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SUSU

Suncor Energy Inc.

$SU·$92B·Oil & Gas Integrated·Energy
$78.39+0.4%YTD+52.6%1Y+104.6%
Price updated 11h ago·X counts updated 8d ago
SUSU
$SUSuncor Energy Inc.
$78.39+0.44%221 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SU 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.

221X posts · last 7 days
Oct 2Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SU's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-03

Suncor cancelled 5,514,772 shares for ~$499M and Canadian oil & gas (XEG.TO with CNQ/SU/IMO) is making new highs above May levels. A CVE/CNQ valuation gap thesis picks 'Sunovus' as favorite; one holder cites Suncor's three Canadian refineries as protection if export quotas emerge. Uniformly long.

Read what X is saying about $SU

  • 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
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AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Suncor Energy up 53% YTD — $499M share cancellation, Canadian oil cohort at new highs, three refineries protection.

Suncor Energy is Canada's largest integrated energy company — Athabasca oil sands upstream, three refineries, retail. The stock is up 53% YTD and 91% of its 52-week range on specific capital-return and operational catalysts.

  • The P&L is accelerating: revenue grew 25.1% YoY to $15.42B last quarter at a 12.8% operating margin and 41% gross margin — the integrated-energy mix is landing in the P&L with meaningful cash-flow leverage.
  • The 5.5M-share cancellation for ~$499M is a specific capital-return move — plus the Canadian oil & gas cohort (XEG.TO with CNQ/SU/IMO) making new highs above May levels is the specific momentum confirmation.
  • At 16.3x trailing earnings and 2.0x sales for an integrated Canadian oil major, Suncor is reasonably priced; the three Canadian refineries are the specific protection if US-export quotas emerge.

Accelerating holds while WTI stays above $70 and Canadian oil-sands cash margins extend. A soft Nov 3 earnings print on upstream production, or any specific Brent crude moves below $70, is what cools the move; a FY27 CapEx guide maintenance plus a continued buyback aggressive is what extends the breakout.

Agrees with X sentimentX bulls citing the 5.5M-share $499M cancellation, Canadian oil & gas (XEG.TO, CNQ/SU/IMO) at new highs, CVE/CNQ valuation gap thesis with 'Sunovus' as favorite, and the three refineries protection framing have the specific setup right — this is a quality Canadian oil major at an operational re-rating moment.

What to watch: Nov 3 earnings — upstream production trajectory, refining crack margins, buyback execution pace, FY27 CapEx guide. A soft upstream print or Brent crude move below $70 is what cools the breakout.

On the calendar: 2026-11-03 — Q3 FY26 earnings

Read the AI verdict on $SU

  • 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
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What it does

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

Canada's largest oil sands producer with integrated operations from extraction through refining to Petro-Canada retail fuel.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Integrated sits in its cycle right now — and what that implies for $SU.

Oil & Gas Integrated · Energy

No material change from last week — Oil above $100/bbl sustains integrated-major free-cash-flow discipline.

What this means for $SU

Neutral — Canada's largest oil sands producer with integrated operations from extraction through refining to Petro-Canada retail fuel.

Industry benchmark

10-name peer basket
+52.6%YTD
+68.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
16.3How 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
6.1%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
12.8%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
7.0%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
2.0Same 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
14.0%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
40.9%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 2026Aug 4, 2026$2.27$2.14+6.1%
Q1 2026May 5, 2026$1.41$1.45-2.8%
Q4 2025Feb 3, 2026$0.79$0.77+2.6%
Q3 2025Nov 4, 2025$1.07$0.85+25.9%
Next earningsTue, Nov 3·consensus EPS $2.35

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$15.4B+25.1%48.8%18.8%$1.77$1.3B
Q4 FY25$12.0B-3.9%61.0%31.6%$1.23$2.4B
Q3 FY25$12.6B-2.6%60.3%34.2%$1.34$2.3B
Q2 FY25$12.0B-7.0%53.4%27.0%$0.93$1.2B

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$66.1B$63.2B – $70.0B$11.81$10.95 – $13.118
FY27$60.1B$54.6B – $64.2B$9.53$7.91 – $11.517
FY28$57.0B$52.0B – $63.3B$8.40$6.70 – $10.008
FY29$53.6B$48.8B – $60.3B$7.56$6.68 – $8.796
FY30$53.0B$48.2B – $59.6B$7.64$6.75 – $8.896

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.97%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.+14.0%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.+26.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.2B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.2% 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.β0.565-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.

SEC filings

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

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 14 other (11 6-Ks · 1 SD · 1 F-X · 1 F-10) in window

Recent news

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

Suncor Energy (NYSE:SU) Reaches New 1-Year High – Should You Buy?defenseworld.net·4d agoHere's Why Suncor Energy (SU) is a Strong Value Stockzacks.com·7d ago5 Dividend Growth Stocks to Buy Ahead of US Inflation Data Releasezacks.com·8d agoWhy Suncor Energy (SU) is a Top Momentum Stock for the Long-Termzacks.com·13d agoAre Investors Undervaluing Suncor Energy (SU) Right Now?zacks.com·14d ago

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Voices on X · top 1 · 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.

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