CNQ

TSXBEARISH CONSENSUS
Swing · Multi-day confirmation4 Models · Analysis Snapshot: Feb 19, 2026, 7:12 PM · Valid for ~12h
CompletedRe-run
BEARISH CONSENSUSConditional
3 models· Moderate agreement — may need confirmation
0 Long3 Short1 Contested
StopC$58.60–C$59.50
EntryC$57.00–C$57.10
TargetC$51.80–C$53.50
LowConditionalHigh
BEAR (3)
BULL (0)
0%1 skip0%
Bear Case(4 models)
Claude-Sonnet-4.50%

CNQ is severely overbought at critical resistance with RSI at 72.78 (extreme overbought), price trading above the upper Bollinger Band at $57.09 vs $56.84 resistance, and sitting in a low-volume node ($56.96 has only 18.1% relative volume) just 0.5% below the 52-week high of $57.35. Volume profile shows Point of Control at $44.42 with value area high at $54.61, indicating current price is 4.5% extended above fair value. The recent earnings miss (-62.82% surprise, $0.29 vs $0.78 estimate) signals fundamental deterioration. CNQ faces major macro headwinds including CUSMA review on July 1, 2026 creating trade uncertainty, reciprocal U.S. tariffs pressuring WTI prices, and high debt-to-equity of 46.26% limiting flexibility in a tariff-induced commodity downturn. Technical setup screams exhaustion with resistance test pattern in sideways trend.

Gemini-3-Pro0%

CNQ is exhibiting classic signs of a 'blow-off top' exhaustion. Technically, the stock is significantly overextended, trading above its upper Bollinger Band ($56.84) with an RSI of 72.8 (overbought). Volume profile analysis shows price has extended well above the Value Area High ($54.61) into a low-volume node, a setup that statistically favors mean reversion to established value levels. Fundamentally, the 19% YTD rally contradicts the most recent earnings performance (a 62% EPS miss in November), and with US tariffs on Canadian goods looming in March, the risk/reward for holding at all-time highs is poor.

GPT-5.20%

Technicals are stretched into a major resistance/52-week high test: 4h RSI is overbought (~72.8) and price is above the upper Bollinger Band, consistent with late-stage momentum that often mean-reverts rather than trends cleanly. Volume profile shows current price (~57.1) sitting in a low-volume node and well above the value area high (~54.6) with the point of control far lower (~44.4) , implying weak acceptance at these prices and higher air-pocket risk if price rejects the highs. The broader trend is labeled sideways with a “resistance_test” pattern, so a failed breakout near ~ $57.35 can trigger a swing retrace back toward ~54.6 and then ~51.2 support (a 3–4× ATR move) , offering a favorable 2.47: 1 reward-to-risk short setup.

DeepSeek-R1

Technical indicators show overbought conditions (RSI 72.78) at key resistance ($57.35) with bearish SMA crossover. Valuation appears stretched with forward P/E (20.47) exceeding trailing P/E (17.47), while debt-to-equity (46.26%) creates interest rate vulnerability in a sideways market regime lacking directional catalysts.

Bull Case(4 models)
Claude-Sonnet-4.50%

CNQ shows resilience with strong YTD gains of 19.70% outpacing the TSX (+3.23%), supported by robust fundamentals including $9.52B quarterly revenue, 17.23% profit margins, and a 4.19% dividend yield with 25 consecutive years of increases. The company's 2026 production target of 1,590-1,650 MBOE/d (3% growth) and $6.3B capital investment in low-cost, long-life assets demonstrates operational strength. Analyst consensus remains "Buy" with price targets of CAD $56-$63, and the company maintains $4.3B in liquidity with active share buybacks supporting shareholder returns.

Gemini-3-Pro0%

The stock is showing relentless momentum with a 19% YTD gain, significantly outperforming the broader energy sector. Analyst sentiment remains strong, supported by a 5.38% dividend yield that attracts income-focused buyers on any dip. If oil prices spike due to geopolitical tension, CNQ's unhedged production could drive a breakout to new highs regardless of overbought conditions.

GPT-5.20%

CNQ is in a strong up-move and is pressing a fresh 52-week high area (current ~$57.09 vs 52-week high ~$57.35), and the latest push happened on elevated volume (about 1.57× average), which can sometimes precede continuation breakouts. As an Energy/Oil & Gas E&P name with long-life assets, CNQ can remain supported if crude prices stay firm and broader risk remains calm (market regime shows low risk with VIX contango). If price can accept above ~$57.35 and build value there, shorts could get squeezed quickly.

