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TickerTalks›$CDE
CDCDE

Coeur Mining, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 138% YoY at strong marginsCatalyst pendingConsistent chatter on X (244/wk), no spike
$CDE·$15B·Gold·Basic Materials
$14.91-3.2%YTD-16.8%1Y+71.6%
Mentions · last 7 days
2026-07-25: 16 posts2026-07-26: 14 posts2026-07-27: 34 posts2026-07-28: 34 posts2026-07-29: 45 posts2026-07-30: 47 posts2026-07-31: 53 posts244+3%
Price updated 3d ago·X counts updated 3d ago
CDCDE
$CDECoeur Mining, Inc.
$14.91-3.18%244 posts+3%
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 $CDE, 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.

Hinges on a big eventEvent coming upAI verdict · as of 2026-08-01

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Coeur Mining doubled Mexico exploration budget to $158M, up 72% year-over-year, Q2 print Aug 5 — silver-cycle setup

Coeur Mining is a mid-tier US-listed silver and gold miner — Palmarejo (Mexico silver+gold), Rochester (Nevada silver+gold), Kensington (Alaska gold), Wharf (South Dakota gold), Silvertip (British Columbia silver-zinc-lead) plus development projects at Crown/Sterling (Nevada) and La Preciosa (Mexico). Trailing PE 13.9x, PS 4.4x, ROE 16.3%, ROIC 5.7%, EV/EBITDA 8.6x, D/E 0.07 (essentially unlevered).

The setup:

  • Up 72% trailing twelve months but down 17% YTD, price at $14.91 sits in the 33rd percentile of the 52-week range, 10% below the 50-day and 20% below the 200-day. Beta missing coverage.
  • Q1 (reported May 6) EPS $0.36 vs $0.37 consensus (-1.8%); revenue $856M (+138% YoY). Trailing four surprises: -1.8%, -10.3%, -8%, +11.1% — recent misses, though Q1 revenue growth still extreme.
  • Doubled Mexico exploration budget to $158M for drilling at Palmarejo after high-grade assays — meaningful capex commitment.
  • Chart posters describe reversing off Jul low ~$13.90, bouncing to ~$15.26 with strong volume — technical bounce setup.

Into the print:

  • Q2 earnings Aug 5 with $0.26 consensus EPS. Bar: silver-linked operating leverage, exploration progress at Palmarejo, Rochester production ramp, and Silvertip restart status.

Bottom line: silver-cycle miner with exploration-capex ramp — Aug 5 tests whether revenue growth catches up to the price consolidation.

Agrees with X sentimentX aligns bullishly — doubled Mexico exploration budget, high-grade Palmarejo assays, Wave 5 target with +128-139% upside — direction matches; the caveat the crowd is underweighting is the recent EPS miss pattern (three of four quarters) and GF-Value's overvalued flag.

What to watch: Aug 5 Q2 print — silver realizations and operating leverage, Palmarejo production and drill results (against the $158M budget), Rochester ramp progression, and Silvertip restart timeline; also FY26 production and cost guidance updates.

On the calendar: 2026-08-05 — Q2 earnings

silver cycleexploration ramprecent earnings miss pattern

X sentiment

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

Bullish sentiment7 posts analyzed · as of 2026-07-28

Coeur Mining doubled its Mexico exploration budget to $158M for drilling in Palmarejo after high-grade assays. Stock reversing sharply off July low near $13.90, now near $15.26 with strong volume. Bouncing off 0.618 fib with Wave 5 target +128-139% upside. Sentiment is decisively bullish.

Read the AI verdict + X sentiment for $CDE

  • 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
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What it does

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

Primary silver and gold miner with flagship operations in Nevada, Alaska, and Mexico; growth via Silvertip deposit.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $CDE

Direct beneficiary — Primary silver and gold miner with flagship operations in Nevada, Alaska, and Mexico; growth via Silvertip deposit; core revenue tied directly to the primary demand driver in gold.

