Genesis Energy LP

GEL · NYSE

$14.10+$0.13 (+0.93%)TodayMarket closed · Oct 20, 7:30 PM ET

Prev close $13.97

GEL analyst rating

BuyConsensus of 2 analysts over the last 12 months. 100% rate it a buy.

Strong buy0
Buy2
Hold0
Underperform0
Sell0

12-month price target · 4 analysts

Average $18.70 (+32.6% upside)

Low: $18.18
Now: $14.10
High: $19.95

Upgrades and downgrades

The latest rating actions, newest first

GEL analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
RBC Capital	Oct 13, 2026	Maintains	Outperform	$18.00 → $17.00	65%
RBC Capital	Jul 21, 2026	Maintains	Outperform	$20.00 → $18.00	65%
Wells Fargo	May 12, 2026	Maintains	Overweight	$19.00 → $18.00	62%

The case for and against

Updated Jan 12, 2026

Bull case

Genesis Energy LP benefits from improving commodity prices and increasing producer activity, which enhance the prospects for both its offshore pipeline and onshore facilities, signaling potential revenue growth. The expectations for an increase in offshore oil volumes are anticipated to drive cash flow growth in 2025 and beyond, suggesting a solid financial trajectory for the partnership. Additionally, the implementation of improved governance practices, such as board independence and common unitholder voting rights, addresses common issues within master limited partnerships (MLPs), potentially increasing investor confidence and support.

Bear case

The financial outlook for Genesis Energy LP is constrained by a projected decline in offshore activity, which is expected to limit cash flow growth and result in reduced contract multiples below current estimates. Additionally, ongoing delays in offshore and onshore operations, attributed to a weaker commodity price environment and prolonged remediation efforts at key projects like Shenandoah and Salamanca, further depress the company's growth outlook. The decline in anticipated EBITDA contributions from these segments poses significant risks to future profitability and investor confidence, particularly due to governance concerns highlighted regarding its incentive distribution rights structure.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.