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TickerTalks›$AU
AUAU

AngloGold Ashanti plc

Strong FundamentalsStrong FundamentalsRevenue growing 65% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (212/wk), no spike
$AU·$53B·Gold·Basic Materials
$99.56-0.9%YTD+15.3%1Y+49.7%
Price updated just now·X counts updated 2d ago
AUAU
$AUAngloGold Ashanti plc
$99.56-0.92%212 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $AU 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.

212X posts · last 7 days
Aug 31Sep 13
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $AU'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 data5 posts analyzed · as of 2026-09-14

AngloGold Ashanti $AU is on the Luma Ranks top smart-money tokens list alongside SPCX/microduck/Index, and the crypto community around a paired $AU/$TSM Robinhood chain project is running content. Zero visible bear voice.

Read what X is saying about $AU

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

Proven numbersAcceleratingAI verdict · as of 2026-09-15

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

Global gold producer with 48% operating margins and 10% FCF yield — the setup is spot gold, not the operational story.

AngloGold Ashanti is a US-listed South African gold major with operations across Africa, the Americas, and Australia. The stock is up 15% YTD and 50% over twelve months, and the operating margins tell you exactly what a gold major looks like at these metal prices.

  • The economics are outstanding: revenue grew 65% year-over-year last quarter to $3.24B with a 48% operating margin and a 10% FCF yield, because gold at $3,900+ drops through nearly dollar-for-dollar to cash — and the low ~11.5x P/E reflects that the market wants to see this margin sustain, not just spike.
  • The setup is cyclical, not structural: at 0.75 beta and 57th percentile of the 52-week range, AU has room to run further if gold holds — but with 10% FCF yield already priced, a meaningful gold pullback re-rates the equity harder than the fundamental change would imply.

Nov 5 Q3 earnings plus the trajectory of spot gold decide the near-term move — all-in-sustaining costs below ~$1,400/oz and a firm production print is the run-continuation; any cost creep or a $200+ gold pullback tests the 200-day moving average around $92.

What to watch: Nov 5 Q3 earnings — AISC below $1,400/oz and firm production is the run-continuation; any cost creep or a $200+ gold pullback tests the 200-day around $92.

On the calendar: 2026-11-05 — Q3 earnings

sentiment mismatched asset

Read the AI verdict on $AU

  • 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.

Multi-continent gold miner with flagship operations at the Geita mine in Tanzania and additional assets in Australia and the Americas.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $AU

Direct beneficiary — Geita tier-1 mine in Tanzania is a high-quality asset; Zacks sell note is a near-term headwind but structural gold exposure remains intact.

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
11.6How 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
28.5%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
48.1%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
10.0%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
3.6Same 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
43.8%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
52.2%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
0.3Total 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 31, 2026$1.98$2.03-2.5%
Q1 2026May 8, 2026$2.52$2.27+11.0%
Q4 2025Feb 20, 2026$1.90$1.98-4.0%
Q3 2025Nov 11, 2025$1.32$1.34-1.5%
Next earningsThu, Nov 5·consensus EPS $2.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.2B+64.8%58.2%56.8%$2.54$1.3B
Q4 FY25$3.1B+75.3%50.6%49.2%$1.68$916.7M
Q3 FY25$2.4B+62.1%49.3%42.4%$1.32$1.1B
Q2 FY25$2.4B+108.8%49.0%40.9%$1.32$694.5M

Forward consensus

5-year forecast · up to 8 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.7B$12.6B – $12.9B$9.01$8.62 – $9.256
FY27$13.6B$12.5B – $14.7B$9.58$6.68 – $11.196
FY28$13.9B$10.8B – $20.3B$10.09$9.42 – $10.778
FY29$11.2B$10.0B – $12.7B$7.74$6.67 – $9.136
FY30$10.1B$9.1B – $11.5B$6.15$5.30 – $7.256

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.57%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.+6.4%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.+4.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 503.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β0.755-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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellMay 19Busia Kojo Osei FrimpongDirector400 sh$36K
+ 9 other (9 awards) in window

See when $AU insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

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.

+ 28 other (22 6-Ks · 3 6-K/As · 1 13G · 1 SD) in window

Recent news

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

New Strong Sell Stocks for September 11thzacks.com·5d agoHere Are Thursday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Amgen, AngloGold Ashanti, Caterpillar, Chewy, Meta Platforms, Novartis, NVIDIA, SK hynix, and More247wallst.com·5d agoIs AngloGold Ashanti (AU) a Buy as Wall Street Analysts Look Optimistic?zacks.com·8d agoThese Gold Stocks Pay You While You Hedge247wallst.com·11d agoNew Strong Sell Stocks for September 4thzacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $AU 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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