Dec 01, 2025 • Sahm
SOMEWHAT-BULLISH
Assessing Plains GP Holdings’ Value After Strong Five-Year Surge and Industry Expansion Deals
Plains GP Holdings (PAGP) has seen significant stock appreciation over the last five years, prompting a valuation assessment. While a Discounted Cash Flow (DCF) analysis suggests the stock is significantly undervalued by 84.0%, its current Price-to-Earnings (PE) ratio of 59x is considerably higher than the industry average, indicating potential overvaluation by this metric. Investors are encouraged to use "Narratives" on Simply Wall St to combine their expectations with financial forecasts for a more personalized valuation.
Nov 17, 2025 • Simply Wall Street
SOMEWHAT-BULLISH
Will Plains GP Holdings' (PAGP) Higher Profit on Lower Sales Shift Its Long-Term Narrative?
Plains GP Holdings (PAGP) recently reported increased net income and EPS despite a decrease in Q3 2025 sales, indicating improved profitability. This earnings beat strengthens confidence in the company's midstream operations and cash flow generation, even as it faces risks related to crude demand and contract renegotiations. While analyst fair value estimates vary, the company's outlook anticipates revenue decline but significant earnings growth by 2028.
Nov 15, 2025 • Sahm
SOMEWHAT-BULLISH
Will Plains GP Holdings' (PAGP) Higher Profit on Lower Sales Shift Its Long-Term Narrative?
Plains GP Holdings (PAGP) reported increased net income and earnings per share in Q3 2025 despite lower sales, indicating improved profitability. This performance strengthens the investment narrative for Plains GP Holdings, focusing on its crude oil midstream operations and exposure to fee-based contracts. Analysts suggest a fair value of $20.62 per share, representing a 15% upside, though differing views on contract renegotiations highlight potential risks to future revenue stability.
Nov 14, 2025 • Sahm
NEUTRAL
A Fresh Look at Plains GP Holdings (PAGP) Valuation After $750M Debt Raise and Earnings Miss
Plains GP Holdings (PAGP) recently completed a $750 million debt offering and reported third-quarter earnings below expectations, leading investors to re-evaluate its valuation. While the stock has seen a short-term jump, its long-term performance indicates confidence. The article explores whether PAGP is undervalued based on intrinsic value or if current prices already reflect future growth.
Nov 08, 2025 • TradingView
SOMEWHAT-BULLISH
PLAINS GP HOLDINGS LP SEC 10-Q Report
Plains GP Holdings LP (PAGP) has released its Q3 2025 Form 10-Q report, detailing financial and operational performance. The report highlights increased net income and earnings per share despite a slight decrease in total revenues, driven by gains on asset sales and reduced operating costs. The company is also moving forward with the strategic sale of its Canadian NGL Business, expected to close in Q1 2026.
Nov 05, 2025 • GlobeNewswire
SOMEWHAT-BULLISH
|Plains All American Reports Third-Quarter 2025 Results
Plains All American Pipeline (PAA) reported strong third-quarter 2025 results, with net income attributable to PAA reaching $441 million and Adjusted EBITDA attributable to PAA at $669 million. The company also announced the acquisition of a 100% equity interest in EPIC Crude Holdings, LP, which is expected to enhance synergy capture and provide solid mid-teens returns. Plains All American is forecasting full-year 2025 Adjusted EBITDA between $2.84 to $2.89 billion and remains committed to its capital allocation framework and returning cash to unitholders.