TickerTalks
Browse all tickers →
TickerTalks›$DINO
DIDINO

HF Sinclair Corporation

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$DINO·$19B·Oil & Gas Refining & Marketing·Energy
$105.41-0.7%YTD+91.8%1Y+104.4%
Price updated 3d ago·X counts updated 2d ago
DIDINO
$DINOHF Sinclair Corporation
$105.41-0.70%3.2k posts4×
AI analysisFundamentalsVoices on X
Loading…

On X

Top X posts

The complete picture of $DINO on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

3,234X posts · last 7 days
Aug 21Sep 5
Chatter Meter
4×
QuietNormal · 1×Loud

How loud $DINO's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 98% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data89 posts analyzed · as of 2026-09-06

Chrome DINO is the community's answer to a Google-paired token on Robinhood Chain — CoinGecko listing landed, official site with playable Chrome Dino live, 50x for early callers. The narrative leans on Google recognition, 17M-year design lore, and comparison to AI/NVDA pair sitting at $300M mcap. Pure meme-community bullishness.

Read what X is saying about $DINO

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $DINO — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-06

The move is getting stronger, with heavier trading behind it.

HF Sinclair is doubling on refining cracks with a fresh $1.5B buyback and a lubricants spin-off pending — the X noise under this ticker is a memecoin.

HF Sinclair is the mid-cap independent refiner with a growing renewable-diesel business and a stable of downstream brands. The stock has doubled in a year on strong refining cracks and just authorized a $1.5B buyback to soak up the free cash.

  • The cash story does the work: consensus 2026 EPS of $14.57 gives a ~10% earnings yield at 13x TTM, and the new $1.5B repurchase equals roughly 8% of the float — a mechanical bid alongside the announced lubricants spin-off that would surface value the conglomerate has been hiding.
  • Insider action is a real vote of confidence: Chairman Franklin Myers put down $1.28M of open-market money in August after the Q2 beat — one of the cleanest signals a director can give, and worth more than the sell-side upgrades stacked on top of it.

The setup is a levered play on refining margins staying elevated through 2026, with the buyback and spin-off adding structural pull. What ends the move: a crack-spread collapse (usually seasonal into Q4) or the lubricants deal getting bogged down; earnings quality can carry the stock the rest of the way otherwise.

Differs from X sentimentThe X sample here is about a memecoin named DINO paired with Google on Robinhood-chain, not HF Sinclair — the token has nothing to do with the refiner, so the sentiment can't be transferred; the equity read has to stand on the fundamentals alone.

What to watch: The Oct 29 Q3 print for refining crack spreads and any concrete lubricants spin-off timeline — a beat plus a definitive spin date extends the run; a crack-spread miss re-opens the cyclical downside case.

On the calendar: 2026-10-29 — Q3 earnings

ticker confusion dino memecoinbuyback authorizedspin off pending

Read the AI verdict on $DINO

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Independent US petroleum refiner producing conventional and renewable fuels across seven refineries.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Refining & Marketing sits in its cycle right now — and what that implies for $DINO.

Oil & Gas Refining & Marketing · Energy

Refinery crack spreads have normalised from 2022 peaks but remain above mid-cycle; renewable-diesel mandates are a medium-term structural driver for complex refiners. Gasoline-demand ceiling and biofuel transition are mounting secular headwinds.

What this means for $DINO

Partial — HF Sinclair refining + renewables; renewable-diesel capacity (Puris acquisition) positions it for mandate tailwind.

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+47.2%YTD
+79.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
13.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
9.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
6.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.2%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
13.1%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
11.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.3Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 28, 2026$5.31$4.49+18.3%
Q1 2026May 1, 2026$0.69$-0.06+1166.1%
Q4 2025Feb 18, 2026$1.20$0.44+172.7%
Q3 2025Oct 30, 2025$2.44$1.94+25.8%
Next earningsThu, Oct 29·consensus EPS $5.77

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$7.1B+11.8%14.3%12.7%$3.56$355.0M
Q4 FY25$6.5B-0.6%2.0%-0.0%$-0.15$-587.0M
Q3 FY25$7.3B+0.6%20.6%7.8%$2.15$930.0M
Q2 FY25$6.8B-13.5%5.9%4.1%$1.10$476.0M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$33.8B$30.1B – $38.4B$14.56$10.03 – $19.988
FY27$30.4B$23.7B – $35.9B$10.01$7.64 – $13.578
FY28$29.7B$27.1B – $33.8B$7.25$5.11 – $10.817
FY29$27.1B$22.4B – $31.1B$4.76$3.69 – $5.683
FY30$27.6B$22.8B – $31.6B$4.23$3.28 – $5.045

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.95%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+19.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+60.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 165.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.2% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyAug 11Franklin MyersCEO15.0K sh$1.3MSellAug 5Dale KunnemanSVP and CHRO8.9K sh$756KBuyJun 16Rhoman J HardyDirector1.5K sh$100KSellJun 2Manuel J FernandezDirector635 sh$46KSellMay 26Matthew JoyceSVP, Lubricants & Specialties2.4K sh$166KSellMay 19Vivek GargCFO717 sh$52KBuyMay 18Franklin MyersCEO15.0K sh$1.0MSellMay 15Valerie PompaEVP, Operations10.0K sh$691K
+ 9 other (6 awards · 2 returns · 1 gift) in window

See when $DINO insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsAug 53
AI summary

