US Silica Holdings Inc
Related Articles
Quarterly Results Dragged Down These Energy Stocks Last Week
In the week ending on May 10, oilfield services stock Weatherford International (WFT) fell the most among the stocks in the energy space.
Top Energy Gains Last Week
In the week ending March 15, upstream stock California Resources (CRC) rose the most among the energy stocks under review in this series.
U.S. Silica Holdings: Recent Institutional Investor Activity
Combined, nine of the top ten investors added 2.4 million U.S. Silica Holdings shares to their positions in the fourth quarter.
Helmerich & Payne: Institutional Activity in Q4
Two Sigma Investments and Rothschild & Co Asset Management bought 0.8 million and 0.7 million Helmerich & Payne shares, respectively.
Energy Stocks: Top Outperformers Last Week
In the week ending February 22, Superior Energy Services (SPN) rose the most among the energy stocks under review in this series.
Top Energy Gainers Last Week
On November 9–16, U.S. Silica Holdings (SLCA) gained the most on our list of energy stocks. However, OIH fell 5.1%.
U.S. Silica Holdings Stock: Analysts’ Expectations
Several analysts cut their target prices for U.S. Silica Holdings (SLCA) after the company’s third-quarter results.
Analyzing Key Trends in the US Frac Sand Market
One of the US frac sand market’s main concerns is sand supply exceeding the demand.
U.S. Silica Holdings Fell 12% on Earnings Miss, Growth Concerns
U.S. Silica Holdings (SLCA) reported its third-quarter earnings on October 23. The stock fell 12.2% on the day of the release.
Top Energy Declines Last Week
On October 12–19, downstream energy stock PBF Energy (PBF) fell the most on our list of energy stocks.
Hi-Crush Partners Fell Due to Concerns about Frac Sand Demand
Hi-Crush Partners stock fell 7.8% on September 26 after the announcement that it will temporarily idle the dry plant operations at its Whitehall facility.
Analysts’ Recommendations and Recent Price Target Cuts for SLCA
On September 20, RBC cut its rating on U.S. Silica Holdings (SLCA) from an “outperform” to a “sector perform.”
U.S. Silica Holdings: Gauging Institutional Investors’ Sentiments
BlackRock Institutional Trust Company, Ariel Investments, and the Vanguard Group are the top three institutional investors in U.S. Silica Holdings.
Is U.S. Silica Holdings Trading at an Attractive Valuation?
U.S. Silica Holdings seems to be trading at a discount compared to its historical valuation.
What Do U.S. Silica’s Revenue and Earnings Trends Indicate?
U.S. Silica Holdings’ (SLCA) revenue rose 47% YoY (year-over-year) in the second quarter.
U.S. Silica Holdings’ Sand Volumes Are on the Rise
U.S. Silica Holdings’ (SLCA) operations are divided into two segments—Oil & Gas Proppants and Industrial & Specialty Products.
What May Drive U.S. Silica Holdings Stock?
While U.S. Silica Holdings stock has largely followed oil prices, that hasn’t been the case for more than a year now.
Will U.S. Silica Holdings Gain Upward Momentum?
In this series, we’ll discuss the operating and financial performances of U.S. Silica Holdings along with its valuation.
How Is Schlumberger Reacting to Crude Oil Prices?
Schlumberger’s (SLB) correlation with crude oil’s price from July 13 to July 20 was 0.38.
A Look at Schlumberger’s Short Interest
Short interest in Schlumberger as a percentage of its float was 1.5% on July 20, compared to 1.6% on April 20.
Weatherford International’s Short Interest on July 17
Short interest in Weatherford International (WFT) as a percentage of its float was 12.6% on July 17.
Short Interest in Halliburton on July 6
Short interest in Halliburton (HAL) as a percentage of its float was 1.47% on July 6, compared to 3.23% on July 6, 2017.
Will Upstream Capex Impact Baker Hughes’s Margin in Q2 2018?
From Q1 2017 to Q1 2018, the upstream companies constituting the Energy Select Sector SPDR ETF (XLE) boosted capex by 8%.
National Oilwell Varco Has the Most ‘Sell’ Ratings
Approximately 10% of the analysts tracking National Oilwell Varco have recommended a “sell” or some equivalent as of June 25.
Oilfield Equipment and Services Stocks’ Correlation with Oil
The correlation coefficient between Halliburton’s stock price and crude oil prices on March 19–June 19 was 0.56.
Comparing the Short Interest: SLB, HAL, HLX, PTEN, and SLCA
The short interest in Halliburton (HAL) as a percentage of its float was 1.3% as of June 19. Since January 1, the short interest has decreased 47%.
Top Five Oilfield Equipment and Services Companies’ Returns
So far in 2018, Halliburton has produced -5.6% returns as of June 19. Schlumberger (SLB) has outperformed Halliburton with returns of -2.5% YTD.
Analysts’ Ratings on SLCA Are among the Industry’s Best
On March 19–June 19, the percentage of analysts recommending a “buy” or some equivalent for U.S. Silica Holdings decreased from 91% to 83%.
What’s behind Helix Energy’s High ‘Buy’ Ratings?
Helix Energy Solutions Group (HLX) has the second-highest “buy” ratings assigned by sell-side analysts in the OFS industry.
Top Five Oilfield Equipment and Services Companies
According to Wall Street analysts’ ratings, Halliburton (HAL) has the highest “buy” or some equivalent rating in the OFS industry.
Analysts’ Targets for Highest Expected Oilfield Stocks
Approximately 89% of the analysts tracking Helix Energy Solutions Group (HLX) have recommended a “buy” or equivalent as of June 12.
Comparing Short Interest: HLX, MDR, SLCA, OIS, CRR
Short interest in Helix Energy Solutions Group (HLX) as a percentage of its float was 4.7% as of June 12 compared to 2.7% as of January 1.
Returns of Top Five Oilfield Companies by Expected Revenue Growth
McDermott International (MDR), which sell-side analysts expect to achieve the highest revenue growth in Q2, has produced 3.6% YTD returns as of June 12.
What Could Drive U.S. Silica Holdings’ Revenues in Q2 2018?
Wall Street analysts expect U.S. Silica Holdings (SLCA) to generate the second-highest revenue growth sequentially in the second quarter.
The Top Five Oilfield Companies by Expected Revenue Growth in Q2
In this series, we’ll rank and analyze the top five OFS companies that are expected to generate the highest revenue growth in Q2 2018.
Halliburton: What Wall Street Analysts Are Recommending
As of June 7, 91% of Wall Street analysts tracking Halliburton rated it a “buy” or some equivalent. About 9% have rated it a “hold.”
Will Hi-Crush Partners Continue to Outperform Peers in 2018?
Hi-Crush Partners (HCLP) stock is trading 4% above its 50-day moving average and 16% above its 200-day moving average.
Hi-Crush Partners Is Up 19% in 2018: What’s Next?
Hi-Crush Partners (HCLP) stock is up 19% so far in 2018.
What Schlumberger’s Historical Valuations Suggest
On March 29, Schlumberger’s (SLB) stock price was 4.0% lower than on December 29, 2017.
Why National Oilwell Varco’s Free Cash Flow Turned Negative in Q1
National Oilwell Varco’s (NOV) CFO turned negative in the first quarter to -$129 million despite 3% higher year-over-year revenues.
Last Week’s Top Energy Gainers
Between April 20 and April 27, oilfield services stock Weatherford International (WFT) was the top gainer on our list of energy stocks.
Wall Street’s Forecasts for Weatherford after 1Q18 Earnings
In this article, we’ll look at Wall Street analysts’ forecasts for Weatherford International (WFT) stock following the company’s 1Q18 earnings release.
Baker Hughes: Analysts’ Forecasts after Its 1Q18 Earnings
As of April 20, ~48% of the sell-side analysts tracking Baker Hughes rated it as a “buy” or some equivalent, while ~52% rated the company as a “hold.”
How National Oilwell Varco’s Short Interest Compares
Short interest in National Oilwell Varco (NOV) as a percentage of its float was 6.1% as of April 16, 2018.
What Wall Street Forecasts for Halliburton ahead of 1Q18 Earnings
As of January 16, 2018, 89% of Wall Street analysts tracking Halliburton rated it a “buy” or some equivalent.
