Group 1 - Barrick Mining Corporation is considered one of the most undervalued large-cap stocks currently, with a significant discount compared to its global peers [1] - JPMorgan initiated coverage of Barrick Mining with an Overweight rating and a price target of $68, citing strong demand for gold driven by central bank activities and US policy uncertainty [1] - Canaccord raised its price target for Barrick Mining to C$80 from C$70 while maintaining a Buy rating [2] - Bank of America increased its price target for Barrick Mining to $58 from $50, also maintaining a Buy rating, highlighting intensified macroeconomic factors affecting gold prices [3] Group 2 - Barrick Mining explores, develops, produces, and sells mineral properties, focusing on gold, copper, silver, and energy materials [4]

美国总统特朗普提名沃什（Kevin Warsh）出任美联储主席引爆了贵金属数十年来最惨烈的抛售。 周四还齐创盘中 历史新高的金银大跳水。 黄金在周五亚市早盘传出特朗普将提名沃什任美联储主席的消息后即转跌，欧股盘中已跌破5000美元/盎司关口，美 股午盘跌幅扩大， 现货黄金日内跌幅曾接近13%、为上世纪80年代初以来四十多年盘中跌幅之最，跌幅超过了2008年金融危机时。 周四史上首次涨破120美元的白银周五欧股盘中跌破100美元，美股盘中曾跌至80美元下方。 现货白银盘中一度暴跌超35%，创有纪录以来最大跌幅。这场"血 洗"波及整个金属市场， 周四也创最高纪录的伦铜一度回落近6%。 市场将此次暴跌归因于投资者对美联储政策预期的急剧转变。 沃什长期以鹰派立场著称，尽管近期公开支持降息以迎合特朗普，市场仍认为其不太可能激进降息。 德国商业银行分析师Thu Lan Nguyen表示：" 市场认为沃什比哈塞特等其他人选更为鹰派。"这一预期推动美元反弹，令以美元计价的大宗商品对全球买家吸 引力下降。 沃什的提名还缓解了市场对美联储独立性丧失的担忧 。 此前投资者涌入贵金属避险，部分源于对货币贬值和美联储独立性的担忧。 I ...

Core Insights - The year 2026 has begun with notable cross-asset volatility due to rising geopolitical risks, late-cycle monetary uncertainty, and uneven earnings visibility, leading to sharp sector and asset-class rotations rather than broad sell-offs [1] Precious Metals - Gold has traded above $5,300/oz and silver exceeded $110/oz in January, marking one of the strongest monthly starts in decades, with gold up approximately 23% in January, its best monthly performance since the 1980s [2] - In 2025, gold rose 65.2% and silver more than 150%, significantly outperforming global equities, while gold-mining equities gained 166.4%, compared to a 23.1% increase in the FTSE All-World Index [3] Earnings Outlook - Despite macroeconomic stress, the mean earnings-per-share (EPS) estimate for the Zacks S&P 500 Composite indicates a growth of 29.3% in 2026, with capital rotating towards assets with pricing power and strong balance sheets [8] AI Capital Expenditure - Companies are increasing long-term investments in AI data centers, advanced semiconductors, and cloud infrastructure, making this spending a strategic necessity rather than a discretionary upgrade [9][10] Sector Positioning for 2026 - Selective sector allocation is recommended for 2026, focusing on three standout sectors: AI infrastructure and semiconductors, precious metals and gold-linked equities, and energy and critical materials [11] AI Infrastructure & Semiconductors - Capital is concentrating in companies with AI capacity, with NVIDIA and Micron Technology emerging as key beneficiaries, projected to report earnings growth of 57.1% and 298.7% respectively in their upcoming fiscal years [12] Precious Metals & Gold-linked Equities - Gold-mining equities are outperforming bullion due to higher realized prices and disciplined capital expenditure, with Newmont and Barrick projected to report earnings growth of 20.8% and 45% respectively in 2026 [14] Energy & Critical Materials - The demand for electricity and key inputs like copper and nickel is accelerating due to AI data centers, with utilities like NextEra expected to report earnings growth of 7.8% in 2026 [16]

In the current market session, Barrick Mining Inc. (NYSE:B) stock price is at $45.86, after a 11.89% decrease. However, over the past month, the company's stock went up by 4.02%, and in the past year, by 176.87%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Barrick Mining P/E Compared to CompetitorsThe P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate ...

