Canadian Natural Rsrcs (CNQ.TO) Buy, Sell or…

Home

Daily Stock Opinions and Ratings

Canadian Natural Rsrcs (CNQ.TO)

64.93

-1.85 (2.77%)

as of Aug 4, 2026, 8:00:00 pm Market Open.

1402 watching

Investor Insights

Aug 4, 2026, 12:00 am

This summary was created by AI, based on 97 opinions in the last 12 months.

Canadian Natural Resources Limited (CNQ) has received mixed reviews from various experts. Many praise its strong management, stable cash flow, and consistent dividend growth, highlighting it as a reliable long-term investment in the energy sector. However, there are concerns regarding the cyclical nature of oil prices, with several analysts expressing caution about the long-term outlook for crude oil and suggesting potential headwinds from increased EV adoption and regulatory challenges. While short-term volatility is acknowledged, many experts believe CNQ's financial strength and diverse asset base position it well for the future. Overall, it is frequently noted as a solid choice for those looking to invest in the Canadian energy market, with a notable emphasis on the importance of oil price stability for CNQ's performance.

Consensus

Hold

Valuation

Fair Value

Similar

Suncor,SU

HOLD

Another special dividend? Hard to say. Payout ratio about 30%, which isn't bad but not as low as some others like TOU. All he can say is that it's committed to returning value to shareholders.

TOP PICK

They have invested a lot in Oil Sands that will pay off. They will return more and more money to shareholders as debt declines. Any increase in oil benefits CNQ. Pays a good dividend. (Analysts’ price target is $91.55)

WEAK BUY

They beat Q3 on strong oil sands sales and raised their dividend 13%. Debt profile is improving that will see shareholder returns. Good dividend. Little production growth. Are better names in energy with a cheaper EV like Arc Resources. CNQ is still good and will do well along with the price of oil.

COMMENT

The question was on CNQ as compared to Cenovus. CNQ is dominant in exploration and production in Canada and he likes this space. Cenovus is more of an oil sands play and is popular with analysts' outlooks. It is very well run and maybe has a bit more of an upside that CNQ. He is not a trading fan and would give a slight edge to CNQ. On a more general note regarding the big oil companies, he would like to see capital expenditures become more dominant, rather than concentrating on just shareholder returns though dividends and buybacks. With such great free cash flows they should be able to do both.

TOP PICK

One of the largest energy companies in North America. Best natural gas stock to own in market. Believes 25% upside possible with ~4% dividend. Very healthy profit margins.

PAST TOP PICK

(A Top Pick Feb 03/21, Up 160%) Not bullish on energy prices. Cautious on the name. Darling amongst energy stocks with excellent dividend yield. Very strong management.

BUY

A great business that's executed and acquired well. Oil will be tighter than people think. After 2020, they all cut capex, paid down debt, bought back stock, increased dividends. They continue to do all this. Will continue to throw off lots of free cash.

DON'T BUY

Sell CNQ, buy SU? CNQ has a model price of $135.07, 65% upside. Where were investors 2 years ago, when they could have bought these stocks for pennies? SU doesn't have as high a valuation, has 100% upside. Neither is at a level he'd buy today, he'd want meaningful pullbacks.

BUY

He's overweight oil. It's still a tight market and will remain so, despite demand worries from China. CNQ is buying back shares, all good for shareholders. CNQ is dominant in this space, focusing on heavy crude oil. Is concerned of the widening price difference between WTI and WCS crude oil. Also likes Suncor, Crescent Point, Arc and Whitecap.

BUY

Has a 22% free cash flow yield. Look for share buybacks and variable dividends. Has one of the smartest managers. A large cap which has the same upside as smaller caps but without the volatility. Very high quality.

BUY

Global slowdown is real. One of those names you can put in your RRSP and forget it. Well diversified, lots of free cashflow, dividends and buybacks. Safe bet at these levels. Yield about 4.1%.

BUY

Ovintiv vs. CNQ CNQ. It's twice as big an oil producer as Ovintiv (formerly Encana), and over time has compounded more wealth for shareholders. They have similar valuations. CNQ yields over 4% and Ovintiv at 1.9%. Have similar credit ratings. However, CNQ has way more oil in the ground to pump. That said, he is fading oil and gas in his portfolio.

BUY

Excellent company with very strong management. Long term prospects for company excellent. Large investments into reserves will start to payoff in the coming years. Strong commodity price good for cash flow. Conservative balance sheet. Expecting increase in return to shareholders(buybacks and dividends). Today a good day to buy with market selloff.

TOP PICK

Largest senior producer in Canada, diverse asset base, industry-leading cost structure. Can maintain dividend and cashflow even if oil were in mid-$30s. His outlook for oil is favourable. Dividend could increase. Yield is 4.14%. (Analysts’ price target is $91.67)

BUY

He has owned this for years for the dividend. Has a high 15% operating cash flow margin and are spending some on capex, buying back 1% of stock per year and paying a 4.2% dividend, plus a 2% special dividend.

Showing 286 to 300 of 1,717 entries

Most Recent Experts

Mike Vinokur, CFA, CMT, and CFP

Propellus Wealth Partners/iA Private Wealth

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Jim Cramer - Mad Money

CNBC

The Monthly Gems by Allan Tong

Stockchase

Amy Raskin, CIO, Chevy Chase Trust

Chevy Chase Trust

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Canadian Natural Rsrcs (CNQ.TO)