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
13.9How 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
5.7%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
40.3%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
8.0%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
4.4Same 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
16.3%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
50.8%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$0.36$0.37-1.8%
Q4 2025Feb 18, 2026$0.35$0.39-10.3%
Q3 2025Oct 29, 2025$0.23$0.25-8.0%
Q2 2025Aug 6, 2025$0.20$0.18+11.1%
Next earningsWed, Aug 5·consensus EPS $0.26

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$856.2M+137.8%46.2%43.4%$0.39$266.8M
Q4 FY25$674.8M+120.9%53.7%51.2%$0.33$313.3M
Q3 FY25$554.6M+76.9%55.1%31.9%$0.42$188.7M
Q2 FY25$480.6M+116.5%50.1%29.1%$0.11$146.1M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.2B$4.9B – $5.5B$1.46$1.12 – $1.611
FY27$6.0B$5.6B – $6.3B$1.83$1.20 – $2.531
FY28$5.5B$5.1B – $5.8B$1.89$1.74 – $2.031
FY29$4.9B$4.6B – $5.2B$1.49$1.37 – $1.601
FY30$8.0B$7.5B – $8.4B$1.15$1.06 – $1.241

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.0.8×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.-10.0%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.-20.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

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.

Insider activity

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

Recent transactions

BuyJun 12Aoife McgrathEVP, Exploration635 sh$11KSellJun 1Kenneth J WatkinsonVP, Corporate Controller & CAO39.0K sh$725K
+ 39 other (23 inkinds · 16 awards) in window

See when $CDE 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
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote · Item 8.01: Other event
AI summary

Coeur Mining (CDE) announced multiple corporate actions via 8-K on May 13, 2026. Kenneth Watkinson (VP Controller and CAO) will retire in early 2027 but remain through August 10, 2026. Anne Beckhelheimer (age 46, joined Coeur in 2015) is named SVP Tax, Corporate Controller, and CAO effective August 10, 2026. The 2026 Annual Meeting also took place with routine director elections and bylaw amendment votes (Items 5.03 and 5.07).

8-K/AAcquisition completed (amended)May 68-K/A — Item 2.01: Acquisition completed
AI summary

Coeur Mining (CDE) filed an 8-K/A on May 6, 2026 to amend a prior filing, confirming the completion of its acquisition of New Gold Inc. (a British Columbia company) on March 20, 2026. The transaction was structured as a Plan of Arrangement under which Coeur's Canadian subsidiary acquired all New Gold shares per an Arrangement Agreement dated November 2, 2025. New Gold became a wholly-owned subsidiary of Coeur. This is a significant acquisition for Coeur, adding New Gold's gold and copper mining assets to its portfolio.

8-KMaterial agreementApr 238-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD
AI summary

Coeur Mining (CDE) completed a private debt exchange offer on April 22, 2026: it issued $385,774,000 of new 6.875% Senior Notes due 2032 in exchange for tendered New Gold Inc. 6.875% Senior Notes due 2032 (original principal $400 million), effectuating a liability transfer as part of the New Gold acquisition integration. U.S. Bank Trust serves as indenture trustee. The exchange retired New Gold's standalone debt and replaced it with Coeur-issued notes, though at a slight discount to par indicating some notes were not tendered.

3New insider — initial holdingsMar 233
3New insider — initial holdingsMar 233
8-KMaterial agreementMar 238-K — Item 1.01: Material agreement · Item 2.01: Acquisition completed · Item 3.02: Unregistered equity sale · Item 3.03 · Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 7.01: Press release / Reg FD · Item 8.01: Other event
8-KOfficer or director changeFeb 188-K — Item 2.02: Earnings release · Item 5.02: Officer or director change · Item 8.01: Other event
+ 12 other (3 proxys · 2 13Gs · 2 earnings 8-Ks · 1 routine 8-K) in window

Recent news

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

Bloom Energy vs. Coeur Mining: Which Industrials Stock Is a Better Buy in 2026?fool.com·3d agoCoeur Mining Inc (CDE) Stock Up 5.3% but GF Value Says Overvalued -- GF Score: 80/100gurufocus.com·4d agoCoeur Mining (CDE) Reports Next Week: Wall Street Expects Earnings Growthzacks.com·5d agoCoeur Mining: The Turnaround Story Keeps Going Wellseekingalpha.com·6d agoSilver or Gold: Is a Mining Stock Fund Better Than Holding Physical Bullion Through an ETF?fool.com·9d 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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