DeepSeek-R1

CNQ tests key resistance at $57.35 with strong volume confirmation (120% above avg) and bullish positioning above SMAs. Fundamentals show robust profitability (17.2% margins, 16.6% ROE) in energy sector. Price near low-volume nodes suggests minimal overhead resistance if breakout occurs. Stable credit conditions support upside.

What Would Invalidate
  • Close above $59.50 (new 52-week high breakout with volume confirmation) would invalidate the overbought rejection thesis and signal continuation of the uptrend, likely targeting $62-$63 analyst price targets.
  • Daily close above $59.25 (clear breakout and follow-through above the 52-week high zone).
  • A daily close above $58.25 would confirm a breakout into new price discovery and invalidate the mean reversion thesis.
DeepSeek R1Deep
Analysis Outcome
NO TRADE0% edge
BULL
65%
BEAR
65%

Bull and bear cases balanced — no clear edge

Bull/Bear CompetitionBALANCED
Bull 65%Δ 0%Bear 65%
Bull Case

CNQ tests key resistance at $57.35 with strong volume confirmation (120% above avg) and bullish positioning above SMAs. Fundamentals show robust profitability (17.2% margins, 16.6% ROE) in energy sector. Price near low-volume nodes suggests minimal overhead resistance if breakout occurs. Stable credit conditions support upside.

Bear Case

Technical indicators show overbought conditions (RSI 72.78) at key resistance ($57.35) with bearish SMA crossover. Valuation appears stretched with forward P/E (20.47) exceeding trailing P/E (17.47), while debt-to-equity (46.26%) creates interest rate vulnerability in a sideways market regime lacking directional catalysts.

Analysis Notes

Thesis Competition CONTESTED: BULL case (65%) vs BEAR case (65%) - confidence delta (0%) below threshold. Trade skipped due to insufficient conviction.

9m 36s21 tools
GPT-5.2Balanced
Analysis Outcome
SHORT
2.47R·68% confidence
Entry
C$57.10
Target
C$51.80
Stop
C$59.25

Short on a failed breakout at/near the 52-week high with overbought momentum and weak volume acceptance overhead; look for mean reversion back toward the value area and key support.

Bull/Bear CompetitionWinner: BEAR
Bear 68%Δ 2%Bull 66%
Bear Case

Technicals are stretched into a major resistance/52-week high test: 4h RSI is overbought (~72.8) and price is above the upper Bollinger Band, consistent with late-stage momentum that often mean-reverts rather than trends cleanly. Volume profile shows current price (~57.1) sitting in a low-volume node and well above the value area high (~54.6) with the point of control far lower (~44.4) , implying weak acceptance at these prices and higher air-pocket risk if price rejects the highs. The broader trend is labeled sideways with a “resistance_test” pattern, so a failed breakout near ~ $57.35 can trigger a swing retrace back toward ~54.6 and then ~51.2 support (a 3–4× ATR move) , offering a favorable 2.47: 1 reward-to-risk short setup.

Bull Case

CNQ is pressing into a potential breakout/price-discovery zone: price ( $57.09) is within 0.5% of the 52-week high/resistance ( $57.35) on clearly above-average volume (1.57× avg) , which is the kind of participation you want to see when a range resolves higher. Volume profile shows price above the value area high (~ $54.61) and sitting in a low-volume node near $57, implying a clean breakout can travel quickly once $57.35 is cleared. Macro is low-stress/sideways with VIX contango and stable credit, while oil strength (USO up in the regime notes) can act as a tailwind for Canadian E&Ps; fundamentals (EV/EBITDA ~8.36, P/CF ~8.05, ~17% profit margin) support the idea that buyers can defend dips rather than capitulate.

Analysis Notes

Thesis Competition: BEAR case won (68% vs 66%).

2m 16s30 tools
Gemini 3 ProDeep
Analysis Outcome
SHORT
2.40R·72% confidence
Entry
C$57.10
Target
C$53.50
Stop
C$58.60

CNQ is exhibiting classic signs of a 'blow-off top' exhaustion. Technically, the stock is significantly overextended, trading above its upper Bollinger Band ($56.84) with an RSI of 72.8 (overbought). Volume profile analysis shows price has extended well above the Value Area High ($54.61) into a low-volume node, a setup that statistically favors mean reversion to established value levels. Fundamentally, the 19% YTD rally contradicts the most recent earnings performance (a 62% EPS miss in November), and with US tariffs on Canadian goods looming in March, the risk/reward for holding at all-time highs is poor.

