Should I Buy MUSA? MUSA 2026 Analysis

Should You Buy Murphy USA Inc (MUSA) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Hold

Latest Price

419.130

1 Day change

-0.62%

52 Week Range

523.090

Analysis Updated At

2026/01/26

Murphy USA Inc. (MUSA) is not a strong buy for a beginner investor with a long-term horizon and $50,000-$100,000 to invest. While the stock has some positive aspects such as bullish moving averages and hedge fund buying activity, the lack of strong proprietary trading signals, declining financial performance, and mixed analyst ratings suggest that it is better to hold off on buying at this time.

Technical Analysis

The technical indicators present a mixed picture. The MACD is negatively expanding (-1.247), indicating bearish momentum. The RSI is neutral at 50.569, and the moving averages are bullish (SMA_5 > SMA_20 > SMA_200). Key support and resistance levels are Pivot: 434.128, R1: 449.806, S1: 418.451, R2: 459.491, S2: 408.766. Overall, the technicals suggest no strong buy signal.

Options Data

Bullish

Open Interest Put-Call Ratio

Bearish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Hedge funds are significantly increasing their positions, with a 21095.45% rise in buying activity over the last quarter.
Analysts have raised price targets recently, with some projecting values as high as $
Bullish moving averages signal potential upward momentum.

Neutral/Negative Catalysts

Financial performance in Q3 2025 showed declines in revenue (-3.05% YoY), net income (-12.94% YoY), and EPS (-6.25% YoY).
The MACD is negatively expanding, indicating bearish momentum.
Dividend yield is low at 0.6%, raising concerns about sustainability.
Analyst ratings are mixed, with one firm assigning an Underperform rating and a $405 price target.

Financial Performance

In Q3 2025, Murphy USA reported a revenue decline of -3.05% YoY to $4.496 billion. Net income dropped -12.94% YoY to $129.9 million, and EPS fell -6.25% YoY to $6.75. However, gross margin improved by 2.74% YoY to 12.38%. Overall, the financial performance shows declining growth trends.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analyst ratings are mixed. RBC Capital raised the price target to $467 and maintained a Sector Perform rating, citing strong gas margins and demand stability. Stephens raised the price target to $475 with an Overweight rating, highlighting strong retail fuel margins and nicotine segment momentum. Wells Fargo raised the price target to $410 but kept an Equal Weight rating. BofA initiated coverage with an Underperform rating and a $405 price target, citing concerns about low gas prices, falling cigarette volumes, and constrained growth due to lower-income consumer pressures.

4 Analyst Rating

Wall Street analysts forecast MUSA stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for MUSA is 409.5 USD with a low forecast of 340 USD and a high forecast of 463 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.

1 Buy

2 Hold

1 Sell

Hold

Current: 421.740

Low

340

Averages

409.5

High

463

Current: 421.740

Low

340

Averages

409.5

High

463

RBC Capital

Irene Nattel

Sector Perform

maintain

$463 -> $467

AI Analysis

2026-01-23

Reason

RBC Capital

Irene Nattel

Price Target

$463 -> $467

AI Analysis

2026-01-23

maintain

Sector Perform

Reason

RBC Capital analyst Irene Nattel raised the firm's price target on Murphy USA to $467 from $463 and keeps a Sector Perform rating on the shares as part of a broader research note on Convenience Stores. Relative strength in gas margins, long-term track record of demand stability, and year-to-date momentum continuing into Q4 are supportive of the firm's constructive view of the sector despite the backdrop of muted and value-oriented consumer spending augmented by uncertainty surrounding economic and geopolitical activities, the analyst tells investors in a research note.

Wells Fargo

Edward Kelly

Equal Weight

maintain

$375 -> $410

2026-01-21

Reason

Wells Fargo

Edward Kelly

Price Target

$375 -> $410

2026-01-21

maintain

Equal Weight

Reason

Wells Fargo analyst Edward Kelly raised the firm's price target on Murphy USA to $410 from $375 and keeps an Equal Weight rating on the shares. The firm says the company seems set up for a solid Q4 beat, with strong fuel results and consistent inside trends offsetting some acceleration in costs.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for MUSA

Unlock Now

MUSA Should I Buy

MUSA Should I Buy

Should You Buy Murphy USA Inc (MUSA) Today? Analysis, Price Targets, and 2026 Outlook.

Technical Analysis

Options Data

Technical Summary

Positive Catalysts

Neutral/Negative Catalysts

Financial Performance

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

People Also Watch