Analysts Forecast 10% Gains Ahead For EIPI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 13 2024
0mins
Should l Buy USAC?
Source: NASDAQ.COM
- Underlying Holdings Analysis: ETF Channel compared trading prices of holdings against average analyst 12-month forward target prices to calculate weighted average implied analyst target price for the FT Energy Income Partners Enhanced Income ETF (EIPI).
- Implied Analyst Target Price: Implied analyst target price for EIPI is $20.26 per unit, with a recent trading price near $18.49 per unit, indicating 9.56% upside according to analysts.
- Notable Upside Holdings: Three underlying holdings of EIPI with notable upside to analyst target prices are Sunoco LP (SUN), NextEra Energy Partners LP (NEP), and USA Compression Partners LP (USAC).
- Analyst Target Prices Summary: SUN has 18.44% upside, NEP has 11.75% upside, and USAC has 10.45% upside based on average analyst target prices.
- Investor Considerations: Questions raised about whether analysts' targets are justified or overly optimistic, requiring further investor research for valid justification.
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Analyst Views on USAC
Wall Street analysts forecast USAC stock price to fall
4 Analyst Rating
0 Buy
4 Hold
0 Sell
Hold
Current: 27.960
Low
25.00
Averages
26.75
High
29.00
Current: 27.960
Low
25.00
Averages
26.75
High
29.00
About USAC
USA Compression Partners, LP is a provider of natural gas compression services. The Company provides compression services to its customers primarily in connection with infrastructure applications, including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. The Company engineers, designs, operates, services and repairs its fleet of compression units and maintains related support inventory and equipment. It also provides compression services in mature conventional basins, including gas lift applications on crude oil wells targeted by horizontal drilling techniques. It has over 3,862,102 horsepower in its fleet. It provides compression services in unconventional resource plays throughout the United States, including the Utica, Marcellus, Permian, Denver-Julesburg, Eagle Ford, Mississippi Lime, Granite Wash, Woodford, Barnett, and Haynesville shales.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
USA Compression Partners Reports Record Financials Amid Debt Challenges
- Record Financial Performance: USA Compression Partners achieved a record adjusted EBITDA of $613.8 million and distributable cash flow of $385.7 million in 2025, demonstrating strong profitability and cash generation capabilities despite facing challenges with negative shareholders' equity.
- Acquisition Synergies: The completion of the J-W Power acquisition on January 12, 2026, added approximately 0.8 million active horsepower, with expected annual synergies of $10 million to $20 million, enhancing the company's market competitiveness and operational efficiency.
- Expansion Investment Plans: Management has committed $230 million to $250 million in expansion capex for 2026, aimed at increasing capacity and addressing future market demand, although the current debt burden remains significant.
- Debt and Coverage Ratio Challenges: While the 2026 target is set at a distribution coverage of 1.6x, the company's total debt stands at $2.55 billion with negative shareholders' equity of -$112.5 million, indicating potential refinancing pressure in the event of an economic downturn.
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Energy Transfer's Growth Accelerates Amid Rising Demand
- Earnings Growth Outlook: Energy Transfer expects its adjusted EBITDA for 2026 to be between $17.5 billion and $17.9 billion, reflecting a year-over-year growth of 9.2% to 11.7%, indicating a significant acceleration in earnings growth driven by rising oil prices and completed expansion projects.
- Expansion Project Progress: The company has completed its Nederland Flexport NGL expansion and anticipates finishing the Mustang Draw I & II plants and phase I of the Hugh Brinson Pipeline in 2026, which will enhance its competitive position and meet the increasing energy demand.
- Capital Investment Plans: Energy Transfer plans to invest between $5 billion and $5.5 billion in growth capital projects this year, which will support the implementation of several expansion projects and lay the groundwork for future revenue growth.
- High-Yield Distribution: With a current distribution yield of 7.2%, the company aims to increase this payout by 3% to 5% annually, which is likely to attract more investor interest in its high return potential, especially following the completion of expansion projects that are expected to boost total returns.
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Energy Transfer Poised for Accelerated Growth in 2026
- Earnings Growth Outlook: Energy Transfer expects adjusted EBITDA to range between $17.5 billion and $17.9 billion in 2026, reflecting a year-over-year growth of 9.2% to 11.7%, a significant acceleration from last year's 3.2% growth rate, indicating strong recovery potential amid rising oil prices.
- Expansion Project Progress: The company completed its Nederland Flexport NGL expansion and anticipates finishing the Mustang Draw I & II plants and phase I of the Hugh Brinson Pipeline in 2026, enhancing its competitive position and service capabilities in the energy sector.
- Capital Investment Plans: Energy Transfer plans to invest between $5 billion and $5.5 billion in growth capital projects this year, which will fund expansions entering service this year and ensure sustained growth in the coming years.
- High-Yield Distribution Strategy: The company aims to increase its distribution payout by 3% to 5% annually, with a current yield of 7.2%, which is likely to attract more investor interest and further drive stock price appreciation.
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USA Compression Releases 2025 Tax Packages for Unitholders
- Tax Package Announcement: USA Compression Partners, LP has announced that its 2025 tax packages, including the Schedule K-1, are now available online, enhancing information transparency and accessibility for unitholders.
- Mailing Process Initiated: The company has begun mailing the 2025 tax packages to unitholders, ensuring that all investors receive the necessary tax information in a timely manner, which improves customer service experience.
- Support Channels Available: Unitholders can call 1-855-521-8151 or visit the company’s website for tax package support, further enhancing the accessibility and responsiveness of customer service.
- Company Overview: USA Compression is one of the largest independent providers of natural gas compression services in the U.S., focusing on midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, solidifying its leadership position in the industry.
See More
USA Compression Releases 2025 Tax Packages for Unitholders
- Tax Package Announcement: USA Compression Partners, LP has announced that its 2025 tax packages, including the Schedule K-1, are now available online, enhancing information transparency and accessibility for unitholders.
- Mailing Process Initiated: The company has begun mailing the 2025 tax packages to unitholders, ensuring that all investors receive timely tax information, which improves customer service experience.
- Support Channels Available: Unitholders can call 1-855-521-8151 for Tax Package Support or visit the company’s website for more information, further enhancing customer interaction and support efficiency.
- Industry Positioning: As one of the largest independent providers of natural gas compression services in the U.S., USA Compression focuses on midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, solidifying its competitive advantage in the industry.
See More
Energy Transfer's Distribution Continues to Grow
- Earnings Report: Energy Transfer reported Q4 earnings per share of $0.25, missing the $0.36 consensus estimate, yet the stock price fell less than 1%, indicating market confidence in the company's fundamentals.
- Attractive Distribution: The company boasts a distribution yield of 7.2%, with a more than 3% year-over-year increase announced in January, while targeting a long-term annual growth rate of 3% to 5%, making it appealing for income investors.
- Performance Growth: Adjusted EBITDA reached $16 billion, setting a new record for the partnership, and the 2026 EBITDA guidance was raised to between $17.45 billion and $17.85 billion, reflecting the company's strong operational foundation.
- Market Expansion: Energy Transfer set new records in natural gas liquids fractionation and crude oil transportation volumes, and is poised for future growth through its Flexport NGL export project and new Permian Basin processing plants, underscoring its industry leadership.
See More
USA Compression Partners Reports Record Financials Amid Debt Challenges
- Record Financial Performance: USA Compression Partners achieved a record adjusted EBITDA of $613.8 million and distributable cash flow of $385.7 million in 2025, demonstrating strong profitability and cash generation capabilities despite facing challenges with negative shareholders' equity.
- Acquisition Synergies: The completion of the J-W Power acquisition on January 12, 2026, added approximately 0.8 million active horsepower, with expected annual synergies of $10 million to $20 million, enhancing the company's market competitiveness and operational efficiency.
- Expansion Investment Plans: Management has committed $230 million to $250 million in expansion capex for 2026, aimed at increasing capacity and addressing future market demand, although the current debt burden remains significant.
- Debt and Coverage Ratio Challenges: While the 2026 target is set at a distribution coverage of 1.6x, the company's total debt stands at $2.55 billion with negative shareholders' equity of -$112.5 million, indicating potential refinancing pressure in the event of an economic downturn.
See More
Energy Transfer's Growth Accelerates Amid Rising Demand
- Earnings Growth Outlook: Energy Transfer expects its adjusted EBITDA for 2026 to be between $17.5 billion and $17.9 billion, reflecting a year-over-year growth of 9.2% to 11.7%, indicating a significant acceleration in earnings growth driven by rising oil prices and completed expansion projects.
