DKEnergy · Oil & Gas Refining & MarketingThe 12 Wall Street analysts covering Delek US Holdings, Inc. hold a median 12-month price target of $61 — -4.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 99 of 100 as at 10 Aug 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Delek US Holdings, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Momentum (98): The shares have been drifting up relative to others.
Issuance (56): The company has been issuing shares or taking on financing, diluting existing holders.
Size (28): Larger than most of the companies we track — more scrutinised, less often mispriced.
The bullish and bearish analyst opinions on DK, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits −4.6% from it.
Of the 20 most recent actions, 4 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 July 2026 | TD Cowen | Maintains | Buy | $58 → $76 |
| 17 July 2026 | Goldman Sachs | Maintains | Buy | $58 → $73 |
| 14 July 2026 | JP Morgan | Maintains | Neutral | $57 → $62 |
| 13 July 2026 | Raymond James | Maintains | Outperform | — |
| 13 July 2026 | Raymond James | Maintains | Outperform | $60 → $70 |
| 29 June 2026 | TD Cowen | Upgrade | Buy | — |
| 12 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 27 May 2026 | Mizuho | Maintains | Outperform | — |
| 27 Apr 2026 | TD Cowen | Maintains | Hold | — |
| 24 Apr 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 13 Apr 2026 | Citigroup | Maintains | Neutral | — |
| 13 Apr 2026 | Goldman Sachs | Maintains | Buy | — |
| 10 Apr 2026 | UBS | Maintains | Neutral | — |
| 31 Mar 2026 | Wells Fargo | Maintains | Overweight | — |
| 25 Mar 2026 | Raymond James | Maintains | Outperform | — |
| 17 Mar 2026 | Mizuho | Maintains | Outperform | — |
| 27 Jan 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 26 Jan 2026 | Citigroup | Maintains | Neutral | — |
| 15 Jan 2026 | JP Morgan | Maintains | Neutral | — |
| 8 Jan 2026 | Piper Sandler | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DK appears on the weeks it earns a place.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 44% of US stocks
Cheaper than 89% of US stocks
Cheaper than 5% of US stocks
Cheaper than 51% of US stocks
Higher than 86% of US stocks
Higher than 75% of US stocks
Higher than 9% of US stocks
Higher than 60% of US stocks
Higher than 52% of US stocks
Higher than 95% of US stocks
Higher than 79% of US stocks
Higher than 40% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
The rank is the raw material. Whether the rules would actually own Delek US Holdings, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Delek US Holdings posted a major second-quarter earnings gain that beat estimates, driven by stronger refining margins and record logistics results, which led to higher EBITDA.
Why it matters — A DK watcher would care because improved refining margins and record logistics performance were the key drivers behind the company's earnings beat.
Delek US reported second-quarter 2026 net income of approximately $170 million, or $2.71 per share. The results were supported by stronger refining margins, improved throughput, and record logistics results.
Why it matters — The earnings highlight strong operational performance across Delek US's refining and logistics segments, which is relevant for investors tracking the company.
During its Q2 earnings call, Delek US Holdings highlighted stronger cash generation, reliable refining operations, and its logistics separation, as it targets $650-$700 million in mid-cycle free cash flow.
Why it matters — DK watchers would care because the call points to the company's cash flow outlook and refining flexibility amid its planned logistics separation.
A transcript of Delek US Holdings, Inc.'s Q2 2026 earnings call has been published on Seeking Alpha. The item consists solely of the earnings call transcript headline and provides no additional detail about the company's reported results or outlook.
Why it matters — DK watchers would care because the earnings call transcript is a primary source for company commentary on its second-quarter 2026 performance and operations.
Delek US Holdings (DK) reported headline numbers for its quarter ended June 2026. The report also reviews whether the company's key metrics came in line with Wall Street estimates and prior-year actuals.
Why it matters — Delek watchers use these comparisons to assess how the company's core operating metrics fared against analyst expectations and last year's results.
The 12 Wall Street analysts covering Delek US Holdings, Inc. have a median 12-month price target of $61, with estimates ranging from $45 to $81. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Delek US Holdings, Inc., 6 rate it a Buy, 5 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Delek US Holdings, Inc. 99 out of 100 across roughly 4,600 US stocks as at 10 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 10 Aug 2026, Delek US Holdings, Inc. ranks 99 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Momentum (98 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies -4.6% from the last close, and Ticker Nerd's factor model ranks Delek US Holdings, Inc. 99 out of 100 as at 10 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Delek US Holdings, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DK are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $45 to $81 over the next 12 months.
Delek US Holdings, Inc. returned +215.9% over the 12 months to 11 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Delek US Holdings Inc. is a diversified downstream energy company engaged in petroleum refining, asphalt production, renewable fuels, and logistics in the United States.
The most recent item we track (Zacks Investment Research, 11 Aug 2026): "Delek US Q2 Earnings Beat Estimates on Strong Refining Margins". Delek US Holdings posted a major second-quarter earnings gain that beat estimates, driven by stronger refining margins and record logistics results, which led to higher EBITDA.
Delek US Holdings Inc. is a diversified downstream energy company engaged in petroleum refining, asphalt production, renewable fuels, and logistics in the United States. It operates refineries in Texas, Arkansas, and Louisiana with a combined crude throughput capacity of 302,000 barrels per day, processing crude oil and other feedstocks to produce gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products. These products are distributed through owned and third-party terminals to serve transportation and industrial markets. The company functions through two primary segments: Refining, which focuses on manufacturing and marketing refined products, and Logistics, which handles gathering, transportation, storage, and distribution of crude oil, intermediates, and refined products. Delek US Holdings Inc. also manages a network of retail fuel and convenience stores in the Southeast United States. Founded in 2001 and headquartered in the United States, it plays a key role in the integrated downstream energy sector by providing essential energy products and infrastructure support.
CEO Mr. Avigal Soreq CPA · 1,902 employees · United States · https://www.delekus.com