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Canadian Natural Resources Limited (CNQ) Price Target Analysis

Wall Street analyst price targets, ratings consensus & upside potential · Updated Feb 28, 2026

Current Price
$43.77
Market reference
Price Target
$35.00
-20.0% Upside
Target Range
$35.00 — $35.00
High conviction
Analyst Rating
Buy
37 analysts
Forward P/E15.3x
Trailing P/E21.0x
Forward PEG3.29
Implied Growth-11.2%
Median Target$35.00
Analyst Spread0.0%

CNQ trades 20.0% above the consensus target of $35.00. Current price reflects optimism beyond analyst expectations.

Price Forecast (1 Year)

Last 12 months price action with 12-month analyst target path

Current$43.77
Consensus$35.00
High$35.00
Low$35.00
Model$72.65
Bear Case
$35
-20.0%
Consensus
$35
-20.0%
Bull Case
$35
-20.0%
Valuation Model TargetsConfidence: 39/100
Bear$-15
Base$73
Bull$309

Analyst Ratings Distribution

Breakdown of 37 published analyst recommendations for CNQ

28/37 analysts are bullish
+39
BearishBullish
Weighted analyst sentiment score based on 37 ratings
ConsensusBuy
Coverage37 Analysts
Net Score+39
Bull / Bear76% / 0%
Strong Buy13%
Buy2773%
Hold924%
Sell00%
Strong Sell00%
Strong Buy
13%
Buy
2773%
Hold
924%
Sell
00%
Strong Sell
00%
Recommendation Mix76% Buy · 24% Hold · 0% Sell
Buy (28)Hold (9)Sell (0)

CNQ Price Target Analysis

Updated March 1, 2026

As of March 1, 2026, Canadian Natural Resources Limited (CNQ) has a Wall Street consensus price target of $35.00, based on estimates from 37 covering analysts. With the stock currently trading at $43.77, this represents a potential downside of -20.0%. The company has a market capitalization of $91.18B.

Analyst price targets range from a low of $35.00 to a high of $35.00, representing a 0% spread in expectations. The median target of $35.00 aligns closely with the consensus average. The tight target dispersion indicates high conviction among analysts.

The current analyst consensus rating is Buy, with 28 analysts rating the stock as a Buy or Strong Buy,9 rating it Hold, and 0 rating it Sell or Strong Sell. This overwhelmingly bullish sentiment suggests analysts see significant catalysts for upside ahead.

From a valuation perspective, CNQ trades at a trailing P/E of 21.0x and forward P/E of 15.3x. The forward PEG ratio of 3.29 reflects a premium valuation. Analysts expect EPS to grow -11.2% over the next year.

Our proprietary valuation model, which blends historical multiples with forward estimates, suggests a base-case price target of $72.65, with bear and bull scenarios of $-14.67 and $308.62 respectively. Model confidence stands at 39/100, suggesting limited visibility into future performance.

Investment Context: Price targets represent analyst expectations for the next 12 months and should be considered alongside your own research. Targets are based on analysts' assumptions about earnings growth, margins, and market conditions which may change. For sector-specific context, view other Energy stocks.

Analyst Sentiment Comparison

Industry Peer Analysis
Avg Peer Upside-20.0%
Avg Forward P/E129.9x
Peers with Coverage1 / 5
CompanyMarket CapPriceTargetUpsideRatingFwd P/EAnalysts
CNQCanadian Natural Resources Limited
$91.2B$43.77$35.00-20.0%Buy15.3x37
BTEBaytex Energy Corp.$3.0B$3.84——Buy35.8x16
GFRGreenfire Resources Ltd.$745M$5.94——Buy433.6x1
OBEObsidian Energy Ltd.$527M$7.85——Hold35.0x1
BRNBarnwell Industries, Inc.$14M$1.14—————

Upside Potential Comparison

CNQ
-20.0%

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Is CNQ Undervalued?

See our Bear / Base / Bull DCF models and intrinsic value estimates.

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Compare CNQ vs CRC

See how CNQ stacks up against sector leader California Resources Corporation.

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Frequently Asked Questions

What is the CNQ stock price target for 2026?

CNQ's consensus price target is $35, -20.0% below the current price of $43.77. The 37 analysts tracking CNQ see downside risk at present valuations.

Is CNQ a buy, sell, or hold?

CNQ has a consensus rating of "Buy" based on 37 Wall Street analysts. The rating breakdown is predominantly bullish, with 28 Buy/Strong Buy ratings. The consensus 12-month price target of $35 implies -20.0% downside from current levels.

Is CNQ stock overvalued or undervalued?

With a forward P/E of 15.331x, CNQ trades at a relatively low valuation. The consensus target of $35 implies -20.0% move, suggesting the market may be pricing in risks.

How high can CNQ stock go?

The most bullish Wall Street analyst has a price target of $35 for CNQ, while the most conservative target is $35. The consensus of $35 represents the median expectation. Our quantitative valuation model projects a bull case target of $309 based on optimistic growth and margin assumptions. These targets typically reflect 12-month expectations.

How many analysts cover CNQ stock?

CNQ is heavily covered by Wall Street, with 37 analysts providing price targets and ratings. Of these, 1 have Strong Buy ratings, 27 have Buy ratings, 9 recommend Hold, and 0 have Sell or Strong Sell ratings. Higher analyst coverage generally indicates greater institutional interest and more reliable consensus estimates.

What is the CNQ stock forecast?

The 12-month CNQ stock forecast based on 37 Wall Street analysts shows a consensus price target of $35, with estimates ranging from $35 (bear case) to $35 (bull case). The median consensus rating is "Buy". Our proprietary valuation model produces a base case fair value of $73, with bear/bull scenarios of $-15/$309.

What is CNQ's fair value based on fundamentals?

Our quantitative valuation model calculates CNQ's fair value at $73 (base case), with a bear case of $-15 and bull case of $309. The model uses discounted cash flow analysis, historical growth rates, and margin mean-reversion to project FY+2 earnings, then applies an appropriate P/E multiple. The model confidence score is 39/100.

What is CNQ's forward P/E ratio?

CNQ trades at a forward P/E ratio of 15.3x based on next-twelve-months earnings estimates compared to a trailing P/E of 21.0x. The lower forward P/E indicates analysts expect earnings growth. A forward P/E is useful for comparing valuations when earnings are expected to change significantly.

Should I buy CNQ stock?

Analysts are cautious on CNQ, with 0 Sell ratings and a price target of $35 (-20.0% from current price). The "Buy" consensus suggests careful evaluation before buying. This information is for educational purposes only. Always conduct your own research, consider your financial situation, and consult a financial advisor before making investment decisions.

Why do CNQ price targets vary so much?

CNQ analyst price targets range from $35 to $35, a 0% tight range reflecting strong analyst consensus. Differences stem from varying assumptions about revenue growth, profit margins, competitive dynamics, and valuation multiples. The $35 consensus represents the middle ground. Our model's $-15-$309 range provides an independent fundamental perspective.

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