VALERO ENERGY CORP/TX
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See all $VLO insider activity →A global diesel shortage is driving record profits for oil refiners. TotalEnergies reported a $1.8B increase in refining income, while US refiners like Marathon Petroleum, Valero Energy, and Phillips 66 saw valuation gains. Shell expects refining margins to reach $42 per barrel. The International Energy Agency warns of persistent shortages and potential economic impacts.
Brian 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.
Valero Energy's (VLO) fair value estimate increased to $401.53 from $360.32, an 11% rise, according to analysts. Revenue growth expectations improved from a 5.29% decline to a 4.28% decline. The net profit margin assumption adjusted slightly from 6.28% to 6.01%. The future P/E ratio changed from 15.24x to 17.18x, while the discount rate remained at 7.24%.
Over the past 7 days, AlphAI's AI scored 10 news stories mentioning VLO (VALERO ENERGY CORP/TX). Coverage has skewed bullish: 8 bullish, 0 neutral, and 2 bearish.
Recent VLO coverage spans financial news, sector analysis and commodities.
Improved margins likely boost the stock.
Bullish refining-margin read-through for Valero from the diesel-to-gasoline shortage narrative.
Higher assumed margins and a higher fair-value estimate are modestly bullish for sentiment, but the piece is an analyst-model update rather than a new company disclosure.
Analyst upgrade and higher target may attract buying interest.
CDR could attract Canadian investors to VLO.
AlphAI scores every news story that mentions VLO with an AI model for sentiment and relevance, and aggregates insider trades from VALERO ENERGY CORP/TX's SEC EDGAR Form 4 filings. Figures refresh continuously.
A global diesel shortage is driving record profits for oil refiners. TotalEnergies reported a $1.8B increase in refining income, while US refiners like Marathon Petroleum, Valero Energy, and Phillips 66 saw valuation gains. Shell expects refining margins to reach $42 per barrel. The International Energy Agency warns of persistent shortages and potential economic impacts.
2 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 readValero Energy's (VLO) fair value estimate increased to $401.53 from $360.32, an 11% rise, according to analysts. Revenue growth expectations improved from a 5.29% decline to a 4.28% decline. The net profit margin assumption adjusted slightly from 6.28% to 6.01%. The future P/E ratio changed from 15.24x to 17.18x, while the discount rate remained at 7.24%.
3 min readWells Fargo maintained its Overweight rating on Valero Energy (VLO) and raised its price target to $485.00 from $389.00. According to GuruFocus, VLO is currently overvalued by 156.9% with a GF Value of $177.21. The company has a GF Score of 66/100, indicating moderate overall performance, with strengths in financial strength and profitability but weaknesses in valuation and momentum. VLO operates 15 refineries globally with a market cap of $131.07 billion.
2 min readCIBC plans to list 11 new U.S. Canadian Depositary Receipts (CDRs) on the TSX, starting October 20, 2026, expanding its offering to 144 CDRs. These CDRs represent well-known U.S. companies and provide Canadian investors with access to global stocks in Canadian dollars, with a built-in currency hedge. The new CDRs include companies like Bloom Energy, Bristol-Myers Squibb, and Snowflake.
2 min readAnalysts adjusted ratings and price targets for several companies. Adobe (ADBE) was downgraded by HSBC to hold with a reduced target. AT&T (T) was downgraded by Bernstein. V.F. Corporation (VFC) was upgraded by Piper Sandler. Other notable changes include Fair Isaac (FICO), Phillips 66 (PSX), and Valero Energy (VLO).
2 min readCitigroup raised its price target for Valero Energy (VLO) to $485 from $302. The adjustment reflects the bank's updated outlook on the company's valuation and earnings potential. Valero's shares were trading at $436.00 in pre-market activity.
1 min readRep. Brian Fitzpatrick (R-Pa.) plans bipartisan legislation to block U.S. purchases of Russian oil, including diesel. Energy markets reacted with heating oil futures dropping 4.33% on Friday. Refining stocks like PBF Energy (PBF), Marathon Petroleum (MPC), and Valero Energy (VLO) fell. Trump authorized Russian diesel imports for six months, raising legal and political concerns. Analysts question the impact on prices and criticize the move as a short-term solution.
4 min readJ.P. Morgan's Arun Jayaram maintained a Buy rating on Valero Energy (VLO) with a $439.00 price target. The stock closed at $443.80. Valero's consensus rating is Moderate Buy, with a $410.73 target. Q2 revenue was $36.65B, net profit $3.72B, up from last year's $29.89B revenue and $714M profit.
1 min readGoldman Sachs is bullish on Valero Energy (VLO), Marathon Petroleum (MPC), and HF Sinclair (DINO) ahead of Q3 2026 earnings, citing asset positioning, capital allocation, and market advantages. The firm is neutral on Phillips 66 (PSX) and PBF Energy (PBF), and has a sell rating on CVR Energy (CVI). Price targets and free cash flow forecasts are provided for each company.
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