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
0
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.

consensus icon
Consensus
Cautious
valuation icon
Valuation
Fair Value
review icon
Similar
CNQ
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.
TOP PICK
Premiere gas company. Well regarded management. Owns own infrastructure to help manage costs, in right areas, very solid balance sheet. 18% free cashflow yield. Only overhang may be First Nations claims. Yield is 3.39%. (Analysts’ price target is $25.73)
Showing 121 to 135 of 814 entries