Genesis Energy, L.P.

Genesis Energy, L.P.

GELยทNYSE

$15.19

+0.13%
EnergyOil & Gas Midstream

Genesis Energy, L.P. operates in the midstream segment of the crude oil and natural gas industry. The company's Offshore Pipeline Transportation segment engages in offshore crude oil and natural gas pipeline transportation and handling operations; and in the deepwater pipeline servicing in the southern Keathley Canyon area of the Gulf of Mexico. This segment owns interests in approximately 1,422 miles of crude oil pipelines located offshore in the Gulf of Mexico. Its Sodium Minerals and Sulfur Services segment offers sulfur-extraction services to refining operations; and operates storage and transportation assets. This segment provides services to ten refining operations; and sells sodium hydrosulfide and caustic soda to industrial and commercial companies involved in the mining of base metals. Its Onshore Facilities and Transportation segment offers onshore facilities and transportation services to Gulf Coast crude oil refineries and producers by purchasing, transporting, storing, blending, and marketing crude oil and refined products. It operates trucks, trailers, railcars, and terminals and tankage with 4.2 million barrels of storage capacity in various locations along the Gulf Coast. This segment also transports crude oil. It owns four onshore crude oil pipeline systems with approximately 450 miles of pipe in Alabama, Florida, Louisiana, Mississippi, and Texas; and four operational crude oil rail unloading facilities in Baton Rouge, Raceland, and Louisiana, as well as Walnut Hill, Florida and Natchez, Mississippi. Its Marine Transportation segment offers waterborne transportation of petroleum and crude oil in North America. This segment owns a fleet of 91 barges with a combined transportation capacity of 3.2 million barrels; and 42 push/tow boats. In addition, the company produces natural soda ash. Genesis Energy, LLC serves as a general partner of the company. The company was incorporated in 1996 and is headquartered in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$1.86B
EPS-0.7300
P/E Ratio-20.81
Earnings Date07/30/2026
gel

Genesis Energy, L.P. Street Expectations Map

GEL ยท NYSE

Wall Street analysts project that GEL stock may experience modest gains over the coming 12 months. The consensus 1-year price target stands at 16.50, with estimates ranging from a low of 13.00 to a high of 20.00.

Lowest Target
13.00
-14.42%
Consensus Target
16.50
8.62%
Highest Target
20.00
31.67%

The consensus 1-year price target stands at 16.50, with estimates ranging from a low of 13.00 to a high of 20.00.

Analyst Consensus Analysis

Upside Potential

+8.6%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

42.4% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

2.20x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

Moderate

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

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Genesis Energy, L.P. Forward Estimates of Revenue

GEL ยท NYSE
Latest Revenue
1.63B
FY 2025
Avg Estimate
1.57B
FY 2026
Estimate Range
1.57B - 1.57B
Analyst Spread

Forward Growth Analysis

Projected Growth-3.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

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

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Genesis Energy, L.P. Forward Estimates of Net Income

GEL ยท NYSE
Latest Net Income
-8.21M
FY 2025
Avg Estimate
148.18M
FY 2026
Estimate Range
148.18M - 148.18M
Analyst Spread

Forward Growth Analysis

Projected Growth+1904.9%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Genesis Energy, L.P. Forward Estimates of EPS

GEL ยท NYSE
Latest EPS
-0.73
FY 2025
Avg Estimate
$1.21
FY 2026
Estimate Range
$1.21 - $1.21
Analyst Spread

Forward Growth Analysis

Projected Growth+265.8%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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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Genesis Energy, L.P. Forward Estimates of EBIT

GEL ยท NYSE
Latest EBIT
258.19M
FY 2025
Avg Estimate
118.62M
FY 2026
Estimate Range
118.62M - 118.62M
Analyst Spread

Forward Growth Analysis

Projected Growth-54.1%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

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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Genesis Energy, L.P. Forward Estimates of EBITDA

GEL ยท NYSE
Latest EBITDA
490.26M
FY 2025
Avg Estimate
309.39M
FY 2026
Estimate Range
309.39M - 309.39M
Analyst Spread

Forward Growth Analysis

Projected Growth-36.9%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

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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Genesis Energy, L.P. Forward Estimates of SG&A Expense

GEL ยท NYSE
Latest SG&A Expense
86.34M
FY 2025
Avg Estimate
39.20M
FY 2026
Estimate Range
39.20M - 39.20M
Analyst Spread

Forward Growth Analysis

Projected Growth-54.6%

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

Analyst Coverage1 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread0%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

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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Genesis Energy, L.P. Insider Positioning

GEL ยท NYSE

During the last 12 months, insiders have purchased $202K worth of GEL shares, with no selling activity reported.

3 Months

Bought

12.3K

201.63K

Sold

0

0.00

Net Activity

+202K

+$202K

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
GGG

Gaspard Garland G

Officer: Senior Vice President

12.3K sharesโ€ข1 transactions

$202K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $202K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Recent Trend (3 Months)

$202K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

1 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Unanimous insider buying: Zero selling combined with active buying is rare and typically very bullish. Insiders appear to see significant upside with limited downside risk.