$PBF (PBF Energy Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 98.6%)

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

Most active credible voices on $PBF

@stevedjacobs (Steve Jacobs) — 25 mentions · 17.0K followers
@primetrading_ (Alex Desjardins) — 21 mentions · 32.1K followers
@hedgefundtips (Thomas J. Hayes) — 16 mentions · 72.4K followers

Recent headlines featuring $PBF

2026-10-13: Kremlin denies Trump’s diesel deal is tied to Ukraine talks

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$PBFPBF Energy Inc. · Oil & Gas Refining & Marketing · $8.2B

$69.00

+4.7%

Event thread

Key events, in time order

29 items

2026-11-02Analyst
Freedom Broker upgrades to Hold
D1 -3.7% · +5d -7.4%
2026-11-02AnalystBull
PBF Energy Named Top Growth Stock & DuPont Analysis Pick by Zacks
Zacks highlights PBF's solid growth attributes and DuPont analysis strength, boosting visibility
D1 -3.7% · +5d -7.4%

27 earlier events

2026-10-318-K filing
8-K: Item 5.02, Item 9.01
D1 -3.7% · +5d -7.4%
2026-10-29 → 10-30EarningsBull
PBF Energy Q3 Beats on Strong Refining Margins
Adj EPS $12.78, EBITDA ~$2.3B; debt cuts and cost savings strengthen outlook
D1 +3.1% · +5d -9.5%
2 waves of this story
- 2026-10-29 Revenue up 59%, operating income $2.1B, net debt eliminated, dividend $0.325/share
- 2026-10-30 Adj EPS $12.78, EBITDA ~$2.3B; debt cuts and cost savings strengthen outlook
2026-10-29Earnings
Earnings report
第三季度调整后净收益为每股12.78美元，调整后EBITDA约为23亿美元。
D1 +3.1% · +5d -9.5%
2026-10-298-K filing
8-K: Item 2.02, Item 9.01
D1 +3.1% · +5d -9.5%
2026-10-27CompanyBull
PBF Energy's Martinez Restart, $1.25B Insurance Recoveries Support Cash Flow
Refinery restart, $1.25B insurance recoveries, and strong margins bolster cash flow outlook
D1 -8.6% · +5d +5.7%
2026-10-158-K filing
8-K: Item 8.01, Item 9.01
D1 -2.8% · +5d -8.9%
2026-10-08Insider selling
Insider selling $15.0M (1)
D1 +6.8% · +5d -2.6%
2026-10-05Insider selling
Insider selling $10.1M (1)
D1 +4.2% · +5d +1.0%
2026-10-028-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 -1.9% · +5d +4.3%
2026-09-188-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 +0.0% · +5d -4.5%
2026-09-158-K filing
8-K: Item 8.01, Item 9.01
D1 +6.1% · +5d -4.4%
2026-09-14Capital
PBF Energy Prices $500M 0% Exchangeable Notes
Company announcement confirms pricing, same event line, no new facts
D1 -10.1% · +5d +3.0%
2 waves of this story
- 2026-09-14 Subsidiary intends to offer $500M notes due 2032, a clear capital move
- 2026-09-14 Company announcement confirms pricing, same event line, no new facts
2026-09-148-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -10.1% · +5d +3.0%
2026-09-11Insider selling
Insider selling $12.1M (1)
D1 +1.6% · +5d -1.4%
2026-09-10Insider selling
Insider selling $24.6M (1)
D1 +0.7% · +5d +0.1%
2026-08-17Insider selling
Insider selling $16.5M (2)
D1 +4.5% · +5d -7.4%
2026-08-14Insider selling
Insider selling $13.7M (3)
D1 -3.4% · +5d +2.3%
2026-08-13Insider selling
Insider selling $15.2M (1)
D1 +5.7% · +5d -6.5%
2026-08-12Insider selling
Insider selling $15.0M (2)
D1 +1.4% · +5d +5.1%
2026-08-11Insider selling
Insider selling $33.1M (3)
D1 +4.6% · +5d +8.4%
2026-08-03Insider sellingBear
Insider selling $52.6M (4)
D1 -6.0% · +5d -2.4%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +15.4% · +5d -16.2%
2026-07-30EarningsBull
PBF Energy Q2 Results Beat, Declares $0.275 Dividend
EPS of $6.22 beat estimates; operating income $1.27B; reduced debt by over $1B
D1 +15.4% · +5d -16.2%
2026-07-30Earnings
Earnings report
全球炼油产能超过500万桶/日处于离线状态，全球炼油利用率同比下降约10%。
D1 +15.4% · +5d -16.2%
2026-07-30Insider sellingBear
Insider selling $34.9M (1)
D1 +15.4% · +5d -16.2%
2026-07-24CapitalBull
Fifth Third Bancorp Boosts PBF Energy Stake by 2197.1%
Institutional buying contrasts with recent insider selling, indicating capital moves.
D1 -0.5% · +5d +17.3%
2026-07-20Insider sellingBear
Insider selling $14.1M (1)
D1 +1.8% · +5d -1.7%

