PBF Energy Market Sentiment

Market sentiment signals for PBF Energy (PBF): analyst consensus, short interest, options flow and insider activity.

Recent Analyst Actions

Date	Firm	Analyst & Accuracy	Upside / Downside	PT Change	Action	Rating
Aug 18, 2026	Goldman Sachs	Neil Mehta—	+13.3%	$71 → $81	Maintained	Neutral
Aug 4, 2026	UBS	Manav Gupta—	+17.5%	$62 → $84	Maintained	Buy
Aug 4, 2026	Mizuho	Nitin Kumar—	-9.1%	$57 → $65	Maintained	Neutral
Jul 31, 2026	Citigroup	Vikram Bagri—	+3.5%	$65 → $74	Maintained	Neutral
Jul 24, 2026	Citigroup	Vikram Bagri—	-9.1%	$43 → $65	Maintained	Neutral
Jul 23, 2026	Goldman Sachs	Neil Mehta—	-0.7%	$51 → $71	Maintained	Neutral
Jul 21, 2026	TD Cowen	Jason Gabelman—	-4.9%	$39 → $68	Maintained	Hold
Jul 17, 2026	Evercore ISI Group	Stephen Richardson—	-18.9%	$58	Initiate	In-Line
Jul 14, 2026	Mizuho	Nitin Kumar—	-20.3%	$48 → $57	Maintained	Neutral
Jun 29, 2026	TD Cowen	Jason Gabelman—	-45.5%	$36 → $39	Upgrade	Sell→Hold
Jun 12, 2026	Morgan Stanley	Connor Lynagh—	-46.9%	$34 → $38	Maintained	Underweight
May 27, 2026	Mizuho	Nitin Kumar—	-32.9%	$43 → $48	Maintained	Neutral
May 1, 2026	Citigroup	Vikram Bagri—	-39.9%	$36 → $43	Maintained	Neutral
Apr 27, 2026	TD Cowen	Jason Gabelman—	-49.7%	$41 → $36	Maintained	Sell
Apr 24, 2026	Morgan Stanley	Connor Lynagh—	-52.4%	$27 → $34	Maintained	Underweight
Apr 22, 2026	Scotiabank	Betty Zhang—	-52.4%	$28 → $34	Maintained	Sector Perform
Apr 2, 2026	BMO Capital	Randy Ollenberger—	-30.1%	$43 → $50	Maintained	Market Perform
Mar 17, 2026	Mizuho	Nitin Kumar—	-37.1%	$38 → $45	Maintained	Neutral
Mar 12, 2026	Goldman Sachs	Neil Mehta—	-42.7%	$33 → $41	Maintained	Neutral
Feb 13, 2026	Piper Sandler	Ryan Todd—	-41.3%	$41 → $42	Maintained	Overweight
Jan 14, 2026	Citigroup	Vikram Bagri—	-49.7%	$29 → $36	Maintained	Neutral
Jan 12, 2026	Piper Sandler	Ryan Todd—	-42.7%	$40 → $41	Maintained	Overweight
Dec 12, 2025	Mizuho	Nitin Kumar—	-46.9%	$31 → $38	Upgrade	Underperform→Neutral
Dec 8, 2025	Wolfe Research	Doug Leggate—	-67.8%	$23	Downgrade	Peer Perform→Underperform
Nov 14, 2025	Piper Sandler	Ryan Todd—	-41.3%	$29 → $42	Maintained	Underweight