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AYAYA

Aya Gold & Silver Inc.

$AYA·$3.9B·Silver·Basic Materials
$26.00+2.3%1Y+58.9%
Price updated 12h ago·X counts updated 4d ago
AYAYA
$AYAAya Gold & Silver Inc.
$26.00+2.28%40 posts0.9×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $AYA 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.

40X posts · last 7 days
Sep 28Oct 11
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $AYA'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 2026-09-11

Aya Gold & Silver is bullish on X — Zgounder generating cash today, Boumadine NPV doubled per updated PEA, and ASX300 entry drives short-covering setup. Colombia-play cross-read with Copper Giant CGNT.V (from $0.73 to $1.48 recently) supports the small-cap silver theme.

Read what X is saying about $AYA

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

Driven by hypeAcceleratingAI verdict · as of 2026-10-03

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

Moroccan silver producer with Zgounder online, PEA just doubled Boumadine NPV, and the stock up 64% in a year.

Aya Gold & Silver has delivered the single-asset-ramp outcome silver investors wait decades for — Zgounder is now cash-generating, the Boumadine PEA update doubled the NPV, and the sell-side is treating this as a durable multi-asset producer rather than a single-ramp story.

  • Q2 revenue of $94M was up 144% YoY and Q1 revenue of $117M was the first time quarterly revenue cleared $100M — the operating base has already stepped onto the next plateau.
  • The 36% Q2 EPS miss ($0.23 vs $0.36 consensus) is the near-term wrinkle, likely from recovery timing at Zgounder, and sell-side has 2026 EPS of $1.24 and 2027 EPS of $1.49 against today's $27.12.
  • The ASX300 inclusion-driven short-covering plus Boumadine PEA update have reset the trajectory, and the trailing-twelve-month return of 64% has outpaced the gold complex while silver has structural tailwinds in both monetary and industrial demand.

At 22x forward 2026 EPS and 18x 2027, this is not a cheap miner — but with a doubled Boumadine NPV and Zgounder in commercial production, the next 12 months of execution are what determine whether the forward multiple compresses on growth or expands.

Agrees with X sentimentX is bullish on Zgounder cash generation, the doubled Boumadine PEA NPV, and the ASX300 inclusion; the TickerTalks read agrees the setup is strong but notes the Q2 EPS miss as a reminder that single-asset ramps are not linear.

What to watch: November 12 Q3 earnings and whether Zgounder recovery and throughput return to plan; any Boumadine permit progress or feasibility-study timeline update; silver price trajectory as the macro variable that drives the forward multiple.

On the calendar: Q3 earnings scheduled 2026-11-12

Read the AI verdict on $AYA

  • 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.

Silver-focused miner operating the high-grade Zgounder silver mine in Morocco with expansion underway.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $AYA

Partial — Silver-focused miner operating the high-grade Zgounder silver mine in Morocco with expansion underway.

Top industry ETF

$SILGlobal X Silver Miners ETF
+1.8%YTD
+5.4%1Y

Fundamentals & catalyst

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

Key ratios

P/E
37.5How 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
18.6%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
51.3%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
2.6%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
12.4Same 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
25.3%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
61.3%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
0.2Total 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 2026Aug 13, 2026$0.23$0.36-36.1%
Q1 2026May 14, 2026$0.33$0.38-12.1%
Q3 2025Nov 11, 2025$0.09$0.09-0.5%
Q1 2025May 13, 2025$0.05$0.01+270.4%
Next earningsThu, Nov 12·consensus EPS $0.31

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$94.3M+144.3%65.5%54.9%$0.23$37.9M
Q1 FY26$117.3M—71.4%66.2%$0.34$53.4M
Q4 FY25$75.3M—56.6%48.3%$0.12$9.0M
Q3 FY25$54.3M—39.3%27.9%$0.09$-2.2M

Forward consensus

5-year forecast · up to 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$440.9M$437.2M – $447.0M$1.23$0.96 – $1.443
FY27$488.8M$425.4M – $535.6M$1.51$1.37 – $1.713
FY28$392.2M$297.4M – $467.5M$1.04$0.88 – $1.183
FY29$391.0M$346.8M – $432.6M$0.73$0.62 – $0.831
FY30$202.1M$179.3M – $223.6M$4.35$3.71 – $4.952

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.0.6×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.—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.-5.2%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.—Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 139.9M 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.β1.685-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 SEC STAFF ACTION · 1 CERT · 1 40FR12B/A) in window

Recent news

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

Aya Gold & Silver Reports Record Q3-2026 Production of 2.03 Million AgEq Ouncesglobenewswire.com·2d agoA Look at Aya Gold & Silver Inc (AYA) After 3.5% Decline -- GF Value $49.61 vs Price $26.45gurufocus.com·4d agoAya Gold & Silver Inc. (TSE:AYA) Stock Has Average Target Price of C$48.83defenseworld.net·11d agoAya Gold & Silver Targets Boumadine Build as Zgounder Ramps Upmarketbeat.com·13d agoReviewing Aya Gold & Silver (NASDAQ:AYA) & SSAB (OTCMKTS:SSAAY)defenseworld.net·14d 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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