Stifel on Tuesday raised its price target for Sunoco LP shares (NYSE:SUN) to $64 from $61 and reiterated a Buy rating. The stock was trading at $61.80 at the time noted, sitting slightly above its 52-week high of $60.86. Analyst targets across the market range from $60 to $70.
The firm highlighted fourth-quarter 2025 results that it said landed a touch above estimates. Stifel pointed to the companys acquisition of Parkland as a key driver of improved performance and said Sunoco remains on track to hit its synergy objective for 2026.
On a trailing twelve-month basis, Sunoco reported revenue growth of 11.05%. Analysts, according to the release, are forecasting much stronger top-line expansion for fiscal 2026, projecting 75% revenue growth for the year.
Operationally, Sunocos Canadian business has outperformed expectations, while assets in the Caribbean are also registering growth. Management continues to target bolt-on acquisitions across its expanded footprint, viewing roughly $500 million in annual deal volume as a baseline.
InvestingPro figures cited alongside the Stifel commentary show Sunoco yields 6.16% on dividends and has maintained distributions for 15 consecutive years.
Stifel emphasized that Sunocos scale gives it an advantage in extracting synergies from acquisitions that smaller competitors may not realize, and the firm said the companys core competency is executing these smaller, accretive deals. The analyst maintained the Buy recommendation together with the higher price target.
Despite the supportive view from Stifel, Sunocos fourth-quarter 2025 earnings presented a mixed picture. The company posted earnings per share of $0.09, well below the consensus expectation of $1.52, representing a 94.08% negative surprise. In contrast, revenue came in at $8.6 billion, topping forecasts of $5.93 billion by 45.03%.
Those divergent outcomes - a substantial revenue beat coupled with a sharp EPS shortfall - have created a complex financial snapshot. The sizeable gap in earnings versus expectations has prompted investor concern, even as top-line performance exceeded projections.
Overall, Stifels action to raise the price target reflects confidence in the strategic and operational benefits from recent acquisitions and an ability to continue deploying capital into smaller deals that generate synergies. At the same time, the companys earnings miss underscores volatility in near-term profitability metrics, which investors and analysts are watching closely.
Key facts in the latest update are straightforward: the price target was lifted to $64 from $61; the Buy rating was retained; the stock traded at $61.80, slightly above its listed 52-week high of $60.86; revenue growth stood at 11.05% over the last twelve months, with analysts forecasting 75% revenue growth in fiscal 2026; and Q4 2025 produced a $0.09 EPS versus a $1.52 estimate and $8.6 billion in revenue versus a $5.93 billion forecast.