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TickerTalks›$AG
AGAG

First Majestic Silver Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 57% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (149/wk), no spike
$AG·$9.4B·Silver·Basic Materials
$18.08+0.7%YTD+5.3%1Y+64.4%
Price updated 45m ago·X counts updated 2d ago
AGAG
$AGFirst Majestic Silver Corp.
$18.08+0.74%149 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AG 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.

149X posts · last 7 days
Sep 11Sep 27
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $AG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-09-12

First Majestic Silver is bullish — quarterly chart shows a 22-year pattern setup for Richter-20+ magnitude move (vs 2010's smaller repeat). San Dimas district drilling returned multiple high-grade silver/gold intercepts; FMSilverCorp controls ~72,000 ha in one of Mexico's most significant precious-metal districts. Metals/mining early-morning bullish scan.

Read what X is saying about $AG

  • 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
Free, forever. No credit card.

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

First Majestic Silver is up 64% t12m on the silver rally with a $1B treasury — real production, real M&A optionality, tape mid-range.

First Majestic Silver operates silver-and-gold mines in Mexico and the US — a mid-cap silver-focused producer with a diversified geological footprint and now a $1B treasury it can deploy for M&A. The tape is at 40% of the 52-week range, coiling into the November 4 print.

  • The financial base is elite for a cyclical: 44% operating margin, 9% ROIC, 12% ROE, 8.2% free cash flow yield, and analysts see revenue moving from ~$1.67B this year to $2B by 2028 with EPS climbing from $0.82 to $1.01 (variable on metals prices).
  • The valuation is friendly at silver-cycle prices: 25x trailing PE and 5.2x sales — reasonable for the mine-portfolio quality, and 7.6x EV/EBITDA supports it.
  • The insider tape is empty on transactions — no meaningful signal from officers, and the record-cash-hoard-across-silver-miners framing captures the sector-wide setup.

November 4 Q3 earnings and any color on Q4 silver-and-gold production plus M&A deployment decides the next leg — a re-affirmed FY guide with clean production and a named M&A deal restarts the tape decisively; a soft production print or a competitive-M&A-loss headline is what breaks the coil the wrong way.

Agrees with X sentimentAgrees with the 22-year-pattern-setup framing — First Majestic is a genuine leverage play on silver, and the record cash hoard across silver miners is a real setup datapoint — but 'Richter-20+ magnitude move' is chart-based enthusiasm that requires the silver rally to keep grinding higher; the November print has to at least not disappoint on production.

What to watch: November 4 Q3 earnings — Q4 silver-and-gold production, San Dimas district drilling results, and any named M&A deployment; a re-affirmed FY with clean production and named M&A deal restarts the tape, a soft production or competitive-M&A-loss headline breaks the coil.

On the calendar: 2026-11-04 — Q3 earnings

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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

Industrial silver demand from solar PV (Ag paste in modules) and EV wiring is the structural driver, with 2026 global solar installations on pace to hit 600 GW — implying record industrial silver consumption. Monetary tailwind from gold-silver ratio mean reversion and Fed rate cuts adds a speculative premium; primary silver miners benefit from both industrial and investment demand simultaneously.

What this means for $AG

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

Top industry ETF

$SILGlobal X Silver Miners ETF
+1.6%YTD
+22.5%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$0.81$0.69 – $0.932
FY27$1.8B$1.8B – $1.9B$1.01$1.00 – $1.022
FY28$2.0B$1.9B – $2.1B$1.01$0.94 – $1.062
FY29$1.6B$1.5B – $1.6B$0.78$0.73 – $0.821
FY30$1.6B$1.6B – $1.7B$0.70$0.65 – $0.731

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.1.0×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.36%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.-4.8%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.-10.9%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 today2.0% 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.

+ 17 other (15 6-Ks · 1 13G · 1 SD) in window

Recent news

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

First Majestic Silver Eyes Growth, Jerritt Canyon Restart as Silver Deficit Deepensmarketbeat.com·1d agoFirst Majestic Silver Corp. (TSE:AG) Given Average Recommendation of “Buy” by Analystsdefenseworld.net·8d agoFirst Majestic Silver Corp: $1 Billion Treasury Could Facilitate More Exciting Merger Activityseekingalpha.com·8d agoFirst Majestic's 2026 Outlook: Silver Production Targets Continued Scale Post-Acquisitionfool.com·9d agoGold, Silver Gain as Oil Prices Ease & Dollar Weakens: 4 Stocks to Watchzacks.com·11d ago

In themes

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

Critical Minerals & Rare Earths

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Voices on X · last 7 days

No standout posts about $AG 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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