Suncor Energy, Inc. Aktie News

Suncor Energy Inc. (SU:CA) Q4 2025 Earnings Call Transcript

Canadian oil sands producer Suncor Energy will present the market this spring with options it is considering for securing long-term bitumen supply, the company's chief executive said on Wednesday.

Canada's Suncor Energy beat fourth-quarter profit estimates on Tuesday, helped by higher oil production.

Suncor (SU) remains my largest holding, with a buy rating and an increased buy target, reflecting tightening global oil markets and favorable sector dynamics. SU's production hit a record 870,000 b/d in Q3, and its upstream reserves and cost structure position it to outperform as oil markets tighten. I plan to accumulate SU shares on dips below $45 and take incremental profits above $55, mainta...

The S&P 500 has delivered an 80% return over the past three years, significantly outperforming energy stocks. Despite a 7% year-to-date gain, energy remains an underperformer compared to the broader market's 18% rise. Energy sector volatility, driven by weak demand and OPEC supply actions, has challenged investors throughout the year.

The current supply-demand situation for crude oil shows a market that is well supplied. So well supplied in fact, that oil prices have sunk below $60 per barrel.

Suncor Energy on Thursday forecast lower spending in 2026 despite higher oil and gas production, as it ramps up output from its oil sands operations, tightens costs and boosts shareholder returns with an expanded buyback program.

Suncor generates steady and robust cash flows with a commitment to returning all its excess funds to shareholders. Operating efficiency has consistently improved under CEO Richard Kruger, with further upside in production volume and downside in costs. The stock looks undervalued versus peers, and I initiate coverage with a buy rating based on a more reasonable EV/Ebitda ratio.