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

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Aecon Group Inc (ARE.TO)

43.58

-0.07 (0.16%)

as of Jun 18, 2026, 4:54:23 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) is currently navigating a landscape shaped by significant infrastructure investment in Canada, reflected in a record backlog of $10.9 billion. Despite strong revenue growth of 18% last quarter, experts advise caution due to prevailing market volatility and concerns over cost overruns from legacy fixed-price contracts. Many analysts highlight the company's shift towards more sustainable fee-for-service contracts and variable pricing, which enhance cash flow predictability and earnings stability. With ongoing projects in nuclear power and increasing demand for infrastructure, Aecon is poised for potential growth, although some perceive the stock as overbought at its current levels. Overall, experts remain optimistic about its long-term prospects while acknowledging near-term market pressures and volatility.

Consensus

Hold

Valuation

Fair Value

Similar

WSP

BUY

Bullish on infrastructure re-build. Continued government spending is very favorable for them.

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BUY

With their orders, #407 development, future infrastructure plays, etc. he does feel the future bodes well.

BUY

Well run company and with the backlog they have revenue visibility for the next while is quite good. Looking to acquire Cow Harbour Construction, which is leveraged to oil sands construction.

TOP PICK

Good thing about last earnings release was their huge backlog. Market should value them for announced new projects AND huge backlog. Pretty good risk/reward in this stock.

PAST TOP PICK

(A Top Pick Aug 10/09. Up 1.05%.)

TOP PICK

Convertible 7% bond maturing Sept 30/14. Stock is appropriately priced so this is a safer way to get into the infrastructure play.. Fantastic balance sheet. No debt.

PAST TOP PICK

(Top Pick Dec 2/09, Down 23%) Was a stimulus/valuation play. Backlog has grown to a record level. Balance sheet is in great shape. Earnings should improve this year.

HOLD

Disappointing to him. Tremendous backlog of projects. Good earnings. Not sure why it is not being rewarded by the market. A bit of a small float and can be volatile. Earnings should increase.

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BUY

Reasonable long-term because if there is no economic growth, there will be another stimulus package. Oil prices are back to a level where construction projects are starting to line up again for the oil sands.

STRONG BUY

A lot of big contract announcements at the beginning of the year and then all of a sudden it went quiet. Will take some time. Looking for some really good earnings starting in 2011. Great balance sheet.

BUY

One way to play it is through the convertible debentures. Maybe the whole balance of 2010 the earnings may look lousy but you have to stick with it.

TOP PICK

AECON convertible debenture 7%. Upside if stock starts to take off. 6% yield.

DON'T BUY

SNC Lavalin (SNC-T) versus Aecon (ARE-T)? Doesn't like either of them. SNC fair market value has not been taking off because of infrastructure spending, which has been desperately slow in getting out. Still trading at 4X book. Less massive downside risk with Aecon but also doesn't have particularly good FMV.

TOP PICK

Infrastructure and her big beneficiaries of the current construction season. Now has a record backlog. Others in the group also looked attractive at their prices.

BUY ON WEAKNESS

Infrastructure. Dependent on governments to build roads, bridges, etc. Theory was they would be big beneficiaries but government finances have been crumbling. Probably getting to the point where it is a good investment because governments have to invest in infrastructure.

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Aecon Group Inc (ARE.TO)