Gibson Energy Inc. (GEI:CA) (GBNXF)
JPMorgan has raised its target price to C$25 from C$24, citing strong operational momentum driven by record Gateway terminal throughput and enhanced supply connections. The firm highlighted that Gibson’s core infrastructure business continues to demonstrate resilience, with volumes moving through its Hardisty and Edmonton terminals setting new benchmarks. These higher throughput levels are helping drive greater operating leverage and underpin more stable cash flow generation.
JPMorgan also noted that Gibson’s recent investments in supply connectivity and logistics optimization are translating into measurable efficiency gains, improving margins across its midstream operations. The company’s focus on expanding its pipeline connectivity and enhancing storage capabilities is expected to further strengthen its role as a critical energy infrastructure provider in Western Canada.
Gibson’s balanced contract structure, which secures a high proportion of revenue under long-term take-or-pay agreements, provides a degree of insulation from commodity price volatility. This stability, combined with operational growth, supports a favorable risk-reward profile for investors.
The revised C$25 target price reflects JPMorgan’s increased confidence that Gibson can deliver steady earnings growth, maintain capital discipline, and continue to reward shareholders through dividends, even as energy markets remain volatile.
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