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Source document· January 15, 2026

Is Newmont Stock Still a Buy After a 26% Rally in 3 Months? (Revised)

View original at nasdaq.com
Is Newmont Stock Still a Buy After a 26% Rally in 3 Months? (Revised) Newmont Corporation’s NEM shares have popped 26.2% in the past three months, buoyed by a surge in gold prices to record highs amid heightened geopolitical tensions and hopes of more interest rate cuts…
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  • For the fourth quarter, the company expects attributable production to be relatively in line with the third quarter

    80% confidence

  • NEM expects fourth-quarter production of 1.415 million ounces, indicating a roughly 25% year-over-year decline

    80% confidence

  • Company anticipates generating $3 billion in after-tax cash proceeds from its 2025 divestiture program

    80% confidence

  • Ahafo North is expected to produce between 275,000 and 325,000 ounces of gold annually over an estimated mine life of 13 years

    80% confidence

  • Ahafo North production is expected to be 50,000 ounces this year, with a ramp-up to full capacity in 2026

    80% confidence

  • Earnings are expected to grow roughly 15.4% in 2026

    80% confidence

  • Retaining this Zacks Rank #3 (Hold) stock will be prudent for investors who already own it

    80% confidence

  • The Zacks Consensus Estimate for 2025 earnings is currently pegged at $6.32, suggesting year-over-year growth of 81.6%

    80% confidence

  • Newmont anticipates maintaining its expected gold production for 2025 at about 5.9 million ounces

    80% confidence
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What we're seeing
AI Capital Surge Meets Investor Caution: Record Funding Rounds and Government Contracts Amid Valuation Skepticism
A single-week cluster of large AI/fintech funding rounds (Socure, Stability AI, Emerald AI, Generalist AI, Instinct, Gatik, Regent Craft) shows venture capital still pouring into AI infrastructure, identity, and autonomy plays, while Palantir's Army TITAN contract win coincided with a 6% stock drop — signaling that even flagship AI-defense revenue isn't immune to market reassessment of AI valuations. Efficiency-focused innovations like Multiverse Computing's model compression suggest the sector is also pivoting toward cost/inference economics as capital intensity draws scrutiny.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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