Group 1 - Newmont Corporation (NYSE: NEM) is the largest listed gold miner by market capitalization after Agnico Eagle Mines (AEM) [1] - The company showed promise in April but has not met expectations since then [1] Group 2 - Manika, a macroeconomist with over 20 years of experience, runs the profile Long Term Tips (LTT) focusing on opportunities in the green economy [1] - The investing group Green Growth Giants takes a deeper dive into opportunities presented by the green economy segment [1]

Core Insights - Bluebeam has announced significant product updates aimed at enhancing collaboration and productivity for architecture, engineering, and construction (AEC) professionals [1][5] Group 1: Integrations and Collaboration - The newly launched Integrations Directory serves as a centralized hub for users to connect with various third-party applications and plugins, facilitating seamless workflows across tools like Procore Documents and Microsoft SharePoint [2] - All subscription plans can utilize these integrations, promoting connectivity for teams of all sizes and streamlining workflows [2] Group 2: Performance Enhancements - The latest release of Revu runs natively and 30% faster on ARM-based devices, improving efficiency for teams using modern hardware platforms [3] - This update also simplifies the process for Mac users to run Revu natively via Parallels, enhancing overall user experience [3] Group 3: Markup and Tool Upgrades - New features in Revu 21.6, such as Markups on Capture, allow users to draw directly on field photos, improving clarity in communication of project issues [4] - Tool Chest enhancements include multi-select drag-and-drop functionality and customizable punch keys, providing users with greater control and speed in using reusable markups [4] Group 4: Commitment to Innovation - The updates reflect Bluebeam's dedication to addressing real-world challenges faced by AEC professionals, enabling teams to focus on project execution rather than workarounds [5] - Bluebeam continues to drive innovation in the industry, as showcased at their Unbound conference, which brings together key stakeholders to shape the future of the built environment [5]

Market Overview - U.S. stock markets are experiencing a positive trend after recent volatility, with the S&P 500 near its all-time high and both the Nasdaq Composite and Dow showing positive year-to-date performance [1][2] Economic Factors - Ongoing trade negotiations between the U.S. and China, stability in the U.S. labor market, and a declining inflation rate have improved market sentiment towards equities [2] Investment Opportunities - Non-tech stocks have shown significant appreciation year to date, alongside discussions of AI, quantum computing, and 5G/6G technologies [3] Recommended Stocks - Five corporate giants with market capitalizations over $50 billion have provided returns exceeding 40% year to date, all holding a Zacks Rank 1 (Strong Buy) [4][5] Howmet Aerospace Inc. (HWM) - Benefits from strong momentum in the commercial aerospace market and defense aerospace business, supported by rising U.S. and international defense budgets [8] - Expected revenue and earnings growth rates of 8.5% and 28.6% respectively for the current year, with a 4.2% improvement in earnings estimates over the last 30 days [9][10] Newmont Corp. (NEM) - Progressing with growth projects, including the Tanami expansion and the acquisition of Newcrest, which enhances operational synergies [11] - Expected revenue and earnings growth rates of 2% and 20.1% respectively for the current year, with a 9.7% improvement in earnings estimates over the last 30 days [12] Philip Morris International Inc. (PM) - Strong pricing power and an expanding smoke-free product portfolio, with products like IQOS and ZYN driving growth [13] - Expected revenue and earnings growth rates of 8.1% and 13.7% respectively for the current year, with a 4.6% improvement in earnings estimates over the last 60 days [15] NatWest Group plc (NWG) - Provides a range of banking and financial services, with expected revenue and earnings growth rates of 20.1% and 17.3% respectively for the current year, and a 6.8% improvement in earnings estimates over the last 30 days [16][17] Deutsche Bank Aktiengesellschaft (DB) - First-quarter 2025 results benefited from increased revenues and lower expenses, with a focus on stable, capital-light businesses driving revenue growth [18][19] - Expected revenue and earnings growth rates of 12% and over 100% respectively for the current year, with a 4.2% improvement in earnings estimates over the last 60 days [19]

Investors with an interest in Mining - Gold stocks have likely encountered both Newmont Corporation (NEM) and Royal Gold (RGLD) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while our Style Scores work to identi ...

