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

    80% confidence
  • 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
  • Retaining this Zacks Rank #3 (Hold) stock will be prudent for investors who already own it

    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
  • Earnings are expected to grow roughly 15.4% 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
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What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
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Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
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