①

Bull vs bear

by direction · sourced

Bull signals0

None yet

Bear signals0

None yet

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

⑩

Discussion

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

Event thread

Key events, in time order

29 items

2026-11-02Analyst
Freedom Broker upgrades to Hold
D1 -3.7% · +5d -7.4%
2026-11-02AnalystBull
PBF Energy Named Top Growth Stock & DuPont Analysis Pick by Zacks
Zacks highlights PBF's solid growth attributes and DuPont analysis strength, boosting visibility
D1 -3.7% · +5d -7.4%
2026-10-318-K filing
8-K: Item 5.02, Item 9.01
D1 -3.7% · +5d -7.4%
2026-10-29 → 10-30EarningsBull
PBF Energy Q3 Beats on Strong Refining Margins
Adj EPS $12.78, EBITDA ~$2.3B; debt cuts and cost savings strengthen outlook
D1 +3.1% · +5d -9.5%
2 waves of this story
- 2026-10-29 Revenue up 59%, operating income $2.1B, net debt eliminated, dividend $0.325/share
- 2026-10-30 Adj EPS $12.78, EBITDA ~$2.3B; debt cuts and cost savings strengthen outlook
2026-10-29Earnings
Earnings report
第三季度调整后净收益为每股12.78美元，调整后EBITDA约为23亿美元。
D1 +3.1% · +5d -9.5%

24 earlier events

2026-10-298-K filing
8-K: Item 2.02, Item 9.01
D1 +3.1% · +5d -9.5%
2026-10-27CompanyBull
PBF Energy's Martinez Restart, $1.25B Insurance Recoveries Support Cash Flow
Refinery restart, $1.25B insurance recoveries, and strong margins bolster cash flow outlook
D1 -8.6% · +5d +5.7%
2026-10-158-K filing
8-K: Item 8.01, Item 9.01
D1 -2.8% · +5d -8.9%
2026-10-08Insider selling
Insider selling $15.0M (1)
D1 +6.8% · +5d -2.6%
2026-10-05Insider selling
Insider selling $10.1M (1)
D1 +4.2% · +5d +1.0%
2026-10-028-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 -1.9% · +5d +4.3%
2026-09-188-K filing
8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01
D1 +0.0% · +5d -4.5%
2026-09-158-K filing
8-K: Item 8.01, Item 9.01
D1 +6.1% · +5d -4.4%
2026-09-14Capital
PBF Energy Prices $500M 0% Exchangeable Notes
Company announcement confirms pricing, same event line, no new facts
D1 -10.1% · +5d +3.0%
2 waves of this story
- 2026-09-14 Subsidiary intends to offer $500M notes due 2032, a clear capital move
- 2026-09-14 Company announcement confirms pricing, same event line, no new facts
2026-09-148-K filing
8-K: Item 7.01, Item 8.01, Item 9.01
D1 -10.1% · +5d +3.0%
2026-09-11Insider selling
Insider selling $12.1M (1)
D1 +1.6% · +5d -1.4%
2026-09-10Insider selling
Insider selling $24.6M (1)
D1 +0.7% · +5d +0.1%
2026-08-17Insider selling
Insider selling $16.5M (2)
D1 +4.5% · +5d -7.4%
2026-08-14Insider selling
Insider selling $13.7M (3)
D1 -3.4% · +5d +2.3%
2026-08-13Insider selling
Insider selling $15.2M (1)
D1 +5.7% · +5d -6.5%
2026-08-12Insider selling
Insider selling $15.0M (2)
D1 +1.4% · +5d +5.1%
2026-08-11Insider selling
Insider selling $33.1M (3)
D1 +4.6% · +5d +8.4%
2026-08-03Insider sellingBear
Insider selling $52.6M (4)
D1 -6.0% · +5d -2.4%
2026-07-308-K filing
8-K: Item 2.02, Item 9.01
D1 +15.4% · +5d -16.2%
2026-07-30EarningsBull
PBF Energy Q2 Results Beat, Declares $0.275 Dividend
EPS of $6.22 beat estimates; operating income $1.27B; reduced debt by over $1B
D1 +15.4% · +5d -16.2%
2026-07-30Earnings
Earnings report
全球炼油产能超过500万桶/日处于离线状态，全球炼油利用率同比下降约10%。
D1 +15.4% · +5d -16.2%
2026-07-30Insider sellingBear
Insider selling $34.9M (1)
D1 +15.4% · +5d -16.2%
2026-07-24CapitalBull
Fifth Third Bancorp Boosts PBF Energy Stake by 2197.1%
Institutional buying contrasts with recent insider selling, indicating capital moves.
D1 -0.5% · +5d +17.3%
2026-07-20Insider sellingBear
Insider selling $14.1M (1)
D1 +1.8% · +5d -1.7%

