TSE:SU

Suncor Energy Inc (SU.TO)

91.23
+2.11 (2.37%)
as of Aug 13, 2026, 8:00:00 pm Market Open.
1171 watching
0
Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Suncor Energy Inc (SU) has garnered a range of opinions from experts, primarily focused on its recent turnaround under new management. Many reviewers commend the operational improvements and the company’s ability to generate free cash flow, especially in the context of Canada's oil sands being seen as crucial assets with long reserve lives. While there are concerns about the stock's recent performance and the impact of leadership changes, several analysts still demonstrate confidence in the company’s growth potential, citing a possible 40% upside in the next two years. Furthermore, Suncor is viewed as a stable investment with solid dividends, although some experts have a preference for Canadian Natural Resources Limited (CNQ) based on price and valuation aspects. Overall, many express optimism for Suncor's future trajectory, suggesting it remains a viable option for investors looking for energy sector exposure.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
CNRL, CNQ
WATCH
It is one of the best looking charts and has not deteriorated as much as some of the others. They are well managed and in a good position. What they need is to get product out of Alberta. You need the oil pricing and that is all.
HOLD

SU vs. CVE. Doesn't love energy so much. Has its challenges, China being one of them. Another being energy pricing. Suncor is coming into a level of support. If he owned it, he'd give it the benefit of the doubt and hold. Might be a buy for a more aggressive investor. Cenovus is off its support level, and attempting a trend. Oil tends to do best in the spring. If we see any kind of a rally around $15, he'd sell.

TOP PICK
If there is a recession, oil probably won't perform well. Dividend yield of about 4.5% is good, and it's not just a commodity price taker. If there is money flow back into Canadian energy, they will be the first to profit.
DON'T BUY

Pays a 4.4% dividend, but it's volatile so don't focus on the dividend. He traded this recently, selling it to buy CPG-T which has hit a bottom. $36 is a stop and $41 is a top. In a given year, SU will rise only a few percentage points, whereas other oil stocks like CPG-T will leap several dollars on good news.

HOLD
This is the safest oil stock to own in Canada. He is not keen to become a new buyer, but will continue to hold it. Don't catch the falling knife. Great balance sheet, but until oil stocks stabilize, there is no need to get back in. Yield 4.5% (Analysts’ price target is $53.00)
PAST TOP PICK
(A Top Pick Jun 18/19, Down 9%) July to the present, energy got crushed globally. In early June it looked like they were bottoming. Oil is starting to recover, so he is now cautious.
WEAK BUY
A great stock in an unloved sector. The market hates oil stocks, but the global oil addiction continues even with the prevalence of e-cars. SU yields over 4% that is grows regularly. Buffet is an investor. He likes its cost efficiency and most importantly they have downstream integration, so they can refine their own oil and get interntional pricing, not the low WCS price. Buy more if this? He can't say; it depends on your portfolio. Don't double-down because it's now cheap.
DON'T BUY

There are higher oil prices, but oil stocks are hitting lows. This is a tremendous disconnected. Seasonlity is in the first half of the year, the run-up to summer driving when the oil price peaks. This year, we're not seeing the typical rally in SU-T. The tone is pessimistic, but there is a great buying opportunity coming up.

DON'T BUY
Well run. To make money in the long run, you have to be a counter-cyclical acquirer like Suncor. If you're holding it for income, you might want to stick with it. Resilient cash flow profile. But as a total return growth stock, better opportunities elsewhere. Shareholder friendly. Yield is north of 4%. One concern is oil prices. He'd be more defensive.
HOLD

He likes both SU-T and CNQ-T and has made it a Top Pick in the past. Both these stocks continue to be good to hold. SU-T will continue to be a core holding for him as he likes both their upstream and downstream assets.

COMMENT
The weighting of energy on the TSX from the low-30s% to 18% and SU makes up a big part of that 18%. SU has been the go-to Canadian oil stock. You can make money on SU, but there are less risky stocks out there.
HOLD

Great company. Owns CNQ instead. Incredible assets. Very defensive. More dividends and buybacks, incredible free cash flow. If you own it, consider it a long-term hold. Perfectly fine to own in the current environment.

WEAK BUY
Modelling 0% cash flow per share growth. Nice dividend. Cheap. Balance sheet fine. If you like oil, it's a great place to be. There are better places to be. If you buy it here, fine for the long term.
BUY
He's owned this many years though it's been sideways. It's better than most oil names. The upstream assets have very long reserve lives, and so don't need much sustaining capital, which is different from conventional oil producers who constantly need to drill and spend. SU buys back many shares each year. It's the best integrated oil company in Canada. They have modest growth and the stock won't skyrocket, but you can sleep well owning this.
HOLD
One of the three energy stocks he holds. A fabulously run company with great assets. The market really doesn't care that much until oil prices begin to rally again. The yield is good too and they continue to add to investor value. Yield 4.1%.
Showing 301 to 315 of 2,028 entries