Update shared on11 Sep 2025
Fair value Increased 2.13%The consensus Analyst Price Target for CVR Energy has edged up to $24.00, primarily reflecting a modest increase in the Future P/E multiple while revenue growth expectations remain steady.
What's in the News
- CEO Dave Lamp announced plans to retire effective December 31, 2025; Mark A. Pytosh is expected to succeed him as CEO while retaining his current roles.
- Q2 2025 operating results showed declines in total throughput to 172,149 bpd (versus 186,208 bpd prior year) and total production to 169,098 bpd (versus 185,310 bpd prior year).
- Production guidance for Q3 2025: petroleum throughput expected at 200,000–215,000 bpd, renewables 16–20 million gallons, nitrogen fertilizer ammonia utilization at 93–98%.
- CVR Energy was dropped from multiple Russell value and small-cap indices, including Russell 2000, 2500, 3000, and related value indices.
Valuation Changes
Summary of Valuation Changes for CVR Energy
- The Consensus Analyst Price Target has risen slightly from $23.50 to $24.00.
- The Future P/E for CVR Energy has risen slightly from 29.14x to 29.76x.
- The Consensus Revenue Growth forecasts for CVR Energy remained effectively unchanged, at 4.0% per annum.
Disclaimer
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