USA Compression Partners (USAC)

• Market cap: $2.96B
• 1 day: 1.34%
• 5 days: 2.72%
• 1 month: -0.94%
• 3 months: -4.51%
• 6 months: -4.66%
• Year to date: 0.96%
• 1 year: 7.15%
• 5 years: 113.92%
• 10 years: 41.86%
• Sector: Energy
• Industry: Oil & Gas Equipment & Services

About: USA Compression Partners LP provides compression services in the United States in terms of total compression fleet horsepower to customers relating to infrastructure applications, including both allowing for the processing and transportation of natural gas through the domestic pipeline system and enhancing crude oil production through artificial lift processes. It engineers, designs, operates, services, and repairs its compression units and maintains related support inventory and equipment. The company provides compression services in several shale plays throughout the U.S., including the Utica, Marcellus, Permian, Denver-Julesburg, Eagle Ford, Mississippi Lime, Granite Wash, Woodford, Barnett, and Haynesville.

Employees: 854

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

155% more call options, than puts

Call options by funds: $13.8M | Put options by funds: $5.4M

52% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 21

2.39% more ownership

Funds ownership: 39.76% [Q1] → 42.14% (+2.39%) [Q2]

6% less capital invested

Capital invested by funds: $1.28B [Q1] → $1.21B (-$76.7M) [Q2]

10% less funds holding

Funds holding: 102 [Q1] → 92 (-10) [Q2]

40% less funds holding in top 10

Funds holding in top 10: 5 [Q1] → 3 (-2) [Q2]

50% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 16

Research analyst outlook

2 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $23
• Avg. target: $24
• High target: $25

2 analyst ratings

• positive: 0 0%
• neutral: 1 50%
• negative: 1 50%

Mizuho Gabriel Moreen	$23	Neutral Maintained	29 Aug 2025
JP Morgan Jeremy Tonet	$25	Underweight Assumed	23 Jun 2025