Delek US Holdings Market Sentiment

Market sentiment signals for Delek US Holdings (DK): analyst consensus, short interest, options flow and insider activity.

Key Signals

Analyst Consensus— Neutral

Short Interest▲ 11.3% short float

Options Flow— N/A

Insider Activity▼ Net Seller (30d)

Analyst Consensus

Neutral

19 analysts

Options Flow (P/C)

—

Avg Consensus PT

$47

-34.1%

Highest Price Target

$83

+16.9%

Goldman Sachs

Lowest Price Target

$15

-78.9%

Wells Fargo

Short Interest

11.3%

Declining — Bullish

Insider Activity (30d)

Net Seller

Short Interest — % of Float

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Sep 1, 2026	Wells Fargo	Sam Margolin—	+15.5%	$59 → $82	Maintained	Overweight
Aug 18, 2026	Goldman Sachs	Neil Mehta—	+16.9%	$73 → $83	Maintained	Buy
Aug 11, 2026	Mizuho	Nitin Kumar—	-7.0%	$60 → $66	Maintained	Outperform
Jul 21, 2026	TD Cowen	Jason Gabelman—	+7.0%	$58 → $76	Maintained	Buy
Jul 17, 2026	Goldman Sachs	Neil Mehta—	+2.8%	$58 → $73	Maintained	Buy
Jul 14, 2026	JP Morgan	Arun Jayaram—	-12.7%	$57 → $62	Maintained	Neutral
Jul 13, 2026	Raymond James	Justin Jenkins—	-1.4%	$60 → $70	Maintained	Outperform
Jun 29, 2026	TD Cowen	Jason Gabelman—	-18.3%	$50 → $58	Upgrade	Hold→Buy
Jun 12, 2026	Morgan Stanley	Joe Laetsch—	-36.6%	$41 → $45	Maintained	Equal-Weight
May 27, 2026	Mizuho	Nitin Kumar—	-15.5%	$54 → $60	Maintained	Outperform
Apr 27, 2026	TD Cowen	Jason Gabelman—	-38.0%	$60 → $44	Maintained	Hold
Apr 24, 2026	Morgan Stanley	Joe Laetsch—	-43.7%	$38 → $40	Maintained	Equal-Weight
Apr 13, 2026	Citigroup	Vikram Bagri—	-38.0%	$33 → $44	Maintained	Neutral
Apr 13, 2026	Goldman Sachs	Neil Mehta—	-22.5%	$43 → $55	Maintained	Buy
Apr 10, 2026	UBS	Manav Gupta—	-32.4%	$42 → $48	Maintained	Neutral
Mar 31, 2026	Wells Fargo	Sam Margolin—	-16.9%	$54 → $59	Maintained	Overweight
Mar 25, 2026	Raymond James	Justin Jenkins—	-23.9%	$47 → $54	Maintained	Outperform
Mar 17, 2026	Mizuho	Nitin Kumar—	-23.9%	$51 → $54	Maintained	Outperform
Jan 27, 2026	Morgan Stanley	Joe Laetsch—	-46.5%	$40 → $38	Maintained	Equal-Weight
Jan 26, 2026	Citigroup	Vikram Bagri—	-53.5%	$37 → $33	Maintained	Neutral
Jan 15, 2026	JP Morgan	Zach Parham—	-46.5%	$42 → $38	Maintained	Neutral
Jan 8, 2026	Piper Sandler	Ryan Todd—	-43.7%	$47 → $40	Maintained	Neutral
Dec 12, 2025	Mizuho	Nitin Kumar—	-28.2%	$45 → $51	Maintained	Outperform
Nov 18, 2025	UBS	Manav Gupta—	-40.8%	$31 → $42	Maintained	Neutral
Nov 14, 2025	Morgan Stanley	Joe Laetsch—	-43.7%	$34 → $40	Maintained	Equal-Weight