HF Sinclair

DINO · NYSE

$125.31+$0.89 (+0.72%)TodayMarket closed · Oct 20, 7:44 PM ET

Prev close $124.42

DINO analyst rating

BuyConsensus of 15 analysts over the last 12 months. 47% rate it a buy.

Strong buy1
Buy6
Hold8
Underperform0
Sell0

12-month price target · 18 analysts

Average $98.97 (−21.0% downside)

Low: $72.11
Now: $125.31
High: $133.35

Upgrades and downgrades

The latest rating actions, newest first

DINO analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Wells Fargo	Oct 14, 2026	Maintains	Equal-Weight	$93.00 → $135.00	78%
Barclays	Oct 12, 2026	Maintains	Equal-Weight	$86.00 → $122.00	71%
Evercore ISI Group	Oct 12, 2026	Maintains	In-Line	$95.00 → $110.00	61%
Goldman Sachs	Oct 9, 2026	Maintains	Buy	$114.00 → $142.00	62%
Mizuho	Oct 8, 2026	Maintains	Neutral	$85.00 → $119.00	60%
UBS	Oct 5, 2026	Maintains	Buy	$126.00 → $133.00	60%
Raymond James	Sep 14, 2026	Maintains	Strong Buy	$105.00 → $140.00	72%
Morgan Stanley	Sep 14, 2026	Maintains	Overweight	$78.00 → $127.00	73%
UBS	Sep 8, 2026	Maintains	Buy	$105.00 → $126.00	60%
Wells Fargo	Sep 1, 2026	Maintains	Equal-Weight	$67.00 → $93.00	78%

The case for and against

Updated Aug 11, 2026

Bull case

HF Sinclair is facing near-term uncertainty with the CEO's leave of absence and ongoing review process, leading to a negative outlook from most analysts. Despite a relatively stable midstream business, the 4Q result was challenging due to weaker-than-expected refining and lubes results, driven by unplanned downtime and turnaround activities. However, the company is expected to rebound in 2026 with strong free cash flow and a 15% yield, and risks include project execution and potential market headwinds.

Bear case

HF Sinclair is facing several challenges such as lower than expected refining results due to maintenance and downtime, the departure of the CEO on a voluntary leave of absence, and a decline in the lubricants segment. These challenges have overshadowed the company's potential, including its advantageous exposure to heavy diff tailwinds and tightening dynamics in certain regions, as well as its attractive valuation and strong fundamentals. However, until there is more clarity on the issues with the CEO and the company's refining performance improves, it is unlikely that the stock will outperform its peers.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.