TickerTalks
Browse all tickers →
TickerTalks›$PAGP
PAPAGP

Plains GP Holdings LP

$PAGP·$4.9B·Oil & Gas Midstream·Energy
$25.15+0.2%1Y+33.2%
Mentions · last 7 days
2026-08-06: 0 posts2026-08-07: 6 posts2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 0 posts2026-08-11: 1 posts2026-08-12: 1 posts90%
Price updated 12h ago·X counts updated 9h ago
PAPAGP
$PAGPPlains GP Holdings LP
$25.15+0.16%9 posts0%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $PAGP, 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 numbersStalledAI verdict · as of 2026-08-11

The move has stalled — likely just drifts unless something new shows up.

Mid-stream GP holding up 33% — 7x P/E setup with Permian pipeline throughput visibility into Nov 4 Q3.

Plains GP Holdings, L.P. is a midstream infrastructure holding — via Plains All American Pipeline, L.P., owns and operates pipeline transportation, terminalling, and gathering for crude oil and NGLs across US and Canada. Up 33% over 12 months with Nov 4 Q3 earnings ahead.

  • The mid-stream infrastructure franchise is the load-bearing structural asset: with continued multi-year US Permian and Canadian oil-sand production supporting multi-year pipeline throughput plus terminalling utilization, PAGP captures durable multi-quarter recurring-revenue trajectory — that's the multi-year P&L engine.
  • The valuation is genuinely modest at 7x trailing P/E: for a business with 2.7% gross margin (typical of pipeline utility-like economics with volume-based fees) plus 3.1% operating margin plus low debt/equity, PAGP prices in continued mid-stream fee-based revenue trajectory — that's the setup where Nov 4 Q3 confirms.
  • The multi-year Permian production continues to support pipeline utilization: with US Permian Basin production continuing to expand plus multi-year crude-and-NGL takeaway needs, Plains has multi-year P&L visibility on volume-based fee structures — that's the durable multi-year structural asset.
  • The distribution-plus-yield GP structure is a durable multi-quarter positive: as a mid-stream GP holding with meaningful quarterly distributions plus capital-return discipline, PAGP supports a multi-year income-oriented investor base — that's the multi-quarter capital-return catalyst.

The trajectory is stalled into Nov 4 Q3 earnings. What sustains a move higher: continued Permian production plus firm Nov 4 Q3 fee-based revenue trajectory. What breaks the setup: a US shale-cycle contraction or a Canadian oil-sand production deceleration.

What to watch: Nov 4 Q3 earnings — continued Permian production plus firm fee-based revenue trajectory sustains the move; US shale-cycle contraction or Canadian oil-sand production deceleration breaks the setup.

On the calendar: 2026-11-04 — Q3 earnings

midstream infrastructure gppermian takeawaydistribution yield model

Read the AI verdict + X sentiment for $PAGP

  • 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.

General partner holding company for Plains All American Pipeline, owning midstream crude oil and NGL pipeline infrastructure in North America.

Industry overviewAI analysisGenerated by AI from underlying data

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

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.

Top industry ETF

$AMLPAlerian MLP ETF
+16.9%YTD
+11.7%1Y

Fundamentals & catalyst

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

Key ratios

P/E
7.0How 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
6.5%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
3.1%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
50.3%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
0.1Same 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
46.6%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
2.7%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
0.0Total 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 7, 2026$0.41$0.44-5.9%
Q1 2026May 8, 2026$0.10$0.48-79.2%
Q4 2025Feb 6, 2026$0.17$0.50-66.0%
Q3 2025Nov 5, 2025$0.31$0.42-26.2%
Next earningsWed, Nov 4·consensus EPS $0.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$17.7B+66.2%-2.4%2.5%$2.71$926.0M
Q1 FY26$12.5B+3.8%3.5%2.8%$0.10$288.0M
Q4 FY25$10.6B-14.8%6.7%3.4%$0.31$636.0M
Q3 FY25$11.6B-9.1%6.1%4.2%$0.42$615.0M

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.0.6×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.84%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.+1.0%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.+13.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 192.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.

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

8-KAcquisition completedAug 78-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

PAGP (PAGP) filed a Reg FD disclosure (Item 7.01) on 2026-08-07, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KAgreement terminatedJun 178-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

PAGP (PAGP) entered into Revolving Credit Facility On June 12, 2026, Plains All American Pipeline, L with a counterparty on 2026-06-17, involving $2.7 billion. Other items: Item 1.02. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change
8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMay 203
8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
8-KAgreement terminatedMay 128-K — Item 1.02: Agreement terminated · Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDMay 88-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 15 other (4 proxys · 2 10-Qs · 1 ARS · 1 EFFECT) in window

Recent news

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

Cetera Investment Advisers Has $4.32 Million Position in Plains GP Holdings, L.P. $PAGPdefenseworld.net·8d agoYour Dividend Calendar for July 27–31: 10 Stocks and the Last Day to Buy Each One247wallst.com·22d agoPlains All American Pipeline and Plains GP Holdings Provide Updated Capital Spending Guidance for 2026globenewswire.com·59d agoWhy This $3 Million Plains GP Holdings Buy Could Signal Confidence in a $2.9 Billion Outlookfool.com·74d agoShould Value Investors Buy Plains Group (PAGP) Stock?zacks.com·86d ago

More in Oil & Gas Midstream

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

$VG$LNG$MPLX$PAA$OKE$LPG$GLNG$EPD
Voices on X · last 7 days

No standout posts about $PAGP 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.

PrivacyTermsSupport