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SUSU

Suncor Energy Inc.

$SU·$74B·Oil & Gas Integrated·Energy
$62.25-0.3%YTD+40.7%1Y+60.9%
Mentions · last 7 days
2026-07-13: 37 posts2026-07-14: 17 posts2026-07-15: 46 posts2026-07-16: 45 posts2026-07-17: 60 posts2026-07-18: 4 posts2026-07-19: 6 posts217-0%
Price updated 9h ago·X counts updated 1d ago
SUSU
$SUSuncor Energy Inc.
$62.25-0.29%217 posts-0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $SU, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-20

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

Suncor up 41% YTD as the 'best NA refinery operator' — Aug 4 Q2 earnings looks huge.

Suncor Energy is a Canadian integrated oil-and-gas major — oil sands upstream production plus one of the largest and most efficient North American refinery networks. The stock is up 41% YTD to $62.43 and 60% over 12 months, sits at 76% of the 52-week range, and Aug 4 Q2 earnings arrives with the crowd calling Suncor 'the best NA refinery operator by a mile.'

  • The business is running at elite pace: revenue $15.4B last quarter (+25.1% YoY), operating margin 19%, gross margin 41% — that's real integrated-major P&L quality with the refinery-margin uplift and the multi-year oil-sands productivity.
  • The refinery-margin thesis is real: 'crack spread margins so rich even CVE can make money in refining' captures the multi-quarter dynamic, and Suncor is positioned as the low-cost operator with the best refinery utilization in the peer group.
  • RBC previewing 'very big Canadian oil sands Q2 numbers ('Expect Big Numbers, Very Big')' is the specific fresh sell-side signal, plus the multi-year 'massive buyback + stellar earnings' pattern that has continued.
  • Position at 76% of the 52-week range, +2% vs. the 50-day, with no insider transactions on file — quiet institutional accumulation into the print, no cluster of concern.

Aug 4 has to show: revenue growth staying above 20%, operating margin defense at 19%+, refinery utilization + margin trajectory, oil sands production, and any specific buyback pace commentary. A clean beat with RBC-referenced 'very big numbers' unlocks the trend past $70. A soft print or any refinery-margin compression sends the stock back to $55 where the pre-cycle multiple would look. The multi-year Canadian oil-sands + best-in-class refining thesis is running clean.

Agrees with X sentimentX's bullish framing ('best North American refinery operator by a mile', stock trading like oil producer rather than integrated major, RBC previewing very big Canadian oil sands Q2 numbers, crack spread margins so rich even CVE can make money in refining, massive buyback + stellar earnings expected) is well-supported by the multi-year execution and the specific fresh sell-side commentary.

What to watch: Aug 4 Q2 earnings — revenue growth (must hold >20%), operating margin defense at 19%+, refinery utilization + margin trajectory, oil sands production, and buyback pace commentary. Also watch WTI + Canadian crude spot prices. A clean beat with RBC-referenced 'very big numbers' unlocks $70+; a soft print sends the stock to $55.

On the calendar: 2026-08-04 — Q2 2026 earnings

refinery margin leadercanadian oil sandsrbc bullish preview

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-07-20

Suncor draws sustained bullish commentary as Canadian oil-sands and refining names benefit from strong 2-1-1 crack margins, with one large post arguing SU trades like a producer despite being the best North American refiner and citing +C$180M AFFO per $1/bbl of NYH cracks against $24 guidance. Traders point to RBC and TD previews forecasting "very big" Q2 numbers, ongoing buybacks, and CRAK ETF 52-week highs; one holder vents that algos are muting the move. Note: the $SU cashtag also appears once tied to a low-cap crypto/Solana token ("30K mcap"), unrelated to Suncor.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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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 — sanctions easing would add 1-2 mb/d of Iranian supply, pressuring Brent and compressing integrated margins.

What this means for $SU

Partial — Canada's largest oil sands producer with integrated operations from extraction through refining to Petro-Canada retail fuel; partial earnings exposure to oil & gas integrated demand dynamics through its product portfolio.

Industry benchmark

4-name peer basket
+30.2%YTD
+36.0%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
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%
Q2 2025Aug 5, 2025$0.51$0.50+2.0%
Next earningsTue, Aug 4·consensus EPS $2.14

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 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$60.8B$58.1B – $63.8B$9.51$9.08 – $9.945
FY27$55.3B$53.5B – $57.8B$7.58$6.68 – $8.776
FY28$56.2B$52.5B – $59.8B$8.12$5.17 – $11.386
FY29$55.5B$51.9B – $59.0B$8.01$7.33 – $8.675
FY30$55.6B$52.0B – $59.2B$8.49$7.77 – $9.193

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.0.5×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.75%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.+1.5%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.+15.6%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.β0.575-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.

+ 20 other (16 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 Stock Up 49% in a Year: Should You Buy Now?zacks.com·8d agoSuncor Energy Is Up 30% This Year. Is It Still Worth Buying?fool.com·8d agoOil's $100 Threshold: What It Means for Energy Stocks Now247wallst.com·14d agoIs Suncor Energy (SU) Stock Undervalued Right Now?zacks.com·14d agoBest Value Stocks to Buy for July 7thzacks.com·14d ago

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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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