- Expansion Project Progress: The company has completed its Nederland Flexport NGL expansion and anticipates finishing the Mustang Draw I & II plants and phase I of the Hugh Brinson Pipeline in 2026, which will enhance its competitive position and meet the increasing energy demand.
- Capital Investment Plans: Energy Transfer plans to invest between $5 billion and $5.5 billion in growth capital projects this year, which will support the implementation of several expansion projects and lay the groundwork for future revenue growth.
- High-Yield Distribution: With a current distribution yield of 7.2%, the company aims to increase this payout by 3% to 5% annually, which is likely to attract more investor interest in its high return potential, especially following the completion of expansion projects that are expected to boost total returns.
See More
Energy Transfer Poised for Accelerated Growth in 2026
- Earnings Growth Outlook: Energy Transfer expects adjusted EBITDA to range between $17.5 billion and $17.9 billion in 2026, reflecting a year-over-year growth of 9.2% to 11.7%, a significant acceleration from last year's 3.2% growth rate, indicating strong recovery potential amid rising oil prices.
- Expansion Project Progress: The company completed its Nederland Flexport NGL expansion and anticipates finishing the Mustang Draw I & II plants and phase I of the Hugh Brinson Pipeline in 2026, enhancing its competitive position and service capabilities in the energy sector.
- Capital Investment Plans: Energy Transfer plans to invest between $5 billion and $5.5 billion in growth capital projects this year, which will fund expansions entering service this year and ensure sustained growth in the coming years.
- High-Yield Distribution Strategy: The company aims to increase its distribution payout by 3% to 5% annually, with a current yield of 7.2%, which is likely to attract more investor interest and further drive stock price appreciation.
See More
USA Compression Releases 2025 Tax Packages for Unitholders
- Tax Package Announcement: USA Compression Partners, LP has announced that its 2025 tax packages, including the Schedule K-1, are now available online, enhancing information transparency and accessibility for unitholders.
- Mailing Process Initiated: The company has begun mailing the 2025 tax packages to unitholders, ensuring that all investors receive the necessary tax information in a timely manner, which improves customer service experience.
- Support Channels Available: Unitholders can call 1-855-521-8151 or visit the company’s website for tax package support, further enhancing the accessibility and responsiveness of customer service.
- Company Overview: USA Compression is one of the largest independent providers of natural gas compression services in the U.S., focusing on midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, solidifying its leadership position in the industry.
See More
USA Compression Releases 2025 Tax Packages for Unitholders
- Tax Package Announcement: USA Compression Partners, LP has announced that its 2025 tax packages, including the Schedule K-1, are now available online, enhancing information transparency and accessibility for unitholders.
- Mailing Process Initiated: The company has begun mailing the 2025 tax packages to unitholders, ensuring that all investors receive timely tax information, which improves customer service experience.
- Support Channels Available: Unitholders can call 1-855-521-8151 for Tax Package Support or visit the company’s website for more information, further enhancing customer interaction and support efficiency.
- Industry Positioning: As one of the largest independent providers of natural gas compression services in the U.S., USA Compression focuses on midstream natural gas compression services for high-volume gathering systems, processing facilities, and transportation applications, solidifying its competitive advantage in the industry.
See More
Energy Transfer's Distribution Continues to Grow
- Earnings Report: Energy Transfer reported Q4 earnings per share of $0.25, missing the $0.36 consensus estimate, yet the stock price fell less than 1%, indicating market confidence in the company's fundamentals.
- Attractive Distribution: The company boasts a distribution yield of 7.2%, with a more than 3% year-over-year increase announced in January, while targeting a long-term annual growth rate of 3% to 5%, making it appealing for income investors.
- Performance Growth: Adjusted EBITDA reached $16 billion, setting a new record for the partnership, and the 2026 EBITDA guidance was raised to between $17.45 billion and $17.85 billion, reflecting the company's strong operational foundation.
- Market Expansion: Energy Transfer set new records in natural gas liquids fractionation and crude oil transportation volumes, and is poised for future growth through its Flexport NGL export project and new Permian Basin processing plants, underscoring its industry leadership.
See More
