Core Viewpoint - Analysts at Raymond James Global Research have revised their outlooks for Canadian oil and gas companies due to changes in commodity prices, leading to lowered price targets for key benchmarks [1] Price Target Adjustments - Price targets for West Texas Intermediate and Western Canadian Select have been reduced by 8% and 10% respectively for Q4 2025, significantly impacting estimates for producers this quarter [1] - Cenovus Energy Inc. (CVE:TSX) is the top pick with a price target of $30, while Suncor Energy Inc. (SU:TSX) and Canadian Natural Resources Ltd. (CNQ:TSX) follow, with targets of $73 and $53 respectively [1] Company Insights - Cenovus is expected to focus on integrating MEG Energy post-acquisition, which may limit its performance in the near term despite a strong buy rating [1] - Suncor is noted for having a compelling narrative with positive developments in its in situ business ahead of the March Investor Day [1] - Imperial Oil Ltd. is rated as underperform with a price target of $106, as analysts consider the stock to be relatively expensive [1]

Key Takeaways CNQ outperformed with a 15.1% gain over six months compared with OXY's 1.4% decline.CNQ has a lower debt-to-capital ratio of 29.91% versus OXY's 37.93%, signaling more conservative leverage.CNQ's ROE stands at 18.93% and dividend yield at 4.59%, both surpassing OXY's 12.35% ROE and 2.15% yield.The companies operating in the Zacks Oil-Energy sector offer a compelling long-term investment outlook, underpinned by extensive shale reserves, sophisticated extraction technologies and sustained global ...

Canadian Natural Resources Limited (NYSE:CNQ) is included among the 11 Best Energy Stocks to Buy for Dividends in 2026. Canadian Natural Resources (CNQ) in Talks to Acquire Natural Gas Properties from Tourmaline Canadian Natural Resources Limited (NYSE:CNQ) is a senior crude oil and natural gas production company, with continuing operations in its core areas located in Western Canada, the UK portion of the North Sea, and offshore Africa. According to reports on January 14, Canadian Natural Resources Lim ...

In this article, we are going to discuss the best energy stocks to buy for dividends in 2026.The S&P Energy index delivered gains of almost 5% in 2025, compared to the total returns of 16.4% by the S&P 500. Although the late-year decline in crude prices pushed the overall energy sector to lag, some industry segments performed well. While upstream producers struggled, refiners, integrated majors, and midstream companies posted far stronger results.With the industry facing oversupply issues and a low-priced e ...

Canadian Natural Resources Limited (NYSE:CNQ) is included among the 15 Dividend Growth Stocks with the Highest Growth Rates. Evercore Downgrades Canadian Natural (CNQ) as Higher Spending May Pressure Shareholder Returns On January 6, Evercore ISI analyst Stephen Richardson downgraded Canadian Natural Resources Limited (NYSE:CNQ) to In Line from Outperform, while keeping his price target unchanged at C$50. In his note, Richardson said the company faces more risk going forward, mainly because rising capita ...

Industry Overview - The Zacks Oil and Gas - Exploration and Production - Canadian industry is heavily influenced by oil and gas prices, which directly affect cash flow, spending plans, and investor confidence [1][2] - The industry faces challenges such as prolonged price weakness, infrastructure issues, and regulatory uncertainty, leading to production delays and inconsistent results [1][5] - Despite these challenges, improved market access, better pipeline utilization, and stricter capital discipline have helped stabilize margins and reduce pricing discounts [1][4] Current Market Conditions - The industry currently holds a Zacks Industry Rank of 232, placing it in the bottom 3% of 243 Zacks industries, indicating bearish near-term prospects [6][8] - Analysts have revised earnings estimates for the industry down by 22% for 2026 over the past year, reflecting a negative outlook for earnings growth potential [8] Performance Metrics - Over the past year, the industry has increased by 8.9%, outperforming the broader Zacks Oil - Energy Sector's 3.3% increase but lagging behind the S&P 500's 19.3% rise [10] Valuation - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 5.37, significantly lower than the S&P 500's 18.94 and slightly below the sector's 5.62 [14] Key Companies Canadian Natural Resources (CNQ) - Canadian Natural is one of the largest independent energy producers in Canada, with a diversified portfolio and a market capitalization of around $72 billion [17][19] - The company focuses on maximizing free cash flow and shareholder returns, maintaining financial flexibility across commodity cycles [18] InPlay Oil (IPOOF) - InPlay Oil is a Canadian light-oil producer with a market capitalization of around $272 million, producing about 18,500 barrels of oil equivalent per day [22][24] - The company emphasizes capital discipline and has a Zacks Consensus Estimate indicating 300% year-over-year growth in 2026 earnings per share [24] Gran Tierra Energy (GTE) - Gran Tierra Energy operates in Colombia, Ecuador, and Canada, controlling over 2.7 million gross acres and producing roughly 46,600 barrels of oil equivalent per day [27][28] - The company has a market capitalization of around $175 million and a Zacks Consensus Estimate indicating 28.1% growth in 2026 earnings [29]

