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Buy These 3 Stocks With Upgraded Broker Ratings for Solid Returns
ZACKS· 2025-08-13 14:31
Core Insights - Stock markets are currently facing significant volatility due to tariff-related headwinds, economic slowdown expectations, and rising inflation, posing challenges for retail investors in stock selection and return generation [2]. Company Summaries - **Ralph Lauren Corporation (RL)**: A major designer and distributor of premium lifestyle products, RL's fiscal 2026 earnings are projected to rise by 18.2% year over year. The company has seen a 5.6% upward revision in broker ratings over the past four weeks and currently holds a Zacks Rank of 1 [8][9]. - **CommScope Holding Company, Inc. (COMM)**: Specializing in infrastructure solutions, COMM's earnings for 2025 are expected to surge by 4,333.3% year over year. The company has experienced a 16.7% increase in broker ratings in the last four weeks and also holds a Zacks Rank of 1 [9][10]. - **Barrick Mining Corporation (B)**: One of the largest gold mining companies globally, Barrick's earnings for 2025 are anticipated to increase by 55.6% year over year. The company has seen a 5.9% upward revision in broker ratings over the past four weeks and currently has a Zacks Rank of 1 [9][11].
Barrick Mining's Higher AISC a Drag: Time to Tighten Cost Discipline?
ZACKS· 2025-08-13 12:40
Core Insights - Barrick Mining Corporation experienced a profit increase in Q2 due to higher gold prices, but faces challenges from rising unit costs [1][2] - The company's all-in-sustaining costs (AISC) rose 12% year-over-year to $1,684 per ounce, influenced by lower production and the suspension of operations at the Loulo-Gounkoto mine [6][1] - Barrick's 2025 AISC guidance indicates a potential rise, with projections between $1,460 and $1,560 per ounce [2][6] Cost Metrics - Barrick's cash costs per ounce of gold increased approximately 17% year-over-year, while AISC rose 12% [1][2] - The company anticipates total cash costs per ounce in the range of $1,050-$1,130 for 2025, suggesting a year-over-year increase at the midpoint [2] - Comparatively, Newmont Corporation's AISC increased by around 2% year-over-year, with expectations of $1,630 per ounce in 2025 [3] Peer Comparisons - Agnico Eagle Mines Limited reported a 10% year-over-year increase in AISC, with total cash costs per ounce rising 7% [4] - Agnico Eagle forecasts AISC per ounce between $1,250 and $1,300 for 2025, indicating a year-over-year increase at the midpoint [4] Stock Performance and Valuation - Barrick's shares have increased by 51.6% year-to-date, compared to a 72.2% rise in the Zacks Mining – Gold industry [5] - The company is currently trading at a forward 12-month earnings multiple of 10.43, which is approximately 22.3% below the industry average of 13.42 [8] - The Zacks Consensus Estimate for Barrick's earnings implies a year-over-year increase of 55.6% for 2025 and 24.1% for 2026 [7]
Barrick Mining Q2 Earnings Meet Estimates, Sales Up on Higher Prices
ZACKS· 2025-08-12 13:21
Core Insights - Barrick Mining Corporation reported profits of $811 million or 47 cents per share for Q2 2025, a significant increase from $370 million or 21 cents per share in the same quarter last year [1][8] - Total sales reached $3,681 million, reflecting a year-over-year increase of 16.4% [1][8] Operational Highlights - Total gold production was 797,000 ounces, down approximately 15.9% year over year [2] - The average realized price of gold was $3,295 per ounce, up around 40.6% year over year [2] - Cost of sales increased by approximately 14.8% year over year to $1,654 per ounce [2] - All-in-sustaining costs (AISC) rose 12.4% to $1,684 per ounce [2] Financial Position - At the end of the quarter, Barrick had cash and cash equivalents of $4,802 million, up 19% year over year [3] - Total debt remained flat year over year at $4,729 million [3] - Operating cash flow