Shared on 08 Dec 25

CVI: Dividend Reinstatement Hopes Will Face Persistent Refining Margin Uncertainty

We are modestly increasing our analyst price target for CVR Energy to approximately $27.70 per share, reflecting analysts' higher sector-wide forecasts and expectations for improving refining margins, gradual deleveraging, and a potential dividend reinstatement, despite generally cautious stock ratings. Analyst Commentary Street research on CVR Energy has turned incrementally more constructive on valuation, with multiple firms lifting price targets while maintaining generally cautious stock ratings.

Shared on 24 Nov 25

CVI: Dividend Reinstatement Hopes Will Remain Under Pressure From Margin Concerns

Analysts have raised their price targets for CVR Energy, with notable increases up to $37. They cite sector tailwinds, expectations for improved profitability, and the potential for a dividend reinstatement.

Shared on 09 Nov 25

Fair value Decreased 0.60%

CVI: Margin Uncertainty Will Weigh On Dividend Reinstatement Hopes

Analysts have modestly lowered their fair value estimate for CVR Energy to $27.67 per share. This is a slight decrease of $0.17, reflecting cautious sentiment on revenue growth and profit margin forecasts, despite recently raised price targets driven by anticipation of sector tailwinds and potential dividend reinstatement.

Shared on 26 Oct 25

Fair value Increased 3.73%

Analysts have raised their price target for CVR Energy by $1.00 to $27.83, citing improved outlooks on sector tailwinds, potential dividend reinstatement, and better than expected near-term indicators. Analyst Commentary Recent research updates have presented a mix of positive and cautious perspectives on CVR Energy’s outlook, valuation, and operational execution.

Shared on 12 Oct 25

Fair value Increased 4.55%

Analysts have raised their average price target for CVR Energy from $25.67 to $26.83. They cite sector tailwinds, recent industry margin trends, and the potential for dividend reinstatement as contributing factors.

Shared on 28 Sep 25

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.

Shared on 11 Sep 25

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.

Shared on 27 Aug 25

With both consensus revenue growth forecasts and discount rate estimates for CVR Energy holding steady, analysts have left their fair value price target unchanged at $23.50. What's in the News CEO Dave Lamp to retire at year-end 2025; Mark A.

Shared on 29 Jul 25

Fair value Increased 28%

Despite a notable downgrade in revenue growth forecasts, CVR Energy’s significantly higher future P/E suggests stronger valuation expectations, driving the consensus price target up from $18.42 to $24.33. What's in the News CVR Energy dropped from multiple Russell indexes, including the Russell 2000, 2500, 3000, and various value and defensive benchmarks.

Shared on 30 Apr 25

Fair value Increased 2.91%

AnalystConsensusTarget has increased revenue growth from 0.5% to 2.7%.

Shared on 23 Apr 25

Fair value Increased 0.11%

AnalystConsensusTarget has decreased revenue growth from -0.7% to 0.5%.

Shared on 17 Apr 25

Fair value Decreased 5.10%

AnalystConsensusTarget has decreased profit margin from 4.5% to 3.3% and increased future PE multiple from 7.4x to 9.5x.

Shared on 09 Apr 25

Fair value Decreased 0.89%

AnalystConsensusTarget has increased revenue growth from -1.8% to -0.7%, increased profit margin from 3.4% to 4.5% and decreased future PE multiple from 10.4x to 7.4x.

Shared on 02 Apr 25

Fair value Decreased 3.65%

AnalystConsensusTarget has decreased revenue growth from 1.0% to -1.8%, decreased profit margin from 4.3% to 3.4% and increased future PE multiple from 7.7x to 10.4x.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 1.65%