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SSSSRM

SSR Mining Inc.

$SSRM·$7.9B·Gold·Basic Materials
$37.75+5.4%1Y+79.6%
Mentions · last 7 days
2026-08-26: 0 posts2026-08-27: 2 posts2026-08-28: 5 posts2026-08-29: 0 posts2026-08-30: 3 posts2026-08-31: 12 posts2026-09-01: 8 posts32
Price updated 1h ago·X counts updated 4h ago
SSSSRM
$SSRMSSR Mining Inc.
$37.75+5.36%32 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $SSRM, 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.

Gold and silver miner up 89% over twelve months with a reshaped portfolio and a refinanced credit facility.

SSR Mining is a mid-tier gold and silver producer that has substantially reshaped its asset portfolio, and the revenue growth reflects that transition.

  • Q2 revenue is $443.8M with year-over-year growth of +9.5%, and Q1/Q4/Q3 grew +83.7%, +61.4%, and +49.9% — the growth rate is decelerating sharply as acquisitions annualize out.
  • EPS beat in three of the last four prints ($1.15 vs $0.81, $0.88 vs $0.59, $0.32 vs $0.31) with the most recent essentially in line ($0.66 vs $0.671).
  • Consensus 2026 revenue is $2.30B with EPS $4.11, rising to $2.56B and $4.64 in 2027 before easing to $2.39B and $4.13 in 2028 — the model assumes gold prices plateau.
  • On July 31 the company entered a Second Amended and Restated Credit Agreement with a bank syndicate — refinancing ahead of the growth capital cycle, and the stock is +88.5% over twelve months.

The Q3 print on November 3 needs the reshaped portfolio to demonstrate consistent production — sell-side has framed this as a completely different portfolio still carrying a depressed valuation, and that gap closes only with delivery.

What to watch: Production consistency from the reshaped asset portfolio, all-in sustaining costs, and terms and capacity under the amended credit agreement.

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

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What it does

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

Gold and silver miner with producing assets in Nevada and Argentina; Turkey operations suspended after the Çöpler incident.

Industry overviewAI analysisGenerated by AI from underlying data

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

Gold · Basic Materials

Gold ETF outflows reflect tactical profit-taking after a run to multi-year highs; the structural bid — central bank accumulation and dollar diversification — persists beneath the surface. Miners' operating leverage amplifies metal-price moves in both directions.

What this means for $SSRM

Partial — upstream oil & gas exposure ties to commodity price cycle; SSR Mining, Inc.

Top industry ETF

$GDXVanEck Gold Miners ETF
-10.6%YTD
+46.1%1Y

Fundamentals & catalyst

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

Key ratios

P/E
28.9How 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
164%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
43.5%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
4.4%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
4.1Same 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
10.3%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
57.5%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
0.0Total 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 4, 2026$0.66$0.67-1.6%
Q1 2026May 5, 2026$1.15$0.81+42.0%
Q4 2025Feb 17, 2026$0.88$0.59+49.2%
Q3 2025Nov 4, 2025$0.32$0.31+3.2%
Next earningsTue, Nov 3·consensus EPS $0.88

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$443.8M+9.5%60.9%51.8%$0.61$67.8M
Q1 FY26$581.8M+83.7%61.3%52.5%$-0.51$173.2M
Q4 FY25$521.7M+61.4%58.0%42.6%$0.90$108.1M
Q3 FY25$385.8M+49.9%47.4%21.6%$0.32$-2.4M

Forward consensus

5-year forecast · up to 6 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.3B$2.1B – $2.7B$4.11$4.03 – $4.173
FY27$2.6B$2.1B – $3.3B$4.64$4.14 – $5.436
FY28$2.4B$2.2B – $2.8B$4.13$3.66 – $5.002
FY29$2.2B$2.0B – $2.5B$3.77$3.34 – $4.564
FY30$2.0B$1.8B – $2.3B$2.22$1.96 – $2.683

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.1.2×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.83%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.+17.9%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.+28.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 204.8M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.8% 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.β0.905-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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 35 other (14 awards · 14 inkinds · 7 returns) in window

See when $SSRM 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
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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-KMaterial agreementAug 48-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

SSR Mining entered into a Second Amended and Restated Credit Agreement on July 31, 2026 with Bank of Nova Scotia as administrative agent and issuing bank, Canadian Imperial Bank of Commerce as co-lead, and Royal Bank of Canada and Bank of Montreal as co-syndication agents, amending and restating the existing $400 million senior secured revolving credit facility originally dated August 15, 2023. Material credit facility refinancing that extends the revolver's maturity and likely updates pricing; key terms (new capacity, rate, and maturity date) require reading the full agreement.

8-KAcquisition completedJun 308-K — Item 2.01: Acquisition completed
AI summary

SSR Mining completed the sale of its ownership stake in the Çöpler mine and related Turkish properties to Cengiz Holding A.Ş. and affiliates on June 24, 2026, for approximately $1.49 billion in cash after working capital adjustments, pursuant to the Share Purchase Agreement dated March 24, 2026. The transaction monetizes SSR's Turkish assets that were significantly impaired by the 2024 leach pad failure. Highly material asset divestiture: SSR Mining receives $1.49B in cash proceeds, substantially strengthening its balance sheet while exiting the liability-laden Çöpler mine that caused major operational and legal challenges.

8-KShareholder voteMay 78-K — Item 5.07: Shareholder vote
8-KMaterial agreementMar 268-K — Item 1.01: Material agreement · Item 2.06: Material impairment · Item 7.01: Press release / Reg FD
+ 11 other (3 13Gs · 2 earnings 8-Ks · 2 10-Qs · 2 proxys) in window

Recent news

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

Why SSR Mining Stock Flopped on Fridayfool.com·5d agoSSR Mining: Completely Different Portfolio, Same Depressed Valuationseekingalpha.com·17d agoWhy SSR Mining Stock Popped Todayfool.com·28d agoSSR Mining Inc. (SSRM:CA) Q2 2026 Earnings Call Transcriptseekingalpha.com·29d agoSilver Standard Resources Q2 Earnings Call Highlightsmarketbeat.com·29d ago

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Voices on X · last 7 days

No standout posts about $SSRM on X in the last 7 days.

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