Shares of oil and gas refining and marketing companies are trading higher amid energy price gains due to a possible impasse in U.S.-Iran negotiations, with Iran demanding war reparations and unfreezing of assets. Also, reports suggest President Trump is willing to end the war in exchange for reopening Hormuz without addressing Iran's nuclear program, which may lead to concerns over future military tensions.

Salesforce To Rally More Than 16%? Here Are 10 Top Analyst Forecasts For Wednesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Cantor Fitzgerald raised

HC Wainwright & Co. Maintains Buy on Calumet, Raises Price Target to $75

HC Wainwright & Co. analyst Amit Dayal maintains Calumet (NASDAQ:CLMT) with a Buy and raises the price target from $60 to $75.

Calumet Announces New Flight Plan For MaxSAF Expansion At Montana Renewables

SAF production capacity expected to reach approximately 200 million gallon annual run rate by year-end 2028, with total renewable product sales expanded 40% to 17,000 barrels per dayRemaining project capital for this

UBS Maintains Neutral on Calumet, Raises Price Target to $47

UBS analyst Manav Gupta maintains Calumet (NASDAQ:CLMT) with a Neutral and raises the price target from $26 to $47.

HF Sinclair Plans Lubricants Spin-Off: Is it a Value-Unlocking Move?

HF Sinclair (DINO) plans to spin off its Lubricants & Specialties division into an independent public company by late 2027, aiming to reduce capital competition and improve strategic focus on core refining, midstream, and renewables businesses. The separation includes retiring the Mississauga refinery and shifting to a capital-light lubricants model. Meanwhile, energy majors Eni and Shell are simplifying portfolios through asset sales and restructuring to unlock value and improve capital allocation.

Wells Fargo Maintains Equal-Weight on HF Sinclair, Raises Price Target to $93