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PBF Energy Inc. Stock Price

NYSE:PBF Community·US$8.8b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 29 Fair Values set on narratives written by author

PBF Share Price Performance

US$69.56
47.37 (213.47%)
US$67.23
Fair Value
US$69.56
47.37 (213.47%)
3.5% overvalued intrinsic discount
US$67.23
Fair Value
Price US$69.56
AnalystConsensusTarget US$67.23
AnalystLowTarget US$38.21
AnalystHighTarget US$60.58

PBF Community Narratives

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Fair Value US$67.23 3.5% overvalued intrinsic discount

PBF: Refining Margins May Decline As Supply Tightens Into 2026

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·
Fair Value US$38.21 82.0% overvalued intrinsic discount

Accelerating Decarbonization Will Erode US Refining Prospects

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Fair Value US$60.58 14.8% overvalued intrinsic discount

Sustained Global Demand And Renewables Will Transform Refining

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US$67.23
3.5% overvalued intrinsic discount
Revenue
-0.77% p.a.
Profit Margin
3.36%
Future PE
9.26x
Price in 2029
US$82.26
US$38.21
82.0% overvalued intrinsic discount
Revenue
-6.15% p.a.
Profit Margin
3.78%
Future PE
5.55x
Price in 2029
US$46.78
US$60.58
14.8% overvalued intrinsic discount
Revenue
9.07% p.a.
Profit Margin
2.11%
Future PE
11.46x
Price in 2029
US$74.78

Trending Discussion

No trending discussion available.

Updated Narratives

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PBF: Margin Leverage Will Expose Martinez Reliability And Earnings Durability Risks

Fair Value: US$67.23 3.5% overvalued intrinsic discount
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PBF: Elevated Crack Spreads And Geopolitical Support Will Pressure Future Returns

Fair Value: US$38.21 82.0% overvalued intrinsic discount
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PBF: Higher Oil Price Assumptions Will Support West Coast Margin Upside

Fair Value: US$60.58 14.8% overvalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet and undervalued.

4 Risks
3 Rewards

PBF Energy Inc. Key Details

US$34.4b

Revenue

US$32.6b

Cost of Revenue

US$1.7b

Gross Profit

US$380.4m

Other Expenses

US$1.4b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
11.42
5.04%
3.94%
26.7%
View Full Analysis

About PBF

Founded
2008
Employees
3678
CEO
Matthew Lucey
WebsiteView website
www.pbfenergy.com

PBF Energy Inc., through its subsidiaries, engages in the refining and supplying of petroleum products. It operates through two segments, Refining and Logistics. The company produces gasoline, ultra-low-sulfur diesel, heating oil, jet fuel, lubricants, petrochemicals, and asphalt; diesel fuel; and unbranded transportation fuels, petrochemical feedstocks, blending components, and other petroleum products. It sells its products in the Northeast, Midwest, Gulf Coast, and West Coast of the United States, as well as in other regions of the United States, Canada, Mexico, and internationally. The company is also involved in the provision of various rail, truck, and marine terminaling services; and pipeline transportation and storage services. PBF Energy Inc. was founded in 2008 and is based in Parsippany, New Jersey.

Recent PBF News & Updates

Narrative Update Aug 18

PBF: Margin Leverage Will Expose Martinez Reliability And Earnings Durability Risks

PBF Energy's updated analyst price target has shifted from about $49.62 to $67.23. Analysts point to strong leverage to refining margins, continued deleveraging, and progress on cost reduction and operational reliability, while still flagging valuation and execution risks.

Recent updates

No updates