TSE:SU

Suncor Energy Inc (SU.TO)

86.85
-4.16 (4.57%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
1173 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Suncor Energy Inc. has garnered positive attention from various analysts who appreciate its solid turnaround under new management and its strong position in the Canadian oil sands sector. Experts highlight the company's potential for significant free cash flow generation over the coming decades due to its long-life reserves and efficient operations. While some analysts express caution regarding short-term oil price fluctuations, the general sentiment leans towards holding the stock for its long-term growth prospects. The company is seen as a stable investment due to its robust dividend policy and ongoing share buybacks. However, comparisons with other Canadian energy firms, particularly CNQ, indicate that while Suncor remains a viable option, it may not necessarily be the top pick for all investors.

consensus icon
Consensus
Hold
valuation icon
Valuation
Fair Value
review icon
Similar
CNQ
BUY
Guidance production may have disappointed some investors. Likes it - has a cheap valuation with a decent dividend return. Highly leveraged to oil prices. Massive earnings should continue at present oil prices.
BUY
Still cheap compared to the group. Balance sheet in great shape. 20% cashflow per share growth, compared to peers at 6%. Decent production growth. Nice dividend, compelling payout ratio. So much depends on the commodity price, and oil is not the future. Oil prices are pretty firm where they are. Lots of room to go.
BUY
Directionally, likes it. Target price is higher over the next 12 months. Compelling dividend around 5%. Good long-life assets in a safe jurisdiction, well operated. Continued demand for years. Should make windfall profits with current price of oil. Buying it here.
DON'T BUY
A good name if you want exposure to the oil sands. Fine assets, but she owns no oil producers because they depend on the price of crude oil. Long-term, demand for crude will decline. She avoids commodities.
PAST TOP PICK
(A Top Pick Dec 04/20, Up 41%) Still at pretty reasonable multiples, very good yield, lots of free cashflow. Expects dividend increases down the line. ROE is very good. Forecast for earnings growth over the next couple of years is fairly substantial. He'd recommend it today. Yield is about 5.5%.
PARTIAL BUY
Taking a hit lately? A couple of years ago it was the only energy stock that could keep up with the TSX, but then they started having operational issues. Based on recent company comments, there appears to be room to improve on this. It may take time for them to come out the penalty box, but seem to be coming out. It should go up.
PARTIAL SELL
Got aggressive on return of capital with buybacks and dividends. There are better names to be invested in right now. Would buy Cenovus instead, which is cheaper, has a better management team, and balance sheet is better.
TOP PICK
Likes that it's lagged the peer group. Energy stocks are a great place to be. Oil and energy prices will remain firm. Improving global demand. Global economies are still recovering. Inventories are very low. Management is being disciplined on capex. Doubled dividend, accelerating share repurchase. Yield is 5.09%. (Analysts’ price target is $39.69)
BUY
SU vs. TVE He doesn't have a strong preference, but perhaps the nod goes to TVE. If you're right, TVE will make you more money. If you're wrong, you'll lose less with SU.
PAST TOP PICK
(A Top Pick Dec 07/20, Up 43%) Sold it as a trade. It's still a great company. Still owns CNQ and CVE.
SELL ON STRENGTH
Got everything he wanted. The stock rallied 23%. Used the proceeds to buy in CNQ. The gap has narrowed with SU. Everything is cheap right now. Everything will go up, but his job is where to extract most upside. But his Top Picks with the proceeds.
BUY ON WEAKNESS
We saw a nice little move on it. It should be able to get back to a 50% retracement in the drop early in 2020. It is good value long term. It had a good run short term so wait for a pull back before getting in.
COMMENT
Generalists are wary of investing in fossil fuels and energy stocks. SU and CNQ are the best run oil companies in NA. The problem with oil prices rising is that it will come down at one point.
WEAK BUY
He owns some of the peers. He has not gotten back into the story because of previous operational problems. He would add it now if he wanted to add more into the oil sector. They are doing more on clean technologies now. It is a good trade idea. He is not sure he would sell any of his others to make room for this one, however.
WEAK BUY
Premier oil sands operator. Share price will react to the commodity price. She doesn't own any oil & gas producers for clients. Owns pipelines instead. She missed the post-pandemic bounce. Decent name, attractive yield, low cost operator.
Showing 151 to 165 of 2,025 entries