Plains GP Holdings, L.P.

Plains GP Holdings, L.P.

PAGPยทNASDAQ

$24.83

-1.1%
EnergyOil & Gas Midstream

Plains GP Holdings, L.P., through its subsidiary, Plains All American Pipeline, L.P., owns and operates midstream energy infrastructure in the United States and Canada. The company operates in two segments, Crude Oil and Natural Gas Liquids (NGLs). The company engages in the transportation of crude oil and NGLs on pipelines, gathering systems, and trucks. As of December 31, 2021, this segment owned and leased assets comprising 18,300 miles of crude oil and NGL pipelines and gathering systems; 38 million barrels of above-ground tank capacity; and 1,275 trailers. It engages in the provision of storage, terminalling, and throughput services primarily for crude oil, NGLs, and natural gas; NGL fractionation and isomerization services; and natural gas and condensate processing services. As of December 31, 2021, this segment owned and operated approximately 74 million barrels of crude oil storage capacity; 28 million barrels of NGL storage capacity; four natural gas processing plants; a condensate processing facility; nine fractionation plants; 16 NGL rail terminals; four marine facilities; and 110 miles of pipelines. As of December 31, 2021, this segment owned 15 million barrels of crude oil and 2 NGL linefill; 3 million barrels of crude oil and 1 NGL linefill in pipelines owned by third parties and other inventory; 640 trucks and 1,275 trailers; and 3,900 NGL railcars. The company offers logistics services to producers, refiners, and other customers. PAA GP Holdings LLC operates as a general partner of the company. Plains GP Holdings, L.P. was incorporated in 2013 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$4.91B
EPS1.3100
P/E Ratio18.95
Earnings Date08/14/2026
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Plains GP Holdings, L.P. Street Expectations Map

PAGP ยท NASDAQ

Wall Street analysts project that PAGP stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 23.75, with estimates ranging from a low of 21.00 to a high of 26.00.

Lowest Target
21.00
-15.42%
Consensus Target
23.75
-4.35%
Highest Target
26.00
4.71%

The consensus 1-year price target stands at 23.75, with estimates ranging from a low of 21.00 to a high of 26.00.

Analyst Consensus Analysis

Upside Potential

-4.3%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

21.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

0.31x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Plains GP Holdings, L.P. Forward Estimates of Revenue

PAGP ยท NASDAQ
Latest Revenue
44.26B
FY 2025
Avg Estimate
49.50B
FY 2026
Estimate Range
44.69B - 52.92B
Analyst Spread

Forward Growth Analysis

Projected Growth+11.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Plains GP Holdings, L.P. Forward Estimates of Net Income

PAGP ยท NASDAQ
Latest Net Income
260.00M
FY 2025
Avg Estimate
323.74M
FY 2026
Estimate Range
180.06M - 645.05M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread144%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Plains GP Holdings, L.P. Forward Estimates of EPS

PAGP ยท NASDAQ
Latest EPS
1.31
FY 2025
Avg Estimate
$1.83
FY 2026
Estimate Range
$0.91 - $3.27
Analyst Spread

Forward Growth Analysis

Projected Growth+39.5%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread129%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Plains GP Holdings, L.P. Forward Estimates of EBIT

PAGP ยท NASDAQ
Latest EBIT
1.86B
FY 2025
Avg Estimate
391.75M
FY 2026
Estimate Range
353.69M - 418.83M
Analyst Spread

Forward Growth Analysis

Projected Growth-79.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Plains GP Holdings, L.P. Forward Estimates of EBITDA

PAGP ยท NASDAQ
Latest EBITDA
2.81B
FY 2025
Avg Estimate
1.44B
FY 2026
Estimate Range
1.30B - 1.54B
Analyst Spread

Forward Growth Analysis

Projected Growth-49.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Plains GP Holdings, L.P. Forward Estimates of SG&A Expense

PAGP ยท NASDAQ
Latest SG&A Expense
342.00M
FY 2025
Avg Estimate
393.28M
FY 2026
Estimate Range
355.07M - 420.47M
Analyst Spread

Forward Growth Analysis

Projected Growth+15.0%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread17%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Plains GP Holdings, L.P. Insider Positioning

PAGP ยท NASDAQ

During the last 12 months, there has been no insider trading activity reported for PAGP.

3 Months

Bought

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Sold

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Net Activity

+0

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3-6 Months

Bought

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Sold

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Net Activity

+0

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6-9 Months

Bought

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Sold

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9-12 Months

Bought

0

0.00

Sold

0

0.00

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Top Buyers

No buying activity

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Neutral

No insider trading activity reported. This could indicate blackout periods, lack of conviction, or regulatory restrictions.

Insider Participation

No Activity

No insider trading activity reported from any insiders in the past year.