Valero Energy, US91913Y1001

Valero Energy stock carries a USD 111.4 billion market value as targets diverge

Published on 09/28/2026 at 17:02 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Goldman Sachs lifted its Valero Energy target to USD 457.00 from USD 365.00 on September 23, 2026. Second-quarter adjusted EPS reached USD 12.54.

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Valero Energy stock (ISIN US91913Y1001) was trading at USD 386.96 on the NYSE on September 28, 2026, at 11:01 a.m. ET, down 0.06 percent from the prior close. The latest analyst action points to a wide valuation debate, with Goldman Sachs raising its target to USD 457.00 from USD 365.00 on September 23, 2026, according to MarketBeat.

Goldman target reaches USD 457.00

MarketBeat lists 20 analyst ratings for Valero Energy and a Moderate Buy consensus. Its average twelve-month target is USD 335.13, which is USD 51.83 below the September 28 trading price and shows that the Goldman target sits well above the broader panel.

The spread is substantial. Goldman Sachs moved from USD 365.00 to USD 457.00, while Jefferies shifted its rating from Buy to Hold at USD 401.00 on September 22, 2026, according to MarketBeat.

Second quarter set a high bar

Valero reported USD 44.476 billion in revenue for the second quarter of 2026, up from USD 29.889 billion a year earlier, according to StockTitan. That 48.8 percent increase gives the stock a powerful earnings base, but it also raises the comparison hurdle for the next report.

Adjusted net income reached USD 3.697 billion, or adjusted EPS of USD 12.54, compared with USD 2.28 GAAP diluted EPS in the second quarter of 2025. Business Wire reported that Valero's second-quarter net income attributable to stockholders was USD 3.7 billion, compared with USD 714 million a year earlier.

October 22 is the next test

Valero has scheduled its third-quarter 2026 earnings release for October 22, 2026, with a conference call at 10:00 a.m. ET, according to Business Wire. That date will test whether the refining and renewable-fuels momentum behind the second-quarter figures can support the elevated valuation.

Valero stock stays below yearly high

Valero Energy stock had a market capitalization of USD 111.4 billion on September 28, 2026, while its USD 386.96 price stood 7.66 percent below the 52-week high of USD 419.04 and above the low of USD 155.29.