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

    80% confidence

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

    80% confidence

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

    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

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

    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

  • Earnings are expected to grow roughly 15.4% in 2026

    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
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What we're seeing
Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Signals we're tracking
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.
We flag conflicts openly ›
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