It's been a miserable week to own Newmont Corporation (NYSE: NEM) stock. Shares of the gold miner (which also mines copper, silver, zinc, and lead) are down 5.5% through 10:55 a.m. ET Thursday. This is only Newmont's second straight day of declines, but the stock's price trend is clearly of the "down" variety. Newmont's stock has fallen 16.5% since hitting its all-time high near $132 a share on Jan. 28. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stoc ...

Core Insights - Newmont Corporation (NEM) is enhancing shareholder value through significant dividends and share repurchases, distributing over $5.7 billion in the past two years [1][7] Financial Performance - Newmont generated a record free cash flow of $1.6 billion in Q3, with net cash from operating activities increasing by 40% year-over-year to $2.3 billion [2][7] - The company reduced its debt by approximately $2 billion in Q3, achieving a near-zero net debt position by the end of the quarter [3][7] Capital Allocation - Newmont has doubled its share repurchase authorization to $6 billion, executing $3.3 billion of this buyback as of October 23, 2025 [2] - The company is following a disciplined capital allocation policy, using its cash generation to return capital to shareholders, fund growth projects, and pay down debt [3] Market Position - Newmont's shares have increased by 79.2% over the past six months, outperforming the Zacks Mining – Gold industry, which rose by 64.8% [6] - The company is currently trading at a forward 12-month earnings multiple of 15.23, which is a 15% premium to the industry average of 13.24 [9] Earnings Outlook - The Zacks Consensus Estimate for NEM's earnings implies a year-over-year increase of 81.9% for 2025 and 21.1% for 2026, with EPS estimates trending higher over the past 60 days [10]

Core Viewpoint - The recent sell-off in gold and gold stocks presents a potential buying opportunity for investors, despite the volatility in gold prices and the impact of new Federal Reserve chair Kevin Warch's nomination on market sentiment [1][2]. Company Performance - Gold stocks, particularly Newmont and Barrick, experienced significant declines, with both companies' shares falling by double-digit percentages [2]. - Newmont's all-in sustaining costs (AISC) per ounce were $1,566 in Q3 2025, projected to rise to $1,760 in Q4, while Barrick's AISC was $1,538 in Q3, with Q4 guidance between $1,460 and $1,560 [3]. - As of February 3, 2026, spot gold prices were around $4,622 per ounce, allowing both companies to achieve gross profit margins exceeding 160%, a stark contrast to historical margins that rarely topped 50% [4]. Growth Drivers - The ongoing global demand for gold, driven by central banks increasing their gold reserves due to concerns about the U.S. dollar's stability, remains a key growth driver for Newmont and Barrick [8]. - Copper demand, particularly due to the expansion of AI infrastructure, is another significant growth driver. Data centers may require between 330,000 and 420,000 tonnes of copper annually by 2030 [9]. - Newmont produced 35,000 tonnes of copper in Q3, while Barrick produced 55,000 tonnes, benefiting from increased production at Lumwana mines in Zambia [10]. Market Sentiment - Some investors believe the sell-off in Newmont and Barrick was overdone, as both stocks are already showing signs of recovery [12]. - Despite potential volatility in gold prices, the fundamental demand for gold and copper is expected to persist, supporting continued profitability for both companies [13]. - Newmont's forward price-to-earnings ratio is 15.7, while Barrick's is approximately 12.5, indicating that neither stock is excessively priced despite recent market fluctuations [14].

Investors with a lot of money to spend have taken a bullish stance on Newmont (NYSE:NEM).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with NEM, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scanner spotted 50 u ...

随着贵金属价格自连续三日下跌中回升，金矿和银矿股周二普遍反弹。黄金矿企Newmont上涨4.0%， Barrick Mining上涨4.3%，Agnico Eagle Mines上涨3.8%，Franco-Nevada上涨2.1%，Kinross Gold上涨 4.4%，New Gold上涨5.2%。白银矿企Coeur Mining上涨6.0%，Endeavour Silver上涨5.7%，Pan American Silver上涨5.7%，Silvercorp Metals上涨5.0%。现货黄金价格一度上涨6.2%，现货白银价格一度上涨 12%。 本文源自：金融界AI电报 ...

每经AI快讯，周二，贵金属板块强势拉升，南方铜业(SCCO.US)涨超7%，麦克莫兰铜金(FCX.US)、 First Majestic Silver(AG.US)涨超5%，泛美白银涨(PAAS.US)涨超4%，纽曼矿业(NEM.US)涨超3%。消息 面上，黄金白银强势反弹，现货黄金大涨超5%，站上4900美元;现货白银大涨超12%，报88.76美元。 （文章来源：每日经济新闻） ...

瑞银全球研究部分析师乔妮·特维斯近日发布的最新报告指出，尽管黄金短期内面临价格承压的风险， 但从长期来看，贵金属市场仍有良好的前景，值得投资者保持关注。对于黄金的长期前景，特维斯则持 更加乐观的态度。她认为，全球金融体系的不确定性和对未来经济走势的担忧将继续推动黄金需求增 长。尤其是在美联储政策变动和国际政治风险不断加剧的情况下，黄金作为避险资产的优势将更为显 著。因此，尽管短期内面临一定风险，但从长期来看，黄金价格仍具有较大的上行空间。 智通财经APP获悉，周二，贵金属板块强势拉升，南方铜业(SCCO.US)涨超7%，麦克莫兰铜金 (FCX.US)、First Majestic Silver(AG.US)涨超5%，泛美白银涨(PAAS.US)涨超4%，纽曼矿业(NEM.US)涨 超3%。消息面上，黄金白银强势反弹，现货黄金大涨超5%，站上4900美元;现货白银大涨超12%，报 88.76美元。 ...

瑞银全球研究部分析师乔妮·特维斯近日发布的最新报告指出，尽管黄金短期内面临价格承压的风险， 但从长期来看，贵金属市场仍有良好的前景，值得投资者保持关注。对于黄金的长期前景，特维斯则持 更加乐观的态度。她认为，全球金融体系的不确定性和对未来经济走势的担忧将继续推动黄金需求增 长。尤其是在美联储政策变动和国际政治风险不断加剧的情况下，黄金作为避险资产的优势将更为显 著。因此，尽管短期内面临一定风险，但从长期来看，黄金价格仍具有较大的上行空间。 周二，贵金属板块强势拉升，南方铜业(SCCO.US)涨超7%，麦克莫兰铜金(FCX.US)、First Majestic Silver(AG.US)涨超5%，泛美白银涨(PAAS.US)涨超4%，纽曼矿业(NEM.US)涨超3%。消息面上，黄金 白银强势反弹，现货黄金大涨超5%，站上4900美元;现货白银大涨超12%，报88.76美元。 ...

Mining stocks Newmont Corporation (NYSE:NEM) and Freeport-McMoRan Inc (NYSE:FCX) are higher today, after gapping lower on Friday alongside gold and silver prices in response to President Donald Trump's nomination of former Federal Reserve Governor Kevin Warsh for Fed chair. The selection eased concerns around central bank independence and lifted the U.S. dollar.At last glance, NEM is up 1.7% to trade at $114.26, after shedding 11.5% on Friday for its worst day since October 2024, on the heels of Thursday's ...

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]