Valero Energy (VLO), Par Pacific Holdings (PARR), and PBF Energy (PBF) are positioned to benefit from constructive refining margins driven by low global product inventories and constrained refining capacity. VLO's Gulf Coast network provides crude sourcing advantages and strong cash generation, with the company...
A $1,000 investment in Valero Energy made in September 2016 would be worth $6,783.09 as of September 23, 2026, representing a 578.31% gain and significantly outperforming the S&P 500's 256.64% return. Analysts maintain an Outperform stance citing favorable refining scale, renewable diesel and ethanol diversification,...
Global markets face a high-stakes week with Chinese President Xi Jinping's state visit to Washington, UN General Assembly meetings, and discussions on AI safety regulations. Key economic data includes US manufacturing PMI and Indonesia's central bank rate decision. The 10-year Treasury yield has reached 5%, impacting...
Zacks equity research analysts featured five stocks in their daily blog on September 18, 2026. Applied Materials benefits from AI-driven semiconductor demand with an Outperform rating. Philip Morris shows strong pricing power and smoke-free product growth despite declining cigarette volumes. Valero Energy outperforms...
Valero Energy (VLO) has surged 16.5% over the past month and hit a 52-week high of $407.27, gaining 147.7% year-to-date. The company has consistently beaten earnings estimates and maintains a Zacks Rank #1 (Strong Buy) with strong Growth and Momentum scores. However, valuation metrics show the stock trades at a premium...
Several stocks showed significant movement following corporate announcements. Forgent Power Solutions jumped 9.5% after beating earnings estimates, while Skyworks Solutions surged 13.6% on optimism about a Qorvo merger closing by late September or October. Qorvo also gained 9.3%. However, Axon Enterprise slipped 9.8%...
Zacks highlights three stocks with Rank #1 (Strong Buy) ratings and strong growth potential: Valero Energy (VLO), a transportation fuels and petrochemical company with 30.9% earnings estimate increase; Schneider National (SNDR), a logistics provider with 14.3% earnings growth; and Oscar Health (OSCR), a healthcare...
The Powder & Bulk Solids Texas Conference will convene September 15-16, 2026, in Houston, addressing critical industry challenges including AI integration, sustainable battery recycling, and circular economy solutions. The event features technical tracks and sessions on lithium-ion battery recycling, plastics circular...
ExxonMobil discovered oil and gas at the Vicango East-01 well in Angola's Block 15, finding 82 feet of high-quality sandstone with 22% porosity. This marks the 20th discovery in Block 15 over 30 years. The extended license until 2032 and favorable regulatory terms provide ExxonMobil additional time and flexibility for...
Par Pacific Holdings (PARR) has outperformed its refining peers with a 147.8% one-year surge, driven by strong refining margins, diverse crude sourcing including cheaper Canadian heavy oil, and an attractive valuation at 3.50x EV/EBITDA versus the industry average of 5.83x. The company is well-positioned to benefit...
Marathon Petroleum is named Bull of the Day with expected 341% earnings growth driven by record-high crack spreads and strong refining margins, while Campbell's is named Bear of the Day after missing earnings, cutting its dividend for the first time since 2001, and guiding fiscal 2027 earnings down as much as 24% due...
Delek US Holdings (DK) reported strong Q2 2026 results with adjusted net income of $343.9M and refining EBITDA of $566.2M, driven by improved crack spreads and operational efficiency. The company expects no refinery turnarounds in H2 2026, positioning it to maximize availability. With its Enterprise Optimization Plan...
Valero Energy (VLO) has reached a new 52-week high of $362.79, gaining 120.5% year-to-date and outperforming its sector. The company maintains a strong earnings track record with a Zacks Rank #1 (Strong Buy) rating and an A-rated VGM Score. Despite trading at peer-average valuations on forward P/E, the stock shows a...
Five stocks passed screening criteria for S&P 500 outperformance, positive estimate revisions, and solid fundamentals. Valero Energy leads with 132.6% one-year gains, followed by RCM Technologies (54.7%), Invesco (51.4%), and Remitly Global (41.3%). All five stocks showed significant 2026 earnings estimate increases...
Phillips 66 is on track to achieve its 2027 target of $5.50 per barrel in refining controllable costs through over 200 optimization initiatives focused on energy efficiency and capacity utilization. Marathon Petroleum and Valero Energy also showcase strong cost management, with Valero reporting improved operating...
Zacks highlights three stocks with Rank #1 buy ratings and strong growth potential: Centene Corporation (managed care), Valero Energy Corporation (energy), and monday.com Ltd. (software). All three have seen significant increases in consensus earnings estimates over the last 60 days and possess favorable PEG ratios...
Refiner stocks have significantly outperformed the broader energy sector and S&P 500 due to a global shortage of refining capacity, which has driven crack spreads (refiner profit margins) to record highs of $64. Despite geopolitical conflicts and infrastructure damage reducing global refining capacity by 5 million...
Tech stocks rallied on Monday while industrial stocks lagged, with the Nasdaq up 0.57% and the Dow down 0.30%. Alphabet surged 3% after reports of a new AI chip called 'Frozen v2' that runs Google's Gemini models more efficiently. The semiconductor sector broadly rallied on the news. However, Apple fell 2.4% and...
The article compares two independent refiners: Delek US and Par Pacific. Delek US operates four refineries across Texas, Arkansas, and Louisiana with a 63.3% stake in Delek Logistics, but faces high leverage (11.7x debt-to-equity), declining revenue, and regulatory uncertainty. Par Pacific operates four facilities...
Delek US Holdings (DK), a mid-sized oil refiner, has gained 64% year-to-date but remains underappreciated by investors. The company's 'surgical' approach to cost-cutting and operational efficiency has driven a fivefold increase in EBITDA in Q1 2026 without proportional revenue growth. With a 2.1% dividend yield, strong...
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