Is USA Compression Partners, LP (NYSE:USAC) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating USA Compression Partners, LP at current levels.
The boring compression business has become the bottleneck for AI's power problem and LNG's export boom. Fleet is sold out.
Where USAC is headed
USA Compression Partners runs a 3.9 million horsepower fleet that is effectively sold out, with utilization sitting in the high 90s and contract prices stepping up every renewal cycle. By late 2027 the fleet should push past 4.3 million horsepower, with average revenue per horsepower climbing into the low $24 range from the high teens it ran at through the early 2020s. That is what 35% revenue growth looks like in a business most people assume is a sleepy MLP throwing off distributions.
Read the full Compass Direction on USAC
The complete destination call, the overlooked angle, milestones, and bull, base, and bear price scenarios (around $29.09).
See the full USAC analysisGet calls like this, free
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Frequently asked questions
Is USA Compression Partners, LP (NYSE:USAC) a buy in 2026?
Yes, on balance. The Compass leans toward accumulating USA Compression Partners, LP at current levels. The boring compression business has become the bottleneck for AI's power problem and LNG's export boom. Fleet is sold out.
What is USAC's Compass Score?
USA Compression Partners, LP scores 90/100 on Alexandria's Compass, placing it in the "True North" tier. Scores blend eight factors and update weekly.
What is the price target for USAC?
Alexandria's full Compass Direction includes bull, base, and bear price scenarios with the valuation math behind each. Read the full breakdown on the USAC page.
Compass verdicts are AI-generated, forward-looking editorial research from publicly available data, not investment advice or a recommendation regarding any security. Scores and verdicts update as the data changes.