Short Interest: Comparing OIS, TS, NBR, SLCA, and FTK
The short interest in Tenaris SA (TS) as a percentage of its float was 1.7% as of March 29, 2018—compared to 1.5% as of January 1, 2018.
Analysts’ Targets for FTK, OIS, SLCA, TS, and NBR
Only two sell-side analysts track Flotek Industries (FTK), as surveyed by Reuters. Both analysts recommended a “buy” or some equivalent.
U.S. Silica Holdings: Revenues versus Estimates 1Q18
In 4Q17, U.S. Silica Holdings’ (SLCA) revenues nearly doubled compared to 4Q16. From 3Q17 to 4Q17, the company’s revenues increased 5%.
Nabors Industries’ Revenues Could Increase in 1Q18
In 1Q18, Wall Street analysts expect to see 6.5% revenue growth for Nabors Industries—compared to 4Q17.
Top 5 OFS Companies by Expected Revenue Growth in 1Q18
On average, Wall Street analysts expect the OFS industry’s revenues, excluding offshore drillers, to shrink 1.3% in 1Q18—compared to 4Q17.
Why Nabors’s Free Cash Flow Turned Negative in 2017
Nabors Industries’ (NBR) cash from operating activities (or CFO) crashed 88% in 2017 versus 2016. NBR generated $62.8 million CFO in 2017.
87% of Analysts Rate Hi-Crush Partners as a ‘Buy’
Analysts surveyed by Reuters seem bullish on Hi-Crush Partners (HCLP) with 87% rating the MLP as a “buy” and the remaining 13% rating it a “hold.”
Hi-Crush Partners Has Outperformed Peers in 2018 So Far
Hi-Crush Partners (HCLP) stock is up nearly 2% in 2018.
Analysts’ Recommendations: WFT, CRR, RES, FMSA, and SLCA
Analysts’ consensus target price for U.S. Silica Holdings was ~$38.5 on March 14. U.S. Silica Holdings is trading near $26.3.
Weatherford International’s Correlation with Crude Oil
The correlation coefficient between Weatherford International’s stock price and crude oil prices on January 1–March 14, 2018, was -0.49.
Short Interest in 2018: WFT, CRR, RES, FMSA, and SLCA
The short interest in CARBO Ceramics (CRR) as a percentage of its float was 51.2% as of March 14, 2018—compared to 46.0% as of January 1, 2018.
U.S. Silica Holdings Has Fallen 19% in 2018
U.S. Silica Holdings’ (SLCA) YTD (year-to-date) returns are -18.7% as of March 14, 2018. YTD, U.S. Silica Holdings has underperformed crude oil prices.
Ranking the 5 Worst OFS Companies by Market Returns in 2018
As of March 14, 2018, Weatherford International (WFT) has seen the steepest YTD fall in stock prices in the OFS industry.
Wall Street’s Forecasts for U.S. Silica Holdings after 4Q17
Here, we’ll discuss Wall Street analysts’ forecasts for U.S. Silica Holdings (SLCA) following its 4Q17 earnings release.
FTK, SLCA, and SPN: Returns and Outlook for 1Q18
Since February 22, Flotek Industries’ (FTK) stock price has generated -56% returns as of February 21.
Analyzing U.S. Silica Holdings’ 4Q17 Segment Performance
U.S. Silica Holdings (SLCA) is 1.98% of the iShares US Oil Equipment & Services ETF (IEZ).
Why Did U.S. Silica Holdings’ 4Q17 Earnings Miss Estimates?
U.S. Silica Holdings (SLCA) released its 4Q17 financial results on February 21. Here’s what you need to know.
Which Energy Stocks Fell the Most Last Week?
On February 16–23, 2018, oilfield service stock U.S. Silica Holdings (SLCA) fell the most on our list of energy stocks.
Hi-Crush Partners Expects 10% Sequential Distribution Growth
Analysts surveyed by Reuters seemed bullish on Hi-Crush Partners—87% rated the MLP as a “buy” and the remaining 13% rated it as a “hold.”
Will Hi-Crush Partners Stock Gain Upward Momentum?
