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Keyera Maintained at Outperform at BMO Following Plains Acquisition; Price Target Raised to C$65.00

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BMO Capital Markets maintained its outperform rating on the shares of Keyera (KEY.TO) while raising its price target to C$65.00 from C$60.00 after the company after the company closed its $5.15-billion acquisition of Plains All-American Pipeline's (PAA) Canadian natural-gas liquids business and updated its guidance.

"KEY's strategic growth update highlighted a competitive and long-dated growth rate (to 15-17% 2025-2027E; 7-8% 2027-2029E vs. 7-8% 2024-2027 and peers 2-8%) underpinned by the recently closed Plains NGL Canada deal where synergies are tracking above expectations, organic growth projects in flight, and rising utilization on existing assets on higher expected WCSB production. Our target goes to $65 (vs. $60) reflecting higher estimates and target valuation (12.5x EBITDA vs. 12x). We maintain Outperform rating and Top Pick designation," analyst Ben Pham wrote.

(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)

Price: $56.39, Change: $-0.81, Percent Change: -1.42%

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