Market Overview - The AI-driven bull run of 2023 and 2024 has faced setbacks in 2025 due to the Fed's uncertainty over rate cuts, recession fears, and competition from a low-cost Chinese AI platform [1] - Concerns regarding the Trump administration's tariff and trade policies have negatively impacted confidence in risky assets, particularly in the technology sector [2] Company Highlights Howmet Aerospace Inc. (HWM) - HWM is experiencing strong momentum in the commercial aerospace market, supported by robust build rates and recovery in wide-body aircraft [6] - The company has a projected revenue growth rate of 8.5% and an earnings growth rate of 28.6% for the current year, with a 4.2% improvement in earnings estimates over the last 30 days [7] Newmont Corp. (NEM) - NEM is advancing its growth projects, including the Tanami expansion and the Ahafo North project, with a total investment of $950 million to $1,050 million [10][11] - The expected revenue growth rate is 2% and earnings growth rate is 20.1% for the current year, with a 9.7% increase in earnings estimates over the last 30 days [11] Sprouts Farmers Market Inc. (SFM) - SFM focuses on product innovation, e-commerce, and private label offerings, leading to better-than-expected fourth-quarter results [12] - The company anticipates net sales growth of 10.5% to 12.5% and comparable store sales growth of 4.5% to 6.5% for 2025, with expected revenue growth of 13.7% and earnings growth of 35.5% for the current year [13][14] GE Aerospace (GE) - GE Aerospace is benefiting from strong demand for commercial engines and rising defense budgets, with an expected organic revenue growth in the low-double-digit range [15][16] - The company has a projected revenue decline of 6.8% but an earnings growth rate of 19.6% for the current year, with a slight improvement in earnings estimates [16] Curtiss-Wright Corp. (CW) - CW is capitalizing on the global shift towards alternative energy, particularly in nuclear power, with potential orders for 20-25 new reactors in Central and Eastern Europe [17][18] - The expected revenue growth rate is 8.5% and earnings growth rate is 15.7% for the current year, with a 0.5% improvement in earnings estimates [19]

Core Insights - Newmont Corporation (NEM) and Kinross Gold Corporation (KGC) are significant players in the gold mining industry, with global operations and diversified portfolios. Gold prices, while down from April 2025 highs, remain favorable due to safe-haven demand amid trade and geopolitical uncertainties, currently above $3,300 per ounce [1][2]. Gold Market Dynamics - Gold prices have increased approximately 28% this year, driven by aggressive trade policies, global trade tensions, and central bank accumulation of gold reserves. Prices peaked at $3,500 per ounce on April 22, 2025, amid calls for interest rate cuts [3]. Newmont Corporation (NEM) - Newmont is actively investing in growth projects, including the Tanami Expansion 2 in Australia and the Ahafo North expansion in Ghana, aimed at increasing production capacity and extending mine life [5]. - The acquisition of Newcrest Mining Limited has enhanced Newmont's portfolio, generating $500 million in annual run-rate synergies and creating a multi-decade production profile [6]. - Newmont has divested non-core assets, generating total after-tax cash proceeds of $4.3 billion, which includes $1.7 billion from three assets sold in March 2025 and $850 million from additional sales [7]. - The company reported liquidity of $8.8 billion at the end of Q1 2025, with operating cash flow increasing 162% year-over-year to around $2 billion [8]. - Newmont returned $1 billion to shareholders through dividends and share repurchases and reduced debt by $1 billion since the beginning of 2025, maintaining a long-term debt-to-capitalization ratio of around 20% [10]. Kinross Gold Corporation (KGC) - Kinross has a strong production profile with key projects like Great Bear in Ontario and Round Mountain Phase X in Nevada, expected to enhance production and cash flow [11]. - Tasiast and Paracatu are the main contributors to Kinross's cash flow, with Tasiast being the lowest-cost asset and achieving record production in 2024 [12]. - Kinross ended Q1 2025 with liquidity of approximately $2.3 billion and generated record free cash flows of around $1.3 billion in 2024 [13]. - The company repaid $800 million of debt in 2024, reducing net debt to around $540 million, with a long-term debt-to-capitalization ratio of 14.4% [14]. Stock Performance and Valuation - Year-to-date, NEM stock has increased by 46.5%, while KGC stock has risen by 66.8%, outperforming the Zacks Mining – Gold industry's increase of 54.4% [15]. - NEM trades at a forward 12-month earnings multiple of 12.59, approximately 10% below the industry average of 14X, while KGC trades at a premium with a multiple of 13.37 [18][20]. - The Zacks Consensus Estimate for NEM's 2025 sales and EPS indicates a year-over-year rise of 2% and 20.1%, respectively, while KGC's estimates imply growth of 15.3% and 63.2% [21][24]. Investment Considerations - Both Newmont and Kinross are well-positioned to benefit from favorable gold prices, demonstrating strong financial performance and commitment to shareholder returns. Newmont is viewed as a more attractive investment due to its valuation and higher dividend yield [25].

