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

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Aecon Group Inc (ARE.TO)

44.08

+0.43 (0.99%)

as of Jun 18, 2026, 8:00:01 pm Market Open.

427 watching

Investor Insights

Jun 18, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Aecon Group Inc (ARE-T) has shown significant growth potential, particularly in the context of Canada's infrastructure needs, as reflected in its record backlog of $10.9 billion and an 18% revenue increase last quarter. While the stock has recently gained attention for its favorable financials and exposure to nuclear projects, there are concerns about its high valuation and potential overbought status, with some experts suggesting caution in the short term. The transition to variable-cost contracts appears to bolster cash flow stability, alleviating risks from past fixed-price contracts. Overall, while many analysts see positive long-term growth driven by infrastructure spending, the stock exhibits volatility, and its recent performance may warrant a closer watch before making further investments.

Consensus

Hold

Valuation

Fair Value

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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.

DON'T BUY

Sold off in 2008 and then did a double base formation in 2009. Now falling back and should find support around $8.60. Below $8 would be a buying opportunity, but be sure it is not falling below the 200 day moving average.

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Aecon Group Inc (ARE.TO)