Analysts Predict 12% Upside For TPYP

Written by Emily J. Thompson, Senior Investment Analyst

USAC-0.12%

TPYP+0.46%

MPLX-0.72%

Source: NASDAQ.COM

Updated: Aug 12 2025

0mins

Source: NASDAQ.COM

ETF Analysis: The Tortoise North American Pipeline Fund ETF (TPYP) has an implied analyst target price of $39.49 per unit, indicating a potential upside of 12% from its current trading price of $35.26.
Stock Performance Insights: Notable underlying holdings such as Genesis Energy L.P., MPLX LP, and USA Compression Partners LP show significant upside potential based on analyst target prices, prompting questions about the validity of these targets amidst market developments.

USAC

$25.15+Infinity%1D

Analyst Views on USAC

Wall Street analysts forecast USAC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for USAC is 26.75 USD with a low forecast of 25.00 USD and a high forecast of 29.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

4 Analyst Rating

0 Buy

4 Hold

0 Sell

Hold

Current: 25.180

Low

25.00

Averages

26.75

High

29.00

Current: 25.180

Low

25.00

Averages

26.75

High

29.00

Citi

Douglas Irwin

Neutral

maintain

$25 -> $26

2025-12-02

Reason

Citi

Douglas Irwin

Price Target

$25 -> $26

AI Analysis

2025-12-02

maintain

Neutral

Reason

Citi analyst Douglas Irwin raised the firm's price target on USA Compression to $26 from $25 and keeps a Neutral rating on the shares. The firm said the updated price target reflects the acquisition of J-W Power, which the firm views favorably. Altogether, Citi expects the transaction, which is accretive, to provide USA Compression with increased capital allocation flexibility to lean further into both organic and inorganic growth and/or potential future distribution growth given improved coverage and leverage metrics, the analyst tells investors in a research note.

Texas Capital

Hold

initiated

$23

2025-09-08

Reason

Texas Capital

Price Target

$23

2025-09-08

initiated

Hold

Reason

Texas Capital initiated coverage of USA Compression with a Hold rating and $23 price target. The company is one of the largest contract compression providers in the U.S. with \"differentiated\" exposure to dry gas production, the analyst tells investors in a research note. The firm says that while USA Compression can benefit from increasing natural gas demand in the long-term, the shares are fully valued at current levels.

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Mizuho

Neutral

maintain

$22 -> $23

2025-08-29

Reason

Mizuho

Price Target

$22 -> $23

2025-08-29

maintain

Neutral

Reason

Mizuho raised the firm's price target on USA Compression to $23 from $22 and keeps a Neutral rating on the shares. The firm adjusted models in the master limited partnerships and midstream group post the Q2 reports.

JPMorgan

NULL -> Underweight

downgrade

$24 -> $25

2025-06-23

Reason

JPMorgan

Price Target

$24 -> $25

2025-06-23

downgrade

NULL -> Underweight

Reason

JPMorgan assumed coverage of USA Compression with an Underweight rating and price target of $25, up from $24. Strategic leverage to long-term natural gas demand growth, dedicated fleet investments, operational excellence, and well-capitalized producer customers collectively support an attractive contract compression outlook, the analyst tells investors in a research note. The firm says USA Compression's basin diversification represents a differentiated opportunity set versus Permian-focused contract compression peers. However, it sees a "fuller valuation limiting overall investability" in the shares.

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.