Valero Energy, US91913Y1001

Barclays raises target for Valero Energy stock to USD 441.00

Published on 10/07/2026 at 15:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

UBS sees USD 467.00, up from USD 450.00, on October 6, 2026. Valero Energy stock costs EUR 380.45, plus 2.18 percent versus EUR 372.35.

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Valero Energy (ISIN US91913Y1001) was trading at EUR 380.45 at Lang & Schwarz on October 7, 2026 at 3:42 p.m. CEST, plus 2.18 percent versus the prior close of EUR 372.35. Barclays raised its price target for Valero Energy from USD 323.00 to USD 441.00 and maintained an Overweight rating in a research note dated October 6, 2026, as FMP reports. The target change puts refining margins and earnings delivery at the center of the valuation debate.

Barclays lifts the valuation bar

Barclays' USD 441.00 target is USD 118.00 above its former USD 323.00 target. Its Overweight rating gives the latest analyst action a constructive tone, but the target remains an estimate rather than a guaranteed return.

The market has received other bullish revisions. Investing.com reported on October 6, 2026 that UBS lifted its target from USD 450.00 to USD 467.00 while keeping a Buy rating and raising its third-quarter 2026 earnings-per-share estimate from USD 14.16 to USD 20.00.

Second-quarter earnings set the base

Valero reported USD 44.48 billion in revenue for the second quarter of 2026, up 48.80 percent year over year, according to MarketBeat on October 6, 2026. Earnings per share reached USD 12.54, beating the USD 10.11 consensus by USD 2.43, while revenue exceeded the USD 39.47 billion estimate by USD 5.01 billion.

That operating backdrop explains why analyst estimates have moved higher, but it also raises the performance hurdle for the next report. Valero's refining, renewable diesel and ethanol businesses remain exposed to fuel margins, feedstock costs and policy changes, so the earnings comparison matters as much as the headline target.

Stock approaches its yearly high

The primary-market context was also firm on October 7, 2026. Valero Energy was last at USD 426.60 on the NYSE at 9:58 a.m. CEST, against a 52-week range of USD 155.29 to USD 428.60 and a market capitalization of USD 122.8 billion.

At Lang & Schwarz, Valero Energy stock was trading at EUR 380.45 on October 7, 2026 at 3:42 p.m. CEST, plus 2.18 percent versus the prior close of EUR 372.35. The further course of trading is shown by the continuously updated real-time quote of Valero Energy stock.