Hess Midstream LP

Hess Midstream LP

HESMยทNYSE

$38.47

-0.59%
EnergyOil & Gas Midstream

Hess Midstream LP owns, develops, operates, and acquires midstream assets. The company operates through three segments: Gathering; Processing and Storage; and Terminaling and Export. The Gathering segment owns natural gas gathering and compression; crude oil gathering systems; and produced water gathering and disposal facilities. Its gathering systems consists of approximately 1,350 miles of high and low pressure natural gas and natural gas liquids gathering pipelines with capacity of approximately 450 million cubic feet per day; and crude oil gathering system comprises approximately 550 miles of crude oil gathering pipelines. The Processing and Storage segment comprises Tioga Gas Plant, a natural gas processing and fractionation plant located in Tioga, North Dakota; a 50% interest in the Little Missouri 4 gas processing plant located in south of the Missouri River in McKenzie County, North Dakota; and Mentor Storage Terminal, a propane storage cavern and rail, and truck loading and unloading facility located in Mentor, Minnesota. The Terminaling and Export segment owns Ramberg terminal facility; Tioga rail terminal; and crude oil rail cars, as well as Johnson's Corner Header System, a crude oil pipeline header system. Hess Midstream LP was founded in 2014 and is based in Houston, Texas.

At a Glance

Live Snapshot
Market Cap$7.95B
EPS2.8700
P/E Ratio13.40
Earnings Date07/29/2026
hesm

Hess Midstream LP Street Expectations Map

HESM ยท NYSE

Wall Street analysts project that HESM stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 35.00, with estimates ranging from a low of 32.00 to a high of 38.00.

Lowest Target
32.00
-16.82%
Consensus Target
35.00
-9.02%
Highest Target
38.00
-1.22%

The consensus 1-year price target stands at 35.00, with estimates ranging from a low of 32.00 to a high of 38.00.

Analyst Consensus Analysis

Upside Potential

-9.0%

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

Analyst Agreement

17.1% spread

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

Risk-Reward Profile

0.07x

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

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.

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Hess Midstream LP Forward Estimates of Revenue

HESM ยท NYSE
Latest Revenue
1.62B
FY 2025
Avg Estimate
1.62B
FY 2026
Estimate Range
1.60B - 1.63B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.4%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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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Hess Midstream LP Forward Estimates of Net Income

HESM ยท NYSE
Latest Net Income
352.90M
FY 2025
Avg Estimate
357.87M
FY 2026
Estimate Range
332.93M - 403.14M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.4%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread20%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

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

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Hess Midstream LP Forward Estimates of EPS

HESM ยท NYSE
Latest EPS
2.87
FY 2025
Avg Estimate
$2.94
FY 2026
Estimate Range
$2.70 - $3.27
Analyst Spread

Forward Growth Analysis

Projected Growth+2.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage3 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread19%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookNeutral

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

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Hess Midstream LP Forward Estimates of EBIT

HESM ยท NYSE
Latest EBIT
1.02B
FY 2025
Avg Estimate
1.00B
FY 2026
Estimate Range
995.24M - 1.01B
Analyst Spread

Forward Growth Analysis

Projected Growth-2.0%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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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Hess Midstream LP Forward Estimates of EBITDA

HESM ยท NYSE
Latest EBITDA
1.24B
FY 2025
Avg Estimate
1.23B
FY 2026
Estimate Range
1.22B - 1.23B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.9%

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

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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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Hess Midstream LP Forward Estimates of SG&A Expense

HESM ยท NYSE
Latest SG&A Expense
28.50M
FY 2025
Avg Estimate
29.57M
FY 2026
Estimate Range
29.31M - 29.75M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread1%

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

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Hess Midstream LP Insider Positioning

HESM ยท NYSE

During the last 12 months, insiders have sold $2.72M worth of HESM shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

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

65.7K

2.72M

Net Activity

-2.7M

-$2.72M

Top Buyers

No buying activity

Top Sellers

1
GJA

Gatling John A.

Officer: President And Coo

62.5K sharesโ€ข1 transactions

$2.60M

2
SGG

Schoonman Geurt G

Director

3.2K sharesโ€ข1 transactions

$127K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.72M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.