Raymond James Highlights Cash Flow Delivery as Key for MPLX LP (MPLX) Going Forward

MPLX LP (NYSE:MPLX) is included among

Dividend Contenders List: Top 20 Stocks.

On January 5, Raymond James expert Justin Jenkins downgraded MPLX LP (NYSE:MPLX) to Market Perform from Outperform, without assigning a terms target.

The determination came arsenic the steadfast reassessed its ratings crossed the midstream radical heading into 2026. Jenkins noted that the assemblage enters the caller twelvemonth with coagulated momentum, but said beardown and "constructive" stock show successful 2025 means the absorption present shifts distant from wide trends and toward execution.

Raymond James said investors are progressively zeroed successful connected however idiosyncratic midstream companies crook favorable macro conditions into tangible, sustainable currency flow.

The institution is connected steadfast ground. It precocious bought a sour gas-treating concern successful the Delaware Basin, Northwest Midstream, successful a $2.4 cardinal deal. It besides picked up the remaining 55% involvement successful the BANGL pipeline for $715 million. That pipeline links the Permian Basin to the Gulf Coast.

These moves are astir much than scale. They enactment MPLX LP successful a beardown presumption to payment from the surge successful information halfway improvement crossed Texas. Data centers devour monolithic amounts of powerfulness to support servers and cooling systems moving nonstop, and that is driving dependable maturation successful earthy state demand. MPLX precocious signed a missive of intent with MARA Holdings to proviso earthy state from the Delaware Basin to powerfulness MARA’s energy plants and information centers successful West Texas.

At the aforesaid time, MPLX LP (NYSE:MPLX) is cleaning up its portfolio. The institution is selling noncore gathering and processing assets successful the Rockies, with plans to rise astir $1 cardinal from those divestitures.

Taken together, 2025 marked an important displacement for MPLX. The institution invested astir $3.5 cardinal successful acquisitions, broadening its currency travel basal beyond its long-standing ties to Marathon Petroleum. Those investments are expected to assistance currency flows implicit clip and supply country for continued dividend maturation and charismatic yields successful the years ahead.

While we admit the imaginable of MPLX arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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