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SUSUN

Sunoco LP

$SUN·$11B·Oil & Gas Refining & Marketing·Energy
$73.12-2.0%YTD+42.1%1Y+50.3%
Price updated 7m ago·X counts updated 2d ago
SUSUN
$SUNSunoco LP
$73.12-2.01%280 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SUN 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.

280X posts · last 7 days
Sep 11Sep 27
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SUN's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 75% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-15

SUN's TRON-DeFi ecosystem posters hype veSUN governance, dual-reward yield farming, buyback-and-burn revenue-share and a 30% 24h volume jump to $18.29M. Chatter is a curated DeFi thread rather than the Sunoco equity.

Read what X is saying about $SUN

  • 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 $SUN — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

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

Sunoco is up 44% YTD on refiner-cycle strength — real cash flow, big distribution yield, and X chatter is about a TRON DeFi protocol.

Sunoco LP is a master limited partnership operating fuel-distribution and retail — the largest US independent fuel distributor by volume. It's up 44% year-to-date on the refiner-cycle and just voluntarily moved its listing from NYSE to the Texas Stock Exchange (TXSE), effective October 3.

  • The financials support the run: 5% operating margin (thin, but positive), 6.8% ROIC, 16.5% free cash flow yield, and analysts see revenue moving from ~$47B this year to $54B by 2029 with EPS climbing from $8.64 to $9.76.
  • The valuation is friendly for an MLP: 14x trailing PE and 0.25x sales with a strong distribution yield — cheap on cash generation even if crack spreads eventually normalize.
  • The insider tape is empty on transactions — no signals directional either way, and the TXSE listing move is procedural rather than governance-material.

November 4 Q3 earnings and any color on Q4 refined-product volumes plus TXSE listing progression decides the next leg — a re-affirmed FY guide with clean distribution coverage extends the tape; a soft refined-product volume print or a Trump-diesel-export-ban headline is what turns acceleration into a real digestion.

What to watch: November 4 Q3 earnings — Q4 refined-product volumes, TXSE listing progression, and distribution coverage color; a re-affirmed FY with clean distribution coverage extends the tape, a soft volume print or Trump-diesel-export-ban headline turns acceleration into digestion.

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

sentiment wrong asset

Read the AI verdict on $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)
  • 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.

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 — Crude above $100/bbl tightening refined product markets and sustaining refinery crack spreads above mid-cycle.

What this means for $SUN

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

Top industry ETF

$CRAKVanEck Oil Refiners ETF
+69.5%YTD
+71.2%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 $2.46

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$47.5B$46.6B – $48.4B$8.64$7.81 – $9.462
FY27$47.8B$47.0B – $48.8B$9.09$7.43 – $10.762
FY28$49.0B$46.8B – $51.2B$9.90$5.77 – $13.032
FY29$54.3B$53.3B – $55.3B$9.76$9.53 – $10.001
FY30$43.1B$42.3B – $43.9B$6.56$6.40 – $6.721

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.83%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.-1.2%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.+13.2%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 today0.6% 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-KListing / delisting noticeSep 108-K — Item 3.01: Listing / delisting notice · Item 7.01: Press release / Reg FD
AI summary

Sunoco LP announced the voluntary transfer of its common unit listing from the NYSE to the Texas Stock Exchange (TXSE), with NYSE listing ending at market close October 2, 2026 and TXSE trading commencing October 5, 2026. The ticker symbol 'SUN' remains unchanged. This is a notable early adoption of the newly launched TXSE as an alternative listing venue; the move does not affect unit tradability or Sunoco's SEC reporting obligations.

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
+ 11 other (3 13Gs · 2 10-Qs · 2 S-8 POSs · 1 25) in window

Recent news

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

ETFs on TXSE: A Big Milestone for Y'all Streetetftrends.com·5d agoSunoco LP (SUN) Advances While Market Declines: Some Information for Investorszacks.com·6d agoIs Sunoco (SUN) Stock Undervalued Right Now?zacks.com·8d agoSeptember Syndrome in Full Swing: 3 Picks to Safeguard Your Portfoliozacks.com·13d agoUpdate On Sunoco As The Stock Migrates From New York To Texasseekingalpha.com·18d 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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