for the quarter was $1,329 million, while free cash flow was $395 million [3] Guidance - For 2025, Barrick anticipates attributable gold production in the range of 3.15-3.5 million ounces [4][8] - AISC is projected to be between $1,460 and $1,560 per ounce, with cash costs per ounce forecasted at $1,050-$1,130 [4] - Copper production is expected to be between 200,000 and 230,000 tons, with AISC of $2.80-$3.10 per pound [4] Capital Expenditures - Total attributable capital expenditures are projected to be in the range of $3,100-$3,600 million for 2025 [5] Zacks Rank & Other Key Picks - Barrick currently holds a Zacks Rank 1 (Strong Buy) [6] - Other top-ranked stocks in the basic materials sector include Avino Silver & Gold Mines Ltd., Gold Fields Limited, and Vizsla Silver Corp. [6]
隔夜美股 | 三大指数收跌 C3.ai(AI.US)收跌25.6%
智通财经网· 2025-08-11 22:26
智通财经APP获悉,周一,三大指数高开低走,最终均收跌,市场等待CPI与PPI等关键通胀报告。周一 早间,纳指最高上涨至21544.21点,创盘中历史新高。 【美股】截至收盘,道指跌200.52点,跌幅为0.45%,报43975.09点;纳指跌64.62点,跌幅0.3%,报 21385.4点;标普500指数跌16点,跌幅为0.25%,报6373.45点。C3.ai(AI.US)收跌25.6%,英特尔 (INTC.US)涨3.51%,英伟达(NVDA.US)跌0.35%。黄金板块走弱,巴里克矿业(B.US)收跌2.54%,哈莫 尼黄金(HMY.US)跌1.81%。纳斯达克中国金龙指数微跌0.29%。 【宏观消息】 特朗普团队将鲍曼、杰斐逊和洛根纳入美联储主席候选人之列。据两名美国政府官员透露,美联储两位 副主席鲍曼和杰斐逊以及达拉斯联储主席洛根正在考虑在明年美联储主席一职空缺时出任该职位。负责 遴选的财政部长贝森特说,他将在未来几周内面试更多的候选人。官员说,特朗普预计将在今年秋天做 出最后宣布。知情人士说,其他仍在考虑中的人选包括特朗普经济顾问凯文·哈塞特、美联储理事沃 勒、经济学家马克·萨默林以及前美联储官 ...
Barrick(GOLD) - 2025 Q2 - Earnings Call Presentation
2025-08-11 15:00
NYSE : B TSX : ABX Results for Q2 2025… | $0.47  124% | y/y | $0.47  47% y/y | $1.69b  31% | y/y | | --- | --- | --- | --- | --- | | Net earnings per share | | Highest Adjusted net earnings per share7 since 2013 | Attributable EBITDA2 | | | $0.15/sh | | $268 million | $4.8 billion cash | | | Quarterly dividendi | | Share buybacks in Q2 | $73 million Net cashii | | | Fourmile poised to double mineral | | Unlocked $1 billion in value from Donlin | Tongon & Hemlo sales processes advancing | | | resource in ...
Barrick Mining (B) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-08-11 14:31
Core Insights - Barrick Mining reported $3.68 billion in revenue for the quarter ended June 2025, marking a year-over-year increase of 16.4% and an EPS of $0.47 compared to $0.32 a year ago [1] - The reported revenue met the Zacks Consensus Estimate, indicating no surprise, and the EPS also aligned with the consensus estimate of $0.47 [1] Performance Metrics - Barrick Mining's shares have returned +10.4% over the past month, outperforming the Zacks S&P 500 composite's +2.7% change, with a Zacks Rank 1 (Strong Buy) suggesting potential for further outperformance [3] - Gold production was reported at 797.00 Koz, exceeding the four-analyst average estimate of 783.07 Koz [4] - All-in sustaining costs for gold were $1,684.00, slightly above the four-analyst average estimate of $1,648.50, while total cash costs per ounce were $1,239.00 compared to the $1,189.33 average estimate based on three analysts [4]
Ben van Beurden Appointed Lead Director of Barrick, Succeeding Stalwart Brett Harvey in the Position
Globenewswire· 2025-08-11 10:05
Group 1 - Barrick Mining Corporation has appointed Ben van Beurden as Lead Independent Director of the Board, succeeding Brett Harvey [1][4] - Ben van Beurden, former CEO of Shell, brings nearly four decades of experience in the energy and natural resources sectors, having led Shell's transformation into a diversified energy leader [2][6] - Brett Harvey has served as Lead Director since 2013, contributing to governance improvements and board diversity, and will remain a valued board member [4][5] Group 2 - Barrick's Chairman John Thornton praised Brett Harvey's leadership and noted that van Beurden's insights will enhance the Board's effectiveness [5][6] - Van Beurden's appointment aligns with Barrick's commitment to board renewal and strategic initiatives to adapt to industry dynamics [6] - Barrick Mining Corporation is a leading global mining company with a significant portfolio of gold and copper assets, operating in 18 countries [7]
