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

Home

Daily Stock Opinions and Ratings

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

TOP PICK

7% bonds due 2014. Pristine balance sheet. Almost have no debt. Not looking to have it converted into equity.

COMMENT

Seasonal strength for the industrial sector is from November until May of each year. The chart on this one seems to be showing some stability and is trying to form a support level. Look for a test of that support level in September and if it holds, it is a very encouraging sign.

PAST TOP PICK

(Top Pick Aug 5/10, Down 29%) Sold it a while ago. Had a number of quarters in a row where they could not execute. He lost patience.

HOLD

Disappointed on a large fire bag contract in Fort McMurray where they lost $50 million. Last quarter was the 1st one where they were a little bit better.

TOP PICK

7% Convertible Bond due 2014. This is almost like a guarantee, because there is little to no debt on their balance sheet. If the stock recovers and goes up, this is convertible.

HOLD

This was an infrastructure story and everybody bought into it but it didn't work out. Chart shows a very complicated correction but you are now at a higher low so he would stay with it.

HOLD

Backlog is down but it is very high quality. Don’t have to worry too much about governments having to find money for projects, because they are actually funded by the private sector now.

BUY

He is going to wait on it. Like a small cap SNC. Had a problem with fixed price contracts abut that has passed so now all they have to do is deliver on backlogs.

HOLD

Price to book value numbers have gone up over time. Currently at the low end of its historical range. In 6 to 8 months they will get themselves into more good projects. At that time, the stock will spite and that will be the time to get out.

BUY

Construction. Was in a fixed price contract with Suncor (SU-T) on a firebag contract but had major overruns creating a loss in the quarter. Likes the management. Yield of about 2.5%.

DON'T BUY

Chart shows a downtrend from late 2009. Just made a higher low, but not worth the risk. Probably better choices in the sector.

PAST TOP PICK

(A Top Pick July 26/10.Up 9%.) Convertible 7% bond maturing Sept 30/14.

HOLD

Has gone under a great deal of stress over the last couple of years. Didn't make their objectives or their earnings. Also had some management turnover, which may correct some of their underlying problems. He is looking for earnings to recover.

DON'T BUY

Last quarter was mixed. Profits weren’t so good and backlog was just OK. Their problem has not been getting new business, but making money on the business. He will hold for another quarter to see how their half year is.

BUY

There has been no particular news. It is going down on low volume. It doesn’t need economic growth because it has an excellent backlog. It depends on your patience whether you hang on. He is going to buy it soon.

Showing 316 to 330 of 453 entries

Most Recent Experts

Rebecca Teltscher

Newhaven Asset Management

Ernest Wong, Head of Research, Baskin Wealth Management

Baskin Wealth Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Jim Cramer - Mad Money

CNBC

Kim Bolton

Black Swan Dexteritas

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Aecon Group Inc (ARE.TO)