$PBF — what investors on X are saying · SpikePanel

$PBF (PBF Energy Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 98.6%)

Most active credible voices on $PBF

Recent headlines featuring $PBF

$PBF (PBF Energy Inc.) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 98.6%)

Most active credible voices on $PBF

Recent headlines featuring $PBF

Freedom Broker upgrades to Hold

PBF Energy Named Top Growth Stock & DuPont Analysis Pick by Zacks

8-K: Item 5.02, Item 9.01

PBF Energy Q3 Beats on Strong Refining Margins

Earnings report

8-K: Item 2.02, Item 9.01

PBF Energy's Martinez Restart, $1.25B Insurance Recoveries Support Cash Flow

8-K: Item 8.01, Item 9.01

Insider selling $15.0M (1)

Insider selling $10.1M (1)

8-K: Item 1.01, Item 2.03, Item 9.01

8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01

8-K: Item 8.01, Item 9.01

PBF Energy Prices $500M 0% Exchangeable Notes

8-K: Item 7.01, Item 8.01, Item 9.01

Insider selling $12.1M (1)

Insider selling $24.6M (1)

Insider selling $16.5M (2)

Insider selling $13.7M (3)

Insider selling $15.2M (1)

Insider selling $15.0M (2)

Insider selling $33.1M (3)

Insider selling $52.6M (4)

8-K: Item 2.02, Item 9.01

PBF Energy Q2 Results Beat, Declares $0.275 Dividend

Earnings report

Insider selling $34.9M (1)

Fifth Third Bancorp Boosts PBF Energy Stake by 2197.1%

Insider selling $14.1M (1)

Bull vs bear

Discussion

Freedom Broker upgrades to Hold

PBF Energy Named Top Growth Stock & DuPont Analysis Pick by Zacks

8-K: Item 5.02, Item 9.01

PBF Energy Q3 Beats on Strong Refining Margins

Earnings report

8-K: Item 2.02, Item 9.01

PBF Energy's Martinez Restart, $1.25B Insurance Recoveries Support Cash Flow

8-K: Item 8.01, Item 9.01

Insider selling $15.0M (1)

Insider selling $10.1M (1)

8-K: Item 1.01, Item 2.03, Item 9.01

8-K: Item 1.01, Item 2.03, Item 3.02, Item 9.01

8-K: Item 8.01, Item 9.01

PBF Energy Prices $500M 0% Exchangeable Notes

8-K: Item 7.01, Item 8.01, Item 9.01

Insider selling $12.1M (1)

Insider selling $24.6M (1)

Insider selling $16.5M (2)

Insider selling $13.7M (3)

Insider selling $15.2M (1)

Insider selling $15.0M (2)

Insider selling $33.1M (3)

Insider selling $52.6M (4)

8-K: Item 2.02, Item 9.01

PBF Energy Q2 Results Beat, Declares $0.275 Dividend

Earnings report

Insider selling $34.9M (1)

Fifth Third Bancorp Boosts PBF Energy Stake by 2197.1%

Insider selling $14.1M (1)