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PAPAAS

Pan American Silver Corp.

Strong FundamentalsStrong FundamentalsRevenue growing 49% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (68 mentions/wk)
$PAAS·$19B·Gold·Basic Materials
$43.89+0.3%YTD-15.8%1Y+6.7%
Price updated 11m ago·X counts updated 5d ago
PAPAAS
$PAASPan American Silver Corp.
$43.89+0.27%68 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PAAS 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.

68X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $PAAS'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 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

Pan American Silver got a big BlackRock new position — 8,393,564 shares or 2.01% of the company. Chart reclaimed the daily uptrend, position stays on. #Silver dip into the .618 fib was the DCA target. Silver/PGM leader recognition running through multiple posts.

Read what X is saying about $PAAS

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

Proven numbersAcceleratingAI verdict · as of 2026-10-03

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

Pan American Silver is up 16% TTM on silver-cycle momentum — BlackRock just opened a 2% position.

Pan American Silver is one of the largest publicly-traded silver miners — operations in Mexico, Peru, Bolivia, Guatemala, and the newly-acquired MAG Silver assets. The stock has lagged on YTD basis but has +16% TTM returns as the silver cycle lands in the P&L.

  • Growth is accelerating hard: Q1 2026 revenue of $1.15B at +49% YoY after +47%, +19%, and +18% in prior quarters — silver-price realizations plus volume growth plus the MAG Silver acquisition are all contributing.
  • EPS beats are mixed but trending positive: last four prints at -13%, +3%, +23%, -2% — the operating-margin at 49% is intact, with 2026 consensus EPS of $3.00+ against a $46 stock giving a reasonable 15x forward multiple.
  • BlackRock's new 8.4M share position (2.01% of PAAS, disclosed Sep 7) is the credible institutional accumulation signal — plus the La Colorada growth plan and shareholder-returns boost from Mining Forum Americas 2026.

Nov 11 Q3 earnings with silver realizations above $35/oz plus clean 2027 production guide extends the move; a silver-price pullback below $30 or a Mexican mine-permitting setback and the stock gives back a chunk.

Agrees with X sentimentX correctly flags the BlackRock 2.01% / 8,393,564-share new position, the reclaimed daily uptrend, and the silver dip into the 0.618 fib as DCA target — real catalysts. The silver/PGM leader framing is directionally correct given the Q1 revenue +49% YoY print.

What to watch: Nov 11 Q3 earnings — silver realization per ounce, La Colorada growth plan commentary, operating-margin trend above 48%, and 2027 production guide. A silver-price pullback below $30/oz or a Mexican mine-permitting setback is the hard downside.

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

Read the AI verdict on $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)
  • 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.

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

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 $PAAS

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

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
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 4·consensus EPS $0.82

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 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$4.6B$4.2B – $5.8B$3.63$2.95 – $5.127
FY27$5.1B$3.6B – $7.6B$4.68$2.50 – $8.906
FY28$4.9B$4.7B – $5.1B$4.73$4.38 – $5.073
FY29$3.6B$3.1B – $4.3B$2.88$2.38 – $3.631
FY30$3.0B$2.6B – $3.5B$2.54$2.10 – $3.202

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.29%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.-10.7%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.-16.5%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.

+ 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.

3 Silver Mining Stocks to Consider Amid Industry Woeszacks.com·3d agoPan American Silver Announces Director Retirementbusinesswire.com·9d agoPan American Silver to Announce Third Quarter 2026 Unaudited Financial Resultsbusinesswire.com·9d agoPan American Silver (PAAS) Laps the Stock Market: Here's Whyzacks.com·10d agoCan Pan American Silver's Timmins Operations Drive Growth?zacks.com·11d ago

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Voices on X · last 7 days

No standout posts about $PAAS 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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