Plains GP Holdings LP

Plains GP Holdings LP(PAGP)の株式分析

$27.170

+0.060 (+0.22%)終値時点

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高値
27.335
始値
27.240
出来高加重平均価格
27.11
出来高
2.58M
時価総額
3.68B
安値
26.815
売買代金
69.90M
EV/EBITDA(TTM)
5.43

Plains GP Holdings, L.P., through Plains All American Pipeline, L.P. (PAA), owns and operates midstream energy infrastructure and provides logistics services for crude oil. Its segments include Crude Oil and Natural Gas Liquids (NGL). Its Crude Oil segment operations generally consist of gathering and transporting crude oil using pipelines (including gathering systems), trucks and, at times, on barges or railcars, in addition to providing terminalling, storage and other related services utilizing its integrated assets across the United States and Canada. Its assets provide services to third parties as well as to its merchant activities. Its merchant activities include the purchase of crude oil supply and the movement of this supply on its assets or third-party assets to sales locations, including its terminals, third-party connecting carriers, regional hubs or refineries. Its NGL segment operations involve NGL storage and terminalling from its NGL assets located in the United States.

www.plains.com

AI分析 of Plains GP Holdings LP (PAGP)

買い

PAGP appears to be a good buy right now due to its current price of $26.62 being below the average analyst price target of $30, indicating potential upside. Additionally, the stock has a strong year-to-date change of +37.15% and a forward P/E ratio of 12.06, suggesting it is undervalued relative to its earnings potential. However, a key risk is the recent downgrade by Barclays, which sets a lower price target of $24, indicating potential downside.

アナリスト評価(21)

-24.84% 下落余地
買い
13 買い
8 中立
0 売り
現在: 27.17
安値
16.50
平均
20.42
高値
23.00

UBS

2026-10-09

目標株価

$30

買い

Mizuho

2026-09-21

目標株価

$30

アウトパフォーム

Barclays

2026-09-21

目標株価

$24

アンダーウェイト

Citi

2026-09-17

目標株価

$27

中立

JPMorgan

2026-09-03

目標株価

$27

中立

バリュエーション指標

Plains GP Holdings LP(PAGP)の現在の予想PERは12.06で、5年平均は12.63です。

予想PER

適正
5年平均 P/E
12.63
現在のP/E
12.06
割高
15.80
割安
9.47

予想EV/EBITDA

大幅な割安
5年平均 EV/EBITDA
8.55
現在のEV/EBITDA
5.43
割高
9.98
割安
7.13

予想PSR

割高
5年平均 P/S
0.07
現在のP/S
0.11
割高
0.09
割安
0.04

Alphio AI による PAGP 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%PAGP

$23.18

シナリオ価格

基

基本

基本 · 50%PAGP

$20.78

シナリオ価格

弱

弱気

弱気 · 25%PAGP

$16.85

シナリオ価格

PAGP を保有するクジラ

R

Recurrent Investment Advisors LLC

+ を保有PAGP

+1.62%

3か月リターン

E

Evergreen Capital Management LLC

+ を保有PAGP

+1.29%

3か月リターン

A

Artemis Investment Management LLP

+ を保有PAGP

-0.55%

3か月リターン

M

Miller Howard Investments, Inc.

+ を保有PAGP

-0.74%

3か月リターン

E

Energy Income Partners LLC

+ を保有PAGP

-3.35%

3か月リターン

C

Cushing Asset Management, LP

+ を保有PAGP

-4.14%

3か月リターン

イベントタイムライン

2026-09-29 (ET)

16:30:00

Plains Appoints Dean Liollio as Executive VP and COO

2026-06-15 (ET)

08:00:00

Plains All American Updates 2026 Capital Spending Guidance to $450 Million

2026-05-12 (ET)

10:40:00

Keyera Completes Acquisition of Plains' Canadian Natural Gas Liquids Business for $5.3B

10:40:00

Plains Completes $3.3 Billion Asset Sale to Keyera

2026-05-05 (ET)

17:40:00

Plains All American Updates NGL Business Divestiture Progress

ニュース

PAGP のよくある質問 — Alphio AI が回答

Plains GP Holdings, L.P., through Plains All American Pipeline, L.P. (PAA), owns and operates midstream energy infrastructure and provides logistics services for crude oil. Its segments include Crude Oil and Natural Gas Liquids (NGL). Its Crude Oil segment operations generally consist of gathering and transporting crude oil using pipelines (including gathering systems), trucks and, at times, on barges or railcars, in addition to providing terminalling, storage and other related services utilizing its integrated assets across the United States and Canada. Its assets provide services to third parties as well as to its merchant activities. Its merchant activities include the purchase of crude oil supply and the movement of this supply on its assets or third-party assets to sales locations, including its terminals, third-party connecting carriers, regional hubs or refineries. Its NGL segment operations involve NGL storage and terminalling from its NGL assets located in the United States. It operates in the Energy sector (PIPE LINES (NO NATURAL GAS) industry).

PAGP appears to be a good buy right now due to its current price of $26.62 being below the average analyst price target of $30, indicating potential upside. Additionally, the stock has a strong year-to-date change of +37.15% and a forward P/E ratio of 12.06, suggesting it is undervalued relative to its earnings potential. However, a key risk is the recent downgrade by Barclays, which sets a lower price target of $24, indicating potential downside.

21 analysts cover PAGP: 13 rate it Buy, 8 Hold and 0 Sell. The average price target is 20.42.

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