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

TOP PICK

He likes their recent acquisition. He likes the positioning and the scale of operations. It moves them to the third position in production overall in Canada. (Analysts’ price target is $11.71)

BUY

A mispriced stock. It is being held back from forced selling from Seven Gens holders due to a mandate. This used to be the tier one quality name in Canada that traded at a huge premium. It is trading at 3.2x cashflow. Sign of an inefficient market. 8 - 8.5% weight for him. Would expect a 6x multiple, which would be a 119% upside.

TOP PICK

He likes their merger with 7 Generations, and he's very bullish natural gas demand and prices driven by the post-Covid housing boom. They have some of the greenest natural gas, powered by green power in BC. They have an investment grade credit rating now, one of only three nat gas producers. Once this deals clear, ARX will see great performance. (Analysts’ price target is $11.22)

TOP PICK

Likes the merger with Seven Generations. As a senior player, it will get more recognition. Likes the balance sheet. Yield is 3.09%. (Analysts’ price target is $11.11)

TOP PICK

Extremely well run. The deal with Seven Generations creates greater scale and more capital flexibility. It's a major player in the Montney region. Production is expected to rise, with the combined companies means 340,000 barrels a day. He predicts this will be cash flow positive by year's end. It trades at 3-4x cash flow which will grow in coming years. Will enjoy synergies from the merger. He hopes that cash will quickly pay down debt. Carries a not-bad 3% dividend yield. (Analysts’ price target is $10.97)

BUY

Owned in the past but sold it in 2017. Has come back. They are one of the best producers of natural gas in the western Canadian sedimentary basin. A good pick if you want nat gas exposure.

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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 economy looking to get back on its feet, this is a good entry for a high-quality energy producer. Trading at 85% of book value and with a PEG of 0.34, it is strong value now. We would buy with a stop-loss at $4.50, looking to achieve $8.75 -- upside potential of over 34%. Yield 4.64% (Analysts’ price target is $8.63)

DON'T BUY

Natural gas is 80% of their production stream. Their liquids weighting is falling more than he thought in 2021. This erodes the free cashflow the company is able to generate. It is not as attractive relative to other names. It would have to fall 10% more from here to be a buy. Tourmaline is a better buy.

COMMENT

The momentum today will off-set tax-loss selling. Looking through the very short term, the dynamics of the sector are tighter. They had a disappointing 2021 forecast with more gas allocations. If you are bullish on natural gas, you could be a buyer, but he does not find it too compelling.

HOLD

Cheap. Great balance sheet, low payout ratio. Modeling 56% EPS growth. Only problem is it's 70% natural gas. You can own it and it will continue to do OK.

BUY

Purely natural gas. Prices are bumping up against 3-year highs. Longer term, gas has to be part of the energy solution; renewables can't carry the load yet. One of the best, really likes it at these levels. Environmental focus. Great long-term hold.

BUY

It has a high quality asset base. Historically, it traded at a massive premium. Current natural gas and oil prices, it is trading at a 10% free cashflow yield. Because the stocks are beaten down, you can get a pretty good deal if you believe oil prices will strengthen.

PAST TOP PICK

(A Top Pick Oct 01/19, Up 18%) He still likes it. You get premium asset quality, lower operating cost and low financial leverage. There was a CEO change. You get good exposure to natural gas. It is still inexpensive.

DON'T BUY

He used to own it to get exposure to Canadian natural gas. Assets and management are superb, and pays a fine dividend. However, at the start of March, he changed his outlook given how tough a sector energy was and gas demand was uncertain. He sold all his energy stocks and put his money into CNQ. Arc is still a good company. If you hold, be patient. When energy improves, so will Arc's stock.

PAST TOP PICK

(A Top Pick Jul 16/19, Up 12%) Despite a dividend cut, this is doing okay. He expects part of that dividend to come back. Natural gas has turned very positive for Canadian producers. Two big deals in the Montney involving CNQ and Conoco Phillips buying assets as gas prices rising on dropping US oil and gas production. He still likes Arc. Arc has a real ESG focus that will attract capital. We'll still need natural gas.

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Arc Resources Ltd (ARX.TO)