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

Home

Daily Stock Opinions and Ratings

Arc Resources Ltd (ARX.TO)

32.57

+0.12 (0.35%)

as of Jul 22, 2026, 5:13:16 pm Market Open.

940 watching

Investor Insights

Jul 22, 2026, 12:00 am

This summary was created by AI, based on 41 opinions in the last 12 months.

Arc Resources Ltd. (ARX) has faced challenges primarily due to issues with its Attachie project and the volatile natural gas market. Although its stock has taken a hit, many analysts still see potential in the company's long-term growth. There's a general sentiment that the company's assets, particularly in natural gas and condensate, provide a solid foundation for future growth, especially with the anticipated demand for LNG. However, the current price fluctuations and production guidance have led to varied opinions, with some experts advocating for patience and others suggesting investors may want to explore other opportunities in the energy sector. Overall, while concerns remain about the company's current performance and market conditions, analysts still acknowledge its quality assets and the potential for recovery.

Consensus

Hold

Valuation

Fair Value

Similar

CNQ

COMMENT

Dividend can get cut at any time. They'll do it to protect the balance sheet at any cost, and the stock may go up. Methodical execution. As long as there's a conventional oil and gas business, ARC will be there.

DON'T BUY

It's in no-man's land now. Avoid new lows like this. This could fall to $5.

WEAK BUY

Their debt is very low and acceptable and have lots of cash. Book value is over $10 per share. A high yield and good company in the right fairway. They are liquids rich. He thinks this is a very cheap stock, but there are so many others that you can own. There could be another 5-10% downside for weakness. Yield 7.5%.

TOP PICK

It is getting kicked out of the MSCI world index tomorrow and going into the small cap index. It got beaten up and so he is recommending it for an energy stock. (Analysts’ price target is $13.23)

PAST TOP PICK

(A Top Pick Apr 05/18, Down 42%) He got stopped out. Crude prices have not rallied, so the stock has not improved. Energy is great value at the moment, but this would not be his first entry back into the space.

TOP PICK

The disparity in oil stocks between fundamentals and share prices has never been wider, but ARX falls into a nice middle ground. It's been hit the last few days on weak gas prices, but two-thirds of cash flows are supported by oil, but they also have long-term exposure to LNG Canada and LPG export. Plus, they're marketing their products to the States. Well-run and you get paid a 7% dividend. (Analysts’ price target is $13.53)

DON'T BUY

Still on its long downtrend.

HOLD

It is an ultra-high level quality company that has been impacted by its exposure to natural gas production. It only trades at 3-4 times cash flow, when it used to trade at 8 times. The lack of trading liquidity in the space is holding back valuations. The only knock is that they are outspending cash flow this year. A short term issue. A solid name.

COMMENT

Stock is cheap here. Pays a monthly dividend of almost 7%. Book value is $10.39. All natural gas stocks have been beat up. Paid down debt, and equity's gone up. Decent balance sheet. Sitting in the fairway that will benefit from LNG exports 3-4 years from now. Not on his list, but sees the merits of owning it.

DON'T BUY

He used to own it. A great company, but it produces natural gas in Northern BC. The market fundamentals are awful there. He sold out at $14 and he is glad to not own it.

BUY

He sold at the end of the year. This has historically been one of the best run companies. They are caught up in the lack of ability to get gas out of the country. You are getting paid to wait. Consider adding to it here. When these stocks go up, they go up a lot.

RISKY

Pays a good dividend of 6.7%. He likes it now to play the energy sector. It's come down a lot over time but is now in a seasonal period. Lighten up around June.

DON'T BUY

One of the better operators in Alberta. But as underlying price drops, constant pressure on the company. At these levels, as long as you're at 100% payout ratio, you're probably fine. But if oil price dips, they'll have to reduce capex or dividends, and that's not growth. He's not looking at these levels.

TOP PICK

26% of production is in liquids. Strong balance sheet in a depressed industry. PAys a 6.34% dividend (Analysts’ price target is $13.36)

HOLD

Conservative management team. They have re-geared their business around the Montney region. Cash flow today is not a great reflection of what the future will be, he thinks. The dividend has held around 5-6% and he plans to hold for the long term. Yield 5.8%

Showing 256 to 270 of 816 entries

Most Recent Experts

John Stephenson

Stephenson & Company Capital Management

The Panic-Proof Portfolio (Stockchase Research)

Stockchase Premium

Julien Nono-Womdim

Goodreid Investment Council

Jim Cramer - Mad Money

CNBC

Larry Berman CFA, CMT, CTA

ETF Capital Management Inc.

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Arc Resources Ltd (ARX.TO)