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PAPAAS

Pan American Silver Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 49% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (121/wk), no spike
$PAAS·$20B·Silver·Basic Materials
$51.92-1.8%1Y+51.4%
Mentions · last 7 days
2026-08-22: 9 posts2026-08-23: 17 posts121+7%
Price updated 8h ago·X counts updated 8d ago
PAPAAS
$PAASPan American Silver Corp.
$51.92-1.80%121 posts+7%
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 $PAAS, 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 numbersAcceleratingAI verdict · as of 2026-09-01

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

Pan American Silver is a scaled silver producer riding the metal's catch-up trade — mechanics support the momentum.

Pan American Silver is one of the largest publicly-traded silver producers plus meaningful gold and copper exposure — Latin American mine footprint (Peru, Mexico, Argentina) with a mid-teens all-in sustaining cost profile. The stock is running on real silver-price leverage.

  • Revenue growth is dramatic and real: Q1 came in at $1.15B (+49% YoY) with operating margin at 49%, and Q4 was $1.20B (+47% YoY) — that's the leverage in a silver miner to a silver-price rally showing in the P&L.
  • The last four EPS prints beat consensus by -13% to +23% (Q2 miss was the exception, likely one-off) — the beat streak has been the durable driver of the +51% t12m rally.
  • Position sits at the 51st percentile of the 52-week range with volume 58% of normal — mid-range accumulation, and the Silver Institute-cited 46 Moz supply shortfall is the real macro tailwind.
  • Free cash flow yield 6.8% at PE 15.2x TTM is attractive for a producer at these silver prices — the compounder mechanics don't require silver to keep pushing to stay attractive.

The path forward depends on silver prices holding above $32/oz, the Oct 22 Q3 print delivering continued revenue growth, and any color on Escobal (Guatemala) permitting resolution. Options flow ($1.2M into $45 puts vs $612K into $60 calls) shows both sides positioning; a silver price sustained above $35 plus a Q3 beat continues the acceleration; a silver break below $30 or an Escobal setback invalidates the setup.

Agrees with X sentimentAligned with the bull thread — the 46 Moz Silver Institute shortfall, PAAS as 'the best way to play' silver catching up with gold, and options flow into the $60 April calls are all real. The $1.2M into November $45 puts is a legitimate hedge but not the dominant read.

What to watch: The Oct 22 Q3 print — silver realized prices, AISC (all-in sustaining cost) trajectory, and Escobal (Guatemala) permitting resolution color. A silver break below $30/oz or an Escobal setback invalidates the setup; a silver sustained above $35 plus a Q3 beat continues the acceleration.

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

X sentiment

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

Bullish sentiment10 posts analyzed · as of 2026-08-30

The mood on Pan American Silver is bullish and macro-driven — the Silver Institute pegs a 46 Moz shortfall for the year, and PAAS is framed as "the best way to play" silver catching up with gold, with one caller pitching it as chart of the week. Options flow includes $1.2M into $45 puts (November) but bulls point to $612K into the April $60 calls (~14% OTM) as the alternate read. A holder still long the $AG/$EXK/$PAAS silver-miner basket says he's "done trying to time the market — be right and sit tight."

Read the AI verdict + X sentiment for $PAAS

  • 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.

One of the world's largest primary silver producers with mines across Mexico, Peru, Bolivia, Argentina, and Canada.

Industry overviewAI analysisGenerated by AI from underlying data

Where Silver sits in its cycle right now — and what that implies for $PAAS.

Silver · Basic Materials

Silver is caught between its monetary and industrial identities; industrial demand (solar panel metallization, EVs) provides structural growth while the monetary overlay ties price action to gold and real yields. Green-energy-aligned industrial demand is the differentiated long-term driver relative to gold.

What this means for $PAAS

Neutral — network operator exposure is to subscriber economics and capex cycles, not directly to the industry macro driver.

Top industry ETF

$SILGlobal X Silver Miners ETF
-8.2%YTD
+63.8%1Y

Fundamentals & catalyst

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

Key ratios

P/E
15.2How 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
12.5%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
37.9%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
6.8%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
5.0Same 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
19.7%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
43.8%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 12, 2026$0.73$0.84-13.1%
Q1 2026May 5, 2026$1.09$1.06+2.8%
Q4 2025Feb 18, 2026$1.11$0.90+23.3%
Q3 2025Nov 12, 2025$0.48$0.49-2.0%
Next earningsWed, Nov 11·consensus EPS $0.93

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$1.2B+49.2%52.7%48.5%$1.08$400.0M
Q4 FY25$1.2B+46.9%47.2%39.2%$1.09$514.1M
Q3 FY25$854.6M+19.3%36.6%29.2%$0.44$217.6M
Q2 FY25$811.9M+18.3%33.7%30.0%$0.52$233.1M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.8B$4.4B – $5.8B$3.89$2.81 – $5.065
FY27$5.1B$3.6B – $7.4B$4.79$1.97 – $8.406
FY28$4.7B$3.9B – $6.0B$4.66$3.66 – $6.421
FY29$3.1B$2.5B – $3.9B$2.55$2.00 – $3.511
FY30$3.0B$2.5B – $3.8B$2.35$1.85 – $3.231

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.0.6×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.51%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.+11.1%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.-0.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 421.0M 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.β1.555-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.

+ 15 other (13 6-Ks · 1 SD · 1 13G) in window

Recent news

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

Can Pan American Silver Continue to See Solid Cash Flow Growth?zacks.com·8d agoBank of Nova Scotia Buys Shares of 546,867 Pan American Silver Corp. $PAASdefenseworld.net·8d agoPan American Silver: Deep Value Gold & Silver As A Hedge Against A Weak U.S. Dollarseekingalpha.com·11d agoWhich Silver Mining ETF Is the Better Buy: Global X's SIL or iShares' SLVP?fool.com·14d agoSurface Sampling Just Extended an Ontario Gold Trend to 560 Metresglobenewswire.com·14d ago

More in Silver

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$AG$HSLV$AYA$EXK
Voices on X · top 10 · 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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