USA Compression Partners, LP (USAC) Stock Analysis
Oversold Bounce setup
Energy · Oil & Gas Equipment & Services
Wait for pullback to $22.99. At $25.75 the A.R:R is 0.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $22.99 (R/R-minimum solve) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 9.5): -1.5.
USA Compression Partners provides natural gas compression services to oil and gas producers, processors, and midstream companies across U.S. unconventional plays including the Permian, Marcellus, and Bakken under fixed-fee contracts. The partnership's fleet stood at 3.9 million... Read more
Wait for pullback to $22.99. At $25.75 the A.R:R is 0.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $22.99 (R/R-minimum solve) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 9.5): -1.5. Chart setup: Oversold RSI 29, near Bollinger lower, volume surge. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 0.15, quality 8.1/10, growth 10.0/10). Score 6.6/10, moderate confidence.
Passes 5/7 gates (clean insider activity, no SEC red flags, earnings proximity 54d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
About USA Compression Partners, LP
About USA Compression Partners, LP
USA Compression Partners operates 3.9 million horsepower of compression fleet across unconventional plays including the Utica, Marcellus, Permian, Denver-Julesburg, Eagle Ford, and — following the $860 million J-W Power Acquisition completed January 12, 2026 — the Bakken, bringing total fleet to roughly 4.9 million horsepower. The partnership's 5,364 compression units as of December 31, 2025 serve approximately 260 customer companies under fixed-fee contracts, making USA Compression Partners one of the largest independent compression service providers in the U.S. by total fleet horsepower.
USA Compression Partners earns revenue exclusively from fixed monthly service fees charged to major integrated oil companies, public and private E&P companies, and midstream gatherers. Contracts typically carry initial terms of six months to five years, with approximately 19% of 2025 compression services revenue generated on month-to-month arrangements at year-end — contracts that customers may terminate with 30 days' written notice. The top 10 customers represented 46% of total revenues in 2025, up from 39% in 2023. Compression units are built to company specifications using primarily Caterpillar 3400, 3500, and 3600 engine classes and Ariel compressor frames; the partnership relies on a limited number of suppliers — including Caterpillar, Cummins, INNIO Waukesha, and Ariel — without long-term purchase contracts, and the 10-K notes lead times for Caterpillar engines have extended beyond two years for certain classes. The company carried $2.5 billion of total debt at December 31, 2025.
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USA Compression Partners' fixed-fee contract structure requires customers to pay monthly service charges even during periods of limited or disrupted throughput, insulating near-term cash flows from volume variability. However, approximately 19% of 2025 revenues were generated on month-to-month contracts subject to 30-day termination notice. Energy Transfer owns 100% of the General Partner and 32% of limited partner units, and the 10-K notes that the General Partner's fiduciary duties to unitholders are limited under the Partnership Agreement, creating governance dynamics where Energy Transfer's interests could diverge from those of other unitholders.
See also: Energy · Oil & Gas Equipment & Services
From USA Compression Partners, LP's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-06-17Recent Developments — USA Compression Partners, LP
Latest news
- NEWS USA Compression Partners, LP Stock 12‑Month Price Target Raised to $29.57, Implies 1% Upside - TradingView — TradingView positive
- NEWS USAC Q1 2026 Earnings: EPS Misses Estimates Amid Cost Pressures and Lower Utilization - Tangible Book Value - newsline.c — newsline.com negative
- NEWS USAC Q1 2026 Earnings: EPS Misses Estimates Amid Cost Pressures and Lower Utilization - Fiscal Year Earnings - newsline. — newsline.com negative
- NEWS EFXT vs. USAC: Who Wins the Natural Gas Compression Face-Off? - The Globe and Mail — The Globe and Mail neutral
- NEWS EFXT vs. USAC: Who Wins the Natural Gas Compression Face-Off? - Yahoo Finance — Yahoo Finance neutral
Generated 2026-06-17T08:56:48Z.
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Frequently Asked Questions
Wait for pullback to $22.99. At $25.75 the A.R:R is 0.0:1 — below the 1.5:1 minimum for BUY_NOW. Engine's entry $22.99 (R/R-minimum solve) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Leverage penalty (D/E 9.5): -1.5. Chart setup: Oversold RSI 29, near Bollinger lower, volume surge. Growth is cheap relative to earnings, but the technical setup has not yet produced a breakout above resistance (PEG 0.15, quality 8.1/10, growth 10.0/10). Target $25.81 (+0.2%), stop $21.38 (−20.4%), Setup A.R:R 1.8:1. Score 6.6/10, moderate confidence.
Take-profit target: $25.81 (+12.3% upside). Target $25.81 (+0.2%), stop $21.38 (−20.4%), Setup A.R:R 1.8:1. Stop-loss: $21.38.
Analyst target reached - limited upside remaining; Leverage penalty (D/E 9.5): -1.5; Consecutive earnings misses (2).
USA Compression Partners, LP trades at a P/E of 26.6 (forward 14.6). TrendMatrix value score: 7.1/10. Verdict: Buy (Wait for Entry).
13 analysts cover USAC with a consensus score of 3.6/5. Average price target: $30.
What does USA Compression Partners, LP do?USA Compression Partners provides natural gas compression services to oil and gas producers, processors, and midstream...
USA Compression Partners provides natural gas compression services to oil and gas producers, processors, and midstream companies across U.S. unconventional plays including the Permian, Marcellus, and Bakken under fixed-fee contracts. The partnership's fleet stood at 3.9 million horsepower at December 31, 2025, growing to roughly 4.9 million horsepower after the January 2026 J-W Power Acquisition; top 10 customers represented 46% of 2025 revenues.