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TETECK

Teck Resources Limited

Strong FundamentalsStrong FundamentalsRevenue growing 72% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (655/wk), no spike
$TECK·$29B·Industrial Materials·Basic Materials
$54.82-1.7%YTD+14.4%1Y+50.5%
Mentions · last 7 days
2026-07-10: 134 posts2026-07-11: 56 posts2026-07-12: 100 posts2026-07-13: 164 posts2026-07-14: 59 posts2026-07-15: 77 posts2026-07-16: 45 posts655+10%
Price updated 7m ago·X counts updated 16h ago
TETECK
$TECKTeck Resources Limited
$54.82-1.74%655 posts+10%
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 $TECK, 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 numbersCooling offAI verdict · as of 2026-07-16

Catching its breath after a run — could pick back up or fade from here.

Canadian copper miner up 54% in a year on the electrification thesis — cooling into July 23 earnings.

Teck Resources is a Canadian diversified miner — copper, zinc, and coal historically, now pivoting toward pure copper after the coal-business sale. The stock is up 54% over the past year on the copper-supply-scarcity narrative and now cooling into the July 23 earnings print.

  • Revenue grew 72% YoY last quarter with a 38% operating margin — the top line is exploding as copper prices stay elevated and volumes ramp; this is real fundamental acceleration, not just narrative.
  • Trades at 22x TTM earnings, 3.3x sales — reasonable for a copper miner at this stage of the cycle, and the 8.6x EV/EBITDA is cheap on cash-flow multiples.
  • The Canada Growth Fund and Canada Critical Minerals Accelerator agreement (July 7) is a real strategic signal — Canadian government backing for strategic-metals production strengthens the funding position and the geopolitical positioning.
  • Zero insider transactions in the last 30 days — clean absence of distributing signal after a 54% run, which is meaningful for a commodity name.
  • 52-week position 67th percentile with position vs 50-day MA -7% — the tape has cooled hard from the peak; the copper-mining stock slide framing captures the group dynamic.

July 23 Q2 earnings is where the copper-cycle story either extends or corrects: revenue growth held above 40% plus a Q3 copper-production guide reflecting continued volume ramp is what restarts the run; a soft print or a China-demand-weakness comment is where the tape gives back the recent gains. Real strategic-metals exposure at a reasonable multiple — the setup rewards clean execution and is exposed to any copper-price wobble.

Agrees with X sentimentThe analytical framing of Teck as a top growth stock and the 'copper stock slide could be short-lived' coverage is fair on the setup. The Canadian government partnership is a real underappreciated catalyst; the fundamentals continue to justify the elevated multiple even after the run.

What to watch: July 23 Q2 earnings — need revenue growth above 40% and a Q3 copper-production guide reflecting continued volume ramp. A soft print or China-demand-weakness comment is where the tape gives back gains.

On the calendar: 2026-07-23 — Q2 earnings

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What it does

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

Major Canadian miner producing steelmaking coal, copper, and zinc; copper growth is the primary strategic focus after recent coal asset monetization.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $TECK.

Industrial Materials · Basic Materials

No material change from last week — MP Materials and USARE (US Rare Earths) benefit from the US domestic rare earth supply chain buildout as defense and EV applications require secure non-Chinese..

What this means for $TECK

Neutral — Established in Vancouver, Canada, in 1913, Teck Resources Limited is dedicated to the exploration, acquisition, development, and extraction of natural resources across Asia, Europe, and North America; this business's revenue is largely decoupled from the US domestic rare earth supply chain build-out and critical mineral security.

Industry benchmark

9-name peer basket
-10.8%YTD
+10.5%1Y

Fundamentals & catalyst

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

Key ratios

P/E
22.4How 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
4.2%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
23.9%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
1.2%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
7.4%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
30.3%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
0.4Total 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
Q1 2026Apr 23, 2026$1.20$0.80+49.6%
Q4 2025Feb 19, 2026$0.98$0.66+48.3%
Q3 2025Oct 22, 2025$0.55$0.39+41.0%
Q2 2025Jul 24, 2025$0.27$0.18+54.1%
Next earningsThu, Jul 23·consensus EPS $0.91

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$3.9B+72.2%43.5%37.6%$1.67$344.0M
Q4 FY25$3.1B+9.7%29.9%21.3%$1.11$293.8M
Q3 FY25$3.4B+18.4%19.5%15.2%$0.58$159.0M
Q2 FY25$2.0B+12.3%23.3%15.4%$0.42$-315.0M

Forward consensus

5-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$14.6B$13.1B – $15.7B$5.19$3.71 – $6.2015
FY27$14.6B$12.4B – $17.0B$4.63$2.42 – $5.9015
FY28$12.4B$10.8B – $14.2B$3.64$3.01 – $4.336
FY29$13.1B$11.4B – $15.0B$3.61$2.98 – $4.3011
FY30$12.5B$10.8B – $14.3B$0.59$0.49 – $0.707

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.0.7×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.62%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.-10.4%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.+5.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 467.3M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% 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.β1.595-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.

+ 20 other (16 6-Ks · 2 SDs · 1 13G · 1 40-F) in window

Recent news

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

TECK or WPM: Which Is the Better Value Stock Right Now?zacks.com·1d agoTeck Resources Ltd (TECK) Earnings Expected to Grow: What to Know Ahead of Next Week's Releasezacks.com·1d agoWhy Teck Resources Ltd (TECK) is a Top Growth Stock for the Long-Termzacks.com·4d agoTeck to Release Second Quarter 2026 Results on July 23, 2026globenewswire.com·9d agoCopper Mining Stock Slide Could Be Short-Livedschaeffersresearch.com·9d ago

In themes

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

Critical Minerals & Rare Earths

More in Industrial Materials

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

$MP$USAR$LAC$XPL$UAMY$CRML$NB$ABAT
Voices on X · last 7 days

No standout posts about $TECK 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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