Core Insights - Canadian Natural Resources Limited (CNQ) is in discussions to acquire a significant natural gas portfolio from Tourmaline Oil Corp. for approximately $1 billion, which would enhance CNQ's presence in Alberta's gas market [1][9] - The acquisition aligns with CNQ's existing operations in Alberta, as it already owns gas wells and infrastructure in the region [3][4] Group 1: Acquisition Details - The potential transaction involves Tourmaline's Peace River assets, which include 2,428 horizontal wells, 34 gas plants, and around 15,500 kilometers of pipelines [3] - CNQ has filed paperwork with the federal Competition Bureau to seek preliminary regulatory feedback before making a formal announcement [1][2] Group 2: Strategic Importance - The Peace River assets are strategically important for CNQ, as they complement its existing network in Alberta [3] - Approximately 32% of CNQ's gas production is utilized internally in its oil sands operations, while 33% is exported, indicating the critical role of natural gas in its overall business [4] Group 3: Tourmaline's Strategy - Tourmaline is selling the Peace River assets to finance its expansion in the Montney region, which is known for its prolific gas production [6] - The sale is expected to reduce Tourmaline's operating costs by about 7% this year, allowing for a more focused capital allocation towards Montney [6] Group 4: Market Context - Canadian gas production is projected to average 18.3 billion cubic feet per day in 2024, supported by the LNG Canada project, which is expected to enhance market dynamics [7] - Despite forecasts of a slowdown in Canadian oil and gas M&A activity in 2026, well-positioned assets, particularly in the Montney region, are anticipated to maintain strong valuations [8]

We came across a bullish thesis on Canadian Natural Resources Limited (CNQ) on Golden Larch Investing’s YouTube Channel. In this article, we will summarize the bulls’ thesis on CNQ. Canadian Natural Resources Limited (CNQ)'s share was trading at $33.15 as of January 13th. CNQ’s trailing and forward P/E were 14.18 and 16.31 respectively according to Yahoo Finance. arabia, bank, barrel, black, bullion, business, cash, climb, coin, concept, crude, diesel, dirham, embezzlement, energy, exchange, expensive, fa ...

Core Viewpoint - Canadian Natural Resources Limited (CNQ.US) is negotiating to acquire a natural gas asset portfolio from Tourmaline Oil in Alberta, valued at over $1 billion [1] Group 1: Acquisition Details - Canadian Natural Resources submitted federal approval documents related to the Tourmaline transaction to the Canadian Competition Bureau on December 30, 2025 [1] - The specific details of the potential transaction have not been publicly disclosed as of the submission date [1] - The assets targeted for acquisition are located in the Montney Basin in Alberta and were put up for sale by Tourmaline in November 2025 [1] Group 2: Tourmaline Oil Overview - Tourmaline is a significant natural gas producer in the Montney Basin, holding a crucial position in the region [1] - The Montney Basin is a key natural gas production area in Canada, with a daily gas output of approximately 10 billion cubic feet, accounting for about half of Canada's total natural gas production [1] - Tourmaline operates an extensive business in the Peace River area, with 2,428 horizontal wells, 34 gas processing plants, and a pipeline network spanning 15,500 kilometers [1] Group 3: Market Context - The focus on the Montney Basin has increased significantly since the commissioning of the British Columbia LNG export terminal last year [2] - The basin offers one of the most economically beneficial natural gas production models for Canada [2]

At Cash Flow Club , we focus on businesses with strong cash generation, ideally with a wide moat and significant durability. When these companies are bought at the right time, that can be highly rewarding for us. If you are interested in joining our community, start right here !Jonathan Weber holds an engineering degree and has been active in the stock market and as a freelance analyst for many years. He has been sharing his research on Seeking Alpha since 2014. Jonathan’s primary focus is on value and inco ...