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AGAG

First Majestic Silver Corp.

$AG·$9.1B·Silver·Basic Materials
$19.26+2.6%1Y+109.8%
Mentions · last 7 days
2026-08-08: 11 posts2026-08-09: 5 posts2026-08-10: 36 posts2026-08-11: 28 posts2026-08-12: 30 posts2026-08-13: 13 posts2026-08-14: 10 posts133+26%
Price updated 14h ago·X counts updated 13h ago
AGAG
$AGFirst Majestic Silver Corp.
$19.26+2.56%133 posts+26%
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 $AG, 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.

Driven by hypeAcceleratingAI verdict · as of 2026-08-15

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

Silver-miner beta play on a genuine silver breakout — operations are still bumpy but the tape and dividend action say management is finally getting operating leverage.

First Majestic is a leveraged silver-price call more than a fundamentals story, but the fundamentals have quietly gotten better in the last two quarters and that's what's fueling the breakout.

  • Q2 revenue $415M, +57% YoY; gross margin 64%; operating margin 48% — margin expansion is what a real bull silver leg looks like, not just spot price.
  • Trailing 12M price +110%; the bull-flag breakout above the 200DMA is confirmed with a rising volume profile.
  • 217% YoY Q2 dividend hike is management's way of signaling durable free cash — FCF yield now at ~8%.
  • The Q3 print was actually a miss (-6% surprise); posters aren't discounting that. This is a commodity-momentum trade with lumpy operational execution underneath.
  • Beta 2.1 means any pullback in silver will hit harder than the underlying commodity move.

Catalyst path is external: silver holding above the breakout zone, gold-silver ratio compressing, and Fed rate-cut expectations. The AYA rotation the X chatter mentions is a symptom of a broader silver-basket rotation into higher-beta names.

Agrees with X sentimentThe X bull thesis on the technical breakout and the FCF/dividend story is directionally right. What's understated in the chatter is that Q3 EPS actually missed and the last four quarters average a ~-6% earnings surprise — this is a commodity-beta trade, not a clean operational story.

What to watch: Silver spot holding the breakout zone (~$35+) and gold-silver ratio direction — those decide the trade. Operationally, Q3 (November 4) production and AISC guide are the fundamental check on whether the margin expansion is real.

On the calendar: Q3 earnings Nov 4

X sentiment

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

Bullish sentiment19 posts analyzed · as of 2026-08-14

First Majestic Silver is riding a strongly bullish thread. Posters call out a confirmed monster bull-flag breakout crossing the 200DMA, 5.1% FCF yield, a 217% YoY Q2 dividend hike, and a rotation of AYA profits into AG. The setup is being framed as a triple-digit silver leader with imminent catalysts.

Read the AI verdict + X sentiment for $AG

  • 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.

Pure-play silver and gold miner operating producing mines in Mexico and Nevada with leverage to precious metals prices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Silver sits in its cycle right now — and what that implies for $AG.

Silver · Basic Materials

No material change from last week — photovoltaic paste consumption and chip wire bonding are structural industrial demand drivers scaling with AI buildout's expansion of global fab output.

Top industry ETF

$SILGlobal X Silver Miners ETF
-8.2%YTD
+66.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
24.5How 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
9.0%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
44.0%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
8.2%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
5.2Same 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
12.4%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
52.6%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
0.1Total 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 30, 2026$0.21$0.25-16.0%
Q1 2026May 12, 2026$0.31$0.33-6.1%
Q4 2025Feb 19, 2026$0.30$0.22+34.7%
Q3 2025Nov 5, 2025$0.07$0.11-36.4%
Next earningsWed, Nov 4·consensus EPS $0.20

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$415.5M+57.0%64.2%47.5%$0.22$194.4M
Q1 FY26$470.1M+91.1%55.3%49.5%$0.26$184.7M
Q4 FY25$471.1M+171.8%50.6%45.3%$0.17$261.3M
Q3 FY25$286.7M+95.1%34.6%27.5%$0.05$55.2M

Forward consensus

5-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.7B$1.6B – $1.7B$0.82$0.43 – $1.272
FY27$1.8B$1.8B – $1.9B$0.96$0.80 – $1.122
FY28$2.0B$1.9B – $2.1B$1.01$0.94 – $1.062
FY29$1.6B$1.5B – $1.6B$0.77$0.71 – $0.801
FY30$1.6B$1.6B – $1.7B$0.69$0.64 – $0.721

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.46%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.+12.7%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.+1.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 487.5M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.β2.115-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.

+ 19 other (15 6-Ks · 1 13G · 1 SD · 1 40-F) in window

Recent news

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

First Majestic Silver Sees Unusually Large Options Volume (NYSE:AG)defenseworld.net·4d agoKBRA Affirms Assured Guaranty's AA+ Insurance Financial Strength Ratings with Stable Outlookgurufocus.com·10d agoFirst Majestic Silver Corp. $AG Shares Sold by Amundidefenseworld.net·10d agoAST SpaceMobile vs. First Majestic Silver: Which Industrials Stock Is a Better Buy in 2026?fool.com·11d ago3 Critical Mining Stocks Worth Buyingfool.com·11d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths
Voices on X · top 12 · 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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