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HF Sinclair Corporation (DINO) Reports Q2 2025 Results; Beats Expectations

HF Sinclair Corporation (DINO) Reports Q2 2025 Results; Beats Expectations

Yahoo6 days ago
HF Sinclair Corporation (NYSE:DINO) is included in our list of the 13 Best Oil Refinery Stocks to Buy Right Now.
A rig pumping oil in the midst of a sun-baked desert.
HF Sinclair Corporation (NYSE:DINO) announced its results for Q2 2025 on July 31, 2025. The company exceeded expectations with an adjusted EPS of $1.70, compared to $1.09 consensus. The company reported a sharp increase in both adjusted net income and adjusted EBITDA, which reached $322 million and $665 million, respectively. Even though refinery maintenance was carried out at Tulsa and Parco, HF Sinclair recorded refining EBITDA of $476 million, thanks to improved margins.
Meanwhile, the company's Marketing and Midstream segments generated $25 million and $112 million in EBITDA, respectively. Furthermore, HF Sinclair Corporation (NYSE:DINO) advanced with its retail footprint, opening 55 new stores during the quarter. The Renewables segment, on the other hand, remained near breakeven due to the challenging macro-economic environment. The company's strong performance helped it to return $145 million to shareholders, while maintaining balance sheet strength.
Following the earnings release, UBS raised its price target on HF Sinclair Corporation (NYSE:DINO) from $48 to $51 on August 4, maintaining a 'Buy' rating.
Operating across the U.S., HF Sinclair Corporation (NYSE:DINO) is an integrated petroleum refiner and marketer.
While we acknowledge the potential of DINO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 12 Cheap Value Stocks to Buy Now According to Warren Buffett and 7 Best Potash Stocks to Buy According to Analysts.
Disclosure: None.
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Cava Shares Crash. Should Investors Buy the Stock on the Dip or Run for the Hills?
Cava Shares Crash. Should Investors Buy the Stock on the Dip or Run for the Hills?

Yahoo

time16 minutes ago

  • Yahoo

Cava Shares Crash. Should Investors Buy the Stock on the Dip or Run for the Hills?

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Map Shows Tax Cuts Promised by Trump Administration Across 50 States
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time19 minutes ago

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Map Shows Tax Cuts Promised by Trump Administration Across 50 States

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This Artificial Intelligence (AI) Stock Is Dirt Cheap Compared to Its Growth
This Artificial Intelligence (AI) Stock Is Dirt Cheap Compared to Its Growth

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time38 minutes ago

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This Artificial Intelligence (AI) Stock Is Dirt Cheap Compared to Its Growth

Key Points Chip stocks have been some of the biggest beneficiaries throughout the artificial intelligence (AI) revolution. While companies like Nvidia and AMD fetch the most attention, they rely heavily on the foundry services of TSMC. Despite notable valuation expansion, Taiwan Semiconductor remains dirt cheap based on one overlooked metric. 10 stocks we like better than Taiwan Semiconductor Manufacturing › One stock that has consistently outperformed the S&P 500 and Nasdaq Composite throughout the artificial intelligence (AI) revolution is the foundry and fabrication specialist Taiwan Semiconductor Manufacturing (NYSE: TSM). While its share price has posted monster gains of 174% over the last three years, there's still a good argument to be made that TSMC (as it's known for short) remains attractively valued. 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In the table below, I've summarized the company's monthly revenue growth throughout 2025: Category January February March April May June July Revenue growth YoY 35.9% 43.1% 46.5% 48.1% 39.6% 26.9% 25.8% Data source: TSMC Investor Relations. During the second quarter, TSMC generated $30 billion in sales thanks to continued demand for highly coveted 5nm and 3nm chip nodes. Revenue growth seems to have stalled a bit in June and July, but I do not see this as a long-term trend. Keep in mind that new GPU architectures such as Nvidia's Blackwell and AMD's MI350 and MI400 series are still in early stages of rollout and development. As infrastructure spending continues to accelerate across the AI landscape, TSMC is in position to benefit from such robust secular themes. Why I think TSMC stock is dirt cheap Common valuation methodologies often include ratios such as price-to-sales (P/S) or price-to-earnings (P/E). 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Wall Street's bullish view calls for the anticipation of accelerating earnings from TSMC supported by ongoing AI infrastructure spend. However, increased earnings revisions are likely outpacing appreciation in Taiwan Semi stock -- basically normalizing the company's PEG ratio without a sell-off as the primary driver. In addition, I think the market might be underpricing TSMC due to broader macro uncertainty surrounding geopolitical tensions with China or general cyclicality of the chip market. The combination of PEG ratio compression and a robust financial outlook could make the stock a textbook candidate for investors seeking growth at a reasonable price. To me, the stock is dirt cheap at its current price point relative to its growth. Investors with a long-term time horizon may want to take advantage of this rare opportunity to own a chip stock positioned to ride and dominate the AI infrastructure wave. While many semiconductor and AI stocks continue to trade at a premium, TSMC appears to be an undervalued opportunity anchored amid a sea of frothy valuations. Should you invest $1,000 in Taiwan Semiconductor Manufacturing right now? Before you buy stock in Taiwan Semiconductor Manufacturing, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Taiwan Semiconductor Manufacturing wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $663,630!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,115,695!* Now, it's worth noting Stock Advisor's total average return is 1,071% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Adam Spatacco has positions in Alphabet, Amazon, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Microsoft, Nvidia, and Taiwan Semiconductor Manufacturing. The Motley Fool recommends Broadcom and recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. This Artificial Intelligence (AI) Stock Is Dirt Cheap Compared to Its Growth was originally published by The Motley Fool

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