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AEAEM

Agnico Eagle Mines Limited

Strong FundamentalsStrong FundamentalsRevenue growing 66% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (181/wk), no spike
$AEM·$74B·Gold·Basic Materials
$145.27-3.6%YTD-11.4%1Y+16.8%
Mentions · last 7 days
2026-07-26: 17 posts2026-07-27: 15 posts2026-07-28: 17 posts2026-07-29: 53 posts2026-07-30: 39 posts2026-07-31: 23 posts2026-08-01: 17 posts181+28%
Price updated 2d ago·X counts updated 20h ago
AEAEM
$AEMAgnico Eagle Mines Limited
$145.27-3.64%181 posts+28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $AEM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-31

The move is getting stronger, with heavier trading behind it.

Agnico Eagle beat Q2 by 6% on record $1.3B FCF — gold miner riding the safe-haven bid alongside implied vol surge.

Agnico Eagle is one of the highest-quality large-cap gold miners globally, operating in Canada, Mexico, and Finland. The Q2 print confirmed the operational leverage that's coming from higher gold prices — this is the pure play on the gold thesis at scale.

The reason the setup is fundamentally justified:

  • Q2 was a clean beat: EPS $3.05 vs $2.89 consensus (+5.5% surprise) with revenue $4.1B (+66% YoY!) driven entirely by higher realized gold prices, record quarterly FCF of $1.335B, and 62% operating margin — the last three EPS surprises were +6%, +7%, +4%, cadence intact.
  • The M&A activity is real: AEM invested C$60M in Cadillac Mines' IPO at C$6.90/share, increasing its stake from 9.7% to ~11.1% — that's active deployment of the FCF windfall into strategic industry positions. San Nicolás project received land-use-change and environmental permits in July, unlocking that development pipeline.
  • The valuation is compensating for the gold-price sensitivity: 16.2x trailing earnings, 6.4x sales, 15% ROIC, 22% ROE — for consensus FY26 EPS of $12.37 growing to $13.19 in FY27, forward P/E is ~12x on FY26. Cheap if you believe gold prices hold; rich if you don't.

The extension case runs through the Oct 28 Q3 print — another beat plus continued production growth commentary and any San Nicolás development timeline extends the trend toward $170. The invalidation would be a specific gold-price rollover (Fed pivot, dollar strength) that compresses the operating leverage. Right now the setup is 'quality miner riding the gold bid' — trend continues until gold stops.

Agrees with X sentimentX captures Q2 accurately — record FCF $1.335B, EPS beat, Cadillac Mines stake increase, San Nicolás permits — plus the 'old 60/40 dead, gold at 5-10% much better long-term' rotation framing. Full agreement. The separate memecoin AEM/USDT on Biconomy is background noise, not competing signal.

What to watch: Oct 28 Q3 earnings — another beat plus continued production growth commentary and any San Nicolás development timeline extends the trend toward $170. Gold-price rollover from a Fed pivot or dollar strength is the near-term invalidation.

On the calendar: 2026-10-28 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment27 posts analyzed · as of 2026-08-01

Agnico Eagle is bullish after a Q2 beat: adj EPS $3.19 vs $2.89 estimate, adj EPS +58% YoY, record quarterly free cash flow of $1.34B, adj EBITDA $2.738B, and record quarterly shareholder returns. Bulls note $3,000+/oz realized gold pricing and Agnico deepening its Cadillac Mines stake with a $60M investment. Overhang: production tracking the low end of guidance with AISC at $1,459 and geotechnical risks flagged in one deep-read Q2 breakdown.

Read the AI verdict + X sentiment for $AEM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Senior gold producer operating mines in Canada, Mexico, and Finland with LaRonde as flagship asset.

Industry overviewAI analysisGenerated by AI from underlying data

Where Gold sits in its cycle right now — and what that implies for $AEM.

Gold · Basic Materials

No material change from last week — central bank accumulation and US fiscal risk sustain the structural gold floor above $3,100/oz even as GDX lags spot by 10% YTD, flagging miner operating-cost inflation as the gap driver.

What this means for $AEM

Partial — Senior gold producer operating mines in Canada, Mexico, and Finland with LaRonde as flagship asset; partial earnings exposure to gold demand dynamics through its product portfolio.

Top industry ETF

$GDXVanEck Gold Miners ETF
-11.9%YTD
+43.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
15.2%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
56.9%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
6.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
22.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
61.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$3.05$2.89+5.5%
Q1 2026Apr 30, 2026$3.40$3.19+6.6%
Q4 2025Feb 12, 2026$2.69$2.58+4.3%
Q3 2025Oct 29, 2025$2.16$1.76+22.7%
Next earningsWed, Oct 28·consensus EPS $2.89

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.1B+66.1%66.4%62.4%$3.39$726.8M
Q4 FY25$3.6B+60.3%61.7%55.9%$3.04$1.3B
Q3 FY25$3.1B+41.9%58.5%53.8%$2.10$1.2B
Q2 FY25$2.8B+35.6%58.6%53.6%$2.13$1.3B

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.8B$14.7B – $16.8B$12.16$11.25 – $13.229
FY27$16.5B$14.9B – $17.7B$12.82$11.09 – $14.0710
FY28$15.3B$11.2B – $20.0B$12.32$9.87 – $16.5111
FY29$12.4B$10.9B – $14.7B$11.09$9.43 – $13.825
FY30$11.2B$9.9B – $13.4B$11.74$9.98 – $14.635

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.17%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-8.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-20.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 505.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.595-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 18 other (16 6-Ks · 1 SD · 1 40-F) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Bank of America Corp DE Has $1.06 Billion Stock Position in Agnico Eagle Mines Limited $AEMdefenseworld.net·2d agoAgnico Eagle Q2 Earnings Call Highlights Growth Pipelinezacks.com·2d agoAgnico Eagle Mines Limited (AEM) Q2 2026 Earnings Call Transcriptseekingalpha.com·3d agoImplied Volatility Surging for Agnico Eagle Mines Stock Optionszacks.com·3d agoAgnico (AEM) Is Considered a Good Investment by Brokers: Is That True?zacks.com·3d ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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