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

TOP PICK

This infrastructure play is not priced that high and neither is his target but there are going to be a lot of roads and buildings taking place with government money right now and the contracts have been signed. This is one of the largest in this space. Looking for $3-$4 move up.

DON'T BUY

Seasonally the best time for this is around the middle of October of each year and continues to go higher through until the end of May. Stock just broke a key support level and has now established a downward trend.

TOP PICK

Safe way of having some exposure to infrastructure. Acquired Lockerbie & Hole near the bottom of the market early 2009 and has turned out to be a great acquisition. He sees 2 or 3 years of baked in 15% growth that can't really get derailed.

BUY

A fine company. Infrastructure is a good place to be.

PAST TOP PICK

(Top Pick Feb 2/09, Up 39.97%)

WAIT

Likes it. Doesn’t know how earnings will come out but they have a very large backlog and are winning contracts on a regular basis. Don’t buy right before earnings.

TOP PICK

A terrific growth story in the last few years. Benefiting enormously from infrastructure spending. Project backlog is now $2 billion and still growing. Low dividend but more of a growth story. Good management.

PAST TOP PICK

(A Top Pick Feb 2/09. Up 39%.) Well positioned. Getting a lot of projects in Ontario, out West and in the oil sands. Has a couple of good years of growth ahead of it. Trading at about 4-5 times operating cash flow. Still a Buy.

TOP PICK

Primarily Canadian infrastructure with toll crossroad in Israel and Ecuador airport as big contracts. Acquired an oil sands and oil sands related company in February, which won the big fire-bag restart from Suncor (SU-T). Stock really moved on this but has now pulled back. Good backlog.

BUY

(Market Call Minute.) Well managed construction company. Leveraged to oil sands.

BUY

Canada's largest infrastructure and construction company. Bidding on an unprecedented number of infrastructure plays. Great balance sheet.

TOP PICK

All the contracts are now being signed and putting them together you get a growing infrastructure play, which isn't so dependent on the economy. Trading at 12X next years earnings.

PAST TOP PICK

(A Top Pick Feb 2/09. Up 50.24%.) Undervalued at 4-5 times cash flow and is a great growth story. Key player in infrastructure projects. Still a Buy.

DON'T BUY

Convertible debentures. Does not recommend these. Yield to maturity is very low at just over 5% and these are non-investment grade securities. Yield on the underlying unit is about 1.2%.

BUY ON WEAKNESS

Done well lately within the infrastructure group. Announced a number of contracts. He owns Stantec because it only does the engineering, diversified throughout North America. But Aecon is a well managed company, a little expensive and could be bought during a pull back.

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Aecon Group Inc (ARE.TO)