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TickerTalks›$CDE
CDCDE

Coeur Mining, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 138% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (128/wk), no spike
$CDE·$21B·Gold·Basic Materials
$20.02+5.5%YTD+2.6%1Y+16.7%
Price updated 11m ago·X counts updated 4d ago
CDCDE
$CDECoeur Mining, Inc.
$20.03+5.51%128 posts0.9×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CDE 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.

128X posts · last 7 days
Aug 31Sep 13
Chatter Meter
0.9×
QuietNormal · 1×Loud

How loud $CDE'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 2026-09-08

Coeur Mining is up 50% since testing the 0.5 fib with a wave-3 target of +71%. Entry from $8, uptrend formed on the path to a greedy $70+ target aligned with gold rally.

Read what X is saying about $CDE

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

Proven numbersAcceleratingAI verdict · as of 2026-09-16

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

Coeur Mining at $20 — silver and gold miner with 138% YoY revenue growth catching the precious-metals rally.

Coeur Mining is a US-based silver and gold miner — Rochester (Nevada), Palmarejo (Mexico), Kensington (Alaska), and Wharf (South Dakota) plus the newly acquired SilverCrest Metals assets.

  • The revenue growth is peak-cycle economics: Q1 revenue $856M was up 138% YoY at a 46% gross margin, and Q2 revenue $1.09B (partially SilverCrest inclusion) — that combined pattern makes FY26 EPS consensus $1.08 credible, and it's why the 18x forward P/E is defensible for a peak-cycle miner.
  • The silver-miners-are-sitting-on-record-cash-hoard framing is the specific structural anchor: precious-metals miners have accumulated more cash than at any point since the 2011 rally, and Coeur specifically is running at 8% FCF yield — that combined mechanic is what supports the FY27 EPS consensus of $1.62.
  • The tape is confirming the setup: 45% of the 52-week range, 10% above the 50-day, 4% above the 200-day, volume 1.1x — grinding higher off the 200-day is the specific pattern of institutional accumulation into a miner that has finally converted revenue to margin.

A next leg needs Nov 4 to show silver and gold production growth and any expanded SilverCrest integration commentary. A precious-metals rollback or an operational miss on integration is what stalls this back into the $17s.

Agrees with X sentimentAgrees. Coeur's uptrend from $8 with a wave-3 $70+ target is aggressive but the fundamentals do support significant multiple expansion in a sustained gold-and-silver rally, and 50%+ off the fib retest is a real tape.

What to watch: Nov 4 Q3 print — silver and gold production, SilverCrest integration, and any expanded exploration commentary. Production growth plus integration progress extends the run; a precious-metals rollback stalls it.

On the calendar: 2026-11-04 — Q3 earnings

silver gold minersilvercrest integrationpeak cycle

Read the AI verdict on $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)
  • 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.

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

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 $CDE

Partial — Palmarejo and Rochester are primary silver-gold, so silver market dynamics partially decouple returns from pure gold; cost normalisation at Rochester is the near-term margin lever.

Top industry ETF

$GDXVanEck Gold Miners ETF
+6.5%YTD
+34.5%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
Q2 2026Aug 5, 2026$0.12$0.26-53.5%
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%
Next earningsWed, Nov 4·consensus EPS $0.24

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 3 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.9B$4.4B – $5.9B$1.08$0.96 – $1.343
FY27$6.0B$5.4B – $7.3B$1.62$1.31 – $1.993
FY28$5.3B$5.1B – $5.5B$1.62$1.13 – $2.313
FY29$4.9B$4.3B – $5.9B$1.32$1.14 – $1.691
FY30$8.0B$7.1B – $9.7B$0.93$0.80 – $1.192

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.38%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.+4.9%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.-0.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.2% 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.β1.395-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

SellSep 8Casey M. NaultEVP, GC & Secretary10.0K sh$211KSellAug 19Thompson J KennethDirector25.0K sh$519KSellAug 19Casey M. NaultEVP, GC & Secretary10.0K sh$200KSellAug 19Thomas S WhelanCFO6.0K sh$125KBuyJun 12Aoife McgrathEVP, Exploration635 sh$11KSellJun 1Kenneth J WatkinsonVP, Corporate Controller & CAO39.0K sh$725K

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
  • 30 / 60 / 180-day windows so you can spot building conviction
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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

3New insider — initial holdingsAug 113
AI summary

Dorothy Anne Beckelheimer filed a Form 3 Initial Statement of Beneficial Ownership with the SEC on August 11, 2026, disclosing her initial insider position at Coeur Mining, Inc. (CDE) following her appointment as Senior Vice President, Tax Corporate Controller, and Chief Accounting Officer. She directly holds 79,492 shares of Coeur Mining common stock ($0.01 par value), of which 59,492 are unvested restricted shares and approximately 20,000 are fully vested. The filing was signed by Casey M. Nault as attorney-in-fact. This is a routine Section 16 compliance filing establishing baseline insider ownership and carries no immediate material impact on Coeur Mining's operations or financial position.

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-KAcquisition completedMar 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
+ 12 other (3 13Gs · 3 proxys · 2 earnings 8-Ks · 2 10-Qs) in window

Recent news

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

Silver Miners Are Sitting on Record Cash Hoard — More Than Double the 2011 Rally247wallst.com·3d agoNykredit A S Makes New Investment in Coeur Mining, Inc. $CDEdefenseworld.net·9d agoAstraZeneca completes global license agreement for oral EGFR inhibitor ZEGFROVY® (sunvozertinib) for lung cancergurufocus.com·16d agoCoeur Mining, Inc. (NYSE:CDE) Given Consensus Rating of “Moderate Buy” by Brokeragesdefenseworld.net·22d agoCoeur Mining Is No Longer Cheap, But Growth Still Justifies More Upsideseekingalpha.com·24d ago

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Voices on X · last 7 days

No standout posts about $CDE 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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