PAGP
Plains GPBNasdaq / Energy
Last Price
At close
2026-07-23
Current thesis
The bullish read is that PAGP used the Q1 release to raise 2026 EBITDA guidance, keep growth capital at $350 million, point to roughly $1.85 billion of adjusted free cash flow excluding working-capital changes and sale proceeds, and frame the pending NGL sale plus Cactus III synergies as setting up a cleaner crude-focused cash-flow story into 2027. [#8-K-2026-05-08]
Posture
Constructive
Lead driver
Value
What changed
Value remains the lead driver in the composite, 7D delta -0.2.
What can break
Q1 operating cash flow fell to $418 million from $639 million year over year, and adjusted EBITDA attributable to PAA fell to $730 million from $754 million, so the raised outlook still needs confirmation in later quarters. [#8-K-2026-05-08]
Momentum
78
Value
56
Sentiment
46
Setup hits (3d)
0 · Net Neutral
AI TargetsBase $23.50 · Bull $26.50 · Bear $19.50
Data freshness
Prices
As of 2026-07-23
Fundamentals
As of 2026-07-23 • Vendor: Data Vendor v1
Scores
As of 2026-07-23 • Model: HYBRID_IC_RP
AI Memo
As of 2026-05-09 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-23
Investment thesis
As of 2026-07-23
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Neutral
Target $24.42
Why
Momentum78 · Δ7d +32.5
Value56 · Δ7d -0.2
Sentiment46 · Δ7d -4.6
So what
Strength-led posture (Net Neutral). Favor watchlist adds and disciplined entries.
Lead driver: Value · See fundamentals
Momentum
78
26% active weight
Current posture
7d trendImproving
Δ7d
+32.5
Δ21d
+21.0
Value
56
39% active weight
Current posture
7d trendFlat
Δ7d
-0.2
Δ21d
-0.3
Sentiment
46
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.6
Δ21d
-10.1
Why this grade
Composite grade B. Momentum 78.2 / Value 56.3 / Sentiment 45.7
Fundamentals (TTM)As of 2026-07-23
Fundamentals (TTM)
As of 2026-07-23
Market Cap
$20.2B
Beta
0.54
Shares Out
197.9M
P/E (TTM)
28.5
P/S (TTM)
0.08
P/FCF (TTM)
2.01
Rev YoY
+7.9%
EPS YoY
-76.2%
Gross Margin
+3.7%
Op Margin
+3.0%
Net Debt
$11.16B
Current Ratio
0.94
As of 2026-07-23 • Updated nightlySource: Internal modelMethodology

