Targa Resources Corp.
$288.49+1.6%YTD+50.9%1Y+71.2%
Price updated 5h ago·X counts updated 4d ago
On X
The complete picture of $TRGP 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.
21X posts · last 7 days
AI verdictAI analysisGenerated by AI from underlying data
TickerTalks' own read on what's driving $TRGP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.
What it does
Plain-English summary of the business — what they sell and how they make money.
Industry overviewAI analysisGenerated by AI from underlying data
Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $TRGP.
Oil & Gas Midstream
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 $TRGP
Partial — Targa Resources gathers, processes, and transports natural gas and NGLs, primarily serving producers in the Permian Basin.
Top industry ETF
$AMLPAlerian MLP ETF
+12.4%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
28.7How 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
14.1%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
23.1%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
1.1%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
3.9Same 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
72.1%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
36.6%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
5.5Total 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 6, 2026$3.54$2.83+25.1%
Q1 2026May 7, 2026$2.21$2.48-10.9%
Q4 2025Feb 19, 2026$2.51$2.30+9.1%
Q3 2025Nov 5, 2025$2.20$2.11+4.3%
Next earningsWed, Nov 4·consensus EPS $2.69
Quarterly trend
QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$4.4B+10.3%48.2%27.8%$3.56$431.2M
Q1 FY26$4.1B-15.6%31.1%20.7%$2.23$-160.0M
Q4 FY25$4.1B-7.9%43.1%22.6%$2.53$542.3M
Q3 FY25$4.2B+8.1%23.3%21.1%$2.21$-72.6M
Forward consensus
FYRevenueRangeEPSRangeAnalysts
FY26$19.0B$18.2B – $19.6B$11.27$10.93 – $11.716
FY27$23.8B$22.6B – $25.3B$12.33$11.03 – $14.336
FY28$27.0B$21.3B – $29.5B$14.96$12.83 – $18.467
FY29$32.3B$27.4B – $35.1B$16.82$13.51 – $18.723
FY30$35.6B$30.2B – $38.7B$19.32$15.52 – $21.515
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.1.0×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.85%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.+0.6%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.+13.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.
Float & profile
FloatHigh float · 211.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% 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.β0.725-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.
Insider activity
Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.
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
3New insider — initial holdingsSep 33
AI summary
8-KOfficer or director changeAug 258-K — Item 5.02: Officer or director change
AI summary
8-KPress release / Reg FDAug 68-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary
3New insider — initial holdingsJul 233
AI summary
8-KOfficer or director changeJul 178-K — Item 5.02: Officer or director change
AI summary
8-KMaterial agreementJul 68-K — Item 1.01: Material agreement
AI summary
8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
8-KPress release / Reg FDMay 78-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 6 other (3 13Gs · 2 10-Qs · 1 SD) in window
Recent news
Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.
Midstream Free Cash Flow Drives Growth & Capital ReturnsChickasaw Capital Management LLC Reduces Holdings in Targa Resources, Inc. $TRGPHere's Why Targa Resources, Inc. (TRGP) is a Strong Growth StockIs Targa Resources Stock a Smart Hold in Today's Market?Analyst Rating Boosts May Signal More Upside for These 3 Stocks
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Voices on X · last 7 days
No standout posts about $TRGP on X in the last 7 days.