CIBC World Markets Downgrades ARC Resources (TSE:ARX) to Neutral

ARC Resources (TSE:ARX) was downgraded by analysts at CIBC World Markets from an “outperform” rating to a “neutral” rating in a research report issued on Monday,BayStreet.CA reports. They currently have a C$25.50 price target on the oil and gas exploration company’s stock, down from their previous price target of C$27.50. CIBC World Markets’ price objective points to a potential upside of 8.46% from the stock’s previous close.

ARX has been the subject of a number of other research reports. Jefferies Financial Group decreased their price target on shares of ARC Resources from C$28.00 to C$27.00 in a research note on Tuesday, January 20th. UBS Group cut shares of ARC Resources from a “strong-buy” rating to a “hold” rating in a report on Friday, December 12th. MKM Partners set a C$34.00 price target on ARC Resources and gave the stock a “buy” rating in a report on Friday, December 19th. Natl Bk Canada cut ARC Resources from a “strong-buy” rating to a “hold” rating in a research report on Friday, February 6th. Finally, Roth Mkm raised ARC Resources to a “strong-buy” rating in a research note on Friday, December 19th. Two analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, ARC Resources presently has an average rating of “Moderate Buy” and a consensus price target of C$29.21.

ARC Resources Stock Up 2.2%

Shares of TSE:ARX opened at C$23.51 on Monday. The firm has a 50 day simple moving average of C$25.09 and a 200-day simple moving average of C$25.54. ARC Resources has a twelve month low of C$21.14 and a twelve month high of C$31.56. The company has a current ratio of 1.14, a quick ratio of 0.42 and a debt-to-equity ratio of 30.05. The company has a market capitalization of C$13.41 billion, a PE ratio of 10.74, a P/E/G ratio of 0.29 and a beta of 0.00.

ARC Resources (TSE:ARX) last announced its quarterly earnings results on Thursday, February 5th. The oil and gas exploration company reported C$0.46 earnings per share for the quarter. ARC Resources had a net margin of 20.95% and a return on equity of 14.60%. The firm had revenue of C$1.58 billion during the quarter. On average, equities analysts predict that ARC Resources will post 2.7255139 EPS for the current fiscal year.

More ARC Resources News

Here are the key news stories impacting ARC Resources this week:

• Positive Sentiment: Several major firms kept constructive ratings (still “Outperform”/”Buy”) despite lowering targets — BMO and RBC retained Outperform while Desjardins kept a Buy rating, leaving meaningful upside in their models which can support investor demand. Analyst Rating Changes
• Neutral Sentiment: ARC launched a C$950 million offering of senior unsecured notes (split across maturities). This raises liquidity and funds (or refinances debt) without equity dilution, but increases leverage — impact depends on use of proceeds and market reception. ARC Resources to Issue C$950 Million in Senior Unsecured Notes
• Neutral Sentiment: Media roundup of Canadian analyst updates summarizes multiple target cuts and rating changes across the coverage universe — useful context but not a single market-moving call. Canadian Analyst Updates: February 9th, 2026
• Negative Sentiment: Several analysts downgraded ARC or lowered targets: CIBC cut ARX from Outperform to Neutral (C$25.50 PT); Raymond James cut to Market Perform (C$28.00 PT). Those calls reduce buy-side pressure and can weigh on near-term sentiment. Analyst Rating Changes
• Negative Sentiment: Additional coverage cuts to “Hold”/”Sector Perform” from National Bank and related outlets add to negative headlines and may amplify selling by funds that follow those signals. ARC Resources Cut to Sector Perform at National Bankshares ARC Resources Cut to Hold at Natl Bk Canada ARC Resources Cut to Hold at Cibc Captl Mkts

About ARC Resources

ARC Resources is an independent energy company engaged in the acquisition, exploration, development, and production of conventional oil and natural gas in Western Canada. The company produces light, medium, and heavy crude, condensate, natural gas liquids, and natural gas. Production averaged 163.6 thousand barrels of oil equivalent per day in 2020, and the company estimates that it holds approximately 879 million boe of proven and probable crude oil and natural gas reserves.