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SUSU

Suncor Energy Inc.

$SU·$79B·Oil & Gas Integrated·Energy
$67.33-1.3%YTD+45.8%1Y+67.7%
Mentions · last 7 days
2026-08-28: 4 posts2026-08-29: 0 posts2026-08-30: 3 posts2026-08-31: 11 posts2026-09-01: 16 posts2026-09-02: 6 posts2026-09-03: 10 posts50+18%
Price updated 10h ago·X counts updated 1d ago
SUSU
$SUSuncor Energy Inc.
$67.33-1.33%50 posts+18%
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 2026-09-04

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

Suncor Energy up 68% over 12 months and 46% year-to-date on Canadian oil recovery — Q2 EPS $2.27 beat by 6% and cancelled 5.5M shares.

Suncor Energy is a $79B market-cap Canadian integrated energy giant (Athabasca oil sands, Petro-Canada refining) with 13% operating margins and 7% FCF yield.

  • Q2 (Aug 4) beat: EPS $2.27 vs $2.14 estimate on revenue $12.34B vs $11.68B; Q1 EPS $1.77 was a strong beat on revenue +25% year-over-year — the acceleration is real
  • Per X commentary: Suncor cancelled 5,514,772 shares for ~$499M — meaningful buyback execution
  • Trades at 16x TTM earnings, 2.0x sales, 7x EV/EBITDA — reasonable value for an integrated with the current commodity backdrop
  • Consensus 2026 EPS $9.51 implies forward P/E ~7x; 2027 $7.58 shows expected moderation as WCS pricing normalizes
  • Stock at 94th percentile of the 52-week range, +8% above the 50-day, +18% above the 200-day, low-beta 0.57 — the tape strongly confirms
  • Volume multiplier 3.07x is unusual and indicates significant institutional interest
  • No insider transactions in the bundle — clean profile

A real-business accelerating name where the Canadian oil-sands cycle plus WCS-differential improvement plus the buyback execution align — the Q3 print (Nov 3) is the near-term catalyst; the primary risk is WCS-price differential blow-out.

Agrees with X sentimentX's XEG/CNQ/SU new-highs framing accurately captures the sector-wide Canadian oil rally; the buyback-plus-refinery-optionality thesis is intact.

What to watch: Q3 print (Nov 3), WCS-WTI differential trajectory, and any Alberta royalty or export-quota policy changes.

On the calendar: 2026-11-03 Q3 earnings

float missing

X sentiment

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

Bullish sentiment5 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 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

Oil price cycle — WTI trading in the $70-$85 band — is the core driver; OPEC+ production discipline and US shale cost structures determine free-cash-flow at current strip. Geopolitical risk premium provides a floor but macro demand uncertainty caps the upside.

What this means for $SU

Direct beneficiary — upstream production economics move directly with oil price; Suncor Energy Inc.

Industry benchmark

8-name peer basket
+39.6%YTD
+51.0%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
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 $1.86

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.1.2×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.91%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.+6.6%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.+15.9%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 today0.5% 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.

+ 18 other (15 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 (SU) Up 8.9% Since Last Earnings Report: Can It Continue?zacks.com·2d agoSuncor Energy (SU) is a Top-Ranked Momentum Stock: Should You Buy?zacks.com·4d agoHere's Why Suncor Energy (SU) is a Strong Value Stockzacks.com·16d agoSuncor Energy Inc. $SU Shares Sold by Assenagon Asset Management S.A.defenseworld.net·21d agoSuncor Energy: Put It On Your Watch List For A Slightly Better Entry Pointseekingalpha.com·23d 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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