ARX: Buyback Plan And Index Addition Will Drive Shareholder Returns

Analysts have slightly lowered their price target for ARC Resources to C$33 from C$35. They cite modest revisions to fair value and profitability expectations following a recent update to their financial models.

ARC Resources’ analyst price target has been lowered slightly from C$35 to C$33. Analysts cite a more cautious outlook driven by modest declines in forecast fair value, revenue growth, and profit margins.

Analysts have lowered their price target for ARC Resources from C$35 to C$33. They cited modest shifts in revenue growth assumptions and an updated profit margin outlook as key factors for the revision.

Consensus analyst targets for ARC Resources were marginally revised lower, primarily reflecting updated commodity price assumptions and sector outlooks despite ongoing confidence in the company’s strong operational performance and capital returns, resulting in a minimal price target reduction from CA$33.94 to CA$33.82. Analyst Commentary Bullish analysts cited consistent operational performance and reaffirmed positive outlooks, reflected in maintained Outperform/Buy ratings despite minor target reductions or increases.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 5.0% to 3.7%.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget has decreased revenue growth from 5.6% to 5.0%, decreased profit margin from 35.8% to 27.0% and increased future PE multiple from 12.5x to 14.4x.