Orla Mining Ltd. (NYSE:ORLA) is one of the 10 undervalued growth stocks for the next 5 years. On February 4, CIBC analyst Cosmos Chiu increased the firm’s price target on Orla Mining Ltd. (NYSE:ORLA) from C$27 to C$32 while reaffirming an Outperformer rating. After revising its gold price outlook higher to $6,000 per ounce in 2026 and $6,500 in 2027, the firm increased price targets across the broader precious metals sector. In addition to gold, CIBC also raised its assumptions for copper prices. The analy ...

Shares of Orla Mining Ltd. (ORLA) have gained 9.9% over the past four weeks to close the last trading session at $16.1, but there could still be a solid upside left in the stock if short-term price targets of Wall Street analysts are any indication. Going by the price targets, the mean estimate of $21.25 indicates a potential upside of 32%.The average comprises 10 short-term price targets ranging from a low of $15.00 to a high of $26.28, with a standard deviation of $3.47. While the lowest estimate indicate ...

Orla Mining Ltd. (ORLA) could be a solid choice for investors given its recent upgrade to a Zacks Rank #1 (Strong Buy). This upgrade primarily reflects an upward trend in earnings estimates, which is one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Since a changing ...

Orla Mining Ltd. (NYSE:ORLA) is one of the most undervalued gold stocks to buy according to analysts. On February 10, Stifel analyst Ingrid Rico increased the price target for Orla Mining to C$35 from C$28, while maintaining a Buy rating. On February 4, CIBC also increased its price target for Orla Mining to C$32 from C$27 with a Buy rating. This adjustment is part of a broader increase in targets across the precious metals sector, following the firm’s decision to raise gold price forecasts to $6,000 per ...

Price Target Increases - BMO Capital raised its price target on Orla Mining Ltd. to C$30 from C$22, maintaining an Outperform rating, reflecting confidence in the company's performance and outlook [1] - Scotiabank also increased its price target for Orla Mining to C$26.50 from C$21, while keeping an Outperform rating [1] Production Performance - Orla Mining exceeded its revised annual production guidance for 2025, producing 300,620 ounces of gold, surpassing the revised range of 265,000 to 285,000 ounces [2] - The company expects its full-year 2025 all-in sustaining costs to be within the updated guidance of $1,350 to $1,550 per ounce [2] Financial Position - As of December 31, 2025, Orla reported cash of $420.8 million and debt of $385.9 million, resulting in a net cash position of $35.8 million, which provides financial flexibility for growth investments [3] Exploration Results - Orla provided an update on exploration results at the Musselwhite Mine, confirming high-grade gold mineralization extending approximately two kilometers beyond current operations [4] - Significant gold mineralization was reported, including 5.0 meters at 5.57 g/t Au, with a notable intersection of 1.0 meter at 8.79 g/t Au [4] Company Overview - Orla Mining Ltd. is a Canada-based company focused on acquiring, developing, and operating mineral properties, with a portfolio that includes two operating mines and one development-stage project, all 100% owned [5]

Core Insights - Fairfax Financial's latest 13F indicates a strong commitment to real assets, energy, and restructuring platforms with minimal portfolio turnover, reflecting satisfaction with current holdings rather than tactical changes [1] Company Summaries - **Orla Mining (ORLA)**: Maintained a position of 56.8 million shares valued at $610.5 million, representing approximately 29.6% of the portfolio, indicating confidence in asset durability and inflation hedging [2] - **Occidental Petroleum (OXY)**: Held 6.05 million shares worth $285.9 million, about 13.9% of the portfolio, with no changes made, suggesting satisfaction with risk/reward dynamics as the company focuses on deleveraging [3] - **BlackBerry (BB)**: Reduced position by 5,389,380 shares to 35.4 million shares valued at $172.3 million, approximately 8.4% of the portfolio, reflecting a pragmatic de-risking approach amid ongoing restructuring [4] - **Kraft Heinz (KHC)**: Increased position by 235,000 shares to 5.12 million shares valued at $133.2 million, around 6.5% of the portfolio, consistent with a strategy of accumulating cash flow at discounted valuations [5] - **Molson Coors (TAP)**: Added 71,571 shares for a total of 1.29 million shares valued at $58.4 million, approximately 2.8% of the portfolio, indicating a preference for staples with pricing power [6] - **Vanguard S&P 500 ETF (VOO)**: Trimmed position by 14,652 shares to 58,248 shares valued at $35.7 million, about 1.7% of the portfolio, reflecting a strategy to reduce passive index exposure [7] - **Helmrich & Payne (HP)**: Increased position by 200,000 shares to 1.17 million shares valued at $25.9 million, approximately 1.3% of the portfolio, indicating a thematic bet on energy services and capital discipline [8] - **Full Exits**: Autohome (ATHM) and Lifeway Foods (LWAY) were fully exited, reflecting a cleanup of non-core positions [9] Portfolio Themes - **Low Turnover = High Conviction**: The stability of the portfolio suggests that Fairfax is already positioned for the macro environment anticipated last year [11] - **Hard Asset & Energy Bias**: The focus on ORLA, OXY, and HP highlights a preference for inflation hedging and real asset valuations [12] - **Restructuring Optionality**: BlackBerry is viewed as a multi-year operational value unlock rather than a growth investment [13] - **Cash Flow Defensives**: KHC and TAP are seen as providing income stability and potential for margin recovery [14] Takeaway - Fairfax remains committed to a strategy focused on value and optionality rather than momentum or AI trends, emphasizing hard assets and cash-flow consumers to realize intrinsic value [15]

Core Viewpoint - Orla Mining Ltd. has experienced significant growth in its share prices, driven by a surge in gold prices and a record-breaking production performance in the previous year [1][3]. Group 1: Stock Performance - Orla Mining's share prices increased by 25% week-on-week, reaching an all-time high [1]. - On a single trading day, the stock peaked at $18.50 before closing at $18.45, reflecting a 5.91% increase [2]. Group 2: Gold Market Context - Gold prices reached a new record high of $4,900, attracting investor interest amid geopolitical tensions and trade uncertainties [3]. - The demand for precious metals as safe assets has been bolstered by ongoing global uncertainties [3]. Group 3: Production Achievements - Orla Mining exceeded its total production target for the year, achieving 300,620 ounces against a guidance of 265,000 to 285,000 ounces [3]. - The company sold 297,013 ounces of gold during the same year [4]. - The President and CEO highlighted the company's successful execution and the strength of its diversified portfolio, particularly in Mexico and Canada [5].

Core Insights - Orla Mining is transitioning from an asset developer to a diversified producer, indicating a strategic shift in its operational focus [1] Company Overview - The company was previously covered in June 2025, highlighting its quiet operations during that period [1] - The current analysis references the Lassonde Curve, which suggests a significant change in the company's production capabilities [1] Analyst Background - The analyst has 10 years of experience in investment banking, specializing in industry and company research, with a focus on small-cap, energy, commodities, and special situations [1] - The investment strategy emphasizes growth through fundamental momentum indicators such as EPS, ROE, and revenue [1] - The analyst utilizes econometric tools to analyze market direction, cycles, and behavior [1]

Core Viewpoint - Orla Mining Ltd. is recognized as one of the best junior gold mining stocks to invest in, with significant share price appreciation and positive analyst ratings [1]. Group 1: Stock Performance and Analyst Ratings - As of January 5, Orla Mining Ltd. shares have increased by over 36% in the past six months [1]. - Out of 10 analysts covering ORLA, 8 have rated the stock as a Buy, with an average price target of $16.87, indicating a potential upside of 21.93% [1]. Group 2: Exploration Results - On December 18, Orla Mining reported successful exploration results at the Musselwhite Mine, confirming high-grade gold mineralization extending two kilometers below the operational site [2]. - Following the acquisition of the Musselwhite Gold Mine in March 2025, the mine produced approximately 57,586 ounces of gold in Q3 2025, with a gold recovery rate of 95.3% [3]. - The planned drill meters at Musselwhite have been expanded from 11,000 to over 12,500 meters by the end of 2025, reflecting ongoing exploration efforts [2]. Group 3: Management Changes - On December 16, Orla Mining announced the appointment of Ms. Joanna Pearson as an Independent Non-Executive Director, bringing 25 years of experience in financial transformation and risk management in the mining sector [4].

Core Insights - Orla Mining Ltd. is recognized as one of the 13 best gold mining companies to invest in, with RBC Capital maintaining a Buy rating and raising the price target to C$32 [1] Exploration and Production Updates - On December 18, Orla Mining reported positive exploration results at the Musselwhite Mine, confirming high-grade mineralization extends two kilometers beyond current mining areas, enhancing confidence in future resource growth and mine life [2] - The company's drilling program has shown strong results across all priority zones, leading to an increase in planned drill metres from 11,000 to approximately 12,500 metres by the end of 2025 [2] - In the third quarter of 2025, the Musselwhite Gold Mine produced 57,586 ounces of gold with a recovery rate of 95.3% [3] Operational Performance - The integration of the Musselwhite Mine is progressing well, with operations performing strongly [4] - Orla Mining is on track to meet the upper end of its revised annual production guidance of 265,000 to 285,000 ounces of gold [4]