Newmont Corporation

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Is Newmont Stock a Screaming Buy After a 155% Rally in a Year?

AI-generated analysis

Newmont Corporation's NEM shares have surged 154.5% over the past year, significantly outperforming both the Zacks Mining – Gold industry's 131.2% rally and the S&P 500's 26.1% rise, driven by record gold prices and strong operational efficiency. While the stock has slipped below its 50-day...

Bullish Signals

  • NEM shares surged 154.5% last year, outperforming gold and S&P 500 rallies.
  • Ahafo North began commercial production in October 2025 after first gold pour.
  • Ahafo North expected to produce 315,000 gold ounces this year over 13-year life.
  • Non-core divestiture completed April 2025, generating $470 million cash proceeds.
  • Record $7.3 billion free cash flow generated in fourth quarter 2025.
  • Net operating cash surged 62% to $10.3 billion in 2025.
  • Newmont distributed $3.4 billion to shareholders and reduced debt equally.
  • Quarterly dividend increased to 26 cents with sustainable 14% payout ratio.
  • $3.6 billion used from $6 billion buyback authorization as of February 2026.
  • Analysts raise 2026 earnings estimates to $8.79, implying 27.6% growth.
  • Earnings expected to grow 17.6% in 2027 as production capacity expands.

Bearish Signals

  • Stock slipped below 50-day moving average due to gold pullback and inflation fears.
  • Gold prices fell from $5,600 to below $4,900 amid profit-taking and dollar rebound.
  • Oil above $5,100 fuels inflation worries and cuts Fed rate cut expectations.
  • Newmont dividend yield of 0.9% lags typical defensive holdings for income investors.
  • 2026 earnings estimates of $8.79 face downward revision if gold stabilizes or declines.
2
Slightly Bullish +25

Live: Newmont Corporation Reports After the Bell

AI-generated analysis

Newmont Corporation (NEM) reported Q4 fiscal year 2025 earnings that significantly beat Wall Street estimates, with EPS rising 27.9% to $1.71 and revenue reaching $5.524 billion. The company achieved a record $1.6 billion in free cash flow for the quarter, marking the fourth consecutive quarter...

Bullish Signals

  • Q4 2025 EPS beat 27.9% at $1.71/share.
  • Record Q4 free cash flow of $1.6B.
  • Beat EPS estimates in all four quarters of 2025.
  • Strong balance sheet with $2.4B buyback authorization.

Bearish Signals

  • 2026 production guidance lowered 10% to 5.3M ounces.
  • AISC projected to jump to $1,680/oz in 2026.
  • Bushfire damage impacts Q1 production by ~60,000 oz.
  • Ghana's new tax regime adds near-term cost pressure.
  • Recorded $779M impairment charge on Yanacocha Sulfides.
3
Somewhat Bullish +50

Gold miner Newmont rejects Barrick Gold's $18B hostile takeover offer

AI-generated analysis

The board of directors of Newmont Mining Corp. has unanimously rejected a hostile, all-stock takeover offer from Barrick Gold Corp. valued at approximately $18 billion, stating the proposal is not in the best interests of shareholders. Instead, Newmont counter-proposed a joint venture limited to Nevada...

Bullish Signals

  • Newmont is actively acquiring Goldcorp Inc., a Vancouver-based gold miner, signaling strong strategic growth and expansion.
  • Newmont has issued fresh estimates more than tripling its initial savings expectation for the Goldcorp acquisition to $365 million per annum in total savings and efficiencies.
  • The company projects a value creation potential of over $4.4 billion from combining with Goldcorp, demonstrating significant upside potential.
  • Newmont is proposing a joint venture in Nevada with Barrick that would hold both companies' extensive operations, aiming to realize synergies while avoiding the risks of an all-stock hostile takeover.
  • The combined Nevada operation includes 76 million ounces of resources, representing a substantial asset base for both companies.
  • Newmont management has restated opposition to a deal structure that would dilute shareholder value, positioning itself to protect and enhance current shareholder interests.

Bearish Signals

  • Newmont's board unanimously rejected an unsolicited $18 billion all-stock takeover offer from Barrick Gold, signaling a significant standoff that may prolong uncertainty for shareholders.
  • Barrick's CEO Mark Bristow criticized Newmont's joint venture proposal as 'stale and convoluted,' suggesting the company may have misjudged shareholder sentiment regarding full integration versus a split structure.
  • Newmont Chief Executive Gary Goldberg explicitly accused Barrick's proposal of being 'egocentric' and designed to 'transfer value from Newmont shareholders to Barrick's,' creating a reputational risk for Newmont management.
  • Goldberg questioned the experience of Barrick's new CEO, Mark Bristow, and noted that Barrick chairman John Thornton remains firmly in control, raising concerns about leadership stability and integration capabilities at Barrick.
  • While Newmont increased its expected synergy savings from a Goldcorp acquisition to $365 million annually, this comes amidst an ongoing hostile takeover battle that could distract management and increase transaction costs.
  • The stalemate means Newmont must continue managing both the complex hostile bid defense and a separate merger with Goldcorp scheduled for voting on April 4, increasing operational risk.
4
Somewhat Bullish +45

Newmont stock faces higher 2027 spending as growth projects advance

Capacity expansion Development project Production update AI-generated analysis

Newmont Corporation is entering a more capital-intensive phase in 2027 as its major growth projects, specifically Tanami Expansion 2 and the Red Chris Block Cave project, advance toward key milestones. The company anticipates that attributable gold production will return to growth next year, driven by...

Bullish Signals

  • Gold production growth expected by 2027 via Tanami and Red Chris.
  • Tanami Expansion 2 reaches commercial production in H1 2027 early.
  • Low-to-mid single-digit gold production increase anticipated from expansions.
  • Red Chris targets 3.0M oz gold over initial 13-year life.

Bearish Signals

  • Development capital rises $500M in 2027 as Red Chris and Lihir advance.
  • Increased investment heightens reliance on execution and metal prices.
5
Bullish +65

Barrick Mining (B) Has an IPO Catalyst. Newmont Corporation (NEM) Has the Cash. Which Gold Stock Wins?

AI-generated analysis

Gold mining giants Barrick Mining Corporation and Newmont Corporation have resolved a landmark dispute regarding their Nevada Gold Mines (NGM) joint venture. Under the agreement, previously excluded properties will be contributed to NGM, with Newmont paying Barrick $1.95 billion in cash. This deal modernizes governance...

Bullish Signals

  • Q2 free cash flow hit record $2.20 billion.
  • Produced 1.29M gold ounces at AISC of $1,621/oz.
  • Net cash balance reached $3.4 billion with $1.9B returned.
  • CIBC raised price target to $170 with Outperformer rating.
  • Nevada Gold Mines expansion adds long-life reserves.

Bearish Signals

  • Global scale limits quick capital shifts.
  • Operational risks span multiple jurisdictions.
6
Bullish +75

If You'd Invested $1,000 In Newmont Stock 1 Year Ago, Here's How Much You'd Have Today

AI-generated analysis

Newmont Corporation (NYSE: NEM) has emerged as a major beneficiary of rising gold prices, leveraging its status as the world's largest gold mining company. Following a bottom out approximately a year ago, the stock has rallied significantly, with an investment of $1,000 made a year...

Bullish Signals

  • Newmont achieved record free cash flow of $7.3 billion and net income of $7.2 billion in 2025, driven by a 45% surge in average realized gold price.
  • The company repaid $3.4 billion in debt and returned another $3.4 billion to shareholders through dividends and share repurchases.
  • Newmont now holds more cash than debt, providing a fortress balance sheet that helps navigate commodity cycles.
  • As the world's largest gold mining company, Newmont is a major beneficiary of any rally in gold prices.
  • The stock has rallied significantly from its bottom out about a year ago, offering substantial returns to investors.

Bearish Signals

  • Newmont is guiding for softer 2026 results due to lower production volumes which will offset sales despite high gold prices.
  • Recent stock declines are occurring amid ongoing geopolitical tensions and fluctuations in gold prices.
7
Somewhat Bullish +35

Newmont Stock Loses 9% in a Month: Should You Buy the Dip? - Zacks Investment Research

AI-generated analysis

Newmont Corporation (NEM) shares have declined approximately 9% over the past month, underperforming both the broader S&P 500 and its gold mining peers. Technical analysis indicates the stock recently slipped below its 200-day simple moving average on June 5, 2026, though it remains above the...

Bullish Signals

  • Generated $3.6B from portfolio optimization in 2025.
  • Distributed $3.4B to shareholders with new $6B buyback.
  • Reduced debt by $3.4B for $3.2B net cash.
  • Gold above $4,300/oz boosts profitability and cash flow.
  • 2026 earnings pegged at $9.91 suggesting 43.8% growth.
  • Ahafo North mine produces 275k-325k oz annually for 13 years.

Bearish Signals

  • Gold production expected to drop from 5.89M to 5.26M ounces in 2026.
  • AISC costs projected to rise from $1,358 to $1,680 per ounce.
  • Stock underperformed industry and S&P 500 declines over the past month.
  • Company slipped below 200-day moving average on June 5, 2026.
8
Bullish +75

Newmont Corporation: Undervalued Despite Historic Cash Generation

AI-generated analysis

Newmont Corporation (NEM), the world's largest gold producer, is being characterized as undervalued despite achieving historic levels of cash generation in early 2026. The company posted robust first-quarter 2026 results, reporting revenue of $7.31 billion, a year-over-year increase of 46%. Alongside this revenue growth, Newmont...

Bullish Signals

  • Newmont Corporation, the world's largest gold producer, is generating record free cash flow of $3.1B in Q1 2026.
  • The company achieved a strong cash margin of $3,871/oz while gold averaged $4,900/oz and AISC was $1,029/oz.
  • Revenue surged to $7.31B, representing a 46% year-over-year increase compared to the same period last year.
  • Management guides for stable 2026 production of 5.3M oz with conservative cost assumptions that could lead to guidance beats if prices remain high.
  • The stock is rated a buy and trades below $110, supported by a robust net cash balance sheet and a robust $6B buyback program.
  • Analysts estimate a fair value of $145, indicating significant upside potential from current trading levels.

Bearish Signals

  • Newmont Corporation (NEM) is trading below its fair value estimate of $145 at a price under $110, suggesting the market has not fully priced in the historic cash generation despite strong metrics.
  • Management guides for stable production at exactly 5.3M oz for 2026, which contrasts with the narrative of potential guidance beats and may indicate an inability to grow output.
9
Bullish +65

NEM vs. KGC: Which Gold Mining Stock Is a Better Pick Now? - Zacks Investment Research

AI-generated analysis

Gold prices have experienced significant volatility in early 2026, surging past $5,400 per ounce due to geopolitical tensions before retreating below $4,500 amid a stronger U.S. dollar and hawkish Federal Reserve stance. This market context sets the stage for a comparison between two major mining...

Bullish Signals

  • Newmont adds 315,000 ounces capacity at Ahafo North in 2025.
  • Newmont generated $3.6 billion from divestitures, reducing debt by $3.4B.
  • Newmont reported record $7.3 billion free cash flow in 2025.
  • Kinross pipeline offers 59% IRR and $4.3 billion incremental NPV.
  • Paracatu production rose 25% year over year in Q4 2025.
  • Kinross holds $3.5 billion liquidity with no debt until 2033.
  • Kinross trades at 10.06X forward earnings versus industry average.
  • Analysts project Kinross sales and EPS growth of 25.4% and 50% in 2026.

Bearish Signals

  • Newmont gold production drops to 5.26M ounces in 2026.
  • Newmont AISC rises to $1,680/oz due to lower volumes.
  • Kinross Q4 AISC jumps 21% to $1,825/ounce.
  • Kinross full-year 2026 AISC expected at $1,730/ounce.
10
Somewhat Bearish -45

Mining Giants Under Pressure: Newmont and Barrick Gold Hit by Production Troughs and Rising Costs - FinancialContent

AI-generated analysis

The global gold mining sector faces significant headwinds as Newmont Corporation (NYSE: NEM) and Barrick Gold Corporation (NYSE: GOLD) struggle to convert record-high gold prices into equity gains. Despite bullion approaching the $5,000 per ounce mark, both giants have seen sharp stock corrections in early...

Bullish Signals

  • Gold near $5,000/oz supports cash flows at high costs.
  • Production pause targets higher-grade ore access by late 2027.
  • Mid-tier producers maintain AISCs below $1,200/oz to capture upside.
  • Equipment and labor firms see record revenue from inflation.
  • New tech like AI exploration could drive future margin recovery.

Bearish Signals

  • Newmont stock fell 26% amid balance sheet concerns.
  • Barrick lacks organic growth and failed asset sales.
  • Newmont AISC projected at $1,680/oz eroding margins.
  • Labor shortages and equipment costs drive up expenses.
  • Africa/South America risks add premium to mining stocks.
  • Barrick's strategy vulnerable to project delays or overruns.
  • Gold-mining equity correlation broken; leveraged plays ineffective.
  • Newmont needs automation, requiring significant upfront capital.
11
Very Bullish +78

Is Newmont Stock a Screaming Buy After a 155% Rally in a Year? - The Globe and Mail

AI-generated analysis

Newmont Corporation (NEM) shares have rallied 154.5% over the past year, significantly outperforming peers like Barrick Gold and Kinross Gold, driven by record gold prices and strong operational efficiency. The stock has maintained a long-term uptrend above its 200-day moving average since April 2025, despite...

Bullish Signals

  • Shares rallied 154.5% in past year.
  • Record free cash flow of $7.3 billion in 2025.
  • Divested non-core assets for approximately $470 million.
  • Reduced debt by roughly $3.4 billion in 2025.
  • Net cash position of $2.1 billion.
  • Analysts estimate robust 2026 earnings growth of 27.6%.
  • Sustainable dividend payout ratio of 14%.

Bearish Signals

  • Gold fell below $4,900 due to profit-taking and dollar rebound.
  • Stock dropped below 50-day moving average amid inflation fears.
12
Somewhat Bullish +45

Newmont stock faces higher spending as projects advance

Capacity expansion Company update Development project AI-generated analysis

Newmont Corp is advancing its growth pipeline with increased capital intensity as key projects like Tanami Expansion 2 and Red Chris move forward. The company reported record adjusted third-quarter earnings and strong free cash flow in late October, which supports this higher development spending and...

Bullish Signals

  • Record Q3 adjusted earnings and strong free cash flow reported late Oct 2026.

Bearish Signals

  • Higher development spending increases capital-allocation demands.
  • Development capital rises ~$500M from 2026 levels.
13
Slightly Bearish -15

Barclays cuts target for Newmont stock from USD 124 to USD 123

Analyst downgrade AI-generated analysis

Barclays lowered its price target for Newmont Corporation from USD 124 to USD 123 on October 19, 2026, marking a slight reduction in analyst optimism despite recent financial performance. The company recently reported second-quarter revenue of USD 6.12 billion and earnings per share of USD...

Bullish Signals

  • Q2 revenue hit USD 6.12B with EPS of USD 2.10.
  • Q3 EPS expected at USD 1.95, up from USD 1.71 prior year.
  • Q3 revenue guidance set at USD 6.30B, a rise from USD 5.52B.

Bearish Signals

  • Barclays cut price target to $123 on Oct 19, 2026.
  • Q3 results must sustain strong Q2 earnings growth.
14
Slightly Bullish +25

Newmont reports Q3 beat and Newmont stock costs EUR 105.57

Earnings report Guidance lowered AI-generated analysis

Newmont Corporation reported third-quarter 2026 adjusted earnings of USD 1.71 per share, beating the consensus estimate of USD 1.44. The company generated revenue of USD 5.52 billion against a consensus of USD 5.27 billion, driven by gold prices that supported higher realized revenue despite production...

Bullish Signals

  • Beat EPS estimates with USD 1.71 vs USD 1.44 consensus.

Bearish Signals

  • Gold production fell 15% YoY to 1.42M ounces.
  • 2026 guidance shifted to lower end of range.
  • $550M water spending at Yanacocha cuts Q4 cash flow.
  • Severance costs further pressure Q4 free cash flow.
15
Somewhat Bullish +45

Newmont sets October 22 results date for Newmont Corp stock

Earnings report AI-generated analysis

Newmont Corporation (NYSE: NEM) has officially set October 22, 2026, as the date for its third-quarter financial results release, scheduled to occur after the North American market close. The company will host a conference call at 5:30 p.m. EDT on that day to discuss the...

Bullish Signals

  • EPS beat consensus by USD 0.05 at USD 2.10.

Bearish Signals

  • Q2 revenue missed estimates at $6.12B vs $6.35B consensus.
  • Investors worry Q3 earnings may not sustain current levels.
16
Bullish +65

Four executives take top roles as Newmont reshapes leadership - Stock Titan

AI-generated analysis

Newmont Corporation (NYSE: NEM) announced a significant reshaping of its Executive Leadership Team effective July 1, 2026. Under the leadership of President and CEO Natascha Viljoen, four key appointments were made to strengthen operational, financial, technical, and project development disciplines. Brian Tabolt was appointed Chief...

Bullish Signals

  • Brian Tabolt brings 20 years of financial expertise as CFO.
  • Mark Rodgers leads operations across 12 sites with BHP/Rio Tinto experience.
  • David Thornton adds 25 years of mining experience to technical teams.
  • Newmont promotes David Fry to EVP for disciplined project growth.
  • Company recognized for robust safety and strong ESG practices.
17
Bullish +55

Newmont picks up 16M LunR shares in no-cash dividend windfall - Stock Titan

AI-generated analysis

Newmont Corporation (NYSE: NEM) announced that its wholly owned indirect subsidiary received 16,099,564 common shares of LunR Royalties Corp. (LunR) as a dividend-in-kind from Lundin Gold Inc. This acquisition occurred pursuant to a distribution agreement dated April 2, 2026, where Lundin Gold distributed consideration shares...

Bullish Signals

  • Acquired 13.32% stake in LunR Royalties Corp. with no cash.
  • Provides life-of-mine silver stream from Fruta del Norte mine.
  • Expands strategic precious metals holdings by taking control of shares.

Bearish Signals

  • Newmont may decrease LunR shareholdings based on future evaluations or market conditions.
  • Significant ownership triggers early warning provisions and mandatory regulatory reporting filings.
18
Slightly Bullish +25

Newmont Corporation stock (US6516391066): shares slip after recent rally as valuation questions resu - AD HOC NEWS

AI-generated analysis

Newmont Corporation (NEM) shares declined approximately 4.3% to around $105 on May 19, 2026, following a recent rally. This pullback occurred as valuation-focused services flagged the stock as potentially overvalued based on proprietary fair value estimates, creating tension between the company's leverage to rising gold...

Bullish Signals

  • Significant leverage to gold price movements.
  • Trading above 200-day simple moving average.
  • Analyst consensus targets extend up to $176.
  • Diversified global footprint across multiple continents.
  • Copper by-product provides incremental cash flow.

Bearish Signals

  • Valuation-focused services flag Newmont as overvalued relative to fair value estimates.
  • Share price decline reflects investor concerns over rich valuation metrics versus gold upside.
  • Routine insider selling plans may signal lack of confidence or liquidity management.
19
Somewhat Bearish -35

Newmont Shares Face Mounting Headwinds - AD HOC NEWS

AI-generated analysis

Newmont, the world's largest gold producer, is facing significant headwinds driven by a combination of external market pressures and internal operational challenges. Despite a strong financial foundation with record free cash flow of $7.3 billion in 2025 and net liquidity of $2.1 billion, the company...

Bullish Signals

  • Record free cash flow of $7.3 billion and net liquidity of $2.1 billion.
  • Profits may grow supported by anticipated higher average gold price.
  • Substantial year-to-date value increase of approximately 127 percent.

Bearish Signals

  • Production forecast drops to 5.3 million ounces from 5.9 million.
  • AISC costs rise to $1,680/oz due to taxes and royalties.
  • Default notice issued on Nevada Gold Mines (17% of production).
  • Falling gold prices and strong dollar reduce safe-haven demand.
  • Fed tempers rate cut hopes; only one adjustment priced for 2026.
20
Somewhat Bearish -25

Newmont Shares Face Mounting Headwinds - AD HOC NEWS

AI-generated analysis

Newmont Corporation, the world's largest gold producer, is facing significant headwinds driven by a combination of external market shifts and internal operational challenges. Despite a recent strong rally that pushed shares up significantly year-to-date, the stock has corrected recently due to falling gold prices, rising...

Bullish Signals

  • Record free cash flow of $7.3 billion.
  • Net liquidity stands at $2.1 billion.
  • Year-to-date value increase of approximately 127%.

Bearish Signals

  • Production forecast drops to 5.3 million ounces from 5.9 million.
  • AISC costs rise to $1,680/oz due to taxes and royalties.
  • Default notice issued for Nevada Gold Mines (17% of production).
  • Fed tempers rate cut hopes, hurting non-yielding gold assets.