PBF PBF Energy Inc - Ordinary Shares - Class A

$PBF buying here. You expect woke liberals elected last night to fix energy issues for the public?

$PBF Insane profit, I was hoping for 1.2-1.3 billion. This exceeded my most bullish scenario.

🐂 $PBF — CALL BUYERS STEP IN AS SHARES PULL BACK! • $569K Nov. 20 $77.50 call sweep at the ask • 999 contracts, marked OPENING | Just 59 OI • Earlier $175K into Nov. $80 calls • $745K call premium, no puts in this flow snapshot Bulls positioning for a rebound with shares near $74.51 👀🔥

$PBF WTI sitting at $90.43 after a 6.3% five-day drop is a refiner input cost tailwind on paper, but the crack spread environment and demand read matter more for PBF than the crude headline alone. The Houthi strike on Saudi financial infrastructure raises the structural floor on crude supply risk, which could reverse the feedstock relief faster than the tape is pricing. Watch whether the WTI softness holds or the geopolitical premium reasserts; PBF's margin story changes materially depending on which way that resolves.

$PBF Can PBF repeat a $12.54-a-share quarter built on crack spreads 2.5 times last year's? 🏢 PBF Energy, a US oil refiner, earned $1,529.3M ($12.54 a diluted share) in Q3 2026 against $170.1M ($1.45) a year earlier, with no insurance gain this time versus $250.0M in Q3 2025 📈 The profit came from refining itself, as gross refining margin was $34.56 a barrel against $9.00 a year earlier while the Brent NYH 2-1-1 crack spread averaged $64.77 against $25.82 📈 That one quarter's $12.54 is about 17% of the $73.28 close at 16:00 ET on October 28, 2026, a price that values PBF at about $8.67B ⚠️ Against a repeat, the profit rides on crack spreads PBF does not set, and its Q4 throughput guide of 925,000 to 985,000 barrels a day sits near Q3's 923,800, so earnings will track margins 📅 Next: Dividend paid November 24, 2026 to holders of record on November 12, 2026 Source: PBF release + SEC 8-K and 10-Q, Oct 29

$PBF reported earnings before the open: adjusted EPS of $12.78 vs. $11.12 estimated, a beat of 14.9%. I used Stock Meadow to review the results.

🟢 $PBF 77.5C Nov 20 💰 $570,000 premium 💵 $0/contract 📊 44.03x Vol/OI 📍 Spot $74.58 💰 Large premium | 🔥 44.03x Vol/OI | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

🟢 $PBF 80C Nov 20 💰 $154,900 premium 💵 $0/contract 📊 0.58x Vol/OI 📍 Spot $78.06 💰 Large premium | 🚨 Repeat sweep 🌊 Dark Flow | Options Flow

$PBF WTI up 4.1% over five days while PBF is down 9.0% over the same window: a 13.1-point divergence that is the sharpest refiner dislocation in the current data set. Crude input costs are running faster than crack spreads can absorb, and independent refiners with less feedstock flexibility are wearing the compression that integrated majors can partly route around. The read flips if crack spreads recover before the next crude leg higher; without that, the selloff extends regardless of where WTI goes next.

$PBF Up 5.7% over five days while WTI crude is down 6.4%, and that is a refining-margin story running directly against the commodity tape. A falling crude input cost with sticky product demand is the best version of the crack-spread thesis, and PBF is catching that move. The risk: if Brent at $104.04 is mispricing geopolitical risk to the downside and crude snaps back, the input-cost tailwind reverses and the spread compresses quickly.

$PBF Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $12.78 up 2557.69% YoY • Reported revenue of $12.13B up 58.58% YoY • PBF Energy expects 2026 capital expenditures to remain $825M, excluding Martinez rebuild capital, and RBI run-rate cost improvements to grow to more than $350M by year-end 2026.

$PBF reports earnings tomorrow before the open. I used Stock Meadow’s earnings dashboard to review its history: PBF has beaten EPS estimates in 5 of its last 8 reports.

$PBF is ranked #8 in energy momentum. I used Stock Meadow’s scoring model to review the scores. What do you think?