HF Sinclair Corp's stock rose by 4.96% today, reaching a 20-day high, despite the broader market showing weakness with the Nasdaq-100 down 0.77% and the S&P 500 down 0.05%.
This increase is attributed to sector rotation as investors are shifting their focus towards energy stocks, particularly in light of recent positive developments in the oil sector, including optimism surrounding Valero Energy's potential growth due to the revival of Venezuela's oil industry. This shift indicates a growing confidence in energy stocks, which may benefit from increased demand and improved profit margins.
The implications of this movement suggest that HF Sinclair Corp could continue to see upward momentum as investors seek opportunities in the energy sector, particularly if the positive sentiment around oil continues to strengthen.
Wall Street analysts forecast DINO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DINO is 61.36 USD with a low forecast of 53.00 USD and a high forecast of 68.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
11 Analyst Rating
Wall Street analysts forecast DINO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for DINO is 61.36 USD with a low forecast of 53.00 USD and a high forecast of 68.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Buy
4 Hold
0 Sell
Moderate Buy
Current: 51.250
Low
53.00
Averages
61.36
High
68.00
Current: 51.250
Low
53.00
Averages
61.36
High
68.00
Morgan Stanley
Joe Laetsch
Overweight
maintain
$60 -> $61
2026-01-27
New
Reason
Morgan Stanley
Joe Laetsch
Price Target
$60 -> $61
AI Analysis
2026-01-27
New
maintain
Overweight
Reason
Morgan Stanley analyst Joe Laetsch raised the firm's price target on HF Sinclair to $61 from $60 and keeps an Overweight rating on the shares. Refining stocks have risen by about 10% year-to-date on the back of widening light/heavy differentials following the recent Venezuela events, the analyst noted. Updating for the latest forward cracks, the firm's Q1 EPS estimates for its large-cap refiner coverage are about 5%-10% below consensus on average, the analyst tells investors in a Q4 preview for the group. On a long-term basis, the firm remains constructive on the refining outlook, but it reiterates an In-Line industry view driven by valuation.
Piper Sandler
Ryan Todd
Neutral -> Overweight
upgrade
$64 -> $68
2026-01-08
Reason
Piper Sandler
Ryan Todd
Price Target
$64 -> $68
2026-01-08
upgrade
Neutral -> Overweight
Reason
As previously reported, Piper Sandler analyst Ryan Todd upgraded HF Sinclair to Overweight from Neutral with a price target of $68, up from $64. In a positive refining backdrop, HF Sinclair is the most investable of the SMID-cap refiners, looking more like a "mini-large cap," the firm says. Piper further notes that HF Sinclair is the second most West Coast-levered refiner in its coverage and sees tailwinds to margins/capture on a significantly tighter WC market.
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Piper Sandler
Neutral
maintain
$59 -> $64
2025-11-14
Reason
Piper Sandler
Price Target
$59 -> $64
2025-11-14
maintain
Neutral
Reason
Piper Sandler raised the firm's price target on HF Sinclair to $64 from $59 and keeps a Neutral rating on the shares. The firm notes Q3 results have wrapped and margins remain impressively strong. And while Q3 results were solid, Piper sees Q4 shaping up even better, with capture tailwinds, demand resilient, and margins robust, despite throughput guides suggesting 2.4% increase year-over-year. In the end, the market is clearly tighter than anticipated, and the firm still sees it getting incrementally tighter in 2026, and the futures curve now agrees.
Mizuho
Outperform
maintain
$60 -> $62
2025-11-06
Reason
Mizuho
Price Target
$60 -> $62
2025-11-06
maintain
Outperform
Reason
Mizuho raised the firm's price target on HF Sinclair to $62 from $60 and keeps an Outperform rating on the shares. The firm updated the company's model post the "solid" Q3 report.
About DINO
HF Sinclair Corporation is an independent energy company that produces and markets light products, such as gasoline, diesel fuel, jet fuel, renewable diesel and other specialty products. Its segments include Refining, Renewables, Marketing, Lubricants & Specialties, and Midstream. The Refining segment includes the operations of its El Dorado, Tulsa, Puget Sound, Navajo, Woods Cross, Parco and Casper Refineries and Asphalt. The Renewables segment includes the operations of the Artesia, Cheyenne and Sinclair RDUs and the Artesia PTU. The Marketing segment includes branded fuel sales. The Lubricants & Specialties segment includes the operations of its Petro-Canada Lubricants, Red Giant Oil and Sonneborn businesses in addition to specialty lubricant products produced at its Tulsa West refinery. The Midstream segment includes petroleum product and crude pipelines, terminal, tankage and loading rack facilities, and refinery processing units that primarily support its refining operations.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
