CVI

CVR Energy (CVI) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Here is how CVR Energy (CVI) and Forum Energy Technologies (FET) have performed compared to their sector so far this year.

CVR Energy (CVI) has delivered outsized returns, up 372.7% since March 2021, significantly outperforming the S&P 500. Favorable crack spreads, tight inventories, and geopolitical disruptions have driven strong revenue and margin expansion for CVI's petroleum and fertilizer segments. Despite recent strength, I maintain a soft ‘buy' rating, noting that forward valuation is reasonable but caution is warranted ahead of potentially mixed Q3 2026 results.

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Investors need to pay close attention to CVI stock based on the movements in the options market lately.

CVR Energy NYSE: CVI reported strong operating performance in the second quarter of 2026, supported by high refinery and ammonia plant utilization, elevated refining margins and favorable fertilizer-market conditions. The company said it generated consolidated net income of $46 million, while reporting a loss per share of $0.03, EBITDA of $161 million and adjusted EBITDA of $209 million.

CVR (CVI) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SOXX dips into a bear market

SUGAR LAND, Texas--(BUSINESS WIRE)--CVR Energy, Inc. (NYSE: CVI) plans to release its second quarter 2026 earnings results on Wednesday, July 29, after the close of trading on the New York Stock Exchange. The Company also will host a teleconference call on Thursday, July 30, at 1 p.m. Eastern to discuss these results. This call, which will contain forward-looking information, will be webcast live and can be accessed on the Investor Relations section of CVR Energy's website at www.CVREnergy.com.

CVR Energy remains undervalued despite sector tailwinds, with shares offering 25% upside and a 'Buy' rating reaffirmed. Crack spreads are exceptionally wide, driving windfall profits, but CVI's hedging strategy has limited near-term upside versus peers. Balance sheet repair is progressing, with gross debt expected to reach the $1 billion target by year-end and a cautious dividend reinstated.