
Valero Energy (VLO) Stock Forecast & Price Target
Valero Energy (VLO) Analyst Ratings
Bulls say
Valero Energy has demonstrated resilience and growth potential, evidenced by a strong fourth-quarter performance, posting an EPS of $3.82, which exceeded expectations significantly. The company benefits from structural tightness in the North Atlantic and projected demand growth that is expected to outpace supply, reflecting favorable market conditions. Additionally, Valero's positioning in the renewable diesel sector, highlighted by increased RIN prices and a forecasted rise in RVO levels for 2026 and 2027, positions it advantageously amidst evolving energy policies, supporting a positive long-term outlook for its financial performance.
Bears say
Valero Energy is facing significant challenges as indicated by anticipated weaker ethanol earnings in the upcoming quarter, with a projected decline from $96 million to a loss of $3 million due to reduced margins. Furthermore, there has been a modest reduction in earnings and EBITDA estimates for 1Q26, suggesting potential declines in throughput and operational expenses. Additionally, the company confronts risks associated with volatile refining margins, regulatory pressures, and uncertainties in crude oil sourcing, which could complicate its operational outlook and financial performance.
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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