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Enterprise Optimization And Midstream Investment Will Strengthen US Refining

Published
24 Mar 25
Updated
20 Oct 25
AnalystConsensusTarget's Fair Value
US$33.86
5.1% overvalued intrinsic discount
20 Oct
US$35.57
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1Y
114.4%
7D
3.9%

Author's Valuation

US$33.865.1% overvalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on20 Oct 25
Fair value Increased 14%

Analysts have increased the price target for Delek US Holdings from $29.62 to $33.86, reflecting improved revenue growth expectations and strategic financial adjustments. What's in the News Between April 1, 2025 and August 6, 2025, Delek US Holdings repurchased 1,027,395 shares for $20.83 million.

Shared on05 Oct 25
Fair value Increased 4.05%

Analysts have raised their price target for Delek US Holdings from $28.46 to $29.62 per share, citing a modest improvement in fair value while maintaining largely steady expectations for key financial metrics. What's in the News From April 1, 2025 to August 6, 2025, Delek US Holdings repurchased 1,027,395 shares, representing 1.69% of its outstanding shares, for $20.83 million (Key Developments).

Shared on20 Sep 25
Fair value Increased 14%

The upward revision in Delek US Holdings' price target reflects improved sentiment driven by slightly better consensus revenue growth and a higher projected future P/E, raising the fair value estimate from $24.92 to $28.46. What's in the News Repurchased 1,027,395 shares for $20.83 million; total buyback under current program is 20,528,002 shares (29.36%) for $579.05 million.

Shared on05 Sep 25
Fair value Increased 12%

A substantial decline in Delek US Holdings’ discount rate alongside a modest improvement in consensus revenue growth forecasts has driven a meaningful increase in the consensus analyst price target from $22.17 to $24.92. What's in the News Delek US Holdings completed the repurchase of 1,027,395 shares for $20.83 million during the latest tranche, bringing total buybacks to 20,528,002 shares (29.36%) for $579.05 million under the current program.

Shared on01 May 25
Fair value Increased 40%

Shared on24 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 13%

AnalystConsensusTarget has increased revenue growth from -3.0% to -2.5%, decreased profit margin from 0.9% to 0.5%, increased future PE multiple from 15.0x to 21.1x and decreased discount rate from 11.4% to 7.1%.

Shared on09 Apr 25
Fair value Decreased 1.20%

AnalystConsensusTarget has decreased revenue growth from -1.4% to -3.0%.

Shared on02 Apr 25
Fair value Decreased 2.08%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 3.01%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.