Arc Resources Ltd (ARX.TO) Buy, Sell or Hold

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Arc Resources Ltd (ARX.TO)

29.80

+0.31 (1.05%)

as of Jun 30, 2026, 8:00:01 pm Market Open.

941 watching

Investor Insights

Jul 1, 2026, 12:00 am

This summary was created by AI, based on 43 opinions in the last 12 months.

Reviews from various experts indicate a mixed sentiment regarding Arc Resources Ltd. The stock finds itself in a challenging position due to issues surrounding its Attachie project and the overall volatility in natural gas prices. While some analysts maintain a long-term positive outlook, emphasizing its quality assets and potential for growth driven by LNG exports, others advise caution, pointing out production cuts and a lack of immediate upside. The impending acquisition by Shell has added a layer of uncertainty, with opinions split between selling now or holding until the deal closes. Despite the challenges, many experts appreciate the management's efforts in maintaining a solid balance sheet and its commitment to returning capital to shareholders through dividends and buybacks.

Consensus

Hold

Valuation

Fair Value

Similar

CND-Q

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.

BUY

Currently trading at ~2.5x cash flow & 25% cash flow yield ($100 oil). At current pricing, company could privatize in ~ 3 years 20 years of inventory. Stock at reasonable trading multiples should be trading at ~$34/share. Concerns that company will be bought a rock bottom price, before shareholders rewarded.

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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 the recent tragic events in Ukraine, the importance of energy self security has never been more important, so we reiterate ARX as a TOP PICK. It trades at 12x earnings, compared to peers at 15x. It pays a small dividend backed by a payout ratio under 25% of cash flow. We recommend trailing up the stop (from $11) to $12, looking to achieve $19 — over 22% upside potential. Yield 1.89% (Analysts’ price target is $18.66)

BUY

Benefitting from commodity cycle. Great recovery so far, but these stocks are still relatively inexpensive. He owns ARX, but WCP could easily have been a comparable. Enthusiasm for energy is just starting. Anticipates an easy 50% out of these Canadian mid-cap producers.

TOP PICK

Room to run in energy producers. Trades at a discount to NAV of $20-21. Incredible for a $14 stock. Nat gas looks tighter for longer. With the money ARX will make, the market will push up the price at some point. Yield is 2.78% (Analysts’ price target is $19.12)

BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. They benefit from improving oil prices. The company has demonstrated strong torque on increasing free cashflow and balance sheet. Debt is reasonable and they are reinvesting into property and equipment. The multiple is cheap at 2.1x forward sales, 8x forward PE. Still lots of room left to run. Unlock Premium - Try 5i Free

PAST TOP PICK

(A Top Pick Mar 09/21, Up 90%) Is holding on. At current oil prices, this is a cash-flow machine. They are expanding operations in the coming year. He's very bullish oil companies. Supply is constrained and investment in recent years in oil has fallen off, so those oil companies operating will benefit from high oil prices. Pays a 2.7% yield.

TOP PICK

Believes company is the largest misprice of any Canadian energy stock (undervalued). Currently trading at ~2x cash flow and has a free cash flow yield of 24%. Company buying back stock and paying down debt. Committing 80% of free cash flow to stock buy backs. 20 years of long life assets. Strong management team.

HOLD

Long term hold. He's positive on western Canadian natural gas, because of fundamental demand and LNG Canada. LNG is a game-changer for the whole western Canadian nat gas market. Well positioned. Well run. ESG focus, which is getting more important.

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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 Jan 07/21, Up 98.3%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with ARX is progressing well. We now recommend trailing the stop up (from $9.50) to $11.00.

COMMENT

Likes stock as is a strong company. Position in Montney formation is great. Generating free cash flow with a strong balance sheet. Along with Tourmaline is a premiere Canadian natural gas company. Dividend payout and stock buyback should start to occur.

BUY ON WEAKNESS

High quality assets. The stock is trading at 2.4x cash flow. 27% cashflow yield. Actively buying back stocks. So far, it is not getting recognition. It is not the balance sheet, not the ability to return. Management is selling the story. Does not understand why it is not going up.

BUY

Top tier producer, great assets, good management, fairly priced when he bought it. Nat gas market is very tight, so the outlook is still great.

TOP PICK

High quality asset base that is trading at 2.3x enterprise value to cashflow at $70 oil. Doing everything right. Potentially a 12% free cashflow yield. Could see over 100% upside at $70 and $80 oil. An ESG leader. (Analysts’ price target is $17.57)

PARTIAL BUY

One of the best in the sector in Canada. On a medium- to long-term basis, really likes nat gas. Much more sustainable, as they produce the greenest nat gas than peers. All kinds of free cashflow at these prices. Might see a pullback in the next 6 months, providing a buying opportunity. If you don't own any, start a partial position.

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Arc Resources Ltd (ARX.TO)