Bull/Bear CompetitionWinner: BEAR
Bear 72%Δ 4%Bull 68%
Bear Case

CNQ is exhibiting classic signs of a 'blow-off top' exhaustion. Technically, the stock is significantly overextended, trading above its upper Bollinger Band ($56.84) with an RSI of 72.8 (overbought). Volume profile analysis shows price has extended well above the Value Area High ($54.61) into a low-volume node, a setup that statistically favors mean reversion to established value levels. Fundamentally, the 19% YTD rally contradicts the most recent earnings performance (a 62% EPS miss in November), and with US tariffs on Canadian goods looming in March, the risk/reward for holding at all-time highs is poor.

Bull Case

CNQ is staging a high-volume breakout attempt at its 52-week high ($57.35), supported by a +1.8% rally in underlying oil prices (USO) and robust institutional accumulation (1.57x relative volume). The stock acts as a 'flight to quality' leader with its 25-year dividend growth streak and 19.7% YTD outperformance, while the RSI > 70 indicates a 'power trend' typically seen during sustained markup phases rather than a sell signal.

Analysis Notes

Thesis Competition: BEAR case won (72% vs 68%).

3m 01s25 tools
Claude Sonnet 4.5Balanced
Analysis Outcome
SHORT
2.00R·78% confidence
Entry
C$57.00
Target
C$52.00
Stop
C$59.50

CNQ is severely overbought at critical resistance with RSI at 72.78 (extreme overbought), price trading above the upper Bollinger Band at $57.09 vs $56.84 resistance, and sitting in a low-volume node ($56.96 has only 18.1% relative volume) just 0.5% below the 52-week high of $57.35. Volume profile shows Point of Control at $44.42 with value area high at $54.61, indicating current price is 4.5% extended above fair value. The recent earnings miss (-62.82% surprise, $0.29 vs $0.78 estimate) signals fundamental deterioration. CNQ faces major macro headwinds including CUSMA review on July 1, 2026 creating trade uncertainty, reciprocal U.S. tariffs pressuring WTI prices, and high debt-to-equity of 46.26% limiting flexibility in a tariff-induced commodity downturn. Technical setup screams exhaustion with resistance test pattern in sideways trend.

Bull/Bear CompetitionWinner: BEAR
Bear 78%Δ 3%Bull 75%
Bear Case

CNQ is severely overbought at critical resistance with RSI at 72.78 (extreme overbought), price trading above the upper Bollinger Band at $57.09 vs $56.84 resistance, and sitting in a low-volume node ($56.96 has only 18.1% relative volume) just 0.5% below the 52-week high of $57.35. Volume profile shows Point of Control at $44.42 with value area high at $54.61, indicating current price is 4.5% extended above fair value. The recent earnings miss (-62.82% surprise, $0.29 vs $0.78 estimate) signals fundamental deterioration. CNQ faces major macro headwinds including CUSMA review on July 1, 2026 creating trade uncertainty, reciprocal U.S. tariffs pressuring WTI prices, and high debt-to-equity of 46.26% limiting flexibility in a tariff-induced commodity downturn. Technical setup screams exhaustion with resistance test pattern in sideways trend.

Bull Case

CNQ presents a compelling LONG setup with exceptional momentum and fundamental strength. The stock has surged 19.70% YTD (vs TSX Composite +3.23%) , demonstrating powerful relative strength that typically continues. Price is testing 52-week highs at $57.35 with 57% above-average volume (12.07M vs 7.7M avg) , confirming institutional accumulation. The technical breakout above $56.84 upper Bollinger Band with rising RSI (72.78) signals continuation potential toward the $60-61 zone. Fundamentally, CNQ is a cash flow machine with 17.23% profit margins, 25 consecutive years of dividend growth (4.19% yield) , and dramatically improved oil sands costs ( $25/bbl from $38/bbl) . The macro environment is supportive with sideways/low-risk regime, deep VIX contango signaling complacency, and stable credit conditions favoring risk assets. Analysts maintain 100% Buy/Strong Buy consensus with no Sell ratings. The stock trades at reasonable 17.5x P/E despite sector-leading operational efficiency. Volume profile shows current price in low-volume territory at $57.09, suggesting minimal resistance to further upside once $57.35 resistance breaks. This is momentum meeting quality fundamentals in a supportive macro backdrop.

Analysis Notes

Thesis Competition: BEAR case won (78% vs 75%).

2m 11s34 tools
CNQ Analysis | TradeHorde