Shares of major North American gold miners blasted to record highs on Thursday as the Fed's third consecutive interest-rate cut continued to fuel one of the most powerful precious-metals rallies in decades.Newmont Corp. (NYSE:NEM) — the world’s biggest miner — surged 6.1% in late-afternoon New York trading, marking fresh all-time highs and putting the stock on track for its strongest single-day performance since July. The move extends Newmont's staggering year-to-date gain to 168%.Peer Barrick Mining Corp. ...

Analysts expect the gold stock to rise even higher.Shares of Newmont (NEM +5.47%) were shining bright this morning, rising 4.7% higher as of 11:15 a.m. ET Thursday and hitting a 52-week high of $99.21 per share. Gold prices are firming up after the Federal Reserve cut interest rates, and at least two analysts believe Newmont stock could rise by more than 25% from here. Newmont is making the most of high gold pricesThe Federal Reserve cut interest rates on Wednesday for the third time in 2025, driving the pr ...

智通财经APP获悉，周四，金银股普涨，泛美白银(PAAS.US)、科尔黛伦矿业(CDE.US)涨超3%，纽曼 矿业(NEM.US)涨超2%。消息面上，现货白银继续上涨，日内涨近1%，年内累计暴涨115%，现报62.39 美元。 盛宝银行周三发布报告指出，受货币政策、市场结构及现货供需等多重罕见利好共振，2025年白银价格 涨幅已超一倍，一举突破60美元关口刷新历史新高，展望2026年，白银牛市格局仍将延续，但需警惕部 分潜在风险扰动。盛宝银行大宗商品策略主管Ole Hansen分析称，供应紧张、价格弹性不足的工业需求 以及政策驱动的市场错配，共同放大了白银的涨势，使其涨幅远超单纯黄金走势所能解释的程度。 ...

Core Viewpoint - Precious metals stocks, particularly silver, are experiencing significant gains, driven by a combination of favorable monetary policy, market structure, and supply-demand dynamics, with silver prices expected to continue rising into 2026 [1] Group 1: Market Performance - On Thursday, silver stocks saw a broad increase, with Pan American Silver (PAAS.US) and Coeur Mining (CDE.US) rising over 3%, and Newmont Corporation (NEM.US) increasing by more than 2% [1] - Spot silver prices rose nearly 1% in a single day, marking a staggering 115% increase year-to-date, currently priced at $62.39 [1] Group 2: Price Forecast and Analysis - According to a report from Saxo Bank, silver prices are projected to more than double by 2025, surpassing the $60 mark and setting a new historical high [1] - The bullish trend for silver is expected to persist into 2026, although there are potential risks that could disrupt this trajectory [1] Group 3: Factors Influencing Silver Prices - Ole Hansen, the head of commodity strategy at Saxo Bank, attributes the surge in silver prices to supply constraints, insufficient price elasticity in industrial demand, and market mismatches driven by policy [1] - The increase in silver prices has outpaced what could be explained by gold price movements alone, indicating a unique market dynamic [1]

​Newmont Corporation (NYSE:NEM) is one of the Cheap NYSE Stocks to Buy Now. On December 7, Fahad Tariq from Jefferies reiterated a Buy rating on the stock with a price target of $120. Earlier, on December 1, Daniel Major from UBS raised the price target on Newmont Corporation (NYSE:NEM) from $105.5 to $125, while maintaining a Buy rating. ​Tariq from Jefferies noted that they remain bullish on gold equities due to the attractive valuation. However, he remains cautious on silver equities, again due to valu ...

Covered calls are a great strategy to add to any portfolio, and can offer enhanced yield from stock holdings, in some case, that can be a significant increase. To trade a covered call we need to own (or buy) 100 shares of a stock and then sell a call option against that stock position. More News from Barchart The goal is to generate income from the stock holding in addition to any dividends. The premium received from selling the call also covers a small decline in the stock price. However, the trade of ...

Core Insights - The mining industry experienced significant growth in 2025 due to a surge in commodity prices, particularly gold, copper, and silver, driven by economic and geopolitical uncertainties [1][3][4][9] - Three mining stocks, Newmont Corporation (NEM), Agnico Eagle Mines Limited (AEM), and Hecla Mining Company (HL), are highlighted as beneficiaries of the ongoing commodity price rally into 2026 [2][10] Commodity Price Trends - Gold prices reached record highs, exceeding $4,200 per ton, with a year-to-date increase of approximately 60% [4] - Copper prices fluctuated but generally trended upwards, closing the second quarter above $5 per pound and hitting an all-time high of around $5.96 per pound in July [6][5] - Silver prices surged over 100% this year, reaching record highs above $61 an ounce, driven by strong industrial demand and supply deficits [8] Company Performance and Outlook - Newmont Corporation (NEM) is focused on growth projects, with an expected earnings growth of 74.1% for 2025 and a share price increase of 152.8% year-to-date [15][14] - Agnico Eagle Mines (AEM) is advancing multiple projects and has an expected earnings growth of 83.9% for 2025, with shares up 112.6% this year [18][16] - Hecla Mining (HL) is benefiting from strong production performance, with an expected earnings growth rate of 245.5% for 2025 and shares surging 246.3% year-to-date [20][19]

