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SCSCCO

Southern Copper Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 36% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (95 mentions/wk)
$SCCO·$175B·Copper·Basic Materials
$200.51-0.6%YTD+38.1%1Y+54.7%
Price updated 25m ago·X counts updated 5d ago
SCSCCO
$SCCOSouthern Copper Corporation
$200.51-0.59%95 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $SCCO 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.

95X posts · last 7 days
Sep 28Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $SCCO'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 data7 posts analyzed · as of 2026-09-15

Copper prints an all-time high of $6.83 (+68% two-year) with posters framing Southern Copper as the low-cost producer riding a 30-year underinvestment cycle. SCCO joins FCX and TECK in +50% YTD range, well above the S&P.

Read what X is saying about $SCCO

  • 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 $SCCO — 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.

Southern Copper at 76% of 52-week range — 54% operating margin, copper $6.83 ATH, 30-year underinvestment cycle.

Southern Copper Corporation is a low-cost global copper miner — Peru, Mexico, Chile, and other Americas operations. The stock is up 38% YTD on specific copper-price appreciation and operational leverage.

  • The P&L is extraordinary: revenue grew 36.2% YoY to $4.25B last quarter at a 54.6% operating margin and 60% gross margin — the copper rally plus low-cost production is landing in the P&L with real operating leverage; EPS $1.92 reflects the cash-generation profile.
  • The specific structural tailwind is tangible: copper's $6.83 ATH is up 68% in two years, driven by a 30-year industry underinvestment cycle; SCCO as the low-cost producer captures the leverage directly.
  • Director Palomino's $20K-$21K sales at $200-$210 are modest trims; the SCCO/FCX/TECK +50% YTD cohort is the specific sector-rotation signal.

Accelerating holds while copper remains near highs and SCCO's low-cost production continues to leverage the price. A soft Oct 27 earnings print on production, or any specific China steel-demand softening commentary, is what cools the move; a FY27 revenue guide-up plus a copper break above $5/lb sustained is what extends the breakout.

Agrees with X sentimentX bulls on copper's $6.83 ATH, +68% two-year framing, the 30-year-underinvestment-cycle thesis, and the FCX/TECK/SCCO +50% YTD cohort well above the S&P have the specific setup right — this is a legitimate low-cost-copper-producer thesis in a structural up-cycle.

What to watch: Oct 27 earnings — copper production trajectory, all-in sustaining cost per lb, FY27 production guide, and copper price sensitivity. A soft production print or China steel-demand softening is what cools the breakout.

On the calendar: 2026-10-27 — Q3 FY26 earnings

Read the AI verdict on $SCCO

  • 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.

Large copper and molybdenum miner operating in Peru and Mexico, with one of the world's largest copper reserve bases.

Industry overviewAI analysisGenerated by AI from underlying data

Where Copper sits in its cycle right now — and what that implies for $SCCO.

Copper · Basic Materials

No material change from last week — EV adoption, grid electrification, and AI data-center power wiring sustain structural copper demand against constrained supply.

What this means for $SCCO

Partial — Large copper and molybdenum miner operating in Peru and Mexico, with one of the world's largest copper reserve bases.

Top industry ETF

$COPXGlobal X Copper Miners ETF
+9.9%YTD
+27.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
28.6How 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
25.3%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
54.6%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
3.0%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
9.9Same 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
46.0%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
60.4%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
0.6Total 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 2026Jul 21, 2026$2.01$1.96+2.6%
Q1 2026Apr 28, 2026$1.88$1.80+4.4%
Q4 2025Jan 27, 2026$1.56$1.52+2.6%
Q3 2025Oct 28, 2025$1.32$1.24+6.5%
Next earningsTue, Oct 27·consensus EPS $1.96

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$4.3B+36.2%64.7%58.3%$1.92$1.3B
Q4 FY25$3.9B+39.0%62.0%54.5%$1.56$1.1B
Q3 FY25$3.4B+15.2%59.8%52.4%$1.34$1.2B
Q2 FY25$3.1B-2.2%53.1%52.0%$1.19$741.1M

