The AI revolution is here but the winners aren’t who you think.
Our analysts just uncovered three companies driving the infrastructure behind every major AI breakthrough:
- One’s quarterly revenue jumped 25% last quarter alone.
- Another’s data-center business soared 78% year-over-year.
- A third is sitting on $800 million in cash and zero debt.
They’re the backbone of AI and their fundamentals are accelerating faster than the headlines.
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Traders Are Piling Into Suncor Call Options—Should You?
Written by Gabriel Osorio-Mazilli. Published 10/13/2025.
Key Points
- Call options exploded for Suncor Energy stock, as traders began to question whether the stock's discount is justified or a bull run is on the horizon.
- Fundamentals show the stock is still heavily undervalued despite trading at a 52-week high.
- Wall Street analysts remain bullish and are calling for double-digit upside potential.
Tariffs are supposed to temper margins and earnings prospects outside the United States. With the energy sector already pressured by low crude oil prices, that double headwind doesn't bode well for stocks exposed to the space—especially overseas companies. However, it can create opportunities in companies less dependent on U.S. imports.
One such name is Canadian energy player Suncor Energy Inc. (NYSE: SU). While many peers trade well below their peaks, Suncor has risen to and hovered around 95% of its 52-week highs, signaling strong investor conviction supported by a solid financial foundation.
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Recently, call option traders have piled into Suncor, betting on further upside. Given the leverage and expiration risk of options, this aggressive positioning suggests high confidence in the company's near-term potential.
Suncor's Tariff Exposure Is Smaller Than Expected
Suncor CEO Rich Kruger says roughly 60% to 65% of Suncor's barrels stay within Canada or are exported elsewhere, meaning the bulk of Suncor's revenue is less exposed to potential U.S.-Canada tariff disruptions.
There are two complementary tailwinds investors should note: Suncor's latest quarterly results show capital expenditures have decreased even as production rose, with volumes expected to expand through the fourth quarter of 2025. Lower spending and higher output typically free up cash that management can return to shareholders.
That commonly leads to increased shareholder returns—dividend hikes or stock buybacks—which in turn improve valuation and create a positive EPS tailwind for upcoming quarters. One more piece remains: a catalyst that could ignite further gains.
Ready for the Macro Tailwind
If the Federal Reserve cuts rates and other developed-market central banks follow, a broader accommodative policy shift could boost industrial activity and oil demand. A rebound in oil prices would likely lift Suncor's earnings materially, especially given its limited tariff exposure relative to some peers.
This macro outlook helps explain why 28,315 call options were purchased in October 2025—a 2,998% increase over the typical monthly options volume of about 914 contracts. That level of activity signals significant conviction backed by the company's fundamentals.
Analysts See Nearly 60% Upside
Analysts appear to be aligning with this view. The current consensus price target is $65, implying roughly 57.5% upside from the stock's current price.
The MarketBeat consensus forecasts Suncor delivering about $1.00 in EPS for the third quarter of 2025—nearly double the most recently reported $0.51. That level of earnings growth could support a new 52-week high.
Despite this, Suncor trades at a steep discount to peers: the energy sector averages a price-to-earnings (P/E) ratio of 76.5x, while Suncor sits near 12.7x. It's unlikely many sector companies are positioned to deliver 100% EPS growth, which suggests a disconnect between Suncor's prospects and its current valuation.
That gap is likely driven by concerns over tariff exposure—concerns that now appear overstated for Suncor.
With reduced capital spending, rising production, limited tariff risk, and the potential for increased shareholder returns, Suncor stands out as one of the energy stocks that could outperform as the market re-prices its fundamentals.
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