HF Sinclair stock price target raised to $43 from $32 at Barclays

Published 09/07/2025, 20:48
HF Sinclair stock price target raised to $43 from $32 at Barclays

Investing.com - Barclays (LON:BARC) raised its price target on HF Sinclair (NYSE:DINO) to $43.00 from $32.00 on Wednesday, while maintaining an Overweight rating on the stock. The new target aligns with the broader analyst consensus, as InvestingPro data shows six analysts have recently revised their earnings estimates upward, with price targets ranging from $29 to $51.

The firm cited an improved profitability outlook for refining in the near to medium term as the key reason for the significant price target increase, which represents a 34% upside from the previous target.

Barclays estimates HF Sinclair will report second-quarter 2025 earnings per share of $1.05, compared to the consensus estimate of $0.98, noting that the refining macro environment appears sound in the near term.

The investment bank applied a 5.5x EV/EBITDA multiple to its 2026 adjusted EBITDA estimate of approximately $1.8 billion, up from its previous multiple of 5.0x on a $1.6 billion EBITDA estimate.

Despite the positive outlook for refining, Barclays warned that continued regulatory uncertainty in the Renewables segment will likely be a drag on the company’s earnings performance.

In other recent news, HF Sinclair Corporation reported its first-quarter 2025 earnings, revealing a net loss of $4 million, or $0.02 per diluted share, which fell short of expectations. Revenue also missed forecasts, coming in at $6.37 billion against an anticipated $6.73 billion. Despite these setbacks, the company remains optimistic about future growth, driven by strategic investments and operational efficiencies. In a move to enhance its market presence, HF Sinclair announced a dual listing on NYSE Texas while maintaining its primary listing on the New York Stock Exchange.

Analyst firms have shown mixed reactions to HF Sinclair’s recent performance. Piper Sandler reiterated an Overweight rating on HF Sinclair stock, highlighting the potential for upward revisions in earnings estimates and share buybacks. Conversely, Mizuho (NYSE:MFG) Securities upgraded HF Sinclair from a Neutral to an Outperform rating, setting a new price target of $47.00, citing improved U.S. refining fundamentals and a tight inventory situation. HF Sinclair’s strategic initiatives, including a focus on refining and marketing, are expected to bolster its competitive edge amid a challenging energy sector landscape.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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