Does Calumet, Inc. (CLMT) have what it takes to be a top stock pick for momentum investors? Let's find out.
Here is how Calumet, Inc. (CLMT) and Kosmos Energy (KOS) have performed compared to their sector so far this year.
Calumet Specialty Products (CLMT) maintains its 'strong buy' rating as EBITDA projections for the June quarter surge to $235–$280 million, far exceeding prior quarters. Key drivers include robust crack spreads, increased SAF production at MRL, cost reductions, and favorable crude price trends, supporting a 'rocket launch' in financial performance. MRL's SAF capacity expansion and improved margins are expected to deliver $50+ million EBITDA this quarter, with potential for $125–$135 million per quarter at full run-rate.
Calumet Specialty Products experienced an unprecedented, rapid turnaround in business momentum within a single quarter. This extreme directional change signals a shift from mediocre performance to strong, accelerated growth prospects. The speed and magnitude of CLMT's transformation are unmatched in recent investment experience.
MRL production commencement is a game-changer for cash flows. New renewable volume obligations support renewable diesel baseline prices. Refinery segments benefitting from strong crack spreads.
Calumet NASDAQ: CLMT executives told investors the company entered 2026 facing unusually strong margin conditions across both traditional fuels and renewable fuels, but first-quarter results did not fully reflect those tailwinds due to downtime at its Shreveport facility and planned work at Montana Renewables.
Calumet, Inc. (CLMT) Q1 2026 Earnings Call Transcript
OXY heads into Q1 earnings as rising commodity prices, debt cuts and cost savings are expected to boost results.
Calumet, Inc. (CLMT) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Calumet, Inc. (CLMT) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.
Calumet, Inc. (CLMT) Q4 2025 Earnings Call Transcript
Calumet, Inc. (CLMT) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.