Delek US Holdings Stock Maintains Impressive Momentum

Delek US Holdings shares continue to demonstrate remarkable strength in the market, building on recent gains that have captured investor attention. The energy company's equity has advanced more than 10% within a single trading week, supported by a significant price target revision from Goldman Sachs. Market participants are now looking ahead to the November 7 earnings release for further directional cues.

All eyes are turning toward November 7, when Delek US will unveil its third-quarter 2025 financial performance. According to consensus estimates from Zacks Investment Research, the company is projected to report earnings of $0.14 per share. This would represent a substantial turnaround from the year-ago quarter, which saw a loss of $1.45 per share.

Investors are questioning whether the company can maintain the positive momentum demonstrated in its second-quarter results. During that period, Delek US delivered a surprise performance with an adjusted loss of $0.56 per share, significantly better than the anticipated -$0.92 per share, while generating revenue of $2.76 billion.

Share Repurchase Program Adds Support

Since April 2025, Delek US has been actively repurchasing its own shares, acquiring more than one million units in total. This strategic move sends a clear message to the market about management's confidence and represents a meaningful return of capital to shareholders. The buyback initiative is expected to provide additional support for the stock price moving forward.

Should investors sell immediately? Or is it worth buying Delek US?

Analyst Outlook Bolsters Confidence

The recent upward movement received substantial fuel from Goldman Sachs analyst Neil Mehta, who dramatically raised his price target from $29 to $39 – a striking 34% increase. Interestingly, despite this optimistic adjustment, the firm maintained its "Neutral" rating on the stock. Mehta cited several factors behind the revised target, including improved economic separation between Delek and Delek Logistics, a strengthened balance sheet, and disciplined cost control measures.

Year-to-Date Performance Soars

Delek US has delivered extraordinary returns to investors throughout 2025, with shares gaining an impressive 102% since the beginning of the year. This performance effectively more than doubles the investment value for those who held positions entering the year.

With multiple positive factors converging – including analyst optimism, fundamental improvements, and technical strength – market observers are watching closely to see if Delek US shares are positioned for their next upward phase.