Mizuho Securities analyst Nitin Kumar CFA maintains $PBF Energy (PBF.US)$ with a hold rating, and adjusts the target price from $42 to $36.
According to TipRanks data, the analyst has a success rate of 63.3% and a total average return of 14.7% over the past year.
Furthermore, according to the comprehensive report, the opinions of $PBF Energy (PBF.US)$'s main analysts recently are as follows:
It is anticipated that PBF Energy may not meet the expected free cash flow and earnings for Q3 even with operational efficiency gains. Given the challenging macro refining climate, especially on the West Coast, a considerable shortfall for PBF's Q3 performance is projected.
The perspective on PBF Energy suggests that the refining sector may have reached a turning point, with diesel demand on the upswing and supporting factors such as lower prices and payrolls bolstering gasoline demand. Additionally, refined product inventories are currently lower than usual. Looking ahead, expected increases in OPEC+ production by 2025 could lead to wider crude differentials, which would benefit coastal refiners. It is also anticipated that refining capacity expansions in the Western Hemisphere will be relatively constrained, as any increases resulting from new startups and expansions in biofuels are likely to be counterbalanced by planned closures in 2025.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
瑞穗证券分析师Nitin Kumar CFA维持$PBF Energy (PBF.US)$持有评级,并将目标价从42美元下调至36美元。
根据TipRanks数据显示,该分析师近一年总胜率为63.3%,总平均回报率为14.7%。
此外,综合报道,$PBF Energy (PBF.US)$近期主要分析师观点如下:
预计pbf energy可能无法实现预期的自由现金流和第三季度收益,即使在运营效率提升的情况下。鉴于挑战性的宏观炼油环境,尤其是在西海岸,预计pbf第三季度表现将大幅下滑。
对pbf energy的展望表明,炼油板块可能已经到达一个转折点,柴油需求上升,并支撑因素如低价格和工资支撑汽油需求。此外,精炼产品库存目前低于通常水平。展望未来,预计OPEC+到2025年将提高产量,可能导致更宽的原油价差,这将有利于沿海炼油商。同时,预计西半球的炼油能力扩张将相对受限,因为由于2025年新公司和生物燃料扩张导致的增长可能会被计划中的关闭所抵消。
提示:
TipRanks为独立第三方,提供金融分析师的分析数据,并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议,仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级,分析师星级代表分析师所有推荐的过往表现,通过分析师的总胜率和平均回报率综合计算得出,星星越多,则该分析师过往表现越优异,最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否,取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合,并根据评级变化对组合进行调整,在近一年中该投资组合所获得的回报率。