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Delek US Holdings, Inc. (DK) Stock Analysis

Range Bound setup

SellVALUE-TRAP 1/5Moderate Confidence

Energy · Oil & Gas Refining & Marketing

Sell if holding. Engine safety override at $45.30: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10. Specifically: High short interest: 13%; Below-average business quality.

Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates in two segments Refining and Logistics. The Refining segment processes crude oil and other feedstock for the manufacture of various grades of gasoline, diesel... Read more

$45.30+6.5% A.UpsideScore 5.0/10#14 of 15 Oil & Gas Refining & Marketing
QualityF-score5 / 9FCF yield17.26%
IncomeYield2.24%(5y avg 3.48%)Payout308.33%at-risk
Stop $42.35Target $48.51(resistance)A.R:R -0.3:1
Analyst target$50.31+11.1%13 analysts
$48.51our TP
$45.30price
$50.31mean
$34
$62

Sell if holding. Engine safety override at $45.30: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10. Specifically: High short interest: 13%; Below-average business quality. Chart setup: RSI 47 mid-range, Bollinger mid-band. Score 5.0/10, moderate confidence.

Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 77d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Recent Developments — Delek US Holdings, Inc.

Material events (past 30 days)

  • Apr 21, 2026 MEDIUM Item 5.02: Leadership transition for refining operations: Amber Russell appointed EVP Refining effective April 20, 2026, succeeding Joseph Israel who departed from EVP Refining and Renewables and as executive officer of Delek Logistics Partners.

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
No bull case signals
Risks
Target reached (-3.9% upside)
Quality below floor (1.9 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)25.4
Mkt Cap$2.8B
EV/EBITDA8.1
Profit Mgn-0.5%
ROE3.8%
Rev Growth0.4%
Beta0.61
Dividend2.24%
Rating analysts22

Quality Signals

Piotroski F5/9

Options Flow

P/C0.58bullish
IV70%elevated

Material Events(8-K, last 90d)

  • 2026-04-21Item 5.02MEDIUM
    Leadership transition for refining operations: Amber Russell appointed EVP Refining effective April 20, 2026, succeeding Joseph Israel who departed from EVP Refining and Renewables and as executive officer of Delek Logistics Partners.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Cyclical trough — margins compressed or negative. Profitability typically recovers with the cycle, but floor fires on current data.static

Gross Margin
0.0
Operating Margin
0.0
Net Margin
0.0
Roe
1.3
Roa
1.8
Current Ratio
3.0
Moat
3.8
Piotroski F
5.6
No competitive moatQuality concerns

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Growth Rank
0.7
Quality Rank
2.5
Value Rank
6.7
GatesA.R:R -0.3=NEGATIVEMomentum 5.9>=5.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 77d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRange BoundSuitability: Aggressive
RSI
47 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $38.56Resistance $49.50

Price Targets

$42
$49
A.Upside+7.1%
A.R:R-0.3:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (-3.9% upside)
! Quality below floor (1.9 < 4.0)
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-08-06 (77d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is DK stock a buy right now?

Sell if holding. Engine safety override at $45.30: Quality below floor (1.9 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.0/10. Specifically: High short interest: 13%; Below-average business quality. Chart setup: RSI 47 mid-range, Bollinger mid-band. Prior stop was $42.35. Score 5.0/10, moderate confidence.

What is the DK stock price target?

Take-profit target: $48.51 (+6.5% upside). Prior stop was $42.35. Stop-loss: $42.35.

What are the risks of investing in DK?

Target reached (-3.9% upside); Quality below floor (1.9 < 4.0).

Is DK overvalued or undervalued?

Delek US Holdings, Inc. trades at a P/E of N/A (forward 25.4). TrendMatrix value score: 7.2/10. Verdict: Sell.

What do analysts say about DK?

22 analysts cover DK with a consensus score of 3.7/5. Average price target: $50.

What does Delek US Holdings, Inc. do?Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates...

Delek US Holdings, Inc. engages in the integrated downstream energy business in the United States. The company operates in two segments Refining and Logistics. The Refining segment processes crude oil and other feedstock for the manufacture of various grades of gasoline, diesel fuel, aviation fuel, asphalt, and other petroleum-based products that are distributed through owned and third-party product terminals. It owns and operates refineries located in Tyler, Texas; El Dorado, Arkansas; Big Spring, Texas; and Krotz Springs, Louisiana. The Logistics segment gathers, transports, and stores crude oil and natural gas, intermediate, and refined products; and markets, distributes, transports, and stores refined products, as well as disposes and recycles water for third parties. It owns or leases crude oil transportation pipelines, refined product pipelines, crude oil gathering systems, and associated crude oil storage tanks; and owns and operates light product distribution terminals, as well as markets light products using third-party terminals. It serves oil companies, independent refiners and marketers, jobbers, distributors, utility and transportation companies, government, and independent retail fuel operators. Delek US Holdings, Inc. was founded in 2001 and is headquartered in Brentwood, Tennessee.

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