
Valero Energy (VLO) Stock Forecast & Price Target
Valero Energy (VLO) Analyst Ratings
Bulls say
Valero Energy demonstrates a robust operational capacity, with a total throughput of 3.2 million barrels per day across its 15 refineries, supporting sustained demand amidst supply constraints in the North Atlantic. The company's recent performance, highlighted by a strong earnings beat with an EPS of $3.82, reflects its effective management strategies and favorable market conditions particularly related to renewable diesel. Additionally, the projected increase in renewable volume obligations (RVO) for 2026 and the strategic advantages stemming from tariffs and elimination of credits for foreign imports position Valero favorably to capitalize on rising D4 renewable identification number (RIN) prices.
Bears say
Valero Energy faces significant headwinds as ethanol earnings are expected to decline in the first quarter, with realized margins dropping from $0.62 to $0.48 per gallon, reflecting ongoing market weakness. Additionally, lowered estimates for throughput and operating expenses point to a weakening operational outlook, with projected EPS and EBITDA experiencing slight reductions for Q1 2026. Furthermore, inherent risks such as narrowing product cracks, regulatory challenges, and dependence on external crude oil supply compound the uncertainty surrounding Valero's financial performance, making the stock's outlook negative.
This aggregate rating is based on analysts' research of Valero Energy and is not a guaranteed prediction by Public.com or investment advice.
Valero Energy (VLO) Analyst Forecast & Price Prediction
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