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FSFSM

Fortuna Mining Corp.

Rising onWhy it's trendingX chatter picking upBacked by solid revenue growthPrice and volume picking up
$FSM·$3.3B·Gold·Basic Materials
$10.72+1.7%YTD+5.9%1Y+9.3%
Price updated 9m ago·X counts updated 5d ago
FSFSM
$FSMFortuna Mining Corp.
$10.72+1.71%44 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $FSM 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.

44X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $FSM's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 86% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-01

Sentiment is bullish, anchored on Q2 delivering $85.7M in free cash flow, $200M pre-tax EBITDA at a 63% margin, and 72,000 oz of gold on track for roughly 300,000 oz this year. Traders point to a 50% gain since August 4 longs and highlight P/E of about 10.8, PEG of 0.2, and 5.5-5.8% short interest as fuel for further upside. The lone caveat is that FSM alongside SSRM, PLMTF and other silver producers is now flagged in overbought territory on RSI, so a near-term cooldown is on the radar.

Read what X is saying about $FSM

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

Proven numbersAcceleratingAI verdict · as of 2026-10-02

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

Precious-metals miner with Q2 revenue +38% YoY, 51% operating margin, 10x TTM earnings and 72K oz gold on track for 300K oz annual.

Fortuna Mining produces gold and silver across Argentina, Burkina Faso, Mexico, Peru and Côte d'Ivoire with the West African expansion targeting 500K oz gold, so revenue scales with realized metal prices and production ramp.

  • Q2 FY26 revenue $318.4M, +38.2% YoY with 51.3% operating margin; prior four quarters: -8.6%, -10.0%, +18.0%, +38.2% — three-quarter revenue inflection off the FY25 trough
  • TTM: 9.7x earnings, 3.1x sales, 22% ROE, 57% gross margin, 52% operating margin, FCF yield 11.4%, debt-to-equity 0.13
  • 2026 estimates: $1.38B revenue, $1.40 EPS; 2027 $1.50B, $1.77 EPS — modeling continued operating step-up
  • YTD +12%, trailing-12m +26% at $11.17 against a $3.54B market cap — multiple reset against the fundamental acceleration
  • Q2 delivered $85.7M FCF, $200M pre-tax EBITDA at 63% margin, 72K oz gold on track for ~300K oz FY26
  • West Africa expansion targeting 500K oz gold ounces; CEO at Mining Forum Americas 2026

The fundamental acceleration is clean: revenue up 38% YoY with 50%+ operating margins and FCF generation. The multiple at 10x TTM leaves room against a 500K oz production target, with RSI overbought flagged as the near-term chart risk.

Agrees with X sentimentX cites Q2 at $85.7M FCF, $200M pre-tax EBITDA at 63% margin, 72K oz gold on 300K oz annual pace, 50% gain since August 4, P/E ~10.8, PEG 0.2, and 5.5-5.8% short interest as fuel. One caveat: FSM alongside SSRM, PLMTF now in overbought RSI territory. The attention aligns with the Q2 operating step-up and modest short setup.

What to watch: Nov 4 Q3 earnings and West Africa production ramp — whether realized gold prices and the 500K oz production target extend the Q2 margin profile.

On the calendar: 2026-11-04 Q3 earnings

Read the AI verdict on $FSM

  • 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.

Fortuna Mining produces silver, gold, zinc, and lead from underground mines in Mexico, Peru, Burkina Faso, and Côte d'Ivoire.

Industry overviewAI analysisGenerated by AI from underlying data

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

Gold · Basic Materials

No material change from last week — gold prices remain elevated on central bank accumulation and dollar diversification, with miners carrying operating leverage to metal price.

What this means for $FSM

Neutral — Fortuna Mining produces silver, gold, zinc, and lead from underground mines in Mexico, Peru, Burkina Faso, and Côte d'Ivoire.

Top industry ETF

$GDXVanEck Gold Miners ETF
+0.1%YTD
+6.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
9.7How 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
18.8%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
52.5%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
11.4%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
3.1Same 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
22.2%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
57.1%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$0.24$0.29-18.6%
Q1 2026May 6, 2026$0.35$0.37-6.3%
Q4 2025Feb 18, 2026$0.22$0.23-2.4%
Q3 2025Nov 5, 2025$0.15$0.26-42.0%
Next earningsWed, Nov 4·consensus EPS $0.36

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$318.4M+38.2%57.6%51.3%$0.25$70.4M
Q1 FY26$342.5M+18.0%61.9%53.2%$0.36$164.1M
Q4 FY25$272.0M-10.0%54.4%44.6%$0.23$119.8M
Q3 FY25$251.4M-8.6%53.0%61.5%$0.40$62.2M

Forward consensus

5-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.4B$1.4B – $1.4B$1.35$1.35 – $1.351
FY27$1.5B$1.5B – $1.5B$1.69$1.69 – $1.691
FY28$1.8B$1.8B – $1.8B$2.06$2.06 – $2.061
FY29$750.2M$750.2M – $750.2M$2.40$2.40 – $2.401
FY30$705.4M$705.4M – $705.4M$2.32$2.32 – $2.321

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.1.3×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.40%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.-10.9%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.-1.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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 (19 6-Ks · 3 13Gs · 1 SD) in window

Recent news

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

National Survey: Growing Number of Payment Options Could Make It More Challenging for Middle-Income Families to See Full Financial Picturegurufocus.com·3d agoFortuna Mining's Q3 Gold-Equivalent Production Dips Sequentiallyzacks.com·4d agoFortuna reports third quarter 2026 production of 69,665 gold equivalent ounces and advances key growth initiativesglobenewswire.com·10d agoReviewing Mesabi Trust (NYSE:MSB) & Fortuna Mining (NYSE:FSM)defenseworld.net·11d agoFortuna Mining (NYSE:FSM) Share Price Breaks Above Two Hundred Day Moving Average – Here’s What Happeneddefenseworld.net·11d ago

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Voices on X · last 7 days

No standout posts about $FSM 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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