NGL Energy Partners LP

NGL Energy Partners LP

NGLยทNYSE

$16.28

-4.6%
EnergyOil & Gas Midstream

NGL Energy Partners LP engages in the transportation, storage, blending, and marketing of crude oil, natural gas liquids, refined products / renewables, and water solutions. The company operates in three segments: Water Solutions, Crude Oil Logistics, and Liquids Logistics. The Water Solutions segment transports, treats, recycles, and disposes produced and flowback water generated from oil and natural gas production; aggregates and sells recovered crude oil; disposes solids, such as tank bottoms, and drilling fluid and muds, as well as performs truck and frac tank washouts; and sells produced water for reuse and recycle, and brackish non-potable water. The Crude Oil Logistics segment purchases crude oil from producers and marketers, and transports it to refineries for resale at pipeline injection stations, storage terminals, barge loading facilities, rail facilities, refineries, and other trade hubs; and provides storage, terminaling, and transportation services through pipelines. The Liquids Logistics segment supplies natural gas liquids, refined petroleum products, and biodiesel to commercial, retail, and industrial customers in the United States and Canada through its 24 terminals, third-party storage and terminal facilities, and nine common carrier pipelines, as well as through fleet of leased railcars. This segment is also involved in the marine export of butane through its facility located in Chesapeake, Virginia. NGL Energy Holdings LLC serves as the general partner of the company. The company was founded in 1940 and is headquartered in Tulsa, Oklahoma.

At a Glance

Live Snapshot
Market Cap$2.03B
EPS-1.1200
P/E Ratio-14.54
Earnings Date06/04/2026
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NGL Energy Partners LP Street Expectations Map

NGL ยท NYSE

Wall Street analysts project that NGL stock may decline over the coming 12 months. The consensus 1-year price target stands at 2.00, with estimates ranging from a low of 2.00 to a high of 2.00.

Lowest Target
2.00
-87.71%
Consensus Target
2.00
-87.71%
Highest Target
2.00
-87.71%

The consensus 1-year price target stands at 2.00, with estimates ranging from a low of 2.00 to a high of 2.00.

Analyst Consensus Analysis

Upside Potential

-87.7%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

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

Consensus overvaluation: Analysts agree the stock is richly valued with limited upside. Consider booking profits or defensive positioning unless you have contrarian conviction in unrecognized catalysts.

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NGL Energy Partners LP Forward Estimates of Revenue

NGL ยท NYSE
Latest Revenue
3.16B
FY 2026
Avg Estimate
3.28B
FY 2027
Estimate Range
3.28B - 3.28B
Analyst Spread

Forward Growth Analysis

Projected Growth+3.8%

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

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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NGL Energy Partners LP Forward Estimates of Net Income

NGL ยท NYSE
Latest Net Income
-142.29M
FY 2026
Avg Estimate
104.16M
FY 2027
Estimate Range
104.16M - 104.16M
Analyst Spread

Forward Growth Analysis

Projected Growth+173.2%

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.

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NGL Energy Partners LP Forward Estimates of EPS

NGL ยท NYSE
Latest EPS
-1.12
FY 2026
Avg Estimate
$0.82
FY 2027
Estimate Range
$0.82 - $0.82
Analyst Spread

Forward Growth Analysis

Projected Growth+173.2%

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.

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NGL Energy Partners LP Forward Estimates of EBIT

NGL ยท NYSE
Latest EBIT
0.00
FY 2026
Avg Estimate
790.73M
FY 2027
Estimate Range
790.73M - 790.73M
Analyst Spread

Forward Growth Analysis

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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NGL Energy Partners LP Forward Estimates of EBITDA

NGL ยท NYSE
Latest EBITDA
-144.68M
FY 2026
Avg Estimate
1.19B
FY 2027
Estimate Range
1.19B - 1.19B
Analyst Spread

Forward Growth Analysis

Projected Growth+923.0%

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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NGL Energy Partners LP Forward Estimates of SG&A Expense

NGL ยท NYSE
Latest SG&A Expense
70.11M
FY 2026
Avg Estimate
118.49M
FY 2027
Estimate Range
118.49M - 118.49M
Analyst Spread

Forward Growth Analysis

Projected Growth+69.0%

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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NGL Energy Partners LP Insider Positioning

NGL ยท NYSE

During the last 12 months, insiders have purchased $580K worth of NGL shares, with no selling 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

100.0K

580.16K

Sold

0

0.00

Net Activity

+580K

+$580K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
CJM

Collingsworth James M

Director

100.0K sharesโ€ข1 transactions

$580K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $580K 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.

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.