Barrick Builds Momentum in Q2 With Higher Production, Stronger Cash Flows and Key Growth Projects on Track
Globenewswire· 2025-08-11 10:00
"Q2 was another quarter where Barrick delivered on all fronts. We're growing production, lowering costs and advancing the industry's most exciting pipeline of gold and copper projects. From the ramp-up at Goldrush to the progress at Pueblo Viejo, Lumwana and Reko Diq, not to mention the transformational potential of Fourmile, we're demonstrating the strength and depth of our portfolio," said president and chief executive Mark Bristow. LONDON, Aug. 11, 2025 (GLOBE NEWSWIRE) -- Barrick Mining Corporation (NYS ...
Barrick Reports Share Repurchases and Declares Enhanced Q2 Dividend
Globenewswire· 2025-08-11 09:59
Core Viewpoint - Barrick Mining Corporation has declared an enhanced dividend of $0.15 per share for Q2 2025, aligning with its Performance Dividend Policy established in 2022 [1] Group 1: Dividend Announcement - The Q2 2025 dividend will be paid on September 15, 2025, to shareholders of record as of August 29, 2025 [1] Group 2: Share Buyback Program - Barrick repurchased 13.50 million shares during Q2 2025 under its share buyback program initiated in February 2025 [2] - As of the end of Q2 2025, Barrick has repurchased approximately 21.19 million shares, representing about 1.2% of its issued and outstanding shares, for a total net cash of $411 million, including $268 million spent in Q2 [2] Group 3: Management Commentary - The combination of the performance dividend policy and share buyback program is designed to provide significant benefits to shareholders, supported by solid operating performance and strong cash flows [3]
The new American shopping mall is less Macy's, more church, bowling, Barnes & Noble
CNBC· 2025-08-09 12:30
Core Insights - The transformation of struggling malls, such as the Dayton Mall, is being driven by unconventional tenants like churches, which can attract community engagement and foot traffic [2][3][6] - The decline of traditional enclosed malls has been attributed to changing demographics, shopping habits, and the rise of e-commerce, but there are signs of potential revival through innovative repurposing strategies [7][8][15] - Successful mall redevelopment involves subdividing large anchor spaces into niche businesses that encourage cross-shopping, leading to increased revenue [10][11][12] Group 1: Mall Transformations - The Dayton Mall has faced challenges due to anchor store closures, leading to its receivership, but the sale of the former Sears space to Crossroads Church has revitalized the mall [2][4] - Crossroads Church has drawn thousands of visitors, including non-affiliated individuals, contributing to the mall's renewed activity [5][6] - The trend of repurposing anchor spaces is not unique to Dayton, as other malls are also exploring unconventional tenants to fill vacancies [6][12] Group 2: Industry Trends - The trend of repurposing empty anchors has been ongoing for over a decade, with recent data indicating a rebound in mall traffic as these strategies take effect [8][14] - CBL Properties' CEO noted that subdividing former anchor stores has significantly increased revenue, with some locations generating five to six times the previous amounts [11] - The incorporation of experiential categories, such as entertainment and dining, is becoming essential for attracting visitors to malls [13][15] Group 3: Consumer Behavior - Gen Z's affinity for malls as community spaces has been highlighted, with a shift towards seeking in-person experiences post-COVID [13][19] - Malls are increasingly being viewed as destinations for various activities beyond shopping, including seasonal events and dining [15][20] - The nostalgic connection many consumers have with malls is influencing their return, as they seek to recreate memories from their youth [19][20]