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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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  • Earnings are expected to grow roughly 15.4% in 2026

    80% confidence
  • For the fourth quarter, the company expects attributable production to be relatively in line with the third quarter

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

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

    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
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AI Capital Surge: Late-August 2026 Funding Wave Spans Fintech, Enterprise Agents, and Robotics
A dense cluster of funding rounds landing on 2026-08-28 — from identity/fraud fintech player Socure ($156M plus its acquisition of Fravity) to enterprise AI agent startups (Instinct, Generalist AI, Owner), model infrastructure (Stability AI, Emerald AI), and autonomous logistics/aerospace (Gatik, Regent Craft) — signals investors are rotating aggressively into AI-native companies with demonstrable ROI, especially in financial risk/compliance and back-office automation. Parallel signals (Multiverse Computing's compression benchmarks cutting inference cost/latency, and Arkestro/CloneOps.ai publishing hard savings and labor-displacement figures) suggest the funding is chasing efficiency and measurable economic impact rather than pure model scale.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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