$DK (Delek US Holdings, Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 97.0%)

Graded daily on value A+, growth A-, profitability B, momentum A, revisions C+. Sector-relative, identical for every user.

Most active credible voices on $DK

@thevalueist (TheValueist) — 303 mentions · 38.4K followers
@stevedjacobs (Steve Jacobs) — 28 mentions · 17.0K followers
@hedgefundtips (Thomas J. Hayes) — 11 mentions · 72.4K followers

Recent headlines featuring $DK

2026-10-16: Zelenskyy says Ukraine will resume strikes on Russian refineries
2026-10-14: Vance says Trump administration will use DPA to expand Delek Texas refinery
2026-10-11: Trump says Ukraine needs a new president, presses Zelenskyy to stop refinery strikes
2026-10-10: Trump says Russia will release more than 4.8 million tonnes of diesel
2026-10-09: Hurricane Isaias bears down on the Gulf Coast, hitting refining capacity and oil output

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$DKDelek US Holdings, Inc. · Oil & Gas Refining & Marketing · $4.0B

$65.80

+5.0%

Event thread

Key events, in time order

14 items

2026-11-10Capital
Calamos Advisors Builds New $1.20M Position in DK
Institutional fund disclosed new 16,775-share stake for Q3
D1 -3.6%
2026-11-09Company
Delek Targets $30M Annual Margin Gains at El Dorado Refinery
Refinery optimization and rising estimates bolster valuation appeal, reflecting ongoing operational improvements.
D1 +1.6% · since -3.6%

12 earlier events

2026-11-06 → 11-09EarningsBull🔥Developing
Delek Raises Cash Flow Improvement Target to $250M, Boosts Buybacks
Q3 beat estimates, raises cash flow target, and plans higher buybacks and debt reduction, reinforcing shareholder returns.
D1 +2.3% · since -2.0%
3 waves of this story
- 2026-11-06 Company released Q3 results and held earnings call, market watches refining performance
- 2026-11-07 Net income ~$1.13B; stronger refining margins and higher capture rates drove results
- 2026-11-09 Q3 beat estimates, raises cash flow target, and plans higher buybacks and debt reduction, reinforcing shareholder returns.
2026-11-06Earnings
Earnings report
第三季度净利润约$1.13 billion，每股$18.22；调整后净利润约$843 million，每股$13.55，调整后EBITDA约$1.28 billion
D1 +2.3% · since -2.0%
2026-11-068-K filing
8-K: Item 2.02, Item 9.01
D1 +2.3% · since -2.0%
2026-10-308-K filing
8-K: Item 8.01, Item 9.01
D1 +3.5% · +5d -13.1%
2026-10-08Analyst
Mizuho downgrades to Neutral
D1 +1.5% · +5d +0.4%
2026-09-308-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01
D1 +3.8% · +5d +5.7%
2026-09-24CapitalBear
Delek US Proposes $400M Convertible Senior Notes Offering
Company announces private offering of $400M notes due 2031, potential dilution and share price impact.
D1 -7.4% · +5d +11.1%
2026-09-21Other
Ukraine Strikes Russian Refineries, Independent Refiners in Focus
Ukraine expands strikes on Russian refining capacity, reshaping global supply; DK as independent refiner draws attention
D1 -4.8% · +5d -9.3%
2026-09-08CapitalBull
Delek to Join High-Profile Stock Index
Index inclusion may drive passive fund inflows
D1 +5.3% · +5d +3.3%
2026-09-01RegulationBull
Delek Welcomes EPA 2025 Small Refinery Exemptions Decision
Company announcement confirms SREs for 2025 compliance year, supporting refining ops
D1 -1.3% · +5d +2.6%
2026-08-13Insider selling
Insider selling $13.5M (1)
D1 +1.6% · +5d -6.2%
2026-08-05Earnings
Earnings report
D1 -9.7% · +5d +12.5%

