Agnico Eagle Mines Limited (AEM) Stock Price, News, Analysis

Technical Score (1D)

NEUTRAL

News Sentiment

BULLISH

Agnico Eagle’s latest earnings outlook, released 47 hours ago, projects a 13.4 % year‑over‑year rise in quarterly EPS to $2.45 and a 15.5 % increase in revenue to $3.53 billion, a sharp lift that should support the stock’s upward momentum over the next week or two. The forecast comes after the company posted record free‑cash flow in Q2 and reaffirmed a 20‑30 % growth outlook for the full year, reinforcing its status as a leading gold producer. Because the guidance is already priced into the market, the immediate market implication is a modest tailwind for AEM, with traders likely to hold positions until the earnings release confirms the revisions. In the days ahead, watch for any updates on cost‑control initiatives, as rising operating costs have previously threatened to erode the gains from higher gold prices. The company’s recent divestiture of the Delta and Helm Bay projects to Vizsla Copper, completed in September, will not affect earnings immediately but could alter the balance sheet by providing a 20 % equity stake in a developing copper project, offering a secondary source of upside if copper prices stay above $75. Monitor the closing of that transaction in Q4 2026 for potential liquidity injections and the impact on AEM’s asset mix. Institutional buying activity—Carmignac Gestion’s purchase of 113,584 shares and Nykredit A S’s addition of 207,092 shares—signals continued confidence and may support short‑term liquidity, so keep an eye on subsequent filings for any shift in ownership concentration. Finally, the broader gold mining sector’s 10.6 % gain and AEM’s 9.4 % monthly return suggest a favorable environment, but the stock remains sensitive to gold price volatility and interest‑rate expectations, so watch the Fed’s policy stance and any changes in gold spot prices for potential catalysts.

AEM|Analyst Targets

LOW TARGET

$87 -55.9%

1 analysts

MEAN TARGET

$215 +8.8%

13 analysts

HIGH TARGET

$300 +51.9%

8 analysts

PRICE RANGE

$87.00 - $300.00

SB / B / H / S / SS

4/12/4/1/1

DAILYIQ EST.

$235.48 (+19.3%)

AEM|Company Info

Sector

Basic Materials

Industry

Gold

Exchange

NYQ

Country

Canada

Website

agnicoeagle.com

Symbol

AEM

Description

Agnico Eagle Mines Limited, a gold mining company, engages in the exploration, development, and production of precious metals. It explores for gold, silver, copper, and zinc. The company's mines are located in Canada, Australia, Finland, and Mexico; and with exploration and development activities in Canada, Australia, Europe, Latin America, and the United States. Agnico Eagle Mines Limited was incorporated in 1953 and is headquartered in Toronto, Canada.

AEM|Fundamentals

Bullish

Verdict: Bullish

✓Revenue growing year over year

✓Positive net margin

✓Positive operating cash flow

Net Margin

16.2%

Revenue CAGR

33.0%

Current Ratio

3.26x

Debt / Equity

0.24x

Return on Equity

9.1%

AEM|Earnings Snapshot

Earnings Summary

Agnico Eagle Mines Limited is a Canadian gold mining company that explores, develops, and produces precious metals across Canada, Australia, Finland, and Mexico, with additional exploration activities in North and South America and Europe. Operating in the basic materials sector, the firm focuses on gold while also extracting silver, copper, and zinc, positioning it within the broader gold mining industry. In Q2 2025, Agnico Eagle reported earnings per share of $1.94, surpassing the $1.80 estimate and achieving a 57 % year‑over‑year beat, while revenue reached $2.82 billion, slightly below consensus; the company’s cash costs rose to $1,054 per ounce, reflecting higher input prices. The following quarter, Q3 2025, lacks reported EPS and revenue figures, but guidance for Q2 2026 indicates an EPS estimate of $2.91 and a revenue estimate of $3.83 billion, suggesting a continued upward trajectory in earnings and top‑line growth. Historically, Agnico Eagle has maintained a consistent pattern of beating earnings estimates in multiple consecutive quarters, with revenue growth persisting even when EPS misses occur, underscoring its operational efficiency and cost control. Recent news highlights a strong Q2 earnings beat and a 57 % YoY EPS increase, coupled with a revenue miss that signals potential margin pressure; the company’s inclusion on the Best Dividend screen and a private placement of Radisson Mining units for C$57.16 million add layers of dividend stability and exploration upside, though execution risk remains. Investors should watch for guidance revisions in the next earnings cycle, particularly any updates on production forecasts or cost‑control initiatives, as these will directly influence valuation swings; monitoring gold price movements and the status of the Radisson deal will also be key to assessing Agnico Eagle’s near‑term trajectory.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'25	$2.84	-	-
Q2'25	$1.80	$1.94	+7.5%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'25	$4.1B	-	-
Q2'25	-	$2.8B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

AEM|Monthly Returns

Market Data

AEM Stock Snapshot

HOLD50/100

$197.46−$2.90 (1.4%)

Market cap: 138.63B
P/E ratio: 17.0
Day range: $192.93 – $199.15
News sentiment: 66/100 · Bullish
Analyst target: $214.89 (+8.8%)
Consensus: Buy · 22 analysts

52-week range+46.9% off low · -24.1% from high

$134.38$260.02

Price $197.46 DailyIQ Est. $235.48

AEM is in a holding pattern - neither trend nor momentum has taken control. Earnings and guidance carry more weight than macro data at this capitalisation.

