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MPMPLX

MPLX Lp

$MPLX·$58B·Oil & Gas Midstream·Energy
$57.40+0.6%YTD+8.5%1Y+16.2%
Price updated 6m ago·X counts updated 4d ago
MPMPLX
$MPLXMPLX Lp
$57.40+0.60%164 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $MPLX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

164X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $MPLX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 87% of tracked names.

Neutral sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-26

The $MPLX cashtag in this window refers to the Metaplex Solana NFT-and-token infrastructure project, not the Marathon MLP. Posts describe MPLX listings on Upbit and Bithumb, Bloomberg Terminal token-transparency inclusion, foundation buying 9% of outstanding supply, Core Asset creation up 39% month-over-month, and a whale entry at a $25M market cap. Without any real MLP conversation, no equity market posture can be extracted.

Read what X is saying about $MPLX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $MPLX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

MPLX is a 44%-operating-margin midstream MLP — the X thread is Metaplex (Solana NFT), not this pipeline name.

MPLX LP is the Marathon-affiliated midstream MLP — natural-gas and crude pipelines plus terminal logistics, with a reliable high-single-digit distribution yield and 44% operating margin.

  • Operations are stable: Q1 revenue flat YoY at a 44% operating margin and ROIC of 13.2% — midstream economics are toll-booth-like, with distributions and dividend coverage the primary metric for holders.
  • The valuation is reasonable: 12.3x PE and 4.7x sales for a midstream MLP in a strong energy-infrastructure environment — not cheap, not expensive, trading like a reliable yield-plus-growth name.
  • 52-week range position is 65% with vol multiplier 1.48 — above-average volume in a mid-range setup is often distribution or accumulation, and the setup heading into Nov 3 is coiled.

Nov 3 Q3 is the gate — any volume growth across the pipeline portfolio plus distribution confirmation extends the move. A soft natural-gas-processing print or any guide cut and the stock gives back some of the YTD gain.

What to watch: Nov 3 Q3 — pipeline volumes, natural-gas processing margins, distribution-coverage ratio, and any 2027 capital-plan commentary. A soft gas-processing print or distribution cut is the clear invalidator.

On the calendar: 2026-11-03 — Q3 earnings

cashtag collision

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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 — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $MPLX

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

Top industry ETF

$AMLPAlerian MLP ETF
+11.3%YTD
+12.7%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
Q2 2026Aug 4, 2026$1.06$1.060.0%
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%
Next earningsTue, Nov 3·consensus EPS $1.15

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$13.1B$12.7B – $13.4B$4.29$4.08 – $4.596
FY27$14.0B$13.6B – $14.3B$4.82$4.34 – $5.126
FY28$14.7B$13.7B – $15.8B$5.14$4.52 – $6.436
FY29$14.6B$14.1B – $15.2B$5.27$5.03 – $5.524
FY30$15.4B$14.9B – $16.0B$5.63$5.37 – $5.903

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.0.8×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.70%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.-2.8%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.+0.4%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.β0.485-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.

+ 28 other (28 awards) 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

424B5Prospectus supplement (offering)Aug 11424B5
AI summary

MPLX LP (MPLX) filed a prospectus supplement for a three-tranche senior notes offering: $1.25 billion 2029 Notes at 99.312% (proceeds ~$1.237B), $500 million 2032 Notes at 98.972% (proceeds ~$491.9M), and $500 million 2036 Notes at 98.066% (proceeds ~$487.1M). Total gross proceeds are approximately $2.216 billion, with settlement expected around August 24, 2026.

424B5Prospectus supplement (offering)Aug 10424B5
AI summary

MPLX LP (MPLX) filed a preliminary 424B5 prospectus supplement for a multi-tranche senior notes offering, with price, amount, and terms left blank (preliminary). The notes will be unsecured and unsubordinated obligations of MPLX LP, ranking equally with existing unsecured debt but effectively junior to secured debt and structurally subordinated to all obligations of MPLX subsidiaries. Optional redemption is permitted. MPLX does not intend to list the notes on a securities exchange. Final terms will be set at pricing.

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
+ 5 other (2 10-Qs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

A $500,000 Roth Portfolio Loaded With These Dividend Stocks Pays $50,925 a Year and the IRS Gets None of It247wallst.com·2d agoTGS vs. MPLX: Which Stock Is the Better Value Option?zacks.com·2d agoMPLX LP (MPLX) Outperforms Broader Market: What You Need to Knowzacks.com·3d agoMPLX's 7.6% Yield Looks Risky But the Numbers Say Otherwise247wallst.com·3d ago5 High-Yield Dividend Stocks to Buy for October Income with Cash Flow to Spare247wallst.com·5d ago

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Voices on X · last 7 days

No standout posts about $MPLX on X in the 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.

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