PBF Energy Inc.
Piper Sandler initiated PBF Energy (NYSE:PBF) with a Neutral rating and $94 price target. The stock trades at $80.55, with a low P/E ratio of 7. Piper Sandler noted PBF's balance sheet improvement and expected net cash position in H2. UBS raised its target to $99, while BMO revised its Q3 2026 EPS estimate to $11.99. PBF issued $550M in notes for debt redemption and corporate purposes.
PBF Energy Inc.'s average stock price target was reduced from $84.69 to $84 by 13 analysts, with a range of $55 to $113. This implies a 6% upside from the Oct. 22 closing price. The consensus rating among 15 analysts is now 'Sell', with 1 Buy, 8 Holds, and 6 Sells.
Insiders at Cytokinetics (CYTK), International Seaways (INSW), BJ’s (BJ), Grace (GRCE), and PBF (PBF) reported significant stock trades. Cytokinetics director sold 7,500 shares for $471,600. International Seaways shareholder sold 1.1M shares for $107.3M. BJ’s CEO sold 192,584 shares for $19.7M. Grace shareholder bought 85,697 shares for $165.6K. PBF Energy rep sold 170,000 shares for $14.96M.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning PBF (PBF Energy Inc.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent PBF coverage spans financial news, corporate actions and commodities.
In the last 30 days, PBF insiders filed 4 SEC Form 4 transactions — no purchases and 4 sales ($33.3M). The most active reporter was Control Empresarial de Capitales S.A. de C.V. with 4 filings.
The new debt issuance and improved balance sheet may support modest upside, while the Neutral rating tempers expectations.
Potential downside pressure as analysts lower targets and increase sell ratings.
Significant insider sell could weigh on sentiment.
Positive sentiment from refining earnings estimate revisions, with minimal incremental company-specific detail.
Debt reduction improves balance sheet flexibility and may boost equity valuation.
AlphAI scores every news story that mentions PBF with an AI model for sentiment and relevance, and aggregates insider trades from PBF Energy Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Piper Sandler initiated PBF Energy (NYSE:PBF) with a Neutral rating and $94 price target. The stock trades at $80.55, with a low P/E ratio of 7. Piper Sandler noted PBF's balance sheet improvement and expected net cash position in H2. UBS raised its target to $99, while BMO revised its Q3 2026 EPS estimate to $11.99. PBF issued $550M in notes for debt redemption and corporate purposes.
2 min readPBF Energy Inc.'s average stock price target was reduced from $84.69 to $84 by 13 analysts, with a range of $55 to $113. This implies a 6% upside from the Oct. 22 closing price. The consensus rating among 15 analysts is now 'Sell', with 1 Buy, 8 Holds, and 6 Sells.
1 min readInsiders at Cytokinetics (CYTK), International Seaways (INSW), BJ’s (BJ), Grace (GRCE), and PBF (PBF) reported significant stock trades. Cytokinetics director sold 7,500 shares for $471,600. International Seaways shareholder sold 1.1M shares for $107.3M. BJ’s CEO sold 192,584 shares for $19.7M. Grace shareholder bought 85,697 shares for $165.6K. PBF Energy rep sold 170,000 shares for $14.96M.
1 min readBrian Sullivan reports that the real cost of oil is higher than futures prices due to increased shipping costs. Shell (SHEL) reached a new high, with analysts bullish on its LNG business. RBC highlights ConocoPhillips (COP) as a top global stock idea. Morgan Stanley is optimistic about refiners like ExxonMobil (XOM), Valero (VLO), Phillips 66 (PSX), and PBF (PBF). Truist upgrades First Solar (FSLR) to Buy with a $270 target.
7 min readPBF Energy plans to redeem $800M of 9.875% Senior Notes due 2030 on October 26, 2026, at 100% principal plus premium and accrued interest. This debt management move may reduce future interest expenses and alter its capital structure, potentially benefiting equity investors and bondholders. Analysts rate PBF stock as Hold with a $91 target, while TipRanks' AI rates it as Outperform.
2 min readPBF Energy Inc. (PBF) filed an SEC Form 8-K — Other Events. Item 8.01. Other Events. Notice of Optional Redemption On October 14, 2026, PBF Holding Company LLC (“PBF Holding”), an indirect subsidiary of PBF Energy Inc. (the “Company”), and PBF Finance Corporation, a wholly-owned subsidiary of PBF Holding (“PBF Finance”), issued a notice o
1 min readControl Empresarial De Capitales S.A. De C.V., a 10% owner, sold PBF Energy Class A Common Shares on October 8, 2026, totaling $14.97M at average prices of $87.50 and $88.40 per share. The seller now owns 13.33M shares, according to an SEC Form 4 filing.
1 min readControl Empresarial de Capitales S.A. de C.V. sold 170,000 shares of PBF Energy Inc. (PBF) at an average of $88.03 ($87.50–$88.40, $14.97M total) across 2 trades on 2026-10-08.
1 min readPBF Energy's stock surged 189.4% over the past year, outperforming peers. The company expects strong refining margins and earnings growth, supported by restored operations and cost improvements. PBF's 2026 earnings are projected at $24.69 per share, up 698% year-over-year, and it trades at a discount to industry peers.
7 min readPBF Energy Inc. (NYSE: PBF) shares rose 5.44% on October 13, 2026, driven by strong refining margins and capacity outlook. The company reported $11.7B in revenue and $1.44B in EBITDA for Q2 2026, with a net income of $906M. Analysts from Goldman Sachs, Citi, and Mizuho raised price targets, citing strong cash flow and favorable refining conditions. PBF also issued $500M in exchangeable notes to reduce debt.
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