Global Diesel Demand And Renewables Will Unlock New Opportunities

Analysts have raised their average price target for HF Sinclair from $53.71 to $56.31. This change reflects updated expectations for stronger profit margins and continued robust refining economics, despite some ongoing headwinds in renewables.

The consensus analyst price target for HF Sinclair has increased to $53.71, reflecting robust Q2 and Q3 margin outperformance and improved longer-term outlooks, partially offset by concerns over valuation and margin sustainability. Analyst Commentary Bullish analysts cite strong Q2 earnings outperformance, with robust refining margin capture surpassing expectations and Q3 margin strength continuing into September.

Analysts remain divided on HF Sinclair, with bulls citing higher future earnings estimates and sector re-rating, while bears see valuation as stretched after strong performance and forecast slowing momentum, resulting in the consensus price target holding steady at $51.43. Analyst Commentary Bullish analysts raised 2025 and 2026 estimates for HF Sinclair, citing stronger Mid-Continent cracks, improved capture rates, and higher Lubes margins.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from -0.9% to -1.6%.

AnalystConsensusTarget has decreased revenue growth from -0.5% to -0.9%, decreased profit margin from 3.2% to 2.8%, increased future PE multiple from 10.8x to 12.0x, increased discount rate from 6.8% to 7.6% and decreased shares outstanding growth rate from -0.0% to -0.0%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has increased revenue growth from 0.4% to 0.6%.

AnalystConsensusTarget has increased revenue growth from 0.2% to 0.4%.

AnalystConsensusTarget has decreased revenue growth from -1.7% to 0.2% and decreased future PE multiple from 11.4x to 10.2x.