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WHDCactus, Inc. Class A Common StoSell6.4·$50.49+0.14%
SellModerate Confidence
Investment thesis

Cactus Inc. is the industry growth leader in oil and gas equipment with 38% year-over-year revenue growth, a Piotroski score of 8 out of 9, and 3 consecutive earnings beats — but the stock is already trading above analyst targets and carries an elevated put/call ratio, making entry timing critical.

Thesis pillars

  • Industry Leading GrowthStable
  • Consistent Earnings BeatsStable
  • Price Above Analyst TargetsStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Cactus, Inc. Class A Common Sto (WHD) Stock Analysis

SellVALUE-TRAP 1/5Moderate Confidence

Energy · Oil & Gas Equipment & Services

Sell if holding. At $50.49, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.4): -1.5; Thin upside margin: 9.9%.

Cactus, Inc. designs, manufactures, sells and rents pressure control equipment and spoolable pipe technologies, serving onshore unconventional oil and gas operators primarily in the U.S. through service centers, with additional operations in Australia, Canada, and the Middle... Read more

$50.49+9.9% A.UpsideScore 6.4/10#3 of 37 Oil & Gas Equipment & Services
QualityF-score8 / 9FCF yield2.68%
IncomeYield1.11%(5y avg 0.99%)Payout51.40%sustainable
Stop $47.06Target $55.49(analyst − 13%)A.R:R 1.1:1
Analyst target$63.78+26.3%9 analysts
$55.49our TP
$50.49price
$63.78mean
$72

Sell if holding. At $50.49, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.4): -1.5; Thin upside margin: 9.9%. Chart setup: No clear chart pattern; technical signals are mixed. Score 6.4/10, moderate confidence.

Passes 6/9 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 31d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-07
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 5, 202631d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Strong growth profile
Risks
Thin upside margin: 9.9%
Leverage penalty (D/E 3.4): -1.5
Elevated risk factors

Key Metrics

P/E (TTM)47.1
P/E (Fwd)14.5
Mkt Cap$3.5B
EV/EBITDA11.0
Profit Mgn13.0%
ROE12.7%
Rev Growth38.5%
Beta1.39
Dividend1.11%
Rating analysts13

Quality Signals

Piotroski F8/9

Options Flow

P/C1.57bearish
IV59%elevated

Concentration Risks(10-K Item 1A)

  • LOWCustomerone customer17%
    10-K Item 1: 'one customer represented 17%, 15% and 10%, respectively, of total Company revenues'

Material Events(8-K, last 90d)

  • 2026-05-12Item 5.02LOW
    Steven Bender appointed COO and CEO of Spoolable Technologies Segment effective May 12, 2026. Stephen Tadlock no longer CEO of Spoolable Technologies but continues as EVP and CEO of Cactus International. Clean handoff, no reason for change cited.
    SEC filing →
  • 2026-03-27Item 5.02LOW
    Director Bruce Rothstein advised he will not stand for re-election at the 2026 Annual Meeting of Stockholders. No disagreement with the Company on any matter cited. Board size decreased to 8 directors effective before 2026 Annual Meeting.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesA.R:R 1.1 < 1.5@spotMomentum 4.7<5.5 (soft — BUY_NOW allowed but watch)Executive change: officer departure/appointmentMomentum 4.7>=4.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 31d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
29 · Oversold
20D MA 50D MA 200D MAGOLDEN CROSSSupport $48.52Resistance $59.87

Price Targets

$47
$55
A.Upside+9.9%
A.R:R1.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! asymmetry at 1.1 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-05 (31d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is WHD stock a buy right now?

Sell if holding. At $50.49, A.R:R 1.1:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Leverage penalty (D/E 3.4): -1.5; Thin upside margin: 9.9%. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $47.06. Score 6.4/10, moderate confidence.

What is the WHD stock price target?

Take-profit target: $55.49 (+9.9% upside). Prior stop was $47.06. Stop-loss: $47.06.

What are the risks of investing in WHD?

Thin upside margin: 9.9%; Leverage penalty (D/E 3.4): -1.5; Elevated risk factors.

Is WHD overvalued or undervalued?

Cactus, Inc. Class A Common Sto trades at a P/E of 47.1 (forward 14.5). TrendMatrix value score: 7.0/10. Verdict: Sell.

What do analysts say about WHD?

13 analysts cover WHD with a consensus score of 4.0/5. Average price target: $64.

What does Cactus, Inc. Class A Common Sto do?Cactus, Inc. designs, manufactures, sells and rents pressure control equipment and spoolable pipe technologies, serving...

Cactus, Inc. designs, manufactures, sells and rents pressure control equipment and spoolable pipe technologies, serving onshore unconventional oil and gas operators primarily in the U.S. through service centers, with additional operations in Australia, Canada, and the Middle East. In 2025, product sales represented 76% of revenue, rentals 8%, and field services 16%; one customer represented 17% of total revenues.

Related stocks: USAC (USA Compression Partners, LP) · FTI (TechnipFMC plc) · NGS (Natural Gas Services Group, Inc) · VTOL (Bristow Group, Inc.) · FLOC (Flowco Holdings Inc.)
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