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BTBTG

B2Gold Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 115% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (330/wk), no spike
$BTG·$5.7B·Gold·Basic Materials
$4.30-2.5%YTD-5.9%1Y+18.1%
Mentions · last 7 days
2026-06-13: 10 posts2026-06-14: 26 posts2026-06-15: 75 posts2026-06-16: 95 posts2026-06-17: 68 posts2026-06-18: 45 posts2026-06-19: 7 posts330+1%
Price updated 12h ago·X counts updated 12h ago
BTBTG
B2Gold Corp.$BTG
$4.30-2.49%330 posts+1%
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 $BTG, 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 numbersStalledAI verdict · as of 2026-06-20

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

Gold miner with Q1 revenue +115% YoY at 50% operating margin — and the stock is still sitting at the bottom third of its range.

B2Gold is a Canadian-listed (and US-listed) gold producer with three operating mines across multiple continents — a leveraged play on the gold-price cycle with operational expertise as the moat versus single-mine pure-plays. The numbers are exceptional: Q1 revenue grew 115% year-over-year to $1.14B at a 50% operating margin (the gold-price recovery is showing through), and the past EPS surprise was +72.7% over consensus. The stock is down 6% YTD but up 18% TTM, sitting in the 33rd percentile of its 52-week range, 8% below the 50-day and 10% below the 200-day. Trades at 10.5x earnings — cheap for a producer with 50% operating margins. No insider activity in the bundle. With no sentiment in the corpus, the bull case rests entirely on the operating data (which is concrete) and gold-cycle persistence (which is macro-dependent). The Iran-deal-driven oil decline that helped Delta is structurally separate from the gold-price drivers.

What to watch: August 6 Q2 earnings — does revenue growth hold above 100% YoY and does the operating margin extend the 50% Q1 print as gold prices continue to bid? Any production miss from one of the three operating mines or a geopolitical disruption affecting one of the operating jurisdictions is the structural risk; a guide raise on FY26 gold-production is the rerating leg.

On the calendar: 2026-08-06 — Q2 earnings

no sentiment

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What it does

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

B2Gold Corp. operates as a prominent gold mining enterprise, currently running three active production sites across different continents. Its primary operational mines include the Fekola Mine in Mali, the Masbate Mine situated in the Philippines, and the Otjikoto Mine located in Namibia. In addition to its wholly-owned assets, the company holds a 25% ownership stake in Calibre Mining Corp. and an approximate 19% interest in BeMetals Corp. Furthermore, B2Gold manages a diverse collection of evaluation and exploration assets spread across Mali, Uzbekistan, and Finland. The company, which was founded in 2006, bases its corporate headquarters in Vancouver, Canada.

Industry overviewAI analysisGenerated by AI from underlying data

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

Gold · Basic Materials

Dollar uncertainty and geopolitical risk sustain the structural gold price bid — GDX +49.5% over 12 months reflects a macro safe-haven demand cycle that has re-rated gold miners on higher realized price assumptions. Production cost control and asset quality now separate the compounders from the development-stage speculative plays.

Top industry ETF

$GDXVanEck Gold Miners ETF
-5.3%YTD
+57.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
10.5How 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
15.4%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
48.5%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
7.6%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
1.5Same 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
15.7%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
54.4%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
0.1Total 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
Q1 2026May 6, 2026$0.19$0.11+72.7%
Q4 2025Feb 18, 2026$0.11$0.20-45.0%
Q3 2025Nov 5, 2025$0.14$0.15-6.7%
Q2 2025Aug 7, 2025$0.12$0.15-20.0%
Next earningsThu, Aug 6·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.1B+114.7%52.6%50.1%$0.15$359.7M
Q4 FY25$1.1B+110.9%52.3%50.4%$0.13$127.6M
Q3 FY25$782.9M+74.7%49.9%44.7%$0.01$-80.5M
Q2 FY25$692.2M+40.5%50.8%45.8%$0.12$17.1M

Forward consensus

5-year forecast · up to 4 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.1B$3.8B – $4.5B$0.73$0.48 – $0.964
FY27$5.2B$4.8B – $5.7B$1.27$1.05 – $1.684
FY28$5.6B$5.1B – $6.1B$1.38$1.24 – $1.552
FY29$4.9B$4.5B – $5.3B$1.11$0.99 – $1.243
FY30$4.2B$3.8B – $4.6B$0.92$0.83 – $1.033

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.1.2×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.33%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.-7.7%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.-9.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.3B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today2.4% 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.β1.305-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.

+ 23 other (17 6-Ks · 4 13Gs · 1 SD · 1 40-F) in window

Recent news

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

Zonte Metals Completes Non-Brokered Private Placementthenewswire.com·10d agoB2Gold Announces Voting Results from its 2026 Annual General and Special Meetingglobenewswire.com·15d agoB2Gold (BTG) Down 7.5% Since Last Earnings Report: Can It Rebound?zacks.com·15d agoZonte Metals Completes First Tranche of Non-Brokered Private Placement and Increases Size of Offeringthenewswire.com·16d agoForget Bitcoin! 1 Historically Cheap Stock to Buy Right Now Instead of the World's Largest Cryptocurrency247wallst.com·19d ago

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Voices on X · top 1 · 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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