Hess Midstream LP

Hess Midstream LP(HESM)の株式分析

$30.660

+0.040 (+0.13%)終値時点

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高値
31.005
始値
30.740
出来高加重平均価格
30.71
出来高
2.17M
時価総額
3.34B
安値
30.470
売買代金
66.77M
EV/EBITDA(TTM)
8.74

Hess Midstream LP is a midstream company that owns, operates, develops and acquires a diverse set of midstream assets to provide services to the Company and third-party customers. It owns oil, gas and produces water handling assets that are located in the Bakken and Three Forks Shale plays in the Williston Basin area of North Dakota. Its gathering segment includes Hess North Dakota Pipeline Operations LP and Hess Water Services Holdings LLC, which owns natural gas gathering and compression, crude oil gathering, and produced water gathering and disposal. Its processing and storage segment includes Hess TGP Operations LP and Hess Mentor Storage Holdings LLC, which owns Tioga gas plant, an equity investment in LM4 Joint Venture, and mentor storage terminal. Its terminaling and export segment includes Hess North Dakota Export Logistics Operations LP, which owns Ramberg Terminal Facility, Tioga Rail Terminal, Crude Oil Rail Cars, Johnson's Corner Header System, and other DAPL connections.

AI分析 of Hess Midstream LP (HESM)

中立

Hess Midstream LP is currently not a strong buy due to its recent price decline and analyst downgrades. The current price is $32.26, which is below the analyst price targets of $39 from JPMorgan and Morgan Stanley. The RSI is at a low 20.415, indicating oversold conditions, but this could also signal continued weakness. The company has a high dividend yield of 7.7%, which is attractive for income-focused investors, but the recent insider activity shows hedge funds are buying, which could indicate potential upside. However, the risk of a significant drop exists, as Goldman Sachs has a price target of $32, implying a potential downside from the current price.

アナリスト評価(7)

上値余地 +19.05%
買い
6 買い
1 中立
0 売り
現在: 30.66
安値
34.00
平均
36.50
高値
39.00

Morgan Stanley

2026-10-12

目標株価

$30

アンダーウェイト

JPMorgan

2026-10-02

目標株価

$39

アンダーウェイト

Morgan Stanley

2026-07-21

目標株価

$39

アンダーウェイト

Morgan Stanley

2026-05-12

目標株価

$38

Equal Weight

Goldman Sachs

2026-04-19

目標株価

$32

売り

バリュエーション指標

Hess Midstream LP(HESM)の現在の予想PERは9.91で、5年平均は12.80です。

予想PER

大幅な割安
5年平均 P/E
12.80
現在のP/E
9.91
割高
14.01
割安
11.60

予想EV/EBITDA

割高
5年平均 EV/EBITDA
5.73
現在のEV/EBITDA
8.74
割高
7.43
割安
4.04

予想PSR

割高
5年平均 P/S
2.14
現在のP/S
4.36
割高
3.47
割安
0.80

Alphio AI による HESM の価格シナリオ

シナリオ価格は本年の最終月次予想レンジです。確率はモデルの固定ウェイト(25 / 50 / 25)であり、保証ではありません。

強

強気

強気 · 25%HESM

$45.47

シナリオ価格

基

基本

基本 · 50%HESM

$41.16

シナリオ価格

弱

弱気

弱気 · 25%HESM

$34.69

シナリオ価格

HESM を保有するクジラ

M

Miller Howard Investments, Inc.

+ を保有HESM

+0.57%

3か月リターン

I

Infrastructure Capital Advisors, LLC

+ を保有HESM

-2.27%

3か月リターン

T

Tortoise Capital Advisors, L.L.C.

+ を保有HESM

-2.30%

3か月リターン

H

Harvest Fund Advisors LLC

+ を保有HESM

-2.37%

3か月リターン

Z

Zimmer Partners, LP

+ を保有HESM

-5.75%

3か月リターン

イベントタイムライン

2026-10-07 (ET)

16:30:00

Major Averages Decline After Fed Meeting Minutes Release

12:30:00

Hess Midstream Shares Drop 15.6% to $32.67

12:30:00

Major Averages Broadly Lower as 10-Year Treasury Yield Rises to 5.356%

10:30:00

Hess Midstream Shares Drop 15.5% to $32.70

2026-10-06 (ET)

18:00:00

Hess Midstream Expects FY27 Adjusted EBITDA of $850M-$950M

ニュース

HESM のよくある質問 — Alphio AI が回答

Hess Midstream LP is a midstream company that owns, operates, develops and acquires a diverse set of midstream assets to provide services to the Company and third-party customers. It owns oil, gas and produces water handling assets that are located in the Bakken and Three Forks Shale plays in the Williston Basin area of North Dakota. Its gathering segment includes Hess North Dakota Pipeline Operations LP and Hess Water Services Holdings LLC, which owns natural gas gathering and compression, crude oil gathering, and produced water gathering and disposal. Its processing and storage segment includes Hess TGP Operations LP and Hess Mentor Storage Holdings LLC, which owns Tioga gas plant, an equity investment in LM4 Joint Venture, and mentor storage terminal. Its terminaling and export segment includes Hess North Dakota Export Logistics Operations LP, which owns Ramberg Terminal Facility, Tioga Rail Terminal, Crude Oil Rail Cars, Johnson's Corner Header System, and other DAPL connections. It operates in the Energy sector (CRUDE PETROLEUM & NATURAL GAS industry).

Hess Midstream LP is currently not a strong buy due to its recent price decline and analyst downgrades. The current price is $32.26, which is below the analyst price targets of $39 from JPMorgan and Morgan Stanley. The RSI is at a low 20.415, indicating oversold conditions, but this could also signal continued weakness. The company has a high dividend yield of 7.7%, which is attractive for income-focused investors, but the recent insider activity shows hedge funds are buying, which could indicate potential upside. However, the risk of a significant drop exists, as Goldman Sachs has a price target of $32, implying a potential downside from the current price.

7 analysts cover HESM: 6 rate it Buy, 1 Hold and 0 Sell. The average price target is 36.50.

コミュニティ

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0xSilverthicket13 時間前

$HESM is now down 23% in the last month, giving them a starting yield of over 10%. Hess Midstream investors... What are you doing with your shares?

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