Hi-Crush Partners stock is trading 5% above its 50-day moving average and 19% above its 200-day moving average.
Wall Street Analysts’ Forecast for Fairmount Santrol Holdings
Approximately 59% of the analysts tracking Fairmount Santrol Holdings rated it as a “buy,” ~35% rated it as a “hold,” and ~6% rated it as a “sell.”
Wall Street’s Forecast for Halliburton before Its 4Q17 Earnings
On January 4, 2018, 89% of the Wall Street analysts tracking Halliburton rated it as a “buy,” ~8% rated it as a “hold,” and 3% rated it as a “sell.”
Short Interest in the Bottom OFS Companies by 4Q17 Earnings Growth
Short interest in Schlumberger (SLB) as a percentage of its float has increased to 1.7% on December 29, 2017, compared to 1.5% on September 29, 2017.
Worst Oilfield Services Growth Stocks with Respect to the Market
Weatherford International’s (WFT) stock price has fallen 16.0% through December 29, 2017, in the past year.
The Bottom 5 Oilfield Services Stocks for 4Q17 by EBITDA Growth
MDR’s adjusted EBITDA, as forecast by industry analysts, is $63.0 million in 4Q17, versus $155.0 million in 3Q17.
Short Interest in the Bottom 5 OFS Companies by Free Cash Flow
Short interest in Baker Hughes, a GE Company (BHGE) as a percentage of its float was 1.9% on December 22, 2017.
The 5th-Lowest Oilfield Services FCF Earner in 3Q17
SLCA’s cash from operating activities (or CFO) turned positive in 3Q17 compared to negative CFO in 3Q16. SLCA generated $105 million CFO in 3Q17.
Ranking the Bottom 5 OFS Companies by Free Cash Flow
In this series, we’ll analyze the bottom five FCF generators in 3Q17 in the OFS industry, excluding the offshore drillers. We selected OFS companies with market capitalization exceeding $100 million.
Why 86% of Wall Street Analysts Rate Hi-Crush Partners a ‘Buy’
Analysts’ consensus target price for Hi-Crush Partners (HCLP) for the next year is $16. The median target price implies a massive 57% price return over the next year, based on HCLP’s current price of $10.2.
HCLP and EMES: Frac Sand MLPs Fell More than 40% in 2017
Frac-sand MLPs Emerge Energy Services (EMES) and Hi-Crush Partners (HCLP) are down more than 40% so far in 2017. In comparison, Fairmount Santrol Holdings (FMSA) is down 55% and U.S. Silica Holdings (SLCA) is down 39%.
Connecting Upstream Operators’ Capex with PTEN’s Margin
From 2Q17 to 3Q17, Patterson-UTI Energy’s (PTEN) EBITDA margin rose from 22.5% to 24.5%. The EBITDA margin measures a company’s operating earnings.
These Stocks Were the Top Energy Sector Gainers Last Week
In the week ended November 10, 2017, oilfield services stock Seadrill Limited (SDRL) ranked first on our list of top energy gainers.
Most Analysts Rated Emerge Energy Services as a ‘Hold’
Of the analysts surveyed by Reuters, 37% rated Emerge Energy Services (EMES) as a “buy,” 63% rated it as a “hold,” and no analysts rated it as a “sell.”
Hi-Crush Partners’ Sand Volumes Sold Rose 16% in 3Q17
Hi-Crush Partners (HCLP) reported a 16% rise in its 3Q17 sand volumes sold—compared to the previous quarter. It reported sales of 2.5 million tons in 3Q17.
Why Most Analysts Rate Hi-Crush Partners as a ‘Buy’
The analysts surveyed by Reuters seemed bullish on Hi-Crush Partners (HCLP)—91% rated the MLP as a “buy” and 9% rated it as a “hold.”
Why Seadrill Rose the Most among Energy Stocks Last Week
Between September 15 and 22, oilfield service stock Seadrill Limited (SDRL) was the biggest gainer among our list of energy stocks.