Forward consensus

5-year forecast · up to 12 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$17.0B$16.8B – $17.2B$7.67$7.41 – $8.079
FY27$16.3B$15.5B – $17.1B$7.19$6.31 – $7.7210
FY28$16.1B$13.9B – $19.6B$6.88$5.23 – $9.4212
FY29$19.5B$18.0B – $21.0B$8.15$7.30 – $8.9610
FY30$18.5B$17.0B – $19.9B$8.79$7.88 – $9.666

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.1.8×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.79%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.+0.4%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.+7.9%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 93.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.9% 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.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 24Palomino Bonilla Luis MiguelDirector100 sh$20KSellSep 8Palomino Bonilla Luis MiguelDirector100 sh$21KSellSep 4Palomino Bonilla Luis MiguelDirector100 sh$20KSellAug 31Palomino Bonilla Luis MiguelDirector400 sh$87KSellAug 5Palomino Bonilla Luis MiguelDirector200 sh$40KSellAug 4Palomino Bonilla Luis MiguelDirector100 sh$20KSellJul 24Palomino Bonilla Luis MiguelDirector100 sh$18KSellJun 5Palomino Bonilla Luis MiguelDirector4 sh$724SellJun 2Palomino Bonilla Luis MiguelDirector100 sh$20KSellMay 21Palomino Bonilla Luis MiguelDirector200 sh$36K
1–10 of 11
+ 16 other (16 awards) in window

See when $SCCO 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

8-KShareholder voteJul 178-K — Item 5.07: Shareholder vote
AI summary

Southern Copper's annual meeting (held May 29, 2026) approved all proposals: all 8 director nominees were elected, the executive compensation say-on-pay advisory vote passed, and independent auditors were ratified. No contested items. Routine annual governance confirmation for the major integrated copper producer.

8-KMaterial agreementJun 258-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Southern Copper Corporation completed a $1.25 billion public debt offering on June 24, 2026, issuing 5.350% notes due 2036 at a price of 100% of par. Net proceeds after underwriting discounts of ~$2.5M were approximately $1.241 billion, to be deployed by its Peruvian branch (SPCC) for the Tia Maria copper project development, SPCC's capital expenditure program, and general corporate purposes. BofA Securities, Morgan Stanley, Barclays, and Santander were the underwriters. A significant project-financing raise for a major copper expansion — materially relevant to SCCO's growth capex.

S-3ASRAuto-shelf registrationJun 15S-3ASR
AI summary

Southern Copper Corporation (SCCO) filed an automatic shelf registration statement (S-3ASR) on June 15, 2026, registering securities for potential future issuance. Body unavailable — excerpt cuts off before the total registered dollar amount or security types are disclosed.

8-KOfficer or director changeApr 298-K — Item 5.02: Officer or director change
AI summary

SCCO (SCCO) filed an 8-K under Item 5.02 disclosing a change in its executive leadership or board composition. The filing reports both a departure and an appointment in Chief Executive Officer. Individuals named in the filing include Other Jurisdiction, Employer Identification. Leadership changes at the C-suite and board level are material events requiring 8-K disclosure within four business days, as they can affect company strategy, investor confidence, and operational continuity.

+ 7 other (2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks · 1 SD) in window

Recent news

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

Southern Copper (SCCO) Falls More Steeply Than Broader Market: What Investors Need to Knowzacks.com·2d agoSCCO Gears Up to Report Q3 Earnings: What's in Store for the Stock?zacks.com·2d agoHere's Why Southern Copper (SCCO) is a Strong Growth Stockzacks.com·7d ago2 Copper Stocks to Buy and Hold as the Market Tightensfool.com·8d agoHere's Why Southern Copper (SCCO) Fell More Than Broader Marketzacks.com·9d ago

In themes

Explore the broader themes this ticker is being talked about under.

Critical Minerals & Rare Earths

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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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