HF Sinclair remains a Buy as diesel shortages and geopolitical tensions keep refining margins high.

HF Sinclair Corporation is rated a Buy due to ongoing geopolitical disruptions and tight global supplies of refined products, especially diesel. These conditions are expected to sustain elevated refining margins (crack spreads) through at least 2026, with EBITDA projected to nearly quadruple from 2025 to 2026. The 2027 price target is set at $151, implying a 25% upside. Risks include potential normalization of energy flows or reduced demand, but if disruptions continue, the sector's cash flow and earnings should remain strong.

HF Sinclair (DINO) trades at USD 122.18 on Pluang as of Oct 12, 2026 23:11 WIB, showing a modest 0.73% gain in one day. This price is below the article's 2027 target of $151, indicating potential upside if market conditions align with the positive outlook. The stock's market cap stands at $21.57 billion, and it offers a dividend yield of 1.73%, contrasting with its short typical hold time of 2 days on the platform.