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Kakwa Integration And LNG Canada Will Fuel Future Upside

Published
25 Nov 24
Updated
03 Oct 25
AnalystConsensusTarget's Fair Value
CA$33.03
21.4% undervalued intrinsic discount
03 Oct
CA$25.97
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1Y
4.8%
7D
-1.7%

Author's Valuation

CA$33.0321.4% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on03 Oct 25
Fair value Decreased 2.35%

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.

Shared on16 Sep 25
Fair value Decreased 0.35%

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.

Shared on01 May 25
Fair value Decreased 3.03%

Shared on23 Apr 25
Fair value Decreased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 0.34%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.84%

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

Shared on02 Apr 25
Fair value Increased 7.64%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 0.55%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Decreased 3.75%

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.