1. Report Industry Investment Rating No information provided on the report industry investment rating. 2. Core Views of the Report - The anticipation of a looser supply situation in the zinc concentrate mining sector has largely materialized, with the treatment charge (TC) continuing to rise. The annual production guidance for major overseas zinc concentrate producers remains mostly unchanged, and the upward trend in annual zinc concentrate production is expected to continue [3][50]. - Given the strong expectation of refinery复产 and the off - peak demand season, an inflection point in zinc ingot inventory may emerge [3]. - The zinc price is expected to be strong in the short - term and weak in the long - term. In the short run, low inventory provides some support, but weak demand restricts upward movement. In the long run, with increased supply and limited demand growth, the zinc price may face pressure [4]. 3. Summary by Directory 3.1 Total Overview - In March 2025, the global zinc market surplus narrowed to 23,700 tons. The first three months of 2025 saw a global supply surplus of 143,000 tons, slightly lower than the 148,000 tons surplus in the same period last year [12]. - In Q1 2025, global zinc concentrate production was 2.9021 million tons, a 9.75% decrease quarter - on - quarter and a 2.99% increase year - on - year. Global refined zinc production was 3.278 million tons, a 2.32% decrease quarter - on - quarter and a 3.55% decrease year - on - year [12]. 3.2 Glencore - Glencore's 2025 zinc concentrate production guidance is 93 - 990,000 tons, consistent with the initial expectation. Q1 production was 213,600 tons, a 18.29% decrease quarter - on - quarter and a 3.89% increase year - on - year. Increases mainly came from Antamina and the Australian region [19]. 3.3 Teck - Teck's 2025 zinc concentrate production guidance is 525,000 - 575,000 tons. Q1 production was 177,300 tons, a 6.19% decrease quarter - on - quarter and a 14.08% decrease year - on - year. Reductions mainly came from the Red Dog mine [22]. 3.4 Boliden - In Q1 2025, Boliden's zinc concentrate production was 57,900 tons, a 38.95% increase quarter - on - quarter and a 45.78% increase year - on - year. Increases mainly came from the复产 of the Tara mine [24]. 3.5 Vedanta - In Q1 2025, Vedanta's zinc concentrate production was 264,000 tons, a 5.60% increase quarter - on - quarter and a 4.35% increase year - on - year. Increases mainly came from Gamsberg, partially offset by the reduction at Black Mountain Mine [27]. 3.6 Nexa - Nexa's 2025 zinc concentrate production guidance is 311,000 - 351,000 tons. Q1 production was 67,300 tons, an 8.44% decrease quarter - on - quarter and a 22.82% decrease year - on - year. Except for Cerro Lindo, zinc production at other mines declined [31]. 3.7 MMG - MMG's 2025 zinc concentrate production guidance is 215,000 - 240,000 tons. Q1 production was 51,800 tons, a 19.02% decrease quarter - on - quarter and a 12.65% decrease year - on - year [37]. 3.8 Newmont Goldcorp - Newmont's 2025 zinc concentrate production guidance is 236,000 tons. Q1 production was 59,000 tons, a 23.38% decrease quarter - on - quarter and a 2.42% increase year - on - year [38]. 3.9 BHP - BHP's fiscal 2025 zinc concentrate production guidance is 90,000 - 110,000 tons. Q1 production was 26,000 tons, a 14.19% increase quarter - on - quarter and a 41.38% increase year - on - year [40]. 3.10 Lundin Mining - In Q1 2025, Lundin Mining's zinc concentrate production was 48,900 tons, a 5.77% decrease quarter - on - quarter and a 7.14% increase year - on - year [41]. 3.11 South32 - In Q1 2025, South32's zinc concentrate production was 11,000 tons, a 1.85% increase quarter - on - quarter and a 23.08% decrease year - on - year. The production guidance for the Cannington mine in fiscal 2025 was lowered to 45,000 tons [43]. 3.12 Grupo Mexico - SCC - In Q1 2025, SCC's zinc concentrate production was 39,400 tons, an 8.75% decrease quarter - on - quarter and a 49.40% increase year - on - year. The full - load operation of the Buenavista zinc concentrator contributed to the increase [44]. 3.13 Industrials Pelones - In Q1 2025, Pelones' zinc concentrate production was 57,700 tons, a 5.65% decrease quarter - on - quarter and a 13.86% decrease year - on - year. Reductions mainly came from the closure of the Tizapa mine and the depletion of the San Julian mine [45]. 3.14 Fresnillo plc - Fresnillo plc's 2025 zinc concentrate production guidance is 93,000 - 103,000 tons. Q1 production was 25,200 tons, a 12.79% decrease quarter - on - quarter and a 3.47% decrease year - on - year. Reductions mainly came from lower ore grades at Fresnillo and Cienega and the shutdown of the San Julian mine [47]. 3.15 Kaz Mineral - In Q1 2025, Kaz Mineral's zinc concentrate production was 9,300 tons, a 19.13% decrease quarter - on - quarter and a 11.43% decrease year - on - year, despite the highest quarterly throughput of ore [50]. 3.16 Market Outlook - The anticipation of a looser supply situation in the mining sector has materialized, and the TC continues to rise. The annual production guidance for major overseas zinc concentrate producers remains mostly unchanged, and the upward trend in annual zinc concentrate production is expected to continue. The TC for domestic and imported zinc concentrates has increased [50]. - Given the strong expectation of refinery复产 and the off - peak demand season, an inflection point in zinc ingot inventory may emerge. The zinc price is expected to be strong in the short - term and weak in the long - term [3][4].

