Core Viewpoint - ProPetro Holding Corp. (NYSE:PUMP) experienced a significant decline in share price, dropping 20% from December 10 to December 17, 2025, amidst a broader bearish sentiment in the energy sector due to falling global crude oil prices [1][2]. Group 1: Stock Performance - The share price of ProPetro Holding Corp. fell by 20% between December 10 and December 17, 2025, making it one of the worst-performing energy stocks during that week [1]. - Despite positive developments, including upgrades from major financial institutions, the stock's performance was negatively impacted by a decline in oil prices, reaching a four-year low [2]. Group 2: Analyst Ratings and Price Targets - On December 10, JPMorgan upgraded ProPetro Holding from 'Neutral' to 'Overweight' and nearly doubled its price target from $7 to $13 as part of its 2026 outlook for the oilfield services sector [3]. - On December 17, Barclays raised its price target for PUMP from $10 to $11 while maintaining an 'Equal Weight' rating on the shares [3]. Group 3: Business Developments - ProPetro Holding announced on December 12 that its PROPWR business secured a new power services contract in the Permian Basin with a subsidiary of Coterra Energy Inc., increasing PROPWR's contracted power to over 220 MW, with operations expected to begin in Q1 2026 [4].

Core Viewpoint - GE Vernova (GEV) has shown significant stock performance, rising 79% year-to-date and 113% over the past 12 months, driven by a shift towards electrification and strong demand for its products and services [1]. Group 1: Stock Performance and Market Context - Despite a strong year, GEV stock has plateaued over the past three months, with attention now on the upcoming Q3 earnings report scheduled for October 22, which could act as a catalyst for renewed stock momentum [2]. - The company is positioned to benefit from increased investments in electrification and decarbonization infrastructure projects as energy demand continues to rise [3]. Group 2: Financial Health and Earnings Outlook - GEV's fundamentals appear strong ahead of the earnings report, with a 14-day Relative Strength Index (RSI) at 43.98, indicating potential for stock growth if results exceed expectations [4]. - The company recorded $12.4 billion in new orders in the previous quarter, approximately 1.4 times its quarterly revenue, indicating robust order trends and a growing backlog [5]. Group 3: Backlog and Order Trends - The backlog has reached $129 billion in the second quarter, with contributions from both Power and Electrification segments, and the quality of the backlog remains solid due to higher pricing and disciplined contract underwriting [6]. - Within the Power segment, orders surged 44% in the second quarter, primarily driven by Gas Power equipment, with expectations of continued momentum in Q3 due to growing demand for aeroderivative technology [7].