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AGAG

First Majestic Silver Corp.

$AG·$8.5B·Silver·Basic Materials
$15.98-0.7%YTD-6.2%1Y+4.2%
Price updated 2h ago·X counts updated 5d ago
AGAG
$AGFirst Majestic Silver Corp.
$15.98-0.68%163 posts1×
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.

163X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
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
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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 numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

First Majestic Silver up 44% TTM — 44% operating margin, Jerritt Canyon restart adds to the silver-deficit tape.

First Majestic Silver is a Mexico-focused silver and gold miner — San Dimas (operating), Santa Elena, La Encantada, plus the Jerritt Canyon restart in Nevada. The stock is up 44% TTM, consolidating below the 50-day MA with the silver-deficit thesis extending.

  • The P&L is actually strong: revenue grew 57% YoY to $415.5M last quarter at a 44% operating margin and 53% gross margin — the silver rally plus production ramp at San Dimas is landing in the P&L with meaningful operating leverage.
  • The Jerritt Canyon restart is the specific growth catalyst — restarting the gold mine in Nevada adds a specific tonnage increase through FY27, with high-grade silver/gold intercepts from San Dimas district drilling validating the geological potential.
  • No insider trading of consequence; the chart position (34% of 52-week range) reflects a brief consolidation after a strong year, not a structural problem.

Stalled holds until Nov 4 earnings confirm Jerritt Canyon restart timing, silver production above the FY27 guide, and all-in sustaining cost stays controlled. A soft silver production print, or any specific commentary on Mexican mining-tax/royalty increases, is what tips this toward breaking-down; a silver break above $45/oz plus Jerritt Canyon restart acceleration is what breaks the stalled tape higher.

Agrees with X sentimentX bulls citing the 22-year pattern setup for a Richter-20+ magnitude move (vs 2010's smaller repeat), San Dimas high-grade intercepts, and the 72,000-ha Mexican precious-metal district control have the structural thesis right — this is a legitimate silver-deficit miner at a reasonable multiple.

What to watch: Nov 4 earnings — Jerritt Canyon restart timing, silver production, all-in sustaining cost by mine, FY27 production guide. A silver production miss or Mexican mining-tax commentary is what breaks the stalled tape lower.

On the calendar: 2026-11-04 — Q3 FY26 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
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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

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
+1.8%YTD
+3.3%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 earningsThu, Nov 5·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$0.86$0.74 – $0.982
FY27$1.8B$1.8B – $1.8B$0.98$0.96 – $0.992
FY28$2.0B$1.9B – $2.1B$1.04$0.97 – $1.082
FY29$1.6B$1.5B – $1.6B$0.85$0.80 – $0.891
FY30$1.6B$1.6B – $1.7B$0.77$0.72 – $0.801

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.27%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.-15.7%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.-20.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 487.6M 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.

+ 16 other (14 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 Announces Temporary Suspension of NAFTA Arbitration Proceedings as Settlement Framework Agreed to with Mexiconewsfilecorp.com·4d agoFirst Majestic's Silver Production Decreases 11% Y/Y in Q3zacks.com·5d agoFortuna Mining's Q3 Gold-Equivalent Production Dips Sequentiallyzacks.com·5d agoFirst Majestic Silver Corp. (NYSE:AG) Stock Has Average Price Target of $24.75defenseworld.net·5d agoFirst Majestic Reports Q3 2026 Production Results, Announces Q3 Conference Call Details and Renewal of Share Repurchase Programnewsfilecorp.com·9d ago

In themes

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

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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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