智通财经APP获悉，摩根大通周四首次对北美黄金行业进行评级，给予巴里克矿业(B.US)"增持"评级， 目标价68美元;同时给予伊格尔矿业(AEM.US)"中性"评级，目标价248美元。摩根大通认为，受央行买 盘和美国政策不确定性的支撑，黄金短期和长期前景均看涨。 巴里克矿业和伊格尔矿业周四早盘分别触及多年高点 54.69 美元和 225 美元，但随后回落，收盘分别下 跌1.76% 和3.35%，原因是黄金期货价格从每盎司 5500 美元以上的历史高位回落。 另一方面，巴里克矿业拥有世界一流的储量基础和近期强劲的内生增长潜力，但其业绩记录喜忧参半， 目前正处于管理层过渡期，且业务涉及风险较高的地区。尽管如此，其股价相对于全球同行而言，目前 折价幅度较大，但未来可能出现一些独特的利好因素，例如 Loulo-Gounkoto 矿的重启或出售，以及 Fourmile矿的资源量更新。 摩根大通分析师Bennett Moore表示，他认为伊格尔矿业是该领域的领军企业，其优势在于卓越的运 营、极具吸引力的成本结构以及低风险的区域布局。尽管这些优势也带来了一定的溢价，但考虑到伊格 尔矿业的下一轮增长主要集中在2030年代，且 ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Barrick Mining (B) reports results for the quarter ended December 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 5, might help the stock move higher if these key numbers are better than expect ...

Gold is back in macro-dominance mode—and JPMorgan is framing the sector as a tale of two miners trading at very different prices for very different reasons. With bullion up roughly 91% year-over-year and miners nearly tripling, the divergence between Barrick Mining Corp (NYSE:B) and Agnico Eagle Mines Ltd (NYSE:AEM) is now a valuation story as much as an operational one.Premium Operator Vs. Discounted GiantJPMorgan analyst Bennett Moore calls Agnico Eagle the "premier player in the space," citing operationa ...

Gold is back in macro-dominance mode—and JPMorgan is framing the sector as a tale of two miners trading at very different prices for very different reasons. With bullion up roughly 91% year-over-year and miners nearly tripling, the divergence between Barrick Mining Corp (NYSE:B) and Agnico Eagle Mines Ltd (NYSE:AEM) is now a valuation story as much as an operational one.Premium Operator Vs. Discounted GiantJPMorgan analyst Bennett Moore calls Agnico Eagle the "premier player in the space," citing operationa ...

Barrick Mining Corporation (NYSE:B) is one of the 11 Most Profitable Cheap Stocks to Invest In Now. On January 26, Scotiabank raised its price target on Barrick Mining Corporation (NYSE:B) from $43 to $63 and kept its Outperform rating on the stock. This update came as the firm updates its price targets across the gold and precious minerals sector. Scotiabank has lifted its gold and silver price forecasts, pointing to ongoing economic and geopolitical uncertainty and strong central bank buying. Analysts ...

Barrick Mining Corp (NYSE:B) easily ranks among the hottest securities in the gold market, having gained 18% since the start of January. Additionally, over the past 52 weeks, B stock skyrocketed to the tune of 220%. Still, with so much enthusiasm baked into the security, the immediate concern is that a corrective lull may transpire. Those who are aggressive can use options to scalp some profits on this possible downside.To clarify, the long-term narrative for Barrick stock appears robustly bullish. Fundamen ...