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BB

Barrick Mining Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 65% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (747/wk), no spike
$B·$62B·Gold·Basic Materials
$36.73-2.6%YTD-14.6%1Y+73.9%
Mentions · last 7 days
2026-07-25: 72 posts2026-07-26: 59 posts2026-07-27: 108 posts2026-07-28: 136 posts2026-07-29: 85 posts2026-07-30: 76 posts2026-07-31: 87 posts627+12%
Price updated 5h ago·X counts updated 3h ago
BB
$BBarrick Mining Corporation
$36.73-2.57%627 posts+12%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $B, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-30

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

Barrick Mining is the largest global gold miner ex-Newmont — Aug 10 earnings and gold's next move decide if -17% YTD marks the bottom.

Barrick Mining is one of the two largest gold miners in the world (alongside Newmont), producing gold across Nevada, Africa and Latin America with meaningful copper exposure from Zaldivar and the Reko Diq project in Pakistan. It's off 17% YTD as the whole gold-miner group has traded sideways despite bullion at all-time highs, and Q2 earnings on Aug 10 is the swing catalyst.

Where the setup actually is:

  • The financials say the mining cycle is genuinely working: Q1 revenue grew 65% YoY to $5.2B, gross margin 57%, operating margin 51%, and TTM free cash flow yield 7.8% — those are peak-cycle numbers, and the FY26 EPS consensus of ~$3-4 has room to move higher if gold holds above $2400.
  • The valuation is unusually attractive for the current gold price: 11x trailing earnings on 65% revenue growth, EV/EBITDA at 10x, and net-cash generation supporting a 3% dividend yield plus buyback — the -17% YTD versus gold's move is exactly the equity-miners-underperform-bullion setup that has historically compressed into strong catch-up moves.
  • The catalyst path is specific and dated: Q2 earnings on Aug 10 with the Reko Diq project timeline update, the Kingfisher stake acquisition detail, and any commentary on copper-project development — the recent $14.83M acquisition of a 9.9% stake in Kingfisher is a small but pointed positive signal of active M&A capacity.

Underneath the noise this is a genuinely cheap gold-and-copper franchise that has been sold along with the group and now sits below its 200-day. Watch Aug 10 for all-in sustaining cost trajectory (needs to stay below $1350), production guidance for H2, and any Reko Diq milestone update — a clean beat plus a Reko Diq update restarts the move; a cost surprise or production miss extends the cooling.

What to watch: Q2 earnings Aug 10 — all-in sustaining cost trajectory (needs to stay below $1350), production guidance for H2, and any Reko Diq milestone update. A clean beat plus a Reko Diq update restarts the move; a cost surprise or production miss extends the cooling.

On the calendar: 2026-08-10 — Q2 earnings

sentiment mismatch ambiguous ticker

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Neutral sentiment17 posts analyzed · as of 2026-07-31

The $B stream in this window is almost entirely off-topic — music fandom posts about an artist stylized as $B, birthday shout-outs, chart guessing games, and a handful of daily market roundups that only mention $B in gold-miner lists alongside AEM, GDX and NEM. There is essentially no investor discussion of the actual equity. Treat this window as noise rather than sentiment.

Read the AI verdict + X sentiment for $B

  • 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)
  • X crowd read with bullish/bearish call + post volume
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

Major gold and copper miner with large assets across Africa, the Americas, and the Middle East.

Industry overviewAI analysisGenerated by AI from underlying data

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

Gold · Basic Materials

No material change from last week — central bank accumulation and US fiscal risk sustain the structural gold floor above $3,100/oz even as GDX lags spot by 10% YTD, flagging miner operating-cost inflation as the gap driver.

What this means for $B

Partial — Major gold and copper miner with large assets across Africa, the Americas, and the Middle East; partial earnings exposure to gold demand dynamics through its product portfolio.

Top industry ETF

$GDXVanEck Gold Miners ETF
-11.9%YTD
+43.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
11.1How 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
16.0%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
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
7.8%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
3.5Same 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
23.5%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
53.4%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
Q1 2026May 11, 2026$0.98$0.74+32.4%
Q4 2025Feb 5, 2026$1.04$0.85+22.4%
Q3 2025Nov 10, 2025$0.58$0.57+1.8%
Q2 2025Aug 11, 2025$0.47$0.470.0%
Next earningsMon, Aug 10·consensus EPS $0.81

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$5.2B+65.3%57.5%56.7%$0.94$1.7B
Q4 FY25$6.0B+64.5%54.8%51.6%$1.44$1.4B
Q3 FY25$4.1B+23.2%54.4%50.3%$0.76$1.5B
Q2 FY25$3.7B+16.4%49.0%45.9%$0.47$455.9M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$21.7B$19.7B – $23.6B$3.65$3.14 – $4.145
FY27$24.5B$22.0B – $27.0B$4.14$3.48 – $4.925
FY28$25.5B$22.2B – $28.5B$4.69$3.90 – $5.411
FY29$26.1B$22.7B – $29.2B$4.74$3.94 – $5.472
FY30$20.7B$18.0B – $23.2B$4.35$3.62 – $5.032

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.46%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.-6.0%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.-11.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.7B 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.β1.105-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.

+ 11 other (6 6-Ks · 3 13Gs · 1 SD · 1 40-F) in window

Recent news

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

Bank of Nova Scotia Has $169.36 Million Stake in Barrick Mining Corporation $Bdefenseworld.net·8d agoAssetmark Inc. Increases Position in Barrick Mining Corporation $Bdefenseworld.net·9d agoBarrick Mining to Acquire 9.9% Stake in Kingfisher Via $14.83M Dealzacks.com·10d agoBank of New York Mellon Corp Reduces Holdings in Barrick Mining Corporation $Bdefenseworld.net·10d agoGold Has Doubled in Less Than Two Years. Which ETF is Better to Play the Historic Rally, GLD or SGDM?fool.com·10d ago

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Voices on X · top 15 · 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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