TSE:ARX

Arc Resources Ltd (ARX.TO)

31.92
+0.22 (0.69%)
as of Jun 10, 2026, 8:00:01 pm Market Open.
942 watching
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 45 opinions in the last 12 months.

Arc Resources Ltd (ARX-T) has garnered a mixed set of opinions from various experts, particularly in light of its recent acquisition by Shell. While some experts highlight the certainty of the deal and the potential for dividends, others express skepticism about the stock's upside and recommend selling or reallocating funds to other energy investments. The ongoing issues with the Attachie project seem to weigh on the company's outlook, especially against the backdrop of fluctuating natural gas prices. Despite this, several reviews point to the firm's strong cash flow generation, solid balance sheet, and promising long-term potential due to the underlying quality of its assets, particularly in natural gas. The consensus leans towards caution before the deal closes, urging investors to weigh their tax situations and consider future market dynamics.

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Consensus
Cautious
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Valuation
Fair Value
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 17/22, Down 16.4%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ARX has triggered its stop at $15. To remain disciplined, we recommend covering the position at this time. This will result in a next investment gain of 9%, when combined with previous buy recommendations.
HOLD
Higher beta. More sensitive to the market than H, FTS, or one of the banks. On big down days, the spicy stocks suffer. One of the better quality nat gas producers. If bullish on nat gas, and he is, you can comfortably own it.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick May 17/22, Up 17%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ARX has achieved its $21 objective. To remain disciplined, we recommend covering half the position at this time and maintaining a stop at $15.
BUY
Company trading a very low valuation. Long reserve life with 24% free cash flow yield. Expectation is for aggressive share buybacks. Will see a 5x multiple and a $35 stock price (85% upside).
TOP PICK
Incredible free cashflow, with a FCF around 17%. Nat gas has spiked and probably going higher. Positioned well in light of disruptions from the war. Great producers, good operators. Still cheap in the sector. More to run. Yield is 2.02%. (Analysts’ price target is $23.88)
TOP PICK
Believes Canadian energy can be major contributor to global energy security (ethically produced & alternative to Russia dependence). Strong financials with recent dividend increase and strong free cashflow yields. LNG exports starting to increase in Canada. Expecting 8% production growth.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly With over 929 million barrels of probable reserves focused in the prolific Montney and Pembina Cardium properties, we again reiterate ARX as a TOP PICK. Recent reported earnings doubled analyst expectations and the company is generating sizable positive cash flow. It pays a good dividend, backed by a payout ratio under 30% of cash flow. We continue to recommend a stop loss at $15, looking to achieve $21 -- upside potential over 19%. Yield 2.69% (Analysts’ price target is $20.96)
PAST TOP PICK
(A Top Pick Apr 19/21, Up 118%) The 7 Generations buy was great. Natural gas prices boosted shares after lagging last year. He lightened his holding as nat gas spiked, and is migrating more to crude oil. Not sure if the nat gas boom can sustain.
BUY
Focused on nat gas that's a big beneficiary of LNG. A 9-bagger from March 2020. Great strategic acquisitions. Only cloud on the horizon is the BC First Nations issue. One of the best managed in the sector.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 03/22, Up 74.6%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ARX has achieved its $19 objective. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $12) to $15.
WAIT
Mainly a natural gas producer in western Canada. Very well run. Benefited from strong commodity prices. If you buy now, you run the risk of buying high.
PAST TOP PICK
(A Top Pick Jul 05/21, Up 65%) It still has good upside as do all energy stocks. It has been higher on price/book basis. Technical resistance at $19. Keep holding it.
PAST TOP PICK
(A Top Pick Mar 23/21, Up 131%) Still more upside in terms of share price appreciation and dividend growth. Incredibly well positioned for the long term. One of his biggest positions.
BUY
One of the cheapest stocks out there. Trading at 2.7x vs. peers at 3.9x. Decent production growth, good cashflow per share growth, excellent balance sheet. Canadian oil patch got oversold to oblivion, so this is still a buy. Be careful if there's a downdraft in the price of oil.
PAST TOP PICK
(A Top Pick Mar 09/21, Up 94%) Case of market incorrectly pricing stock. Financially strong, and well managed company that has been able to take advantage of depressed market. Still believes stock price is attractive to buy at. Riding tail winds of strong energy prices.
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