The tariffs should dampen margins and profit expectations outside the US. With the energy sector being significantly pressured by lower crude oil prices, these dual headwinds do not bode well for stocks exposed to this space, especially foreign companies. However, this environment could create an investment opportunity in stocks that are less dependent on US imports.
Sencor energy today
Suncor Energy Company
- 52 week range
- $30.79
▼
$43.48
- Dividend yield
- 4.14%
- P/E ratio
- 12.26
- Price target
- $65.00
One such name is Canadian energy player Suncor Energy Company New York Stock Exchange: SW. While most of its peers are trading well below their peaks, this company has managed to rise and hover around 95% from its 52-week highs, indicating strong investor conviction backed by a sound financial foundation.
newly, Call option traders have piled into SuncorBetting on an extended bullish wave. Given the inherent leverage and expiration risk in options, this aggressive stance indicates high confidence in the company’s near-term potential.
Exposure to Suncor tariffs is lower than expected
According to Suncor CEO Rich Krueger, Canada exports almost as much of its oil to the United States 60% to 65% of Suncor’s barrels Remain within Canada or be exported elsewhere. This means that the majority of revenue is protected from tariff-related disruptions between the US and Canada in earnings per share (EPS).
Here are the dual tailwinds investors can look into: Suncor’s latest quarterly earnings release shows lower capital expenditures. Meanwhile, production numbers are up, and volumes are still expected to continue expanding through the fourth quarter of 2025. With spending down, all that extra money will have to go somewhere other than remaining liquid.
This typically occurs when management decides to enhance shareholder benefit programs, such as increasing dividends or stock buybacks, to boost the company’s valuation and create strong EPS tailwinds for future quarters. With that in mind, there’s just one more piece to the puzzle and that’s the match around the dynamite factory.
Ready for total tailwinds
As the Federal Reserve (Fed) lowers interest rates in the United States, other governments in developed countries may follow suit. A broader shift in accommodative policy could stimulate more industrial and commercial activity, often linked to oil demand.
A higher oil price could push Suncor’s earnings higher in this scenario, making it a hotter stock to hold, especially when investors realize that exposure to tariffs is not as risky as that of different companies.
This could explain why 28,315 call options were purchased in October 2025, An increase of 2,998% Compared to the typical options volume of only 914. This is a great background conviction, which is now justified by the basic setup that this company provides. But that’s not all.
Analysts see a rise of about 60%
Suncor energy stock forecast today
$65.00
62.57% upModerate purchase
Based on 9 analyst ratings
| Current price | $39.98 |
|---|---|
| High expectations | $65.00 |
| Average expectations | $65.00 |
| Low expectations | $65.00 |
Details Suncor’s energy stock outlook
Analysts are tracking this topic, with the current consensus price target remaining set at $65, implying a potential upside of 57.5% from the stock’s current trading price.
The MarketBeat consensus shows Suncor delivering $1.00 in EPS for the third quarter of 2025, a nearly 100% jump from the 51 cents reported today. That’s enough growth to justify shares trading at a new 52-week high. Even then, the stock remains undervalued compared to its peers, who may not have a strong fundamental setup.
While the energy sector trades at an average price-to-earnings (P/E) ratio of 76.5x, Suncor commands a multiple of 12.7x, showing a steep discount. It’s unlikely that many stocks in this sector are set up for 100% EPS growth, so there’s a fundamental disconnect between Suncor’s future and how the market values it today.
Gap? This is likely driven by concerns about exposure to tariffs – which, as we now know, has a much less impact on Suncor than previously feared.
With low spending, high production, minimal tariff risk, and the potential for accelerating shareholder returns, Suncor may be one of the few energy stocks ready to run while the rest of the market still catches up.
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