NYSE
74.37USD
-3.75 (-4.80%)
We have scored 26 news catalysts on Delek US Holdings, Inc. (DK) over the past 12 months. The biggest single-day move next to one of them came Aug 24, 2026, when DK closed −4.7%: “Is DK a Buy Now as Cash Flow Improves Despite Refining Cycle Risks?”. Coverage across the window leans positive (average ticker sentiment +0.62). Most of the impact sits in sector energy and price momentum.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
4.6B
P/E
—
EPS
—
Beta
0.57
52W range
25.85-82.27
Day range
74.05–78.05
Open
77.84
Prev close
78.12
Volume
1.7M
Avg volume
1.5M
Dividend
1.02
IPO
2006-05-04
Analysts publish price targets on DK, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
6 analyst price targets from $45 to $83
as of 2026-09-09
The market is 11% above the median target — more optimistic than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Delek US Holdings, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Latest scored catalyst for DK: .
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Delek US Holdings, Inc. is an integrated downstream energy corporation operating within the United States. Its operations are divided into three core segments: Refining, Logistics, and Retail. The Refining segment processes crude oil and other raw materials to produce a variety of petroleum-based goods, such as gasoline, diesel, aviation fuel, and asphalt. These products are distributed through both company-owned and third-party facilities. This segment maintains and runs four independent refineries situated in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana, alongside three biodiesel production plants located in Crossett, Arkansas; Cleburne, Texas; and New Albany. The Logistics division focuses on the collection, transportation, and storage of crude oil, intermediate products, and refined petroleum. It also handles the marketing, distribution, transport, and storage of refined products for external clients. Its infrastructure includes approximately 400 miles of crude oil pipelines, around 450 miles of refined product pipelines, and a crude oil gathering network spanning roughly 900 miles. Additionally, it features associated crude oil storage tanks with a combined active capacity of about 10.2 million barrels, and it operates ten light product distribution terminals. Marketing of light products also occurs through external terminals. The Retail segment manages 248 convenience stores, which are either owned or leased, primarily concentrated in West Texas and New Mexico. These stores provide various types of gasoline and diesel under the DK or Alon brands, as well as an assortment of food items, services, tobacco products, alcoholic and non-alcoholic beverages, general merchandise, and money order services to the public. These retail outlets largely operate under the 7-Eleven, DK, or Alon brand names. Delek US Holdings, Inc. serves a broad customer base, including major oil companies, independent refiners and marketers, jobbers, distributors, utility and transportation firms, the U.S. government, and independent retail fuel operators. The company was established in 2001, and its corporate headquarters are located in Brentwood, Tennessee.
The reconstruction
The price sits 11% above the median published target and at the 67th percentile, meaning the market is paying for a bullish outcome that assumes current record refining profits and regulatory relief will persist well beyond what half the analysts model.
What the disagreement turns on
Whether the record refining margins and regulatory exemptions are a temporary windfall or a durable shift that justifies the 44.5% revenue growth the price requires; unit volume data can track underlying throughput, but the decisive crack-spread and regulatory data cannot be measured with the tools wired here.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim