TickerTalks
Browse all tickers →
TickerTalks›$MPLX
MPMPLX

MPLX Lp

$MPLX·$58B·Oil & Gas Midstream·Energy
$56.95-0.4%YTD+7.4%1Y+12.7%
Mentions · last 7 days
2026-07-02: 8 posts2026-07-03: 192 posts2026-07-04: 65 posts2026-07-05: 77 posts2026-07-06: 33 posts2026-07-07: 45 posts2026-07-08: 89 posts509+7%
Price updated 7m ago·X counts updated 2d ago
MPMPLX
$MPLXMPLX Lp
$56.95-0.42%509 posts+7%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $MPLX, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-10

Catching its breath after a run — could pick back up or fade from here.

MPLX is a Marathon Petroleum midstream partnership delivering 12x P/E and 44% operating margins — the August 4 print has to hold the distribution's compounding.

MPLX is a master limited partnership operating pipelines, storage terminals, and gas processing plants as Marathon Petroleum's midstream arm. It's a boring, cash-generative income vehicle that has quietly compounded distributions for years while the underlying assets sit right in the middle of US oil-and-gas logistics.

Where it stands:

  • The economics still work: 12x TTM P/E, 44% operating margin, 33% ROE, and an 8.6% free cash flow yield — this is a franchise-quality midstream cashflow that trades cheaper than most utility comparables.
  • Growth is holding, not accelerating: Q1 2026 revenue was $2.86B (–1% YoY), and analyst 2027 revenue consensus of $13.7B suggests a mid-single-digit growth trajectory into 2028 — this isn't a growth story, it's a compounding-yield story.
  • The recent EPS misses are noise on strong underlying cash flow: Q1 EPS of $0.91 missed the $1.05 consensus by 14%, but $772M of Q1 free cash flow — 30% of the market cap annualized — is what the distribution actually rides on.
  • Position on the tape reflects the story: shares at 77% of the 52-week range with beta at 0.45 — this is behaving like the low-volatility yield vehicle that it is, and rolling forward.
  • No X signal on the equity: the $MPLX cashtag is entirely dominated by Metaplex, a Solana infrastructure token — no company-level narrative to compare with, so this rests on the fundamentals and the distribution cadence.

August 4 Q2 earnings is the tape-holder — an EPS beat with continued strong FCF and a reaffirmed distribution growth commitment carries the compounding narrative; a soft gathering and processing commentary or a temporarily lower distribution coverage keeps the stock rangy in the mid-$50s.

What to watch: August 4 Q2 earnings — an EPS beat with continued strong FCF and a reaffirmed distribution growth commitment carries the compounding narrative; a soft gathering and processing commentary or a temporarily lower distribution coverage keeps the stock rangy in the mid-$50s.

On the calendar: 2026-08-04 — Q2 earnings

x sentiment contaminated

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment11 posts analyzed · as of 2026-07-09

The MPLX cashtag is dominated by Metaplex, a Solana infrastructure token, with commentary on the Upbit trading launch, RMG pair on Raydium, a bullish trend continuation breakout, and momentum rankings alongside other crypto tokens. Discussion does not address Marathon Petroleum's midstream partnership or any listed equity in a coherent way. Because the tag straddles unrelated assets, no directional read on a company emerges.

Read the AI verdict + X sentiment for $MPLX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Marathon Petroleum's midstream MLP gathering, processing, transporting, and storing natural gas, NGLs, and crude oil across U.S. pipeline networks.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $MPLX.

Oil & Gas Midstream · Energy

No material change from last week — VG's Louisiana liquefaction export terminals and GLNG's floating LNG vessels unlock stranded gas monetization under long-term supply contracts.

What this means for $MPLX

Direct beneficiary — MPLX LP, incorporated in 2012 and headquartered in Findlay, Ohio, operates as a subsidiary of Marathon Petroleum Corporation, with MPLX GP LLC serving as its general partner.

Top industry ETF

$AMLPAlerian MLP ETF
+12.5%YTD
+8.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
12.3How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
44.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
8.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.7Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
33.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
49.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
1.9Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026May 5, 2026$0.90$1.05-14.3%
Q4 2025Feb 3, 2026$1.17$1.06+10.4%
Q3 2025Nov 4, 2025$1.52$1.07+42.1%
Q2 2025Aug 5, 2025$1.03$1.06-2.8%
Next earningsTue, Aug 4·consensus EPS $1.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.9B-0.8%41.0%35.8%$0.91$772.0M
Q4 FY25$3.1B+9.0%47.3%42.9%$1.17$782.0M
Q3 FY25$3.6B+30.4%60.8%49.8%$1.52$2.0B
Q2 FY25$2.8B+3.9%43.7%46.4%$1.03$1.4B

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.9B$12.7B – $13.1B$4.31$4.05 – $4.486
FY27$13.7B$13.7B – $13.7B$4.82$4.44 – $5.106
FY28$14.4B$14.2B – $14.5B$5.18$4.54 – $6.116
FY29$14.6B$14.3B – $15.1B$5.39$5.25 – $5.615
FY30$15.4B$15.1B – $15.9B$5.76$5.61 – $5.993

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.77%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+4.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 363.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 32 other (27 awards · 5 inkinds) in window

See when $MPLX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3ASRAuto-shelf registrationMay 6S-3ASR
8-KAgreement terminatedApr 138-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.02: Earnings release · Item 2.03: Material debt obligation
3New insider — initial holdingsApr 23
8-KOfficer or director changeMar 188-K — Item 5.02: Officer or director change
424B5Prospectus supplement (offering)Feb 6424B5
424B5Prospectus supplement (offering)Feb 5424B5
3New insider — initial holdingsJan 213
+ 5 other (2 earnings 8-Ks · 1 10-Q · 1 10-K · 1 routine 8-K) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Want Durable Dividend Income That Can Last for Decades? Buy This Stock and Never Look Back.fool.com·4d ago3 High-Yield Dividend Stocks With Real Capital Gains Potential in 2026marketbeat.com·5d ago7-14% Yields: My Top High-Yielding Fund Picks For H2 2026seekingalpha.com·7d agoMPLX LP: Consistently Providing Investors With The Income They Wantseekingalpha.com·11d ago27 Attractive Low-Price Dividend Dogs To Buy In Juneseekingalpha.com·14d ago

More in Oil & Gas Midstream

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$VG$TEN$GLNG$INSW$TRMD$KNTK$LPG
Voices on X · top 11 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport