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SUSUN

Sunoco LP

$SUN·$10B·Oil & Gas Refining & Marketing·Energy
$74.41-1.5%1Y+42.1%
Mentions · last 7 days
2026-08-06: 35 posts2026-08-07: 22 posts2026-08-08: 38 posts2026-08-09: 15 posts2026-08-10: 31 posts2026-08-11: 25 posts2026-08-12: 17 posts184-24%
Price updated 7h ago·X counts updated 1d ago
SUSUN
$SUNSunoco LP
$74.41-1.51%184 posts-24%
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 $SUN, 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 2026-08-13

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

Fuel-distributor MLP up 47% t12m at 92% of 52w range — Offen acquisition plus 16.5% FCF yield is the story.

Sunoco LP is a US midstream energy and motor-fuels distributor structured as a master limited partnership. The stock is up 47% over 12 months as the Offen acquisition scales the distribution footprint and the FCF-plus-yield story keeps drawing income-oriented capital.

  • The Q2 print is genuinely large: revenue $14.3B (+164% YoY, reflecting Offen and NuStar integration), EPS $1.50 vs $2.50 estimate (a -62% surprise but on an unusual acquisition-driven comp), and Q1 EPS $2.85 beat $1.72 (+66%) — the pattern reflects estimates that can't keep up with the M&A-integration cadence.
  • The FCF-plus-yield story is the durable anchor: 16.5% FCF yield with the $600M Offen acquisition still adding integration accretion, plus analysts model FY26 EPS at $9.41 and FY27 at $8.65 — that combination on a midstream/fuel-distribution name is what supports the 15x trailing P/E as reasonable.
  • The counterweights are honest: 1.78x D/E on the acquisition-heavy balance sheet, and the 92% of 52w range position leaves little room for a fresh acquisition wobble — plus the crowd's cashtag is entirely captured by TRON DeFi's SUN token, so there's zero equity-specific X signal to align on.

The November 4 Q3 print is the next gate — a first full quarter of Offen accretion plus continued Q1-style FCF cadence is what extends the accelerating tape above $80. A specific Offen integration miss, a fresh M&A announcement that adds leverage without offsetting accretion, or a specific fuel-margin compression is what would take a name at 92% of 52w range off the highs first.

What to watch: November 4 Q3 print — a first full quarter of Offen accretion plus continued FCF cadence extends the accelerating tape above $80; an Offen integration miss, a fresh leverage-heavy M&A announcement, or fuel-margin compression takes it off the highs.

On the calendar: 2026-11-04 — Q3 earnings

cashtag hijackedfloat missing

X sentiment

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

Bullish sentiment9 posts analyzed · as of 2026-08-13

SUN (Sun.io/TRON DeFi) chatter is bullish/promotional: token burns, JustLend DAO APR up to 44.79%, TRON DeFi Summer S2 activity. All promotional community posts, no bear voices.

Read the AI verdict + X sentiment for $SUN

  • 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.

Motor fuel distribution MLP supplying gasoline and diesel to independent dealers, convenience stores, and its own retail terminals across the US.

Industry overviewAI analysisGenerated by AI from underlying data

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

Oil & Gas Refining & Marketing · Energy

No material change from last week — California LCFS credit market softening and elevated feedstock costs continue compressing renewable fuel margins, while traditional crack spreads remain modest.

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+47.2%YTD
+72.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
14.3How 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
6.8%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
4.9%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
16.5%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
0.3Same 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
18.2%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
10.8%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
1.8Total 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$0.94$2.50-62.4%
Q1 2026May 5, 2026$2.85$1.72+65.7%
Q4 2025Feb 17, 2026$0.09$1.64-94.5%
Q3 2025Nov 5, 2025$0.64$1.54-58.4%
Next earningsWed, Nov 4·consensus EPS $2.45

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$14.3B+164.5%10.3%4.1%$1.50$908.0M
Q1 FY26$10.7B+106.4%13.6%8.6%$2.86$275.0M
Q4 FY25$8.6B+63.2%8.2%2.0%$0.13$233.0M
Q3 FY25$6.0B+4.9%10.4%4.2%$0.64$244.0M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$44.6B$42.2B – $46.5B$9.41$6.95 – $11.852
FY27$45.8B$43.4B – $47.8B$8.65$6.37 – $10.932
FY28$46.7B$41.9B – $51.5B$9.68$6.44 – $12.912
FY29$54.4B$51.5B – $56.7B$10.26$9.53 – $10.811
FY30$43.1B$40.8B – $44.9B$7.31$6.79 – $7.711

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.1.0×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.88%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.+6.4%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.+18.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 107.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% 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.β0.425-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

No open-market buys or sells in the last 180 days.

+ 2 other (2 awards) in window

See when $SUN 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
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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

8-KPress release / Reg FDAug 108-K — Item 7.01: Press release / Reg FD
AI summary

Sunoco LP (SUN) furnished a Regulation FD disclosure on August 10, 2026, with a press release attached as an exhibit. The specific content of the Reg FD disclosure is in the exhibit rather than the filing body.

8-KPress release / Reg FDAug 48-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Sunoco LP (SUN) furnished Q2 2026 financial results for the quarter ended June 30, 2026. Specific adjusted EBITDA, distribution coverage, and commodity volumes for the fuel distribution partnership are in Exhibit 99.1.

8-KPress release / Reg FDMay 58-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
8-KPress release / Reg FDApr 218-K — Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KMaterial agreementMar 98-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
8-KPress release / Reg FDFeb 278-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDFeb 268-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KPress release / Reg FDFeb 178-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 10 other (3 13Gs · 2 10-Qs · 2 S-8 POSs · 1 POSASR) in window

Recent news

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

Are Oils-Energy Stocks Lagging Sunoco (SUN) This Year?zacks.com·2d agoSunoco's $600M Offen Acquisition Expands Fuel Distribution Footprintzacks.com·3d agoSunoco Q2 Earnings Call Highlightsdefenseworld.net·3d agoInterest Rates Could Still Rise in September: 5 High-Yield Passive Income Stocks Will Benefit247wallst.com·4d agoSunoco Announces Participation in Upcoming Investor Conferencesgurufocus.com·4d ago

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