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Investor Insights

This summary was created by AI, based on 34 opinions in the last 12 months.

Experts generally have a positive outlook on Arc Resources Ltd, with many praising the company's strong management team and performance despite natural gas price weakness. The company is seen as a good option for exposure to both natural gas and oil sectors, and has a solid balance sheet. While some experts have concerns about potential commodity price softness, overall sentiment is bullish and the stock is seen as a good long-term hold.

Consensus
Bullish
Valuation
Fair Value
PAST TOP PICK
Arc Resources Ltd

(A Top Pick Dec 12/22, Up 38%)

Continues to hold shares. Despite weakness in natural gas prices, company continues to perform. Excellent long term hold. Very strong management team who is focused on costs. 

oil / gas
BUY
Arc Resources Ltd

It is a soft spring for gas prices and we have had a very warm winter, therefore the demand is down. The interest has been in technology and AI. The market has tightened up recently and money has come back. It is at multi year high. It is 50% natural gas and 50% liquid gas, which he considers similar to oil. He owns Tourmaline for gas exposure and CNQ for oil exposure. If he owned another it would be ARC which covers both sectors. It is good for returning money to shareholders.

oil / gas
BUY
Arc Resources Ltd

Looks good. If it can break through current levels, really good potential for a continuation. Right now, it's a Buy. Exit or reduce your position if drops below $21.80.

oil / gas
BUY
Arc Resources Ltd
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

ARX's Q4 profit fell 32% on lower natural-gas prices, even as production rose to a record it does not expect to reach again in 2024. EPS came in at $0.84 and did however beat estimates of $0.50. Revenue also beat estimates coming in at $1.6B versus forecasts of $1.24B. Funds from operations fell 29% to $699.2 million, or $1.16 per share. Production rose 1.5% to a record 365,248 barrels of oil equivalent per day, while its average price per barrel equivalent fell 37%. ARX said it expects 2024 production to drop to around 355,000 boepd, with capital spending of around $1.8 billion. On a production and cash generation basis, ARX beat analysts forecasts which makes it a nice quarter even though the company was hampered by weak oil prices which hurt it profitability wise. We think this was a solid quarter from ARX and it good to see record level production along with surpassing expectations. 
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oil / gas
BUY
Arc Resources Ltd

One of his favourite names. Nice growth rate compared to peers, more reasonable valuation than peers. Good dividend. As long as you have commodity prices not working against you, a name to buy.

oil / gas
HOLD
Arc Resources Ltd

Larger company with excellent assets and cap table. Higher capitalization allows for better valuation. Does not own shares. Better options for investors in sector. 

oil / gas
BUY
Arc Resources Ltd
Sell AQN for tax loss, where to put proceeds?

Mid-cap energy stocks have been strong, even with reduced fund flows from pension and ESG funds. WCP and ARX will continue to do well.

Never sell just for tax reasons. Whenever he's done this, it's been a mistake. Instead, ask yourself if your thesis still holds for owning the stock? If yes, hold on. If not, let it go.

oil / gas
TOP PICK
Arc Resources Ltd

Tremendous run over the last years. Might get commodity price softness. If we do, look to buy below $20 for the long term; really likes it mid-high teens. LNG Canada will benefit. Owns a lot of its own infrastructure, which insulates from commodity price swings. Free cashflow yield is in mid-teens, dividend increases, organic growth. Yield is 3.3%.

(Analysts’ price target is $27.52)
oil / gas
TOP PICK
Arc Resources Ltd

Operate in natural gas (60-65% of operations), oil and liquids. Well-capitalized, and over time give back 70% of free cash flow to shareholders through dividends and buybacks. Surprised many with their capex plans that will grow barrels per day only modestly, but they consistently have increased production. He's bullish energy. A good core holding.

(Analysts’ price target is $27.58)
oil / gas
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Arc Resources Ltd
(A Top Pick May 30/23, Up 19.7%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with ARX has triggered its stop at $20.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment gain of 28%, when combined with our previous recommendations.  

oil / gas
HOLD
Arc Resources Ltd

A behemoth in the Montney region. Good cost control, highly regarded management. Close second to TOU, always one of his Top Picks. Pretty good performance relative to peers. Be patient. $25 would not be difficult, especially as LNG builds out in Canada and prices firm up globally.

oil / gas
BUY ON WEAKNESS
Arc Resources Ltd

Expecting a $26 share price. Long term investors will be rewarded. Growing production very good for investors. Lots of inventory. Excellent management team. Waiting for share price to fall before buying. Natural gas pricing fundamental for company. 

oil / gas
SELL ON STRENGTH
Arc Resources Ltd

He targets $50, 130% upside, but the valuation is hitting a ceiling. Would sell at $25.20.

oil / gas
BUY
Arc Resources Ltd
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

ARX is 63% gas and 37% crude oil and liquids. It looks good right now, is cheap, and it has a very solid balance sheet, with debt at barely six months' cash flow. Earnings/cash flow will be lower this year on pricing, but about 10% growth is expected in 2024. The dividend was raised in May and looks secure (payout ratio 15%) at current commodity price levels. 
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oil / gas
premium

This is a Panic-proof Portfolio opinion which is available only for Premium members

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
Arc Resources Ltd
(A Top Pick May 30/23, Up 31.7%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with ARX has achieved its target at $22.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $19) to $20. 

oil / gas
Showing 1 to 15 of 732 entries

Arc Resources Ltd(ARX-T) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 23

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 3

Total Signals / Votes : 28

Stockchase rating for Arc Resources Ltd is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Arc Resources Ltd(ARX-T) Frequently Asked Questions

What is Arc Resources Ltd stock symbol?

Arc Resources Ltd is a Canadian stock, trading under the symbol ARX-T on the Toronto Stock Exchange (ARX-CT). It is usually referred to as TSX:ARX or ARX-T

Is Arc Resources Ltd a buy or a sell?

In the last year, 28 stock analysts published opinions about ARX-T. 23 analysts recommended to BUY the stock. 3 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Arc Resources Ltd.

Is Arc Resources Ltd a good investment or a top pick?

Arc Resources Ltd was recommended as a Top Pick by on . Read the latest stock experts ratings for Arc Resources Ltd.

Why is Arc Resources Ltd stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Arc Resources Ltd worth watching?

28 stock analysts on Stockchase covered Arc Resources Ltd In the last year. It is a trending stock that is worth watching.

What is Arc Resources Ltd stock price?

On 2024-03-18, Arc Resources Ltd (ARX-T) stock closed at a price of $23.67.