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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 (113/wk), no spike
$AEM·$101B·Gold·Basic Materials
$195.57-0.7%YTD+14.9%1Y+28.5%
Price updated 10h ago·X counts updated 2d ago
AEAEM
$AEMAgnico Eagle Mines Limited
$195.57-0.68%113 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AEM on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

113X posts · last 7 days
Sep 1Sep 14
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $AEM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-15

Agnico Eagle Mines announces disposition of Delta/Helm Bay projects and investment in Vizsla Copper, framed as an advanced VMS deal. Rick Rule names AEM a pro pick — chatter is uniformly constructive for the gold miner.

Read what X is saying about $AEM

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $AEM — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-17

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

Agnico Eagle running with the gold cycle — 66% Q1 revenue growth on the same asset base is what a real precious-metals equity looks like.

Agnico Eagle Mines is one of the largest and most-respected gold miners in the world — assets in Canada, Mexico, and Finland with a low geopolitical-risk footprint. Shares are up 15% YTD and 28% year-on-year as gold prices continue to grind higher.

  • The financial print is running with the cycle: Q1 revenue grew 66% YoY to $4.1B at a 62% operating margin and $727M free cash flow — the last three quarterly EPS surprises averaged +5%, and Q3 2025 grew 42% YoY, so the acceleration is sustained across quarters.
  • The strategic pieces are conservative and clean: AEM's disposition of the Delta/Helm Bay projects plus its investment in Vizsla Copper is exactly the discipline pattern that has made AEM the premium-multiple miner (16x TTM P/E), and Rick Rule naming it a 'pro pick' validates the fundamental read.

Oct 28 Q3 earnings and the spot-gold trajectory are the switches — a maintained realized-gold-price plus continued production-cost discipline is what carries the run, while a gold-price correction below $2,400/oz or a Nunavut operating incident is what would seal a cooling. Debt-to-equity of essentially zero is best-in-class for the sector.

Agrees with X sentimentMatch the constructive X read — the Vizsla Copper VMS investment is a real strategic asset-add, and Rick Rule's 'pro pick' framing tracks legitimate institutional interest in AEM as the premium gold miner. The Delta/Helm Bay disposition is exactly the portfolio discipline that supports the multiple.

What to watch: Oct 28 Q3 earnings for realized gold price, all-in-sustaining-cost, and any Vizsla Copper deployment update. A maintained realized-gold price plus cost discipline carries the run; a gold-price correction or a Nunavut operating incident confirms the cooling.

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

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

Gold prices remain elevated on central bank accumulation and dollar diversification; miners carry operating leverage to metal—cost discipline is the key differentiator after a 39% trailing-12-month sector run. Barrick up ~10% since earnings; Alamos Gold headline mine concerns draw attention.

What this means for $AEM

Direct beneficiary — Senior producer with LaRonde flagship; multi-jurisdiction diversification (Canada, Mexico, Finland) provides operating leverage to elevated gold with production visibility.

Top industry ETF

$GDXVanEck Gold Miners ETF
+6.5%YTD
+34.5%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 $2.74

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 10 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$15.7B$15.4B – $16.3B$12.17$11.43 – $13.0710
FY27$16.2B$15.6B – $17.7B$12.49$10.67 – $14.1710
FY28$15.8B$11.4B – $21.3B$12.42$10.25 – $17.8110
FY29$12.8B$11.4B – $15.6B$10.79$9.29 – $13.815
FY30$11.4B$10.2B – $13.8B$10.50$9.04 – $13.445

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.0.5×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.51%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.+11.1%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.+4.2%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 today0.3% 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.β0.675-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.

+ 17 other (16 6-Ks · 1 SD) in window

Recent news

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

Agnico Eagle Mines (AEM) Rises Higher Than Market: Key Factszacks.com·6d agoAgnico Eagle Mines (AEM) Suffers a Larger Drop Than the General Market: Key Insightszacks.com·7d agoAgnico Eagle Mines: Continued Upside Despite Risks To The Price Of Goldseekingalpha.com·7d agoIs Most-Watched Stock Agnico Eagle Mines Limited (AEM) Worth Betting on Now?zacks.com·7d agoAEM Trading at a Premium Valuation: Here's How to Play the Stockzacks.com·7d ago

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Voices on X · last 7 days

No standout posts about $AEM on X in the last 7 days.

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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