Earnings Update: PBF Energy Inc. (NYSE:PBF) Just Reported Its Yearly Results And Analysts Are Updating Their Forecasts

Simply Wall St

Sun, February 15, 2026 at 9:37 PM GMT+9 3 min read

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PBF

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Last week, you might have seen that PBF Energy Inc. (NYSE:PBF) released its annual result to the market. The early response was not positive, with shares down 2.7% to US$34.54 in the past week. Revenues of US$29b arrived in line with expectations, although statutory losses per share were US$1.39, an impressive 35% smaller than what broker models predicted. This is an important time for investors, as they can track a company’s performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We thought readers would find it interesting to see the analysts latest (statutory) post-earnings forecasts for next year.

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NYSE:PBF Earnings and Revenue Growth February 15th 2026

Taking into account the latest results, the nine analysts covering PBF Energy provided consensus estimates of US$28.3b revenue in 2026, which would reflect a discernible 3.4% decline over the past 12 months. Earnings are expected to improve, with PBF Energy forecast to report a statutory profit of US$0.30 per share. In the lead-up to this report, the analysts had been modelling revenues of US$28.9b and earnings per share (EPS) of US$1.21 in 2026. So there’s definitely been a decline in sentiment after the latest results, noting the large cut to new EPS forecasts.

Check out our latest analysis for PBF Energy

It might be a surprise to learn that the consensus price target was broadly unchanged at US$32.77, with the analysts clearly implying that the forecast decline in earnings is not expected to have much of an impact on valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. Currently, the most bullish analyst values PBF Energy at US$42.00 per share, while the most bearish prices it at US$22.00. This is a fairly broad spread of estimates, suggesting that analysts are forecasting a wide range of possible outcomes for the business.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the PBF Energy’s past performance and to peers in the same industry. These estimates imply that revenue is expected to slow, with a forecast annualised decline of 3.4% by the end of 2026. This indicates a significant reduction from annual growth of 6.8% over the last five years. By contrast, our data suggests that other companies (with analyst coverage) in the same industry are forecast to see their revenue grow 4.0% annually for the foreseeable future. It’s pretty clear that PBF Energy’s revenues are expected to perform substantially worse than the wider industry.

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The Bottom Line

The biggest concern is that the analysts reduced their earnings per share estimates, suggesting business headwinds could lay ahead for PBF Energy. On the plus side, there were no major changes to revenue estimates; although forecasts imply they will perform worse than the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

With that in mind, we wouldn’t be too quick to come to a conclusion on PBF Energy. Long-term earnings power is much more important than next year’s profits. We have estimates - from multiple PBF Energy analysts - going out to 2028, and you can see them free on our platform here.

And what about risks? Every company has them, and we’ve spotted ** 1 warning sign for PBF Energy ** you should know about.

Have feedback on this article? Concerned about the content? Get in touch** with us directly.**_ Alternatively, email editorial-team (at) simplywallst.com._

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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