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IAIAG

Iamgold Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 44% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (96 mentions/wk)
$IAG·$10B·Gold·Basic Materials
$18.09+1.9%YTD+9.0%1Y+23.6%
Price updated 9h ago·X counts updated 5d ago
IAIAG
$IAGIamgold Corporation
$18.09+1.86%96 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $IAG 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.

96X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $IAG'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 55% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data7 posts analyzed · as of 2026-10-02

The Iagon crowd is community-bullish — $IAG consolidated around $0.02 is being framed as the accumulation zone, bulls hype a Würth partnership ("will make Cardano great") and a Token2049 appearance. The pitch is "nobody is better positioned to succeed, built to last." The one real conversation is about why the project doesn't deploy liquidity in one click — some sellers still at the bottom. No bear voice; thread is all loyalists.

Read what X is saying about $IAG

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

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Iamgold is a cheap profitable gold miner — the X thread is Iagon (Cardano), not this stock.

Iamgold is a mid-cap gold miner with assets in Canada and West Africa. The business is capturing a strong gold cycle but trading at a reasonable multiple on operating-margin strength.

  • The economics are strong: Q1 revenue +44% YoY at a 47% operating margin and ROIC of 25% — standard high-margin miner profile at cycle-high gold prices, with top-line growth outpacing the industry.
  • At 10.6x PE and 3.3x sales the valuation is cheap relative to the operating-margin profile — the market is pricing in cycle normalization that may not materialize while gold stays elevated.
  • 52-week range position is 53% with vol at 80% of average — mid-range consolidation, not stretched, which is a typical setup for a quality miner between cycle moves.

Nov 3 Q3 is the gate — any continuation of 40%+ revenue growth plus production execution extends the move. A production miss or cost-inflation surprise and the stock gives back some YTD gain.

What to watch: Nov 3 Q3 — gold-realization pricing, production volumes, operating-margin trajectory, and any 2027 production guide. A production miss or cost-inflation surprise is the clear invalidator.

On the calendar: 2026-11-03 — Q3 earnings

cashtag collision

Read the AI verdict on $IAG

  • 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
Free, forever. No credit card.

What it does

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

Iamgold explores and produces gold primarily in Canada (Côté project), West Africa, and Egypt.

Industry overviewAI analysisGenerated by AI from underlying data

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

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 $IAG

Neutral — Iamgold explores and produces gold primarily in Canada (Côté project), West Africa, and Egypt.

Top industry ETF

$GDXVanEck Gold Miners ETF
+0.1%YTD
+3.9%1Y

Fundamentals & catalyst

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

Key ratios

P/E
10.6How 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
25.1%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
47.1%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
12.9%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
3.3Same 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
28.1%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
49.9%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 6, 2026$0.42$0.420.0%
Q1 2026May 5, 2026$0.66$0.52+26.9%
Q4 2025Feb 17, 2026$0.70$0.55+27.3%
Q3 2025Nov 4, 2025$0.30$0.21+42.9%
Next earningsThu, Nov 5·consensus EPS $0.40

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$835.1M+43.8%47.3%45.0%$0.39$309.8M
Q1 FY26$1.0B+115.9%55.4%52.9%$0.65$460.7M
Q4 FY25$1.1B+135.1%53.9%52.2%$0.71$603.3M
Q3 FY25$706.7M+61.0%38.6%33.3%$0.24$207.0M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.8B$3.4B – $4.4B$2.09$1.90 – $2.294
FY27$4.1B$3.2B – $5.1B$2.35$2.05 – $2.877
FY28$3.9B$3.5B – $4.6B$2.31$2.21 – $2.463
FY29$3.7B$3.3B – $4.3B$1.81$1.55 – $2.193
FY30$3.2B$2.8B – $3.7B$1.86$1.60 – $2.265

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.52%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.-6.9%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.-1.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 569.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.7% 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.β2.255-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.

+ 19 other (15 6-Ks · 3 13Gs · 1 SD) in window

Recent news

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

ONGold to Regain Full Control of the October Gold Project, 35 km Northwest of IAMGOLD's Cote Gold Mine, and Identifies New Exploration Targetsnewsfilecorp.com·22h ago53,684 Shares in Iamgold Corporation $IAG Acquired by Vann Equity Management LLCdefenseworld.net·9d agoIAG share price: Here's why the British Airways parent is falling todayinvezz.com·9d agoIamgold Corporation (NYSE:IAG) Stock Has Average Price Target of $21.83 According to Brokeragesdefenseworld.net·10d agoIAMGOLD Provides Notice of Third Quarter 2026 Results and Conference Callnewsfilecorp.com·12d 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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