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AnalystConsensusTarget updated the narrative for PAA

Update shared on 03 Nov 2025

Fair value Decreased 1.14%
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AnalystConsensusTarget's Fair Value
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1Y
4.4%
7D
-1.2%

Narrative Update on Plains All American Pipeline

Analysts have slightly lowered their price target for Plains All American Pipeline from $20.65 to $20.41 per share, citing revised revenue growth expectations while profit margins and valuation metrics remain stable.

What's in the News

  • Mizuho Securities USA LLC, ING Financial Markets LLC, RBC Capital Markets LLC, Citigroup Global Markets Inc., U.S. Bancorp Investments Inc., SMBC Nikko Securities America Inc., Scotia Capital (USA) Inc., CIBC World Markets Corp., J.P. Morgan Securities LLC, MUFG Securities Americas Inc., BMO Capital Markets Corp., and Regions Securities LLC have all been added as Co-Lead Underwriters for Plains All American Pipeline's $699.055 million Fixed-Income Offering (Key Developments).
  • Truist Securities Inc., Citigroup Global Markets Inc., ING Financial Markets LLC, U.S. Bancorp Investments Inc., Mizuho Securities USA LLC, RBC Capital Markets LLC, CIBC World Markets Corp., J.P. Morgan Securities LLC, Regions Securities LLC, SMBC Nikko Securities America Inc., MUFG Securities Americas Inc., BMO Capital Markets Corp., and Scotia Capital (USA) Inc. have been added as Co-Lead Underwriters for Plains All American Pipeline's $548.889 million Fixed-Income Offering (Key Developments).
  • From April 1, 2025 to June 30, 2025, the company repurchased 476,695 shares for $7.5 million, completing the buyback of 32,012,387 shares under the program announced on November 2, 2020 (Key Developments).

Valuation Changes

  • The Fair Value Estimate has decreased slightly from $20.65 to $20.41 per share.
  • The Discount Rate has edged down marginally from 7.89% to 7.87%.
  • The Revenue Growth expectation has declined significantly, moving from 1.54% to -0.70%.
  • The Net Profit Margin has risen moderately from 3.23% to 3.40%.
  • The Future P/E Multiple has increased marginally from 11.28x to 11.31x.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.