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Last update: Oct 1, 2026, 6:21 PM ET
Valero Energy Corporation
$408.46▲ 5.38% today
After Hours

Why Valero Energy Corporation (VLO) stock moved

Updated Oct 1, 2026

Valero Energy Corporation (VLO) shares climbed 5.4% to $408.46 as of October 1, 2026, a significant gain from the prior close of $387.61. BestStocks flagged the session as a major change for VLO. Below, we break down what changed for VLO, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

VLO climbed 5.4% to $408.46

Valero Energy rose 5.58% on August 10, 2026, closing at $314.95 from a prior close of $298.31, as crude and refined-product prices jumped on renewed fears that the Strait of Hormuz would stay closed. WTI settled up 5.05% at $82.13 and Brent up 4.99% at $87.72 — both benchmarks' biggest one-day gains since July 29 — after Iran and the U.S. traded demands for compensation, dimming hopes of a near-term reopening. The more relevant mechanism for a refiner like Valero was not higher crude prices alone, which raise feedstock costs, but stronger refined-product pricing (diesel especially) supporting wider refining margins; VLO outperformed on a session where the S&P 500 slipped 0.06% and the Dow fell 0.11%.

ActivityLow confidence
Rel. volume
0.9×
Below Avg
Vs peers
—
No comparable peers
Market cap
$117.6B
New York Stock Exchange
Analyst target
$382
-6.5% vs price
Price chart
Aug 31 – Oct 1
VVVVNNF$358$386$414Aug 31Sep 9Sep 16Sep 24Oct 1
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Valero Energy Corporation investors

For Valero Energy Corporation investors, the balance of recent signals points to a bullish shift. On the constructive side: Strong 5.4% price move; Positive price momentum. Weighing against that: New SEC filing — review for material disclosures; New SEC filing — review for material disclosures. Wall Street's consensus price target sits at $381.90, implying -6.5% downside from $408.46. Over the past 90 days analysts logged 0 upgrades and 1 downgrade. BestStocks rates the overall signal quality low (57/100). With earnings roughly 21 days out, the next report is the most likely near-term test of the move.

VLO price reaction

VLO last traded at $408.46, up $20.85 (+5.38%) from the previous close of $387.61. The session traded on 0.9× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $358.92 and $413.28, and it currently sits about 91% of the way up that band.

Bullish and bearish analyst opinions on Valero Energy Corporation (VLO)

Latest catalysta bullish counterpoint
The latest catalyst — a materially positive development — a bullish counterpoint to the prevailing bearish analyst view.

The consensus analyst price target on Valero Energy Corporation (VLO) is $381.90, 6.5% below the recent $408.46. Over the past 90 days analysts logged 0 upgrades, 16 maintains, and 1 downgrade. Here is how the bullish and bearish cases on VLO line up.

The bullish case

  • The Street's most bullish target is $457.00 (+11.9%).
  • Strong 5.4% price move.
  • Positive price momentum.

The bearish case

  • The consensus analyst price target of $381.90 sits 6.5% below the recent $408.46, so the average target sees limited room to run.
  • The most bearish analyst target is $203.00 (-50.3%).
  • 1 analyst downgrade in the past 90 days, most recently Jefferies to Hold (2026-09-22).
Bull vs bear balanceBullish Shift
BearishNeutralBullish
The latest catalyst moved the balance toward the bulls — the hollow tick marks where it sat before.

Weighing both sides, BestStocks' composite read of recent signals is bullish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Oct 1, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $382-6.5%
= 16 maintains↓ 1 downgrades
Goldman Sachs maintained Buy · 2026-09-23
SEC filings watch
8-K2026-09-18
Material event — review for impact
high
8-K2026-07-30
Material event — review for impact
high
10-Q2026-07-30
Quarterly financial results
medium
8-K2026-07-16
Material event — review for impact
high
Peer context
VLO+5.4%

Previous notable changes for VLO

News2026-09-30-0.0%
VLO received Zacks Rank #1 (Strong Buy) rating on the growth stocks list.
News2026-09-28+0.6%
Valero Energy received a Zacks Rank #1 (Strong Buy) rating on the growth stocks list.
Valuation2026-09-21-4.8%via Yahoo Finance ↗
Valero Energy fell 5.23% to $391.68, reversing recent strength. The decline comes after a 2026 rally driven by tight refining margins and elevated earnings, per Yahoo Finance coverage; the pullback may reflect profit-taking or margin concerns despite the company's strong recent operational backdrop. Volume at 0.90x the time-adjusted average suggests orderly selling rather than panic.
Filings2026-09-18+0.2%
Valero Energy Corporation (VLO) filed a new 8-K on September 18, 2026.

In-depth VLO event analyses

Permanent, dated analyses of VLO's most significant sessions.
Upcoming catalysts & outlook
Next earnings
2026-10-22 (est.)
in 21 days
10-Q Filing (est.)
2026-10-29
Medium impact
Thesis shift
Bullish Shift
bullish signal
Risk level
Low
from change events

Frequently asked questions about VLO

Why did Valero Energy Corporation (VLO) stock move?

Valero Energy rose 5.58% on August 10, 2026, closing at $314.95 from a prior close of $298.31, as crude and refined-product prices jumped on renewed fears that the Strait of Hormuz would stay closed. WTI settled up 5.05% at $82.13 and Brent up 4.99% at $87.72 — both benchmarks' biggest one-day gains since July 29 — after Iran and the U.S. traded demands for compensation, dimming hopes of a near-term reopening. The more relevant mechanism for a refiner like Valero was not higher crude prices alone, which raise feedstock costs, but stronger refined-product pricing (diesel especially) supporting wider refining margins; VLO outperformed on a session where the S&P 500 slipped 0.06% and the Dow fell 0.11%.

How much did VLO stock rise?

VLO gained 5.38% ($20.85) versus the prior close of $387.61, last trading at $408.46 on 0.9× average volume.

When is Valero Energy Corporation's next earnings date?

VLO's next earnings report is estimated for 2026-10-22 — about 21 days away.

What is the analyst price target for VLO?

The consensus analyst price target for VLO is $381.90, about 6.5% below the current $408.46. Over the past 90 days, analysts recorded 0 upgrades, 16 maintains, and 1 downgrade.

How BestStocks tracks VLO

This page is generated automatically by BestStocks' change-detection system after its price and volume cleared VLO-specific materiality thresholds, triggering an evidence check. It draws on 20 tracked change events for VLO, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of October 1, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataSEC EDGAR filingsFMP earnings & estimatesAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.