - ProFrac Holding Corp. (NASDAQ:ACDC) experienced a share price decline of 13.02% from December 10 to December 17, 2025, ranking it among the energy stocks that lost the most during that week [1] - Morgan Stanley initiated coverage of ProFrac Holding with an 'Underweight' rating and set a price target of $3.50, suggesting a potential downside of over 11% from the current share price [3] - The analyst noted that oil and gas services stocks have rebounded from their lows after a challenging 2025, but cautioned that it is premature to invest due to expected tight North American onshore spending amid an uncertain oil market [3] Group 2 - Global crude oil prices have fallen to their lowest levels since February 2021, influenced by weak employment data, oversupply, and the possibility of a peace deal between Ukraine and Russia [4]

Core Insights - ProFrac Holding Corp. (NASDAQ: ACDC) experienced a significant decline in share price, falling by 11.06% from November 11 to November 18, 2025, ranking among the energy stocks that lost the most during that week [1] Financial Performance - The company reported lower-than-expected results for Q3 on November 10, with both earnings and revenue falling below estimates [3] - Revenue decreased by 30% year-over-year, with the Stimulation Services division being the most affected [3] - Net cash provided by operating activities plummeted from $97 million in Q2 to $5 million in Q3, while free cash flow turned negative at $29 million [3] Profitability and Cost-Saving Measures - Although the net loss improved from $107 million in Q2 to $92 million in Q3, adjusted EBITDA was nearly halved to $41 million, indicating reduced profitability [4] - To enhance profitability, the company aims to achieve annualized cash savings of $85 to $115 million by the end of Q2 2026 through various strategic initiatives [4]

Core Insights - ProFrac Holding Corp. (NASDAQ:ACDC) experienced a significant decline in share price, falling by 27.53% from November 3 to November 10, 2025, making it one of the worst-performing energy stocks during that week [1]. Financial Performance - The company reported disappointing Q3 results on November 10, with earnings per share (EPS) of -$0.51, missing estimates by $0.09, and revenue of $403.1 million, which represented a 30% year-over-year decline [3]. - ProFrac's net loss for Q3 narrowed to $92 million from $107 million in the previous quarter, but adjusted EBITDA plummeted by 93% quarter-over-quarter, indicating significant challenges in the market [4]. - Net cash provided by operating activities dropped sharply to $5 million, down from $97 million in the prior quarter [4]. Strategic Initiatives - To enhance earnings, ProFrac aims to achieve annualized cash savings of $85 to $115 million by the end of Q2 2026, focusing on operational efficiency and cost reductions [5]. - The company's share price has decreased by over 51% since the start of 2025, reflecting ongoing struggles in the energy sector [5].

Group 1 - U.S. stock futures are higher, with Nasdaq futures gaining approximately 1.5% [1] - Monday.Com Ltd is expected to report quarterly earnings of 88 cents per share, an increase from 85 cents per share year-over-year [2] - The consensus estimate for monday.com's quarterly revenue is $312.26 million, up from $251 million a year earlier [2] Group 2 - Monday.Com shares fell 2.6% to $184.70 in pre-market trading [2] - Metsera Inc shares dipped 15% to $70.68 in pre-market trading following Pfizer's $10 billion acquisition deal [4] - Ionis Pharmaceuticals Inc declined 11.5% to $65.00 after disclosing results from pivotal Phase 3 studies [4] - Other companies such as UniQure NV, Oscar Health Inc, Centene Corp, and Immunovant Inc also experienced declines in pre-market trading [4]

Core Insights - Drilling Tools International Corp. (DTI) reported quarterly earnings of $0.02 per share, exceeding the Zacks Consensus Estimate of a loss of $0.01 per share, but down from $0.14 per share a year ago, representing an earnings surprise of +300.00% [1] - The company posted revenues of $38.82 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 9.44%, although this is a decrease from $40.09 million in the same quarter last year [2] - DTI shares have declined approximately 36.7% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Earnings Outlook - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the next quarter is -$0.04 on revenues of $33.27 million, and for the current fiscal year, it is -$0.05 on revenues of $151.04 million [7] Industry Context - The Oil and Gas - Field Services industry, to which DTI belongs, is currently ranked in the bottom 31% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5] Competitor Insights - ProFrac Holding Corp. (ACDC), another company in the same industry, is expected to report a quarterly loss of $0.43 per share, reflecting a year-over-year change of -230.8%, with revenues anticipated to be $405.43 million, down 29.5% from the previous year [9][10]

Core Viewpoint - ProFrac Holding Corp. (NASDAQ:ACDC) is facing negative sentiment in the market, particularly from analysts and commentators who are cautious about the oil sector and have reduced price targets for the stock [1][2]. Company Overview - ProFrac Holding Corp. provides hydraulic fracturing, well stimulation, and proppant production services for oil and gas exploration and production [1]. - The company also manufactures high-horsepower pumps, valves, manifolds, and other equipment for energy operations [1]. Analyst Insights - Morgan Stanley analyst Daniel Kutz has lowered the price target for ProFrac from $5 to $4.50 while maintaining an Underweight rating, indicating a bearish outlook on the stock [1][2]. - The price revision is part of a broader update on price targets for stocks in the Energy Services & Equipment North America sector [2]. - The firm expects ProFrac's Q3 results and Q4 guidance to align with consensus estimates but has noted potential risks to performance estimates for 2026 [2].

Core Insights - Kinetik Holdings Inc. (KNTK) reported quarterly earnings of $0.23 per share, matching the Zacks Consensus Estimate, but down from $0.35 per share a year ago [1] - The company posted revenues of $463.97 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 23.26%, compared to $396.36 million in the same quarter last year [2] - Kinetik Holdings shares have declined approximately 34% year-to-date, while the S&P 500 has gained 15.1% [3] Earnings Performance - The company has surpassed consensus EPS estimates only once in the last four quarters [1] - The earnings outlook for Kinetik Holdings is uncertain, with current consensus EPS estimates at $0.41 for the upcoming quarter and $0.84 for the current fiscal year, with revenues expected to be $797.94 million and $2.27 billion respectively [7] Industry Context - Kinetik Holdings operates within the Zacks Oil and Gas - Field Services industry, which is currently ranked in the bottom 36% of over 250 Zacks industries [8] - The performance of Kinetik Holdings may be influenced by the overall outlook for the industry, as top-ranked industries tend to outperform lower-ranked ones significantly [8] Future Expectations - The trend of estimate revisions for Kinetik Holdings was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] - Investors are encouraged to monitor how estimates for the upcoming quarters and the current fiscal year may change following the recent earnings report [4][6]