Delek US Holdings Stock Forecast

Stock Price Forecast

According to 13 analysts polled by S&P Global, Delek US Holdings stock has a consensus rating of "Buy" and an average price target of $50.77. The average 1-year stock price forecast is 4.72% higher than the current stock price, while the lowest is $34 (-29.87%) and the highest is $62 (+27.89%).

Price Target: $50.77 (+4.72%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$34	$50.77	$50	$62
Change	-29.87%	+4.72%	+3.14%	+27.89%

Analyst Ratings

The average analyst rating for Delek US Holdings stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Rating	Jan '26	Feb '26	Mar '26	Apr '26	May '26	Jun '26
Strong Buy	3	3	3	4	4	4
Buy	1	1	1	1	1	1
Hold	9	9	9	7	7	7
Sell	1	1	1	1	1	1
Strong Sell	0	0	0	0	0	0
Total	14	14	14	13	13	13

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Alexa Petrick Goldman Sachs	Goldman Sachs	Buy Maintains $55 → $58	Buy	Maintains	$55 → $58	+19.64%	Jun 5, 2026
Nitin Kumar CFA Mizuho Securities	Mizuho Securities	Buy Maintains $54 → $60	Buy	Maintains	$54 → $60	+23.76%	May 27, 2026
Zach Parham J.P. Morgan	J.P. Morgan	Hold Maintains $54 → $57	Hold	Maintains	$54 → $57	+17.57%	May 14, 2026
Joe Laetsch Morgan Stanley	Morgan Stanley	Hold Maintains $40 → $41	Hold	Maintains	$40 → $41	-15.43%	May 4, 2026
Betty Zhang Scotiabank	Scotiabank	Hold Maintains $34	Hold	Maintains	$34	-29.87%	Apr 30, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

12.65B

from 10.72B

17.99%

from 10.72B

Revenue Next Year

11.85B

from 12.65B

-6.37%

from 12.65B

EPS This Year

4.59

from 6.60

-30.49%

from 6.60

EPS Next Year

2.30

from 4.59

-49.86%

from 4.59

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026
Revenue	10.65B	19.80B	16.47B	11.85B	10.72B	12.65B
Revenue Growth	45.83%	85.96%	-16.84%	-28.03%	-9.53%	17.99%
Gross Profit	493.90M	1.01B	872.50M	306.60M	986.90M	1.96B
Gross Margin	4.64%	5.11%	5.30%	2.59%	9.20%	15.46%
Operating Income	-51.70M	440.30M	277.20M	-319.60M	376.40M	677.60M
Net Income	-128.30M	257.10M	19.80M	-560.40M	-22.80M	254.27M
EPS	-	-	-	-	6.60	4.59
EPS Growth	-	-	-	-	-	-30.49%
Forward PE	-	4.61	15.25	-	40.97	10.57
Dividend / Share	-	0.41	0.93	1.01	1.02	1.02
Dividend Growth	-	-	125.61%	8.65%	1.49%	0.12%
Free Cash Flow	405.35M	-567.89M	676.48M	-219.11M	118.10M	219.00M
No. Analysts	-	-	-	-	-	9

EPS and Forward PE are based on non-GAAP adjusted numbers.

Revenue Forecast

Revenue	2026	2027	2028
High	14.7B
Avg	12.7B
Low	9.7B

Revenue Growth

Revenue Growth	2026	2027	2028
High	37.1%
Avg	18.0%
Low	-9.9%

EPS Forecast

EPS	2026	2027	2028
High	9.51
Avg	4.59
Low	-3.80

EPS Growth

EPS Growth	2026	2027	2028
High	44.1%
Avg	-30.5%
Low	-