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Time Author Thesis Company / ticker Signal Since call Position Source
02:25
Oct 20
TheValueist
DK in PADD 3 bullish call News
Extremely bullish on PADD 3 refiners after Citgo’s 2026 EBITDA guide raise; DK is included in the listed complex, with earnings date unconfirmed.
DK Delek US Holdings, Inc. Long — —
02:12
Oct 20
TheValueist
Extremely bullish PADD 3 refiners News
Named in the PADD 3 refiner basket; extremely bullish read-through from Citgo’s $2B higher 2026 operating profit outlook and footprint, treated as another supportive datapoint.
DK Delek US Holdings, Inc. Long 2ND — —
13:04
Oct 17
TheValueist
Crack compression pressures refining margins News
Warns that peak product pricing caps the crack, so back-end crude strength is more likely to compress refining margins than lift them; says refiner multiples do not expand at these demand-threshold earnings levels.
DK Delek US Holdings, Inc. Avoid — —
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About DK Investor Commentary

Across the available history and selected sources, Buzzberg tracks DK (Delek US Holdings, Inc.) across 6 sources: 30 bullish vs 0 bearish calls from 6 authors. Historical directional balance: 12% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 242 total trade ideas tracked. Past 7 days, before deduplication: 2 bullish, 8 other directions. Latest voices: TheValueist.