Should I Buy PAGP? PAGP 2026 Analysis

Should You Buy Plains GP Holdings LP (PAGP) Today? Analysis, Price Targets, and 2026 Outlook.

Conclusion

Buy

Latest Price

20.820

1 Day change

-0.19%

52 Week Range

21.520

Analysis Updated At

2026/01/26

Plains GP Holdings LP (PAGP) is a good buy for a beginner investor with a long-term horizon and $50,000-$100,000 available for investment. The stock has positive long-term growth potential, supported by improving financials, a bullish technical setup, and favorable analyst ratings.

Technical Analysis

The technical indicators are bullish. The MACD is positive and contracting, indicating upward momentum. The RSI is neutral at 68.062, not signaling overbought or oversold conditions. Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), and the price is above key pivot levels, suggesting strength in the stock.

Options Data

Bullish

Open Interest Put-Call Ratio

Bullish

Option Volume Put-Call Ratio

Technical Summary

Sell

Buy

Positive Catalysts

Analysts have raised price targets recently, with Mizuho increasing the target to $23 and maintaining an Outperform rating.
The company plans to exit the Canadian NGL business, projecting a 27% EPS growth for
Financial metrics show significant improvement in Q3 2025, with net income up 151.52% YoY and EPS up 111.76% YoY.

Neutral/Negative Catalysts

Revenue declined by 7.05% YoY in Q3 2025, indicating potential challenges in top-line growth.
Broader market volatility due to geopolitical risks and trade threats may impact investor sentiment.

Financial Performance

In Q3 2025, Plains GP Holdings reported a revenue decline of 7.05% YoY to $11.58 billion. However, net income surged by 151.52% YoY to $83 million, and EPS increased by 111.76% YoY to 0.36. Gross margin also improved by 18.95% YoY to 6.59, indicating enhanced profitability.

Growth

Profitability

Efficiency

Analyst Ratings and Price Target Trends

Analysts are positive on the stock. Mizuho raised the price target to $23, citing the company's shift toward a pure-crude portfolio and strengthened crude platform. Morgan Stanley raised the target to $22, highlighting contracted cash flow protection in midstream infrastructure.

6 Analyst Rating

Wall Street analysts forecast PAGP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PAGP is 20.42 USD with a low forecast of 16.5 USD and a high forecast of 23 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.

2 Buy

3 Hold

1 Sell

Hold

Current: 20.860

Low

16.5

Averages

20.42

High

Current: 20.860

Low

16.5

Averages

20.42

High

BofA

Neutral -> Underperform

downgrade

$19

AI Analysis

2026-01-28

New

Reason

BofA

Price Target

$19

AI Analysis

2026-01-28

New

downgrade

Neutral -> Underperform

Reason

BofA downgraded Plains GP Holdings to Underperform from Neutral with a $19 price target.

Mizuho

Outperform

maintain

$22 -> $23

2026-01-23

Reason

Mizuho

Price Target

$22 -> $23

2026-01-23

maintain

Outperform

Reason

Mizuho raised the firm's price target on Plains GP Holdings to $23 from $22 and keeps an Outperform rating on the shares. The firm cites the company's shift toward a pure-crude portfolio for the target bump. Plains' greater exposure to a softer Permian crude backdrop is being outweighed by the benefits of a strengthened crude platform, the analyst tells investors in a research note.

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PAGP Should I Buy

PAGP Should I Buy

Should You Buy Plains GP Holdings LP (PAGP) 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

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