①

Bull vs bear

by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

14 items

2026-11-10Capital
Calamos Advisors Builds New $1.20M Position in DK
Institutional fund disclosed new 16,775-share stake for Q3
D1 -3.6%
2026-11-09Company
Delek Targets $30M Annual Margin Gains at El Dorado Refinery
Refinery optimization and rising estimates bolster valuation appeal, reflecting ongoing operational improvements.
D1 +1.6% · since -3.6%
2026-11-06 → 11-09EarningsBull🔥Developing
Delek Raises Cash Flow Improvement Target to $250M, Boosts Buybacks
Q3 beat estimates, raises cash flow target, and plans higher buybacks and debt reduction, reinforcing shareholder returns.
D1 +2.3% · since -2.0%
3 waves of this story
- 2026-11-06 Company released Q3 results and held earnings call, market watches refining performance
- 2026-11-07 Net income ~$1.13B; stronger refining margins and higher capture rates drove results
- 2026-11-09 Q3 beat estimates, raises cash flow target, and plans higher buybacks and debt reduction, reinforcing shareholder returns.
2026-11-06Earnings
Earnings report
第三季度净利润约$1.13 billion，每股$18.22；调整后净利润约$843 million，每股$13.55，调整后EBITDA约$1.28 billion
D1 +2.3% · since -2.0%
2026-11-068-K filing
8-K: Item 2.02, Item 9.01
D1 +2.3% · since -2.0%

9 earlier events

2026-10-308-K filing
8-K: Item 8.01, Item 9.01
D1 +3.5% · +5d -13.1%
2026-10-08Analyst
Mizuho downgrades to Neutral
D1 +1.5% · +5d +0.4%
2026-09-308-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01
D1 +3.8% · +5d +5.7%
2026-09-24CapitalBear
Delek US Proposes $400M Convertible Senior Notes Offering
Company announces private offering of $400M notes due 2031, potential dilution and share price impact.
D1 -7.4% · +5d +11.1%
2026-09-21Other
Ukraine Strikes Russian Refineries, Independent Refiners in Focus
Ukraine expands strikes on Russian refining capacity, reshaping global supply; DK as independent refiner draws attention
D1 -4.8% · +5d -9.3%
2026-09-08CapitalBull
Delek to Join High-Profile Stock Index
Index inclusion may drive passive fund inflows
D1 +5.3% · +5d +3.3%
2026-09-01RegulationBull
Delek Welcomes EPA 2025 Small Refinery Exemptions Decision
Company announcement confirms SREs for 2025 compliance year, supporting refining ops
D1 -1.3% · +5d +2.6%
2026-08-13Insider selling
Insider selling $13.5M (1)
D1 +1.6% · +5d -6.2%
2026-08-05Earnings
Earnings report
D1 -9.7% · +5d +12.5%

$DK — what investors on X are saying · SpikePanel

$DK (Delek US Holdings, Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 97.0%)

Most active credible voices on $DK

Recent headlines featuring $DK

$DK (Delek US Holdings, Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 97.0%)

Most active credible voices on $DK

Recent headlines featuring $DK

Calamos Advisors Builds New $1.20M Position in DK

Delek Targets $30M Annual Margin Gains at El Dorado Refinery

Delek Raises Cash Flow Improvement Target to $250M, Boosts Buybacks

Earnings report

8-K: Item 2.02, Item 9.01

8-K: Item 8.01, Item 9.01

Mizuho downgrades to Neutral

8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01

Delek US Proposes $400M Convertible Senior Notes Offering

Ukraine Strikes Russian Refineries, Independent Refiners in Focus

Delek to Join High-Profile Stock Index

Delek Welcomes EPA 2025 Small Refinery Exemptions Decision

Insider selling $13.5M (1)

Earnings report

Bull vs bear

Discussion

Calamos Advisors Builds New $1.20M Position in DK

Delek Targets $30M Annual Margin Gains at El Dorado Refinery

Delek Raises Cash Flow Improvement Target to $250M, Boosts Buybacks

Earnings report

8-K: Item 2.02, Item 9.01

8-K: Item 8.01, Item 9.01

Mizuho downgrades to Neutral

8-K: Item 1.01, Item 2.03, Item 3.02, Item 8.01

Delek US Proposes $400M Convertible Senior Notes Offering

Ukraine Strikes Russian Refineries, Independent Refiners in Focus

Delek to Join High-Profile Stock Index

Delek Welcomes EPA 2025 Small Refinery Exemptions Decision

Insider selling $13.5M (1)

Earnings report