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TSE:ARE

Aecon Group Inc (ARE.TO)

43.58
-0.07 (0.16%)
as of Jun 18, 2026, 4:54:23 pm Market Open.
427 watching
0
Investor Insights
star iconJun 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 icon
Consensus
Hold
valuation icon
Valuation
Fair Value
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WSP
COMMENT
Long-term outlook is very strong. Have a very large backlog of business. Prefers Bird Construction (BDT.UN-T)
BUY
One of two major construction companies (SNC Lavalin SNC-T) in Canada.
DON'T BUY
This kind of stock used to trade at 3 to 5 times earnings. Now they are at 15X or more. He feels this is a bit too expensive.
PAST TOP PICK
(A Top Pick Dec 14/07. Down 23%.) Briefly traded higher. The industry group is holding up on a relative strength basis. Currently in a holding pattern. Coming out with earnings in May 7th and will look at it at that time.
BUY
An infrastructure company so he likes it very much. Long-term trend is clearly on the upside. Has recently formed a nice base pattern at around $15 as well as an intermediate upward trend. Very strong earnings picture.
BUY
An infrastructure development company. Is valued at a reasonable fashion.
BUY
Likes as the infrastructure theme, especially out West, is a big, big winner.
HOLD
These guys are good. Thinks there might be better opportunities in some of the other REITs. Expect it to move up in the short-term. A lot of speculation on when Highway 417 is going to be sold. Have a large amount of institutional business. Thinks the current price is safe.
DON'T BUY
An infrastructure play and the company will do well. The stock cannot do as well because the multiple has risen to full valuation. He owns the bonds.
TOP PICK
Infrastructure play with emphasis in Alberta on the oil sands side. Chart shows good consolidation followed by rises. It may consolidate here but longer-term it looks quite exciting. Also has good fundamental background.
TOP PICK
(A Top Pick June 26/07. Up 59.1%.) A name you can put away and not worry about currency or US economy. Lack of infrastructure over the last 10 years is a strong undercurrent for this company. Margins look very strong.
HOLD
Well managed, infrastructure is okay, new projects on the way and the stock is priced well.
BUY
A great little infrastructure play, but a little overvalued. Would probably buy. Good for retail investor as it is very thinly traded.
BUY
Have done a very good job of capitalizing on getting into more and more different kinds of businesses. Would be an interesting way to play the infrastructure in Canada.
TOP PICK
Infrastructure. Have great contract momentum on the oil sands side. Also benefiting from the demand for infrastructure on utility side. Margins are expanding.
Showing 436 to 450 of 452 entries