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AGAGI

Alamos Gold Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 77% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (6.5K/wk), no spike
$AGI·$15B·Gold·Basic Materials
$34.82-2.4%YTD-9.0%1Y+6.7%
Price updated 14m ago·X counts updated 18h ago
AGAGI
$AGIAlamos Gold Inc.
$34.82-2.36%6.5k posts5×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AGI 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.

6,525X posts · last 7 days
Sep 1Sep 14
Chatter Meter
5×
QuietNormal · 1×Loud

How loud $AGI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's running louder than usual, louder than 99% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data25 posts analyzed · as of 2026-09-14

The $AGI cashtag here is an Anthropic-paired Solana memecoin on LaunchOnSF, not Alamos Gold — the community is positioning ahead of a rumored Anthropic IPO and celebrating tokens that pay in pre-anthropic stock. Traders are down big on paper but stay long the narrative-and-lore. No visible bear voice; sentiment is uniformly conviction-hold within a crypto community.

Read what X is saying about $AGI

  • 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 $AGI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersCooling offAI verdict · as of 2026-09-14

Catching its breath after a run — could pick back up or fade from here.

Alamos Gold is a boring, cash-generative mid-cap gold miner trading well off its highs into a still-strong gold tape.

Alamos Gold operates three mines across Canada and Mexico and is one of the higher-quality mid-cap gold miners on the tape — steady output, low all-in sustaining costs, minimal debt. In a year where gold has been the standout macro trade, AGI has quietly sold off with the miner group despite fundamentals actually improving.

  • The mechanics are legitimately strong: Q1 revenue jumped 77% YoY to $588M with a 57% operating margin, the stock trades at just 11x TTM earnings on a $15B cap with ~4% debt-to-equity, and free cash flow is compounding — this is a real business generating real cash into a rising gold price.
  • The tape has decoupled from the story: shares sit at 30% of the 52-week range and below the 200-day, with 30-day volume running at half normal — nobody's forcing action here even as September options flow spiked, and there's zero fresh insider buying to close the gap.

The re-rating trigger is the Oct 28 print: if AISC stays contained while gold holds around current levels, the FCF math forces a look at the discount. A miss on costs or production is what turns cooling into a longer digestion.

Agrees with X sentimentThe cashtag is dominated by an unrelated Solana meme token — 'Artificial Gooner Intelligence' — not the miner. The one real signal (unusual options activity flagged Sept 9) does align with a setup starting to bid, but treat the X pool as effectively empty for this ticker.

What to watch: Oct 28 Q3 earnings — AISC per ounce and production guidance for FY27. A guide-down on cost or output is what would break the cooling; a clean beat into a firm gold tape restarts the re-rating.

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

sentiment contaminatedsector tailwind

Read the AI verdict on $AGI

  • 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.

Gold mining holding company operating low-cost open-pit and underground mines in Canada, Mexico, and Türkiye.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $AGI

Direct beneficiary — Low-cost open-pit and underground mines in Canada, Mexico, and Türkiye; mine setback headlines this week limited to one asset; operational diversity limits blast radius.

Top industry ETF

$GDXVanEck Gold Miners ETF
+8.1%YTD
+33.6%1Y

Fundamentals & catalyst

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

Key ratios

P/E
11.3How 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
14.4%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
54.1%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
2.9%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
5.8Same 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
25.2%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
59.1%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$0.59$0.52+13.5%
Q1 2026Apr 29, 2026$0.54$0.540.0%
Q4 2025Feb 18, 2026$0.54$0.49+10.2%
Q3 2025Oct 29, 2025$0.37$0.370.0%
Next earningsWed, Oct 28·consensus EPS $0.47

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$588.4M+76.7%63.9%57.4%$0.45$54.7M
Q4 FY25$584.1M+55.4%60.1%57.1%$1.03$88.5M
Q3 FY25$457.2M+26.7%56.4%50.7%$0.65$125.8M
Q2 FY25$438.2M+31.7%54.2%49.3%$0.38$77.7M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.4B$2.2B – $2.6B$2.21$1.96 – $2.477
FY27$3.1B$2.7B – $3.4B$2.83$2.53 – $3.166
FY28$3.6B$3.1B – $4.3B$3.70$3.11 – $4.667
FY29$4.1B$3.6B – $5.0B$3.92$3.28 – $5.113
FY30$4.2B$3.7B – $5.2B$4.33$3.62 – $5.645

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.0.7×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.30%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.+9.1%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.-9.0%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 417.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β1.395-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 (16 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.

Nvidia's Jensen Huang Claims AGI Has Arrived. Here's How to Invest.fool.com·5d agoAlamos Gold: The Mine That Broke Isn't The One That Mattersseekingalpha.com·6d agoMint Signed MOU with Edvance Innovation Limited to Expand into the Middle East and North Africa Education Robotics Market Through Distribution Partnershipglobenewswire.com·6d agoAlamos Gold Target of Unusually Large Options Trading (NYSE:AGI)defenseworld.net·7d agoWall Street Lunch: Nvidia's Huang Declares 'AGI Has Arrived' After OpenAI's GPT-6 Astra Launchseekingalpha.com·7d 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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