Core Insights - Newmont Corporation (NEM) achieved a record first-quarter free cash flow of $1.2 billion, a significant improvement from a negative $74 million in the same period last year, driven by enhanced operational efficiency and a strong Tier 1 portfolio [1][7] - Despite the strong first-quarter performance, sustainability concerns exist for the second quarter due to non-core asset divestitures, increased tax payments, and higher capital expenditures [2][3][7] - The anticipated decline in free cash flow is attributed to long-term growth initiatives rather than deteriorating fundamentals, supported by a solid balance sheet [3][7] Peer Comparisons - Barrick Mining Corporation reported a free cash flow of $375 million for the first quarter, reflecting a nearly 12-fold year-over-year increase due to higher operating cash flows from increased gold and copper prices [4] - Agnico Eagle Mines Limited generated first-quarter free cash flows of $594 million, up approximately 50% year over year, supported by strong gold prices and operational results [5] Market Performance - Newmont's shares have increased by 48.5% year to date, compared to a 53.9% rise in the Zacks Mining – Gold industry, largely driven by the rally in gold prices [6] - The Zacks Consensus Estimate for NEM's earnings in 2025 and 2026 implies year-over-year increases of 20.1% and 11.7%, respectively, with EPS estimates trending higher over the past 60 days [8] - NEM is currently trading at a forward 12-month earnings multiple of 12.59, approximately 10% below the industry average of 13.97 [9]

Factors Influencing Newmont's Stock Movements in Recent Months Newmont (NYSE:NEM)'s stock has experienced quite a bit of volatility this year. It began the year on a weak note, primarily impacted by declining gold prices and concerns regarding costs and production delays. However, things started to improve as gold prices surged—thanks to global uncertainty and increased purchases by central banks. Thus far in 2025, NEM has made a solid recovery, regaining a significant portion of its previous losses. Althou ...

Core Insights - Zacks Premium offers tools for investors to enhance their stock market strategies and confidence [1] - The Zacks Style Scores are designed to help investors select stocks with the highest potential to outperform the market in the short term [2] Zacks Style Scores Overview - The Style Scores categorize stocks into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] - Value Score emphasizes identifying undervalued stocks using financial ratios [3] - Growth Score focuses on a company's future earnings and financial health [4] - Momentum Score assesses stocks based on price trends and earnings estimate changes [5] - VGM Score combines all three styles to identify stocks with the best overall potential [6] Zacks Rank and Performance - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investment decisions [7] - Stocks rated 1 (Strong Buy) have historically delivered an average annual return of +25.41% since 1988, significantly outperforming the S&P 500 [8] - There are over 800 stocks rated 1 or 2, making it essential for investors to utilize Style Scores to narrow down choices [9] Stock Example: Newmont Corporation - Newmont Corporation is a leading gold producer with significant reserves and production capabilities [11] - The company holds a 1 (Strong Buy) Zacks Rank and has a VGM Score of A, indicating strong investment potential [11] - Newmont's Growth Style Score is B, with a projected year-over-year earnings growth of 20.1% for the current fiscal year [12] - Recent analyst revisions have increased earnings estimates, further supporting Newmont's strong performance outlook [12]