PBF Energy: Remaining Counter-Cyclical In My Conservative Approach [Seeking Alpha]
PBF Energy Inc. Class A (PBF)
Last pbf energy inc. class a earnings: 2/13 06:30 am
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US:NYSE Investor Relations:
investors.pbfenergy.com
Company Research
Source: Seeking Alpha
West Coast crack spreads have doubled since March, significantly improving PBF's near-term financial outlook and positioning for positive FCF in 2026. Current market dynamics allow PBF to focus on balance sheet repairs, with West Coast operational losses largely behind the company. However, major upside has already been realized, with further gains unlikely following the sale of a major shareholder. I recommend a SELL on PBF as the stock is exposed to a reopening of the Strait of Hormuz. Thesis PBF Energy ( PBF ) is an oil refiner with a high concentration of assets on the US west coast. Historically, these assets have been a drag on operations due to their high operating costs. Today, these assets sit in a structurally underserved market following the closure of two competing California refineries. This, combined with the recent conflict in the Middle East, has doubled crack spreads on the US West Coast. This development improves the near-term financials of the company
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High impacting PBF Energy Inc. Class A news events
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PBF
News
- Carlos Slim Sells $497 Million In PBF As Shares Nearly Double [Yahoo! Finance]Yahoo! Finance
- PBF Energy (PBF) is now covered by The Goldman Sachs Group, Inc.. They set a "neutral" rating and a $49.00 price target on the stock.MarketBeat
- PBF Energy (PBF) Loses 6.8% as Oil Prices Nosedive [Yahoo! Finance]Yahoo! Finance
- PBF Energy (PBF) was upgraded by <a style="font-weight:bold" href="https://www.wallstreetzen.com/newsletters/zen-ratings?ticker=PBF&utm_campaign=getratings&utm_medium=online&utm_source=MarketBeat">Wall Street Zen</a> from "hold" to "buy".MarketBeat
- PBF Energy (PBF) had its price target raised by BMO Capital Markets from $43.00 to $50.00. They now have a "market perform" rating on the stock.MarketBeat
PBF
Earnings
- 2/12/26 - Beat
PBF
Sec Filings
- 4/8/26 - Form 4
- 4/1/26 - Form 4
- 4/1/26 - Form 4
- PBF's page on the SEC website