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

Infrastructure involved in bridges, roads, etc. Should be a beneficiary of infrastructure money that is being thrown around. (A caveat. With declining government income, money may not be available, as everybody had hoped.) (See Top Picks.)

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HOLD

Construction company and haven't done too badly. Haven't really seen some of the stimulus dollars flowing yet even though there has been a lot of talk. Recent political uncertainty in Ecuador where the law could be changing and the profit could be lower. Hold until you see the benefits of the new projects coming in.

TOP PICK

$23 18 months ago and you can now buy at around $11 for an earnings stream that is growing at around 10%. Made an acquisition that had a huge backlog in the oil sands area.

BUY

Will benefit from infrastructure plays, especially in the 4th quarter. A 2nd half story with cash flow showing up next year.

BUY

Positive on the infrastructure sector in general. Stock bottomed a couple of times in October and November and by March was substantially higher than the lows. He would prefer SNC Lavelin (SNC-T) because of its diversity and global outlook. (See Top Picks.)

BUY

Good story and he really likes it here. Infrastructure money hasn't been spent yet. With their recent acquisition, they are now very big in the oil sands business.

BUY

Stock has been performing pretty well over the last several months. Have a pretty good backlog of business. Participating nicely in this rally.

BUY

(Market Call Minute.) Decent company. Some management changes but the direction for the company going forward is excellent.

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DON'T BUY

Infrastructure play. Federal governments globally are spending lots of money on infrastructure. In the near term, how much do you pay for infrastructure in a world where industrial spending is way down? Have projects levered to power plants and oil sands, which are not going to bounce very quickly. Earnings estimates are flat. If interested, follow backlog reports and if this grows you know there is momentum.

BUY

Good play on infrastructure. Anything dealing with civil engineering such as roads, bridges, abutments, etc. Enthusiasm on infrastructure may be a little overdone at the moment.

TOP PICK

Just acquired Lockerbie & Hole (LH-T). There is just so much going on in the infrastructure build group that these guys are going to be well positioned. Met all their expectations and are one of the few companies that increased their guidance. Trading 3X operating cash flow.

BUY

There is going to be so much infrastructure spending over the next little while that he would take a look at the sector. More North American than SNC Lavalin (SNC-T). (For infrastructure See his Top Picks.)

COMMENT

The problem with the infrastructure spending is that it takes a long time and benefits are probably more than a year out.

PAST TOP PICK

(A Top Pick Dec 14/07. Had an $18 Stop so it is only down 11%.) Really likes the infrastructure space. Wouldn't be surprised to see it pull back to $10.50.

PARTIAL BUY

Little uneasy about the determination of governments to put a lot of money into infrastructure. This company is fine. Just don't go overboard in believing infrastructure is the magic potion.

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Aecon Group Inc (ARE.TO)