Delek US Holdings stock surged nearly 5% on Friday following strong Q4 2025 earnings results. The downstream oil company reported a surprise non-GAAP net profit of $143 million ($2.31 per share), a dramatic turnaround from a $161 million loss in Q4 2024. The improvement was driven by the refining segment, which generated $314 million in adjusted EBITDA compared to a $69 million loss year-over-year, attributed to increased refining margins. However, the analyst cautioned that one quarter does not guarantee future performance.

Delek Logistics Partners reported record adjusted EBITDA of $536 million for 2025, driven by strong execution across natural gas, crude, and water businesses, plus acquisitions of H2O and Gravity. The company increased Libbey Complex capacity to 160 million scf per day and approved its 52nd consecutive quarterly distribution increase to $1.125 per unit. Management initiated 2026 EBITDA guidance of $520-560 million and highlighted that 82% of EBITDA now comes from third-party businesses, reducing dependence on sponsor Delek US Holdings.

Delek Logistics Partners (DKL) is a high-yielding MLP that has been increasing its distribution for 46 consecutive quarters. The company has a sustainable cash flow, a strong financial foundation, and is diversifying its operations, making it an attractive option for income investors.

Delek US Holdings CFO Reuven Spiegel sold 750 shares of the company's common stock for a total value of $17,662.50. The transaction was conducted under a pre-arranged 10b5-1 trading plan.

Delek US Holdings' value is tied to its midstream arm, which poses challenges for unlocking shareholder value. See why DK stock is a Hold.

Marathon, Ovintiv and Delek US Holdings are included in this Analyst Blog.

MPC, OVV and DK are three energy stocks that investors may want to keep an eye on for a possible run-up following the market correction.

Investors need to pay close attention to Delek US Holdings (DK) stock based on the movements in the options market lately.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Susquehanna boosted the price target for Advanced Micro Devices, Inc. (NASDAQ:AMD) from $185 to $200. Susquehanna analyst Christopher Rolland maintained a Positive rating. AMD shares gained 0.7% to close at $167.87 on Friday. See how other analysts view this stock. TD Cowen cut the price target for Delek US Holdings, Inc. (NYSE:DK) from $25 to $20. TD Cowen analyst Jason Gabelman downgraded the stock from Hold to Sell. Delek US Holdings shares fell 0.6% to close at $25.28 on Friday. See how other analysts view this stock. Benchmark increased Boot Barn Holdings, Inc. (NYSE:BOOT) price target from $110 to $140. Benchmark analyst John Lawrence maintained a Buy rating. Boot Barn shares fell 0.5% to close at $128.01 on Friday. See how other analysts view this stock. Truist Securities raised the ...Full story available on Benzinga.com

Across the recent three months, 10 analysts have shared their insights on Delek US Hldgs (NYSE:DK), expressing a variety of opinions spanning from bullish to bearish. The table below summarizes their recent ratings, showcasing the evolving sentiments within the past 30 days and comparing them to the preceding months. Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish Total Ratings 0 0 5 5 0 Last 30D 0 0 0 1 0 1M Ago 0 0 2 2 0 2M Ago 0 0 1 0 0 3M Ago 0 0 2 2 0 Analysts' evaluations of 12-month price targets offer additional insights, showcasing an average target of $28.3, with a high estimate of $32.00 and a low estimate of $25.00. Surpassing the previous average price target of $27.20, the current average has increased by 4.04%. Diving into Analyst Ratings: An In-Depth Exploration A clear picture of Delek US Hldgs's perception among financial experts is painted with a thorough analysis of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets. Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target Roger Read Wells Fargo Lowers Underweight $25.00 $26.00 John Royall JP Morgan Lowers Underweight $25.00 $26.00 Ryan Todd Piper Sandler Lowers Neutral $30.00 $31.00 Nitin Kumar Mizuho Raises Underperform $31.00 $30.00 Jason Gabelman TD Cowen Lowers Hold $25.00 $27.00 Paul Cheng Scotiabank Raises Sector Perform $27.00 $25.00 Manav Gupta UBS Raises Neutral $32.00 $30.00 Nitin Kumar Mizuho Raises Underperform $30.00 $26.00 Roger Read Wells Fargo Raises Underweight $26.00 $21.00 Doug Leggate B of A Securities Raises Neutral $32.00 $30.00 Key Insights: Action Taken: Analysts respond to changes in market conditions and company performance, frequently updating their recommendations. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Delek US Hldgs. This information offers a ...Full story available on Benzinga.com

Delek US Holdings (DK) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Keep a tab on stocks like American Public (APEI), American Axle (AXL), Alaska Air (ALK), Delek US Holdings (DK) and Warner Bros. Discovery (WBD) as they are broker favorites.