Core Insights - Newmont Corporation's shares have surged 79% in the past six months, driven by rising gold prices and strong earnings performance, supported by operational efficiency and a robust Tier 1 portfolio [1][7]. Stock Performance - NEM stock has outperformed the Zacks Mining – Gold industry's growth of 54.8% and the S&P 500's increase of 16% [2]. - Among peers, Barrick Mining Corporation, Agnico Eagle Mines Limited, and Kinross Gold Corporation have seen stock increases of 104.4%, 42%, and 81.7%, respectively, over the same period [2]. Technical Indicators - Technical indicators show bullish momentum for NEM, with the stock trading above its 200-day simple moving average (SMA) since April 9, 2025, indicating a long-term uptrend [5]. - A golden crossover occurred on April 16, 2025, with the 50-day SMA surpassing the 200-day SMA, further indicating a bullish trend [5]. Growth Projects and Portfolio Actions - Newmont is investing in growth projects, including the Ahafo North expansion in Ghana and the Cadia Panel Caves and Tanami Expansion 2 in Australia, aimed at increasing production capacity and extending mine life [10]. - The Ahafo North project is expected to produce between 275,000 and 325,000 ounces of gold annually over an estimated mine life of 13 years, with an initial production of 50,000 ounces expected this year [11]. - The acquisition of Newcrest Mining Limited has created a leading portfolio with a multi-decade production profile in favorable mining jurisdictions, achieving $500 million in annual run-rate synergies post-acquisition [12]. Strategic Focus and Divestitures - Newmont has divested non-core businesses to focus on Tier 1 assets, completing its non-core divestiture program in April 2025, which included the sale of operations in Ghana and Canada [13]. - The company anticipates generating $3 billion in after-tax cash proceeds from its 2025 divestiture program, supporting its capital allocation strategy [14]. Financial Health - Newmont has a strong liquidity position of $9.6 billion, including cash and cash equivalents of approximately $5.6 billion, and its free cash flow has more than doubled year-over-year to $1.6 billion [15]. - Over the past two years, Newmont has returned more than $5.7 billion to shareholders through dividends and share repurchases, with a commitment to deleveraging and reducing debt by roughly $2 billion [16]. Gold Price Dynamics - Gold prices have increased approximately 60% this year, driven by aggressive trade policies and central bank accumulation of gold reserves, which are expected to sustain the upward trend [17][18]. - The Federal Reserve's interest rate reductions and concerns over the labor market have contributed to the rally, pushing gold prices above $4,000 per ton for the first time [18]. Earnings Estimates and Valuation - Newmont's earnings estimates for 2025 have risen, with the Zacks Consensus Estimate currently at $6.06, indicating a year-over-year growth of 74.1% [20][21]. - The stock is trading at a forward price/earnings ratio of 12.56X, slightly below the industry's average of 12.74X, and offers a dividend yield of 1.1% with a payout ratio of 17% [19][21]. Investment Outlook - Newmont presents a compelling investment opportunity, supported by a strong pipeline of growth projects, solid Tier 1 operations, and a healthy financial foundation [24]. - The strategic focus on high-return, long-life assets, along with rising earnings estimates and favorable gold market trends, positions Newmont as an attractive option for investors [24].

The prospects for the Zacks Mining - Gold industry look bright, backed by the unprecedented 60% growth seen in gold prices so far this year. The bullion is expected to trend higher, supported by ongoing geopolitical uncertainty and central bank buying.With gold prices expected to increase further due to demand-supply imbalance, companies like Newmont Mining (NEM) , Agnico Eagle Mines Limited (AEM) , Kinross Gold Corp.(KGC) , Royal Gold (RGLD) and Centerra Gold (CGAU) are well-positioned to capitalize on thi ...

Core Viewpoint - Investors are evaluating Newmont Corporation (NEM) and Royal Gold (RGLD) for potential undervalued stock opportunities, with a focus on valuation metrics and earnings outlooks [1]. Group 1: Company Overview - Both Newmont Corporation and Royal Gold currently hold a Zacks Rank of 1 (Strong Buy), indicating positive earnings estimate revisions and improving earnings outlooks [3]. - The Zacks Rank strategy targets companies with favorable earnings trends, which is a key consideration for investors [2]. Group 2: Valuation Metrics - NEM has a forward P/E ratio of 14.69, while RGLD has a higher forward P/E of 24.90, suggesting NEM may be more attractively priced [5]. - NEM's PEG ratio is 0.62, compared to RGLD's PEG ratio of 0.76, indicating NEM's expected earnings growth is more favorable relative to its price [5]. - NEM's P/B ratio stands at 2.91, while RGLD's P/B ratio is significantly higher at 4.9, further supporting NEM as the more undervalued option [6]. - Based on these valuation metrics, NEM is assigned a Value grade of B, whereas RGLD receives a Value grade of D, highlighting NEM as the superior value option at this time [6].