Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

TSE:ARE

Aecon Group Inc (ARE.TO)

45.99
-1.24 (2.63%)
as of Aug 19, 2026, 8:00:00 pm Market Open.
423 watching
0
Investor Insights
star iconAug 19, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Aecon Group Inc (ARE-T) has garnered a favorable outlook from various experts despite challenges within the construction and engineering sectors. The company boasts a record backlog of over $10 billion, primarily driven by infrastructure spending and a strong focus on nuclear projects in Canada. Analysts appreciate the transition towards variable-price contracts, which has led to improved cash flow and earnings stability. The stock has exhibited significant growth recently but is also viewed as overbought in the short term by some reviewees, suggesting potential pullbacks. Overall, there is a sense of cautious optimism surrounding Aecon's future performance, particularly with the anticipated increase in infrastructure investments and the clearing of legacy projects that have burdened the company.

consensus icon
Consensus
Hold
valuation icon
Valuation
Overvalued
review icon
Similar
Atkins, ATK
BUY
Infrastructure has been ignored for too long and governments are starting to address this issue. A lot of money will be thrown at it over the next number of years. Companies that can be looked at would include SNC Lavalin (SNC-T), Aecon (ARE-T) and on a global basis Royal Boskalis on the Amsterdam exchange.
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.
Showing 436 to 450 of 453 entries