Aecon Group Inc (ARE.TO) Buy, Sell or Hold

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Aecon Group Inc (ARE.TO)

49.50

-0.33 (0.66%)

as of Jul 8, 2026, 8:00:00 pm Market Open.

427 watching

Investor Insights

Jul 8, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Aecon Group Inc (ARE-T) is poised to benefit from the significant infrastructure investment in Canada, with a record backlog reaching over $10.9 billion. Analysts note the shift from riskier fixed-price contracts to more sustainable variable-price contracts, enhancing cash flow stability. While the stock has shown substantial growth recently, with many experts indicating it is currently overbought, there are concerns about short-term volatility. The company's exposure to nuclear projects and ongoing expansion in infrastructure signals promising future growth, despite mixed views on its current valuation. Overall, investors should be cautiously optimistic as Aecon navigates through a challenging construction landscape.

Consensus

Hold

Valuation

Fair Value

Similar

WSP

BUY

Have had some changes in management and have been making some good improvements in their operations. Have realigned some of their operations. Industrial side has not been doing too well but they work they do in infrastructure as being good or better than expected. Good price. (See Top Picks.)

PAST TOP PICK

(A Top Pick Dec 7/10. Up 7.61%.) Winning good contracts.

BUY

(He owns the convertible debentures on this.) He likes it as a debt holder as they have a very good balance sheet. Had a real misstep in Alberta and went through a lot of cost overruns. Management has now cleaned up their bidding process and they have a full order book. Expect there will be some outperformance over the next 3-4 years.

COMMENT

Every time they get a contract, it seems that the stock drops? The reason is that when they get a contract, the stock temporarily goes up and investors who own use that as an advantage to sell. They have also had some very poor years in the past, which doesn't help.

BUY

Have had some problems over the last few years but recently had a few positive announcements. There have been improvements in operations and some new contracts.

BUY ON WEAKNESS

Haddock acquired a company that had a pretty low margin business. Started to get better and get out of the low margin businesses. Traditionally very conservatively run. At this point you have to look at economic growth and how much it could help or hurt.

COMMENT

Up 47% since their October low. Has been a tough story for a long time. He avoided this because it has disappointed so many times. It may be that they have finally got everything aligned. Seem to be getting new contracts with some margin improvement.

COMMENT

Just reported and profit was up 85% compared to last year. Have a growing backlog. Dividend is safe. (See Top Picks.)

COMMENT

Has to be a lot of spending on infrastructure and this company will get its fair share but governments are reining in their spending, so is now the time to buy construction company. Fairly small and will bounce around a lot.

DON'T BUY

Feels there are some good things going on in this company. Have made some shifts in management to address their problems. Expect they would do better going forward. Has a ways to go to prove itself with investors again. 2% yield.

BUY

They are starting to get through their older contracts with lower margins. They are really well positioned out west and getting a lot of business in Ontario. Could easily trade into the low teens. Pushing through the old unprofitable contracts.

BUY

Positive fundamentals have a positive impact on the stock. It broke the downward trend line and went through a resistance level. It is the season for this sector right now. $10.50 and $12 are resistance levels.

HOLD

Announced a slew of contracts in the last week. It is quite cheap. 26% of expected backlog announced in the last 5 days. With upcoming results he expects large increase.

SELL

Chart shows a distinct 2 year downward trend. There are a lot better technical patterns than this one.

HOLD

In the penalty box. Stumbled on a fixed price contract and lost money. With any kind of an up tick in infrastructure, they should do well. If you own, he would be tempted to hold on.

Showing 301 to 315 of 453 entries

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Aecon Group Inc (ARE.TO)