NEM Newmont Corp

$NEM Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $2.20 up 28.65% YoY • Reported revenue of $6.36B up 15.19% YoY • Newmont remains on track for 2026 attributable gold production of 5,260 Koz and improved unit-cost guidance of $925 Gold By-Product CAS/oz and $1,520 Gold By-Product AISC/oz.

$NEM the more the spring is compressed now, the more the rebound upwards later with NEM and gold.

$NEM weak hands and margin calls on high oil price drop gold short term..but ..history high oil is good for gold and inflation is good for gold.. probably a bit of manipulation from jane st also

$NEM calls got wrecked on exp date, as expected.. the MMs and their tricks. But holy smokes, down ~4% for the day after neg day yesterday? A bit excessive after a solid ER dbl beat..

$NEM EPS beat by ~12% with ‘26 gold extraction costs reduced by ~10% but there’s concerns about incremental costs in some of the newer sites, lol.. yea ok. Easy buy. Gold and oil is the way to go