Valero Energy, US91913Y1001

Barclays raises target for Valero Energy stock to USD 443.00

Published on 10/26/2026 at 17:08 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Valero posted USD 46.10 billion revenue in Q3 2026, up 43.30 percent year over year. Valero Energy stock costs EUR 378.95 on October 26, 2026.

Analyst target and results

Barclays raised its Valero Energy target to USD 443.00 on October 23, 2026.
Third-quarter revenue reached USD 46.10 billion, up 43.30 percent from a year earlier.
Valero Energy stock costs EUR 378.95 at Lang & Schwarz on October 26, 2026 at 5:03 p.m. CEST.

Valero Energy, US91913Y1001, Illustration mit AI erstellt.

Valero Energy (ISIN US91913Y1001) drew a higher valuation from Barclays, which lifted its price target to USD 443.00 from USD 441.00 on October 23, 2026, according to MarketBeat. The stock was trading at EUR 378.95 at Lang & Schwarz on October 26, 2026 at 5:03 p.m. CEST.

Barclays sets a measured target

Barclays retained an overweight rating while raising its target by USD 2.00. Against the USD 424.79 primary-market price at the October 26, 2026 quote, the new target implies 4.29 percent upside. That calculation uses the same currency and is separate from the euro quotation used for German investors.

The target increase follows a powerful third quarter, but the modest size of the revision is also a useful signal. The latest analyst action recognizes stronger earnings while leaving room for debate about how long refining conditions can remain favorable.

Third-quarter revenue jumps 43.30 percent

Valero reported USD 46.10 billion of revenue for the third quarter of 2026, compared with USD 32.17 billion in the third quarter of 2025. The company reported adjusted earnings per share of USD 23.90, up from USD 3.66 a year earlier, according to Morningstar.

Refining generated USD 8.78 billion of operating income in the quarter, versus USD 1.61 billion in the year-earlier period. Refining margin per barrel reached USD 39.24, compared with USD 13.14, while renewable diesel operating income improved to USD 353.00 million from a USD 28.00 million loss.

Price position and valuation

Valero Energy's primary-market quote was USD 424.79 on October 26, 2026 at 12:07 p.m. EDT. The USD 159.90 to USD 461.52 52-week range places that price 7.97 percent below the high and 165.65 percent above the low. The company carried a market capitalization of USD 122.3 billion at the same date.

For investors, the central tension is visible in the earnings mix. Refining produced the largest profit contribution, while renewable diesel moved from a loss to profit and ethanol operating income rose to USD 272.00 million from USD 183.00 million. That diversification adds context to the target, even though refining remains the dominant earnings driver.

Valero Energy stock in trading

Valero Energy stock was trading at EUR 378.95 at Lang & Schwarz on October 26, 2026 at 5:03 p.m. CEST. The euro quote gives investors in Germany a current local-market indication, while the analyst target and operating figures remain reported in US dollars.

The further course of trading is shown by the continuously updated real-time quote of Valero Energy stock.