Marchant Matthew H (Last) (First) (Middle) 2323 VICTORY AVENUE SUITE 1400 (Street) DALLAS TEXAS 75219 (City) (State) (Zip) UNITED STATES (Country) 2. Date of Event Requiring Statement (Month/Day/Year) 08/03/2026 3. Issuer Name and Ticker or Trading Symbol HF Sinclair Corp [ DINO ] 3a. Foreign Trading Symbol 5. If Amendment, Date of Original Filed (Month/Day/Year) 4. Relationship of Reporting Person(s) to Issuer (Check all applicable) Director 10% Owner X Officer (give title below) Other (specify below) SVP and General Counsel 6. Individual or Joint/Group Filing (Check Applicable Line) X Form filed by One Reporting Person Form filed by More than One Reporting Person Table I - Non-Derivative Securities Beneficially Owned 1. Title of Security (Instr. 4) 2. Amount of Securities Beneficially Owned (Instr. 4) 3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 4. Nature of Indirect Beneficial Ownership (Instr. 5) Common Stock 3,582 (1) D Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities) 1. Title of Derivative Security (Instr. 4) 2. Date Exercisable and Expiration Date (Month/Day/Year) 3. Title and Amount of Securities Underlying Derivative Security (Instr. 4) 4. Conversion or Exercise Price of Derivative Security 5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5) 6. Nature of Indirect Beneficial Ownership (Instr. 5) Date Exercisable Expiration Date Title Amount or Number of Shares Explanation of Responses: 1. Restricted stock units granted under the HF Sinclair Corporation Amended and Restated 2020 Long Term Incentive Plan, of which 1,843 will vest on December 1, 2026, 1,213 will vest on December 1, 2027, and 526 will vest on December 1, 2028, provided that the reporting person remains in the employ of the Issuer through each such vesting date. The vested restricted stock units will be paid within 30 days following the vesting date in the form of the Issuer's common stock equal to the number of vested restricted stock units. Harrison Morris Attorney-in-Fact for Matthew H. Marchant 08/05/2026 ** Signature of Reporting Person Date Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly. * If the form is filed by more than one reporting person, see Instruction 5 (b)(v). ** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a). Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure. Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number. * Form 3: SEC 1473 (03-26) filed an initial statement of beneficial ownership (Form 3) as a Director of DINO, with an event date of 1473. The filer directly owns 3,582 shares of common stock. This is a routine insider-ownership disclosure with no indication of open-market purchases or activist intent.

8-KMaterial agreementAug 58-K — Item 1.01: Material agreement
AI summary

DINO filed an 8-K (Item 1.01) disclosing entry into a material definitive agreement. The filing describes: entered into a Stock Purchase Agreement, dated August 2, 2026 (the “Stock Purchase Agreement”), with REH Advisors Inc. Key financial terms include $0.01 . Material definitive agreements are significant corporate commitments and may be transformative depending on scope.

SC 13D/AActivist amendmentAug 4SC 13D/A
AI summary

A reporting person filed a amended Schedule 13D disclosing beneficial ownership of a disclosed percentage of DINO's outstanding shares. A Schedule 13D signals a potentially activist or strategic stake above the 5% reporting threshold.

8-KOfficer or director changeJul 288-K — Item 5.02: Officer or director change
AI summary

HF Sinclair's (DINO) Executive Vice President and General Counsel Eric Nitcher notified the Board on July 27, 2026 that he is retiring from his executive officer role effective July 31, 2026. Nitcher will remain an employee through year-end 2026 to facilitate an orderly transition, serving in an advisory capacity. His successor has not yet been named and his retirement was not related to any disagreement with the company or Board. This is an administrative officer departure announcement; routine counsel-level transition.

8-KPress release / Reg FDJul 288-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

HF Sinclair Corporation (DINO) reported Q2 2026 financial results on July 28, 2026 via press release and investor presentation furnished as exhibits. No headline figures appear in the filing body. This is a standard quarterly earnings disclosure for an independent petroleum refiner and marketer; throughput volumes, refining margins, and refined product segment results are in the attached exhibits.

3New insider — initial holdingsJul 213
AI summary

Kunneman Dale filed an initial Form 3 as a 10%+ owner of DINO, disclosing initial beneficial ownership of securities as of the event date. This is a standard Section 16 reporting obligation triggered by the relationship with the issuer. Routine administrative filing with no indication of open-market transactions.

3New insider — initial holdingsJul 163
AI summary

White Scott Stephen filed an initial Form 3 as a 10%+ owner of DINO, disclosing initial beneficial ownership of securities as of the event date. This is a standard Section 16 reporting obligation triggered by the relationship with the issuer. Routine administrative filing with no indication of open-market transactions.

3New insider — initial holdingsJul 163
AI summary

Kaysen Eric filed an initial Form 3 as a 10%+ owner of DINO, disclosing initial beneficial ownership of securities as of the event date. This is a standard Section 16 reporting obligation triggered by the relationship with the issuer. Routine administrative filing with no indication of open-market transactions.

+ 22 other (6 8-Ks · 4 13Gs · 3 proxys · 2 10-Qs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

HF Sinclair Corporation (DINO) Hits Fresh High: Is There Still Room to Run?zacks.com·4d ago3 Value Stocks to Buy as September Market Volatility Picks Upzacks.com·6d agoHF Sinclair Plans Lubricants Spin-Off: Is it a Value-Unlocking Move?zacks.com·6d agoThis Top Oils and Energy Stock is a #1 (Strong Buy): Why It Should Be on Your Radarzacks.com·10d agoWhy Is HF Sinclair (DINO) Up 7.2% Since Last Earnings Report?zacks.com·11d ago

More in Oil & Gas Refining & Marketing

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$WKC$VLO$MPC$SUN$PSX$PBF$DK$SAFX
Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport