Global Partners LP

Global Partners LP

GLPยทNYSE

$48.45

+0.94%
EnergyOil & Gas Midstream

Global Partners LP engages in the purchasing, selling, gathering, blending, storing, and logistics of transporting gasoline and gasoline blendstocks, distillates, residual oil, renewable fuels, crude oil, and propane to wholesalers, retailers, and commercial customers in the New England states, Mid-Atlantic region, and New York. The company is also involved in the transportation of petroleum products and renewable fuels through rail from the mid-continent region of the United States and Canada. Its Wholesale segment sells home heating oil, branded and unbranded gasoline and gasoline blendstocks, diesel, kerosene, residual oil, and propane to home heating oil retailers and wholesale distributors. It also aggregates crude oil through truck or pipeline in the mid-continent region of the United States and Canada, as well as transports it through rail and ships it through barge to refiners. The company's Gasoline Distribution and Station Operations segment sells branded and unbranded gasoline to gasoline station operators and sub-jobbers; operates gasoline stations and convenience stores; and provides car wash, lottery, and ATM services, as well as leases gasoline stations. Its Commercial segment sells and delivers unbranded gasoline, home heating oil, diesel, kerosene, residual oil, and bunker fuel to customers in the public sector, as well as to commercial and industrial end-users; and sells custom blended fuels. As of December 31, 2021, the company had a portfolio of 1,595 owned, leased, and supplied gasoline stations, which included 295 directly operated convenience stores; and owned, leased, or maintained storage facilities at 26 bulk terminals with a collective storage capacity of 11.9 million barrels. Global GP LLC serves as the general partner of the company. The company was incorporated in 2005 and is based in Waltham, Massachusetts.

At a Glance

Live Snapshot
Market Cap$1.65B
EPS2.1300
P/E Ratio22.75
Earnings Date08/06/2026
glp

Global Partners LP Street Expectations Map

GLP ยท NYSE

Wall Street analysts project that GLP stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 46.00, with estimates ranging from a low of 46.00 to a high of 46.00.

Lowest Target
46.00
-5.06%
Consensus Target
46.00
-5.06%
Highest Target
46.00
-5.06%

The consensus 1-year price target stands at 46.00, with estimates ranging from a low of 46.00 to a high of 46.00.

Analyst Consensus Analysis

Upside Potential

-5.1%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Risk-Reward Profile

1.00x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

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.

glp

Global Partners LP Forward Estimates of Revenue

GLP ยท NYSE
Latest Revenue
18.56B
FY 2025
Avg Estimate
29.63B
FY 2026
Estimate Range
29.63B - 29.63B
Analyst Spread

Forward Growth Analysis

Projected Growth+59.7%

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.

glp

Global Partners LP Forward Estimates of Net Income

GLP ยท NYSE
Latest Net Income
79.22M
FY 2025
Avg Estimate
98.90M
FY 2026
Estimate Range
98.90M - 98.90M
Analyst Spread

Forward Growth Analysis

Projected Growth+24.8%

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.

glp

Global Partners LP Forward Estimates of EPS

GLP ยท NYSE
Latest EPS
2.13
FY 2025
Avg Estimate
$2.88
FY 2026
Estimate Range
$2.88 - $2.88
Analyst Spread

Forward Growth Analysis

Projected Growth+35.2%

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.

glp

Global Partners LP Forward Estimates of EBIT

GLP ยท NYSE
Latest EBIT
236.20M
FY 2025
Avg Estimate
514.71M
FY 2026
Estimate Range
514.71M - 514.71M
Analyst Spread

Forward Growth Analysis

Projected Growth+117.9%

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.

glp

Global Partners LP Forward Estimates of EBITDA

GLP ยท NYSE
Latest EBITDA
378.79M
FY 2025
Avg Estimate
752.47M
FY 2026
Estimate Range
752.47M - 752.47M
Analyst Spread

Forward Growth Analysis

Projected Growth+98.7%

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.

glp

Global Partners LP Forward Estimates of SG&A Expense

GLP ยท NYSE
Latest SG&A Expense
300.34M
FY 2025
Avg Estimate
514.21M
FY 2026
Estimate Range
514.21M - 514.21M
Analyst Spread

Forward Growth Analysis

Projected Growth+71.2%

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.

glp

Global Partners LP Insider Positioning

GLP ยท NYSE

During the last 12 months, insiders have purchased $10.67M and sold $3.38M worth of GLP shares, resulting in $7.29M of net buying activity.

3 Months

Bought

69.2K

3.42M

Sold

32.0K

1.52M

Net Activity

+1.9M

+$1.90M

3-6 Months

Bought

16.8K

722.93K

Sold

0

0.00

Net Activity

+723K

+$723K

6-9 Months

Bought

64.0K

2.91M

Sold

9.0K

462.96K

Net Activity

+2.4M

+$2.45M

9-12 Months

Bought

70.0K

3.62M

Sold

27.0K

1.40M

Net Activity

+2.2M

+$2.23M

Top Buyers

1
GGL

Global Gp Llc

Other: General Partner

219.9K sharesโ€ข54 transactions

$10.67M

Top Sellers

1
RM

Romaine Mark

Officer: Chief Operating Officer

68.0K sharesโ€ข20 transactions

$3.38M

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $7.29M net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

3.16:1

Exceptional buy/sell ratio. Buying dramatically outweighs sellingโ€”one of the strongest possible insider signals.

Recent Trend (3 Months)

$1.90M

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

Insider Participation

Balanced

1 insider buyers and 1 sellers. Equal participation suggests mixed or neutral insider views.

Insider Activity Insight

Sustained buying momentum: Consistent net buying over multiple quarters suggests insiders maintain conviction in the company's prospects. This is particularly meaningful if buying continued through market volatility.