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USA Compression Partners, LP Stock Price

NYSE:USAC Community·US$3.7b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 70 Fair Values set on narratives written by author

USAC Share Price Performance

US$26.26
1.68 (6.83%)
US$29.50
Fair Value
US$26.26
1.68 (6.83%)
11.0% undervalued intrinsic discount
US$29.50
Fair Value
Price US$26.26
AnalystConsensusTarget US$29.50

USAC Community Narratives

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Fair Value US$29.5 11.0% undervalued intrinsic discount

Rising LNG Exports And AI Demand Will Increase Compression Opportunities

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US$29.5
11.0% undervalued intrinsic discount
Revenue
10.39% p.a.
Profit Margin
19.15%
Future PE
23.8x
Price in 2029
US$37.42

Trending Discussion

Updated Narratives

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USAC: Tight Compression Market And Impairment Charges Will Shape Fairly Balanced Outlook

Fair Value: US$29.5 11.0% undervalued intrinsic discount
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Snowflake Analysis

Reasonable growth potential with proven track record.

3 Risks
2 Rewards

USA Compression Partners, LP Key Details

US$1.1b

Revenue

US$360.8m

Cost of Revenue

US$723.4m

Gross Profit

US$598.1m

Other Expenses

US$125.2m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
0.86
66.72%
11.55%
941.2%
View Full Analysis

About USAC

Founded
1998
Employees
885
CEO
Micah Green
WebsiteView website
usacompression.com

USA Compression Partners, LP provides natural gas compression services in the United States. The company offers compression services to oil companies and independent producers, processors, gatherers, and transporters of natural gas and crude oil, as well as for infrastructure applications, including centralized natural gas gathering systems and processing facilities, and gas lift applications in crude oil wells. It also owns and operates a fleet of equipment to offer natural gas treating services, such as carbon dioxide and hydrogen sulfide removal, as well as natural gas cooling and dehydration to natural gas producers and midstream companies. As of December 31, 2025, the company has 3.9 million horsepower in its fleet. USA Compression Partners, LP was founded in 1998 and is headquartered in Dallas, Texas.

Recent USAC News & Updates

Seeking Alpha Jun 15

USA Compression: Opportunity Knocks For An 8% Yield After Price Pullback

Summary USA Compression trades at its lowest EV/EBITDA multiple since COVID-19, following the J-W Power acquisition and recent share price decline. USAC's forward 2026 EBITDA valuation is 8.2x, reflecting underappreciated growth and improved leverage, with EBITDA expected to reach $785m, up 28% YoY. Capital allocation prioritizes growth investments and technology upgrades, targeting margin improvement and closing a 30% OPEX gap versus peers. Industry-wide engine supply constraints may level growth prospects, but USAC's Energy Transfer backing could provide a competitive edge. Read the full article on Seeking Alpha
Narrative Update Jun 10

USAC: Tight Compression Market And Impairment Charges Will Shape Fairly Balanced Outlook

Analysts have nudged the fair value estimate for USA Compression Partners slightly higher to $29.50, citing updated earnings assumptions and ongoing support from a tight compression market with strong utilization and multi-year contract visibility, as reflected in the latest Street research price target move to $30. What's in the News USA Compression Partners reported unaudited impairment charges for the first quarter ended March 31, 2026, tied to long-lived assets whose carrying values are not expected to be recovered through future cash flows.

Recent updates

No updates