Top 5 Oilfield Stocks: Expected Earnings per Share Growth
National Oilwell Varco National Oilwell Varco (NOV) could see ~44% EPS growth between 2Q17 and 3Q17. Its Rig Aftermarket segment’s revenue and margin are expected to grow in 3Q17, while its Completion & Production Solutions segment’s onshore margins are expected to contract due to a high percentage of lower-margin products and adverse movements in foreign exchanges. […]
Expected 3Q17 Earnings Growth: Top 5 Oilfield Service Stocks
Could Patterson-UTI Energy come out on top? Analysts expect Patterson-UTI Energy’s (PTEN) EBITDA (earnings before interest, tax, depreciation, and amortization) to rise ~94% between 2Q17 and 3Q17. Its operating margin is expected to benefit from a greater proportion of pad drilling and longer laterals in West Texas, and rig upgrades, which improve drill efficiency. Patterson-UTI Energy […]
Top 5 Oilfield Service Stocks by Expected 3Q17 Revenue Growth
In this series, we’ll examine and rank the top and bottom US OFS (oilfield service) and equipment companies in 3Q17, based on analysts’ expectations.
Wall Street Analysts Seem Bullish on Hi-Crush Partners
Analysts’ consensus target price for Hi-Crush Partners (HCLP) for the next year is $16, which implies a massive 77.0% price return over the next year.
HCLP, EMES: What Frac Sand MLP Valuations Indicate
The forward EV-to-EBITDA ratios for Hi-Crush Partners (HCLP) and Emerge Energy Services (EMES) are ~4.0x and ~5.0x, respectively.
HCLP, EMES: Does the 2017 Fall Make Frac Sand MLPs Attractive?
Emerge Energy Services (EMES) and Hi-Crush Partners (HCLP), which are frac sand MLPs, have fallen 45.0% and 60.0%, respectively, YTD (year-to-date).
Energy Stocks: Which Ones Underperformed July 3–7, 2017?
Upstream oil and gas company California Resources (CRC) fell the most among energy stocks in the week ended July 7, 2017.
Hi-Crush Partners: 100% of the Analysts Rated It as a ‘Buy’
For the next two years, analysts’ average target price for Hi-Crush Partners is $22.5. All of the analysts surveyed by Reuters rated it as a “buy.”
What Wall Street Analysts Recommend for HCLP and EMES
Analysts’ average target price for Hi-Crush Partners for the next year is $25.1. The average target price implies a 37% return over the next year based on HCLP’s current price of $18.3.
What Do EMES’s and HCLP’s Frac Sand Volumes Indicate?
In 4Q16, the frac sand volumes for Hi-Crush Partners (HCLP), Emerge Energy Services (EMES), and U.S. Silica Holdings (SLCA) rose compared to the previous quarter.
HCLP, EMES: What’s Driving Frac Sand MLP Stocks?
Frac sand–producing MLPs Hi-Crush Partners (HCLP) and Emerge Energy Services (EMES) have surged nearly 250% and 170%, respectively, over the last year.
Why Hi-Crush Partners Is so Optimistic about Frac Sand Prices in 2017
Hi-Crush Partners stock currently trades near $21.4—more than five times its price a year ago.
Hi-Crush Partners’ Higher Frac Sand Volumes in 4Q16
Hi-Crush Partners’ 4Q16 EBITDA of $0.1 million is higher than its -$2.9 million in 3Q16 but lower than its $17.4 million in 4Q15.
What Do Analysts Recommend for HCLP and EMES?
Analysts’ average target price for Hi-Crush Partners (HCLP) for the next year is $17.8.
What Do EMES’s and HCLP’s Cash Flow Measures Indicate?
EMES and HCLP haven’t paid any distributions since the second quarter of 2015.
What Do Frac Sand Volumes for EMES and HCLP Indicate?
Frac sand volumes were positively impacted in the second half of 2016 by the rise in energy commodity prices and US rig counts.
What Does the Future Hold for HCLP and EMES?
Analysts’ median target price for Hi-Crush Partners (HCLP) for the next year is $10.5.
How Do Cash Flows for EMES and HCLP Look?
Hi-Crush Partners’ (HCLP) capital expenditures in the first quarter of 2016 were $1.9 million.
What Do EMES and HCLP Frac Sand Volumes Indicate?
Frac sand volumes were negatively affected by the fall in energy commodity prices and US rig counts.