DK Stock Rallies 59.5% in 3 Months: Is There More Upside Ahead?

DK enters second-half 2026 with stronger refining profits, no planned turnarounds and EOP gains boosting cash-flow potential.

Zacks Investment Research • Sep 2, 2026

Delek: EPA Win Adds To Booming Macro Tailwinds

Delek US Holdings has doubled over the past year, driven by regulatory relief and global refined product shortages. DK benefits from EPA small refinery exemptions, reducing RINs liabilities by several hundred million dollars and providing further upside through 2027. Record-high crack spreads and persistent supply disruptions are generating unprecedented windfall profits, with normalization unlikely before late 2027.

Seeking Alpha • Sep 1, 2026

Delek Welcomes Trump Administration Decisions on 2025 Small Refinery Exemptions

BRENTWOOD, Tenn.--(BUSINESS WIRE)--Delek US Holdings, Inc. (NYSE: DK) welcomes President Trump and the U.S. Environmental Protection Agency's decision granting Small Refinery Exemptions ("SREs") for the 2025 compliance year. This decision helps protect American jobs and supports continued investment in the communities served by small refineries."We thank President Trump and Administrator Zeldin for recognizing the important role of SREs in supporting American workers and the communities we serve.

Business Wire • Aug 31, 2026

Is DK a Buy Now as Cash Flow Improves Despite Refining Cycle Risks?

Delek's cash flow is improving as refining margins and optimization efforts gain traction, while low valuation, leverage and regulatory uncertainty shape the case.

Zacks Investment Research • Aug 24, 2026

Can Phillips 66, Marathon, or Valero Afford Delek US Holdings Now?

Delek US Holdings (NYSE:DK) closed at $71.47 on August 21, 2026, up 141.0% year to date and 215.7% over one year, brushing its 52-week high of $72.00.

24/7 Wall Street • Aug 24, 2026

Delek US Holdings Stock Surges 189% in a Year: Is It Still a Buy?

DK benefits from stronger refining margins, advantaged crude access, improved refinery performance, logistics growth and greater financial flexibility.

Zacks Investment Research • Aug 20, 2026

6-8% Yields And Big Upside Potential: 2 Beaten-Down Infrastructure Growth Machines

I love investing in infrastructure due to its combination of yield, growth, and cash flow stability. Whenever quality infrastructure assets go on a fire sale, it gets my attention. I take a look at two attractive opportunities that just saw their stock prices plunge.

Seeking Alpha • Aug 18, 2026

4 Refining Stocks to Buy as Gas Prices Top $4 a Gallon

Gasoline prices above $4 per gallon are painful for consumers, but the environment can be very favorable for those investing in refiners that are able to capture strong margins on the fuels they produce.

Zacks Investment Research • Aug 17, 2026

This Oil Dividend Just Got a Raise. Here's What It Means for Shareholders.

Delek Logistics Partners recently nudged its dividend higher for the third time this year. That marked the 54th consecutive quarter in which the midstream company lifted its payout.

The Motley Fool • Aug 16, 2026

Delek US Q2 Earnings Beat Estimates on Strong Refining Margins

DK posts a major Q2 earnings gain as stronger refining margins and record logistics results drive EBITDA higher.

Zacks Investment Research • Aug 11, 2026