Core Viewpoint - Kinross Gold reported quarterly earnings of $0.67 per share, exceeding the Zacks Consensus Estimate of $0.55 per share, and showing significant growth from $0.20 per share a year ago, representing an earnings surprise of +21.51% [1] Financial Performance - The company achieved revenues of $2.02 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 7.93%, and up from $1.42 billion year-over-year [2] - Over the last four quarters, Kinross Gold has consistently surpassed consensus EPS estimates and revenue estimates [2] Stock Performance - Kinross Gold shares have increased approximately 19.2% since the beginning of the year, contrasting with the S&P 500's zero return [3] Future Outlook - The company's earnings outlook will be crucial for assessing future stock performance, with current consensus EPS estimates at $0.65 for the coming quarter and $2.58 for the current fiscal year [7] - The Zacks Rank for Kinross Gold is currently 3 (Hold), indicating expected performance in line with the market in the near future [6] Industry Context - The Mining - Gold industry is currently ranked in the top 19% of over 250 Zacks industries, suggesting a favorable environment for stocks within this sector [8]

Core Viewpoint - Kinross Gold Corporation (KGC) is expected to report strong fourth-quarter 2025 results, driven by higher gold prices and robust production, despite facing cost pressures [1]. Financial Performance - The Zacks Consensus Estimate for KGC's fourth-quarter earnings is 55 cents per share, reflecting a 175% year-over-year increase. Revenue estimates stand at $1.87 billion, indicating a 32.4% rise year-over-year [2]. - KGC has outperformed the Zacks Consensus Estimate for earnings in three of the last four quarters, with an average earnings surprise of 17.4% [3][4]. Market Conditions - Gold prices have significantly increased, with a nearly 13% rise in the fourth quarter and approximately 65% increase in 2025, supporting KGC's performance [9]. - The average realized gold price per ounce for KGC in the fourth quarter is estimated at $4,080, a 53.2% increase from the previous year [9]. Production and Costs - KGC's production profile is strong, with key assets Tasiast and Paracatu contributing significantly to cash flow and production [10]. - However, the company is facing headwinds from rising production costs, with a 17% year-over-year increase in production cost of sales per ounce to $1,145 in the third quarter [11]. Stock Performance - KGC's shares have surged 205.2% over the past year, outperforming the Zacks Mining – Gold industry and the S&P 500 [12]. - The company is currently trading at a forward 12-month earnings multiple of 13.39, which is a 4.2% discount to the peer group average [15]. Investment Outlook - KGC has a promising pipeline of exploration and development projects, which are expected to enhance production and cash flow [18]. - The company maintains a strong liquidity position and generates substantial cash flows, allowing it to finance development projects and reduce debt [19]. - Despite the positives, high production costs may pressure KGC's margins, suggesting a cautious approach for investors [20][21].

Core Insights - Newmont Corporation (NEM) shares have increased by 72.9% over the past six months, driven by record gold prices and strong earnings performance [1][7] - NEM's stock performance has underperformed the Zacks Mining – Gold industry's 74.6% rise but has outperformed the S&P 500's increase of 9.4% [2] Stock Performance - NEM's stock has been trading above its 200-day simple moving average (SMA) since April 9, 2025, indicating a long-term uptrend [5] - The 50-day SMA is higher than the 200-day SMA, following a golden crossover on April 16, 2025, suggesting a bullish trend [5] Growth Projects and Asset Streamlining - Newmont is investing in growth projects such as the Ahafo North expansion in Ghana and the Cadia Panel Caves and Tanami Expansion 2 in Australia, aimed at expanding production capacity and extending mine life [9] - The company achieved commercial production at Ahafo North in October 2025, with expected annual production between 275,000 and 325,000 ounces of gold over an estimated mine life of 13 years [10] - Newmont completed its non-core divestiture program in April 2025, selling operations in Ghana and Canada for approximately $470 million [11] - The company anticipates generating $3 billion in after-tax cash proceeds from its 2025 divestiture program to support its capital allocation strategy [12] Financial Health - Newmont reported a strong liquidity position of $9.6 billion, including cash and cash equivalents of around $5.6 billion, at the end of Q3 2025 [13] - Free cash flow more than doubled year over year to a record $1.6 billion, with net cash from operating activities increasing by 40% to $2.3 billion [13] - Over the past two years, Newmont has distributed more than $5.7 billion to shareholders through dividends and share repurchases [14] Gold Price Dynamics - Gold prices have seen a record-setting rally, driven by global trade tensions and central bank accumulation of gold reserves [16] - Although gold prices have pulled back from their peak, they remain elevated, currently around $5,000 per ounce, supported by geopolitical tensions and macroeconomic uncertainty [18] Production Outlook - Newmont experienced a 15% year-over-year decline in gold production for Q3 2025, reaching 1.42 million ounces, marking the third consecutive quarter of production decline [20] - The company expects gold production for 2025 to be around 5.9 million ounces, with Q4 production anticipated to be in line with Q3 [21] Earnings Estimates - Newmont's earnings estimates for 2025 have increased, with the Zacks Consensus Estimate currently at $6.36, indicating year-over-year growth of 82.8% [22] Valuation - Newmont is trading at a forward price/earnings ratio of 15.15X, which is a 7.5% premium to the industry's average of 14.09X [25] Investment Strategy - Newmont is positioned for growth with strong performance from its Tier 1 assets and a robust project portfolio, although weaker production due to divestments may impact performance [26]

Agnico Eagle Mines (AEM) came out with quarterly earnings of $2.69 per share, beating the Zacks Consensus Estimate of $2.56 per share. This compares to earnings of $1.26 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +4.91%. A quarter ago, it was expected that this gold mining company would post earnings of $1.76 per share when it actually produced earnings of $2.16, delivering a surprise of +22.73%.Over the last four quarter ...

If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Kinross Gold (KGC) . This company, which is in the Zacks Mining - Gold industry, shows potential for another earnings beat.This gold mining company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 23 ...

Investors interested in Mining - Gold stocks are likely familiar with Iamgold (IAG) and Triple Flag Precious Metals (TFPM) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.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 Zacks Rank favors stocks with strong earnings estimate revision trends, and our Style Scores highlight companies with ...

Company Performance - Methanex (MEOH) has gained approximately 24% year-to-date, outperforming the average return of 23.6% for Basic Materials companies [4] - The Zacks Consensus Estimate for Methanex's full-year earnings has increased by 0.5% over the past quarter, indicating improved analyst sentiment and a stronger earnings outlook [3] Industry Context - Methanex is part of the Chemical - Diversified industry, which consists of 29 companies and currently ranks 213 in the Zacks Industry Rank. This industry has seen an average gain of about 27.5% year-to-date, suggesting that Methanex is slightly underperforming its industry peers [5] - The Basic Materials group, which includes Methanex, is ranked 1 within the Zacks Sector Rank, indicating strong overall performance compared to other sectors [2]

Core Viewpoint - Gold Fields (GFI) has shown strong performance in recent trading sessions, outperforming major indices and demonstrating significant monthly gains, indicating positive investor sentiment and potential growth in the upcoming earnings report [1][2]. Company Performance - GFI ended the recent trading session at $57.27, reflecting a +2.56% change from the previous day's closing price, outperforming the S&P 500, which had a daily loss of 0.01% [1]. - Over the past month, GFI's shares gained 12.69%, surpassing the Basic Materials sector's gain of 12.13% and the S&P 500's loss of 0.28% [1]. Earnings Estimates - For the full year, Zacks Consensus Estimates project earnings of $5.2 per share and revenue of $11.42 billion, representing increases of +293.94% and +119.57% from the prior year, respectively [2]. Analyst Sentiment - Recent changes to analyst estimates for Gold Fields indicate a positive outlook, with upward revisions suggesting optimism about the company's near-term business trends [3]. Valuation Metrics - Gold Fields has a Forward P/E ratio of 10.74, which is lower than the industry average of 12.92, indicating a potential undervaluation [6]. - The company's PEG ratio stands at 0.21, compared to the industry average of 0.42, suggesting favorable growth prospects relative to its valuation [6]. Industry Context - The Mining - Gold industry, part of the Basic Materials sector, holds a Zacks Industry Rank of 53, placing it in the top 22% of over 250 industries, indicating strong overall performance potential [7].

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Gold Fields (GFI) - Gold Fields currently holds a Momentum Style Score of B, indicating potential as a solid momentum pick [3][12] - The company has a Zacks Rank of 2 (Buy), which is associated with a strong track record of outperformance [4] Performance Metrics - Over the past week, GFI shares increased by 6.76%, while the Zacks Mining - Gold industry remained flat [6] - In the last month, GFI's price change was 12.69%, outperforming the industry's 5.87% [6] - Over the past quarter, GFI shares rose by 39.99%, and over the last year, they increased by 188.13%, compared to the S&P 500's gains of 1.86% and 15.7%, respectively [7] Trading Volume - GFI's average 20-day trading volume is 3,985,810 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - Recent earnings estimate revisions for GFI show one upward revision and one downward revision for the full year, raising the consensus estimate from $4.73 to $5.20 over the past 60 days [10] - For the next fiscal year, two estimates have moved upwards with no downward revisions during the same period [10]

Company Performance - Iamgold (IAG) closed at $21.58, reflecting a +1.41% increase from the previous day, outperforming the S&P 500's 0.33% loss [1] - Over the last month, Iamgold's shares have increased by 19.55%, surpassing the Basic Materials sector's gain of 11.52% and the S&P 500's unchanged performance [1] Earnings Projections - Iamgold is set to disclose its earnings on February 17, 2026, with projected earnings of $0.55 per share, indicating a year-over-year growth of 450% [2] - For the entire fiscal year, Zacks Consensus Estimates project earnings of $1.02 per share and revenue of $0 million, representing changes of +85.45% and 0% from the prior year [3] Analyst Estimates and Stock Performance - Recent revisions in analyst estimates for Iamgold reflect evolving short-term business trends, with positive revisions indicating analyst optimism about the company's profitability [3] - The Zacks Rank system, which assesses estimate changes, has shown that stocks rated 1 (Strong Buy) have delivered an average annual return of +25% since 1988 [5] Valuation Metrics - Iamgold is currently trading at a Forward P/E ratio of 11.06, which is below the industry average of 13.08, indicating a discount [6] - The company has a PEG ratio of 0.27, compared to the Mining - Gold industry's average PEG ratio of 0.4 [6] Industry Overview - The Mining - Gold industry is part of the Basic Materials sector and holds a Zacks Industry Rank of 51, placing it in the top 21% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]