Update shared on28 Sep 2025
Fair value Increased 6.94%Despite a notable decline in projected revenue growth, a significant improvement in net profit margin has led analysts to raise CVR Energy’s consensus price target from $24.00 to $25.67.
What's in the News
- CEO Dave Lamp to retire effective December 31, 2025; Mark A. Pytosh expected to succeed him while retaining his positions at CVR Partners’ general partner.
- Q2 2025 throughput and production declined year-over-year; throughput at 172,149 bpd (down from 186,208 bpd), production at 169,098 bpd (down from 185,310 bpd).
- Q2 2025 comparable throughput and production also declined; throughput at 146,406 bpd (down from 190,999 bpd), production at 142,981 bpd (down from 190,146 bpd).
- Q3 2025 guidance: Petroleum throughput expected at 200,000–215,000 bpd, Renewables throughput at 16–20 million gallons, Nitrogen Fertilizer Ammonia utilization at 93–98%.
- CVR Energy dropped from multiple Russell value indexes, including the Russell 2000 Value, Russell Small Cap Comp Value, Russell 3000E Value, Russell 2500 Value, and Russell 3000 Value benchmarks.
Valuation Changes
Summary of Valuation Changes for CVR Energy
- The Consensus Analyst Price Target has risen from $24.00 to $25.67.
- The Consensus Revenue Growth forecasts for CVR Energy has significantly fallen from 4.0% per annum to 2.4% per annum.
- The Net Profit Margin for CVR Energy has significantly risen from 1.25% to 1.71%.
Disclaimer
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