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Delek US Holdings (DK): analyst forecast and price target

$76.59 −0.38% close 16.10.26 · market cap $4.8B · Energy · Oil & Gas Refining & Marketing IWM 0.16%
Price targets and ratings of

Analyst consensus

Moderate Buy

4 Buy5 Hold1 Sell

Ratings of 10 analysts in the last 3 months

12-month forecast

$80.70+5.4% upside

Based on 10 price targets given in the last 3 months, the average target is $80.70, the highest $97.00, the lowest $58.00. The average is +5.4% from the last price of $76.59.

$40.00$60.00$80.00$100Jan 26AprJulOctJan 27AprJulOctHigh$97.00Average$80.70Low$58.00
Highest target $97.00 Average target $80.70 Lowest target $58.00
AnalystFirmPrice target RatingUpsideAction Date Move vs SPY
Alexa Petrick★★★★★★★★★★#4672 · hits 70% · avg +15.8% Goldman Sachs $83.00 → $97.00+16.9% Buy +26.6% Reiterated 15.10.26on TipRanks 06:20 −2.9%next day +0.7%
Sam Margolin★★★★★★★★★★#313 · hits 72% · avg +15.5% Wells Fargo $82.00 → $95.00+15.9% Buy +24.0% Assigned 14.10.26on TipRanks 06:50 −1.1%next day −2.9%
Joe Laetsch★★★★★★★★★★#3110 · hits 61% · avg +5.9% Morgan Stanley $81.00 Hold +5.8% Assigned 12.10.26on TipRanks 05:35 +3.8%next day +4.4%
Nitin Kumar CFA★★★★★★★★★★#878 · hits 60% · avg +8.3% Mizuho Securities $66.00 → $83.00+25.8% Hold +8.4% Downgrade 08.10.26on TipRanks 05:20 +1.9%next day −3.3% · 5 days +0.6%
Sergey Pigarev★★★★★★★★★★#7336 · hits 33% · avg +3.3% Freedom Capital Markets $86.00 Hold +12.3% Initiated 06.10.26on TipRanks 16:15 0.0%next day +1.9% · 5 days +5.6%
Jason Gabelman★★★★★★★★★★#503 · hits 65% · avg +15.3% TD Cowen $90.00 → $85.00−5.6% Buy +11.0% Reiterated 01.10.26on TipRanks 08:10 +4.0%next day −0.9% · 5 days +1.7%
Justin Jenkins★★★★★★★★★★#17 · hits 79% · avg +24.8% Raymond James $72.00 → $90.00+25.0% Buy +17.5% Reiterated 14.09.26on TipRanks 09:30 −1.7%next day +5.4% · 5 days −2.0%
Joe Laetsch★★★★★★★★★★#3110 · hits 61% · avg +5.9% Morgan Stanley $45.00 → $81.00+80.0% Hold +5.8% Assigned 14.09.26on TipRanks 07:55 −1.7%next day +5.4% · 5 days −2.0%
Jason Gabelman★★★★★★★★★★#503 · hits 65% · avg +15.3% TD Cowen $76.00 → $90.00+18.4% Buy +17.5% Reiterated 14.09.26on TipRanks 06:30 −1.7%next day +5.4% · 5 days −2.0%
Jean Ann Salisbury★★★★★★★★★★#2367 · hits 69% · avg +5.5% Bank of America Securities $50.00 → $58.00+16.0% Sell −24.3% Reiterated 10.09.26on TipRanks 22:30 +0.8%next day −1.7% · 5 days +2.7%
Sam Margolin★★★★★★★★★★#313 · hits 72% · avg +15.5% Wells Fargo $59.00 → $82.00+39.0% Buy +7.1% Assigned 01.09.26on TipRanks 06:30 −0.7%next day −3.0% · 5 days +2.6%
Alexa Petrick★★★★★★★★★★#4672 · hits 70% · avg +15.8% Goldman Sachs $73.00 → $83.00+13.7% Buy +8.4% Assigned 18.08.26on TipRanks 06:20 +2.2%next day −3.0% · 5 days −0.7%
Arun Jayaram★★★★★★★★★★#1023 · hits 59% · avg +8.0% J.P. Morgan $62.00 → $70.00+12.9% Hold −8.6% Reiterated 12.08.26on TipRanks Aug 13 08:05 +4.9%next day +0.9% · 5 days −0.9%
Nitin Kumar CFA★★★★★★★★★★#878 · hits 60% · avg +8.3% Mizuho Securities $60.00 → $66.00+10.0% Buy −13.8% Reiterated 11.08.26on TipRanks 07:30 +5.5%next day +4.9% · 5 days +7.1%
Vikram Bagri★★★★★★★★★★#12347 · hits 38% · avg −17.6% Citi $50.00 → $62.00+24.0% Hold −19.0% Reiterated 06.08.26on TipRanks 07:01 −1.6%next day −1.0% · 5 days +15.2%
Manav Gupta★★★★★★★★★★#185 · hits 69% · avg +22.7% UBS $48.00 → $52.00+8.3% Hold −32.1% Reiterated 09.07.26on TipRanks 09:35 −0.8%next day −1.5% · 5 days +9.9%
Betty Zhang★★★★★★★★★★#2397 · hits 72% · avg +18.6% Scotiabank $34.00 Hold −55.6% Reiterated 30.04.26on TipRanks 09:35 −1.2%next day +0.6% · 5 days −5.3%
Ryan Todd★★★★★★★★★★#365 · hits 62% · avg +14.6% Piper Sandler $47.00 → $40.00−14.9% Hold −47.8% Reiterated 08.01.26on TipRanks 06:55 +4.3%next day −0.3% · 5 days −5.3%

Every rating the collector has kept for the last 12 months, including the earlier ones of the same analyst. Latest of each analyst

Best analysts covering Delek US Holdings

TipRanks picks them by their record on this stock; the figures under the name are their record across all their ratings.

Most accurate

3 months Sam Margolin★★★★★★★★★★Wells Fargo · #313
Hits 72%225 of 313 Average return +15.5%
1 year Sam Margolin★★★★★★★★★★Wells Fargo · #313
Hits 72%225 of 313 Average return +15.5%
2 years Justin Jenkins★★★★★★★★★★Raymond James · #17
Hits 79%383 of 487 Average return +24.8%

Most profitable

3 months Sam Margolin★★★★★★★★★★Wells Fargo · #313
Hits 72%225 of 313 Average return +15.5%
1 year Sam Margolin★★★★★★★★★★Wells Fargo · #313
Hits 72%225 of 313 Average return +15.5%
2 years Justin Jenkins★★★★★★★★★★Raymond James · #17
Hits 79%383 of 487 Average return +24.8%

How the average price target moved

The average target of all analysts (their ratings of the 3 months before) on each day, the top analysts’ dashed, against the price; the site keeps this record since 1 October 2026. On 01.10.26: target $72.90 at a price of $71.37 (+2.1%); now: $80.70 at $76.59 (+5.4%).

$70.00$75.00$80.00Sep 15Oct 1Oct 15Top analysts$80.29Average target$80.70Price$76.59

PriceAverage targetTop analysts’ target

Recommendation trend

010208122Oct 2510171Nov713Dec3411Jan 26314Feb3491Mar6121Apr8141May710Jun1061Jul1161Aug1162Sep961Oct

Strong BuyBuyHoldSell

Rating05.2606.2607.2608.2609.2610.26
Strong Buy000000
Buy871011119
Hold14106666
Sell101121

Earnings and sales forecast

Next report: 11.11.26 (Q3 2026, date not confirmed)

Earnings per share

Next quarter’s EPS estimate — $7.95 (from $2.96 to $11.50). Last quarter: $5.48.

Sales

Next quarter’s sales estimate — $3.8B (from $3.0B to $4.6B). Last quarter: $4.1B.

Best top-analyst consensus in the sector · Energy

NESRNational Energy Services Reunited
SEISolaris Energy Infrastructure
TRGPTarga Resources
VNOMViper Energy
WMBWilliams Co
About Delek US Holdings
  • CEO: Avigal Soreq
  • Employees: 1,902
  • 310 Seven Springs Way, Brentwood, TN, 37027, US
  • www.delekus.com

Delek US Holdings, Inc. is an integrated downstream energy corporation operating within the United States. Its operations are divided into three core segments: Refining, Logistics, and Retail. The Refining segment processes crude oil and other raw materials to produce a variety of petroleum-based goods, such as gasoline, diesel, aviation fuel, and asphalt. These products are distributed through both company-owned and third-party facilities. This segment maintains and runs four independent refineries situated in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana, alongside three biodiesel production plants located in Crossett, Arkansas; Cleburne, Texas; and New Albany. The Logistics division focuses on the collection, transportation, and storage of crude oil, intermediate products, and refined petroleum. It also handles the marketing, distribution, transport, and storage of refined products for external clients. Its infrastructure includes approximately 400 miles of crude oil pipelines, around 450 miles of refined product pipelines, and a crude oil gathering network spanning roughly 900 miles. Additionally, it features associated crude oil storage tanks with a combined active capacity of about 10.2 million barrels, and it operates ten light product distribution terminals. Marketing of light products also occurs through external terminals. The Retail segment manages 248 convenience stores, which are either owned or leased, primarily concentrated in West Texas and New Mexico. These stores provide various types of gasoline and diesel under the DK or Alon brands, as well as an assortment of food items, services, tobacco products, alcoholic and non-alcoholic beverages, general merchandise, and money order services to the public. These retail outlets largely operate under the 7-Eleven, DK, or Alon brand names. Delek US Holdings, Inc. serves a broad customer base, including major oil companies, independent refiners and marketers, jobbers, dis

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