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Gibson Energy: Hold Rating Amid Stable Performance and Delayed Capital Returns

Jefferies analyst Anthony Linton maintained a Hold rating on Gibson Energy (GBNXFResearch Report) today and set a price target of C$23.00.

Anthony Linton’s rating is based on several factors, including Gibson Energy’s recent financial performance and future projections. The company’s EBITDA aligns with both Jefferies’ estimates and consensus expectations, indicating stable financial health. Additionally, the completion of the STGT dredging project is a positive development, but the updated marketing guidance suggests only a modest contribution to earnings in the near term, with a more significant impact expected in the full year 2025. Furthermore, potential share buyback activities are anticipated to be more prominent in the second half of 2025, suggesting a delayed return of capital to shareholders. These elements combined lead to a Hold rating, reflecting a balanced view of the company’s current position and future prospects.

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