Behaviour On Record

What AEM's own history says about today's numbers

Realized volatility (21d): 59.1% 94th pct
Below its peak: -22.8%
vs 200-day average: +4.3%
Up days (1y): 53%

Agnico Eagle Mines Limited is currently running 59.1% annualised volatility over the last 21 sessions. Measured against AEM's own 13 years of daily returns rather than a market-wide average, that is the 94th percentile — an extreme by its own standards, against a typical reading of 36.0%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

AEM is trading -22.8% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -35.7%, and the deepest was -48.0% in 2014. The current pullback is therefore shallower than what this stock gives back in a typical year, which is context worth having before treating it as a dislocation.

Price sits +4.3% from its 200-day moving average. Against every other day in its history, that gap ranks at the 53rd percentile — close to the gap it normally carries. Over the past year AEM closed higher on 53% of sessions, and it is currently 1 session into a falling streak.

On September specifically: over 13 years of records, AEM finished the month higher 6 of 13 times, with a median return of -0.6% and an average of -2.7%. Its strongest month historically has been April at +5.9% on average, its weakest February at -4.0%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: AEM has opened more than 2% away from the prior close in 270 of 3,267 sessions (8.3% of the time), with the largest gaps running +15.1% and -10.4%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

All figures computed from 3,268 daily closes between 2013-09-16 and 2026-09-14, split-adjusted, recomputed daily. Percentiles are against AEM's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of AEM's sector?

Agnico Eagle Mines Limited sits in the Materials sector, currently ranked 7th of 11 GICS sectors by relative-strength rotation score (lagging).

Sector rank: #7 of 11
Sector state: Lagging
Sector rotation score: 20

Options Market

What is the options market pricing for AEM?

CallsPuts

For Agnico Eagle Mines Limited's nearest expiry (2026-09-18, 4 days out), open interest is roughly balanced between puts and calls (put/call ratio of 0.88), with at-the-money implied volatility around 49.7%. The options market is pricing roughly a ±5.1% move by that expiry — a range of about $187.27–$207.45.

Put/call ratio (2026-09-18): 0.88
ATM implied volatility: 49.7%
Total open interest: 22,102
Expected move by 2026-09-18: ±5.1% ($187.27–$207.45)

Analyst Rating Changes

Are analysts turning bullish or bearish on AEM?

JP Morgan most recently reiterated its rating on Agnico Eagle Mines Limited to Neutral on Aug 3, 2026 with a price target of $179 (from $175). Over the last 90 days, coverage has run 1 upgrade against 0 downgrades, a net bullish lean.

Latest action: JP Morgan — Neutral
90-day upgrades: 1
90-day downgrades: 0
Net rating momentum: +1

Date	Firm	Action	Rating	Price target
Aug 3, 2026	JP Morgan	Maintained	Neutral	$175 → $179
Jul 21, 2026	JP Morgan	Maintained	Neutral	$222 → $175
Jul 16, 2026	Barclays	Maintained	Overweight	$210 → $188
Jul 14, 2026	Scotiabank	Maintained	Sector Outperform	$278 → $260
Jul 9, 2026	RBC Capital	Maintained	Sector Perform	$230 → $210
Jul 9, 2026	B of A Securities	Maintained	Buy	$302 → $240
Jul 6, 2026	Barclays	Maintained	Overweight	$213 → $210
Jul 6, 2026	Jefferies	Upgrade	Hold → Buy	$187 → $200
Jun 30, 2026	UBS	Maintained	Neutral	$210 → $170
May 26, 2026	CIBC	Maintained	Outperformer	$304 → $310
May 22, 2026	Barclays	Initiated	Overweight	$213
May 4, 2026	JP Morgan	Maintained	Neutral	$220 → $222

AEM Competitive Positioning

Agnico Eagle Mines Limited (AEM) is tracked alongside these names in Gold on DailyIQ — ranked by market cap, with today's move alongside.

AEMyou're hereAgnico Eagle Mines Limited$138.6B-1.45%
NEMNewmont Corporation$133.6B-2.91%

Held by These ETFs

AEM is a top holding in these ETFs tracked on DailyIQ — bar length shows portfolio weight.

News Sentiment Analysis

Sentiment gathered from recent headlines

66/100

Strong NegativeNeutralStrong Positive

MODERATELY BULLISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Agnico Eagle Mines (AEM) is poised for a robust earnings announcement, with analysts projecting EPS of $2.45—up 13.4% YoY—and revenue of $3.53 billion, a 15.5% increase. Year‑to‑date, the company has already posted a 9% gain, outperforming both the Basic Materials sector and the broader market. The consensus estimates for the fiscal year suggest earnings of $11.58 per share and revenue of $15.09 billion, marking significant year‑over‑year growth. Investors will monitor the upcoming earnings release for confirmation of these upward revisions and any guidance updates.

What did this article say?

Agnico Eagle Mines (AEM) surged 30% on a lift in gold prices driven by U.S. Treasury moves, but analysts warn that rising operating costs and tightening margins could stall further upside. The company’s cost base has expanded, eroding the profitability gains seen in the recent rally. Investors should monitor the company’s cost‑control initiatives and any updates on its gold price exposure as potential catalysts for a reversal.

What did this article say?

Agnico Eagle Mines (AEM) fell 2.9% to $196.68, lagging the broader market, yet the company’s upcoming earnings release is expected to beat consensus with EPS of $2.45 and revenue of $3.53 billion, signaling a 13% earnings lift year‑over‑year.

What did this article say?

Agnico Eagle Mines (AEM) has posted robust H1 2026 results, prompting an upgrade to revenue and adjusted income estimates and supporting higher market multiples. The company’s fundamentals remain solid, and analysts project continued upside despite potential headwinds from rising interest rates and volatile gold prices. The upward trajectory is reinforced by a 40% share price gain since early July, indicating market confidence in AEM’s valuation and growth prospects. Traders should monitor how the company navigates gold price volatility and whether the upgraded guidance holds in the second half of 2026.

What did this article say?

AEM has drawn significant interest from Zacks.com users, indicating heightened analyst and retail focus. The article does not disclose any new operational data, guidance, or material corporate developments that would alter the company’s valuation. It merely highlights the growing attention the stock has received, suggesting that market participants are monitoring AEM for potential catalysts. As no concrete upside or downside drivers are presented, the sentiment remains neutral.

What did this article say?

Agnico Eagle Mines (AEM) posted record free cash flow in Q2, maintained robust gross margins, and reiterated a 20‑30% growth outlook for the year. The results reinforce the company’s status as a leading gold producer and support its buy rating. Investors should monitor the company’s guidance for the full year and any updates on exploration milestones that could further lift the outlook.

What did this article say?

AEM agreed to sell its Delta base‑metal and Helm Bay gold projects to Vizsla Copper for approximately C$32 million in shares, deferred shares, and warrants, with an expected closing in Q4 2026. The transaction grants AEM a 19.99% equity stake in Vizsla and retains modest royalty interests. While the deal divests non‑core assets, it provides AEM with a long‑term equity position and potential milestone payments, offering a moderate upside to the balance sheet.

What did this article say?

Agnico Eagle Mines’ subsidiary agreed to sell its Delta Project mining claims and Helm Bay gold project to Vizsla Copper for approximately 32 million CAD in shares, warrants, and royalties. The transaction provides AEM with 22.52 million Vizsla shares at closing, additional shares and warrants contingent on shareholder approval, and a 2% net smelter return royalty on Delta and 3% on Helm Bay. AEM also receives milestone payments up to 15 million CAD and a 50% net smelter return purchase option for Vizsla. The deal is expected to close in Q4 2026 and could unlock liquidity and reduce AEM’s exposure to low‑grade assets.

What did this article say?

Carmignac Gestion increased its stake in Agnico Eagle Mines (AEM) by purchasing 113,584 shares for roughly $17.6 million during Q2. The move follows similar adjustments by other institutional investors, indicating a broader confidence in AEM’s mining prospects. While the investment size is modest relative to AEM’s market cap, it signals a positive endorsement from a reputable asset manager. Traders should note that this institutional buying may support short‑term liquidity and could influence analyst coverage. The investment does not alter AEM’s guidance or operational outlook, but it may enhance the company’s perceived stability among investors.

What did this article say?

Agnico Eagle’s U.S. subsidiary has agreed to sell its interests in the Delta base‑metal project and the Helm Bay gold project to Vizsla Copper in exchange for 22.5 million Vizsla shares and milestone payments. The transaction is expected to close in Q4 2026 and is contingent on TSX Venture approval. While the divestiture reduces Agnico’s asset base, the equity stake in Vizsla provides exposure to a developing copper project, balancing the move. The deal does not materially alter Agnico’s long‑term production outlook or guidance.

Technical Analysis

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NEUTRAL

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Institutional & Hedge Fund Ownership

1 tracked managers · $4.10M combined position · 1 adding, 0 trimming, 0 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Marshall Wace, LLP	▲ Buy	26,430	0.00%	$4.10M	2026-08-13

Q2 2026 flow:22.6K sh bought ($3.51M)0 sh sold ($0)net +22.6K sh (+$3.51M)

AEM·Agnico Eagle Mines Limited

EPS

Revenue

AEM Stock Snapshot

What AEM's own history says about today's numbers

Is money rotating into or out of AEM's sector?

What is the options market pricing for AEM?

Are analysts turning bullish or bearish on AEM?

AEM Competitive Positioning

Held by These ETFs

News Sentiment Analysis

Recent News Coverage

Technical Analysis

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News Sentiment Analysis

Recent News Coverage

Technical Analysis

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