TSE:ARX

Arc Resources Ltd (ARX.TO)

29.80
+0.31 (1.05%)
as of Jun 30, 2026, 8:00:01 pm Market Open.
941 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

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

Arc Resources Ltd (ARX-T) has garnered mixed opinions from analysts and experts, with many recognizing its quality assets and production capabilities in the natural gas sector. The company has faced some challenges, particularly concerning its Attachie project, which has led to concerns about production growth and valuation amidst fluctuating gas prices. While some experts recommend holding or accumulating shares for long-term growth, others suggest potential alternatives or express wariness about its near-term performance due to market pressures and the upcoming Shell acquisition. Overall, the sentiment can be characterized as cautious optimism, with the expectation that patience could yield rewards as broader energy market dynamics evolve.

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Consensus
Hold
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Valuation
Fair Value
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TOU
PAST TOP PICK
(A Top Pick Feb 10/22, Up 9%)

Commodity cyclical. Commodity is low again because of the warm weather. Thinks a lot of that is already in the price. Stock should be $25-30. Hoping the commodity tightens up over the summer.

TOP PICK

Share price off significantly, by about 25%. Huge amount of undeveloped land. They own their own infrastructure. Buy on the dip, especially under $15. Premier nat gas company to own. Upside on LNG Canada export. Yield is 4.03%, growing. 

(Analysts’ price target is $24.43)
PAST TOP PICK
(A Top Pick Jan 28/22, Up 18%) Gas weighted company (Condensate as well). Recently sold shares. Blueberry dispute recently solved, but has been a concern. 20 years of tier 1 drilling inventory.
BUY
He targets $29. Trades at 2.7x 2024, half its peers' PE. Excellent balance sheet and 3% production growth. They just raised their dividend by 25%. A great energy name.
TOP PICK
It is very inexpensive and is returning free cash flow to shareholders.. It is very dominant in the Montney area and could be a player in LNG. A well run company with a strong balance sheet. The dividend is up 25%. Buy 14 Hold 0 Sell 0 (Analysts’ price target is $25.00)
PAST TOP PICK
(A Top Pick Nov 05/21, Up 50%) Excellent name for natural gas exposure. Very well run company with good management. Returning lots of capital to shareholders.
SELL
He has a model price of $59.56, 207% upside, but hold on. Analysts are stuck. Could be top of the cycle. More of a sell than a buy here. Top is $21.15. If we ever got a pullback to $15, he'd look at it as a trade. Reports tonight.
PAST TOP PICK
(A Top Pick Nov 05/21, Up 47%) A gas stock. It is in arbitration with First Nations and is waiting for a resolution. Much of its free cash flow is used to buy back shares at a rate of 1.2% per month. A super high quality stock with 80% upside and 20 years of running room.
DON'T BUY
There's downside risk to oil to below $80/barrel. A global or North American recession will pressure oil. They don't pay a good enough dividend; he prefers dividend stocks in this environment.
BUY
Very well managed company with excellent inventory depth (several decades). Using NCIB to buy back stock aggressively. Seeing major upside for stock. Should be debt free by the end of next year. Expecting a 5x multiple equates to $39 share price (100% upside).
BUY
Likes it as a company. Great numbers. More gassy than oily. Well positioned if we can ever get a pipeline to the West Coast. Well run. Paid down debt. Maintained production capability. One of the top energy stocks in the country.
STRONG BUY
Highly recommended. There will be fresh upward pressure on gas prices going into the winter. The States has an easier time shipping LNG to Europe and, hopefully, Canada will get its act together to benefit as well.
BUY
Excellent management team that is over conservative at times. Has 30+ years of inventory(reserves). Share price trading at 2.5 years of inventory. Native reserve dispute expecting to be resolved soon. SIB (significant issuer bid) is expected soon (10% of shares). Looking to be debt free in Q4 this year. Expecting a 5x multiple on the share price (100% upside).
PAST TOP PICK
(A Top Pick Aug 23/21, Up 120%) The only thing that's worked this past year has been energy. VII Generations acquisition was well timed. Go-to player in nat gas and light oil. Getting later in the cycle, still a decent play. Generating great cash.
BUY
ARX vs. TOU Both terrific. Nat gas is a great place to be. LNG is a real thing, the world needs our energy. ARX has 20% cashflow per share growth, 8% production growth, very clean balance sheet, a bit cheaper relative to peers, 50-80% free cashflow. TOU is a pure play. If oil and nat gas prices can hold, both names are compelling. Use the charts to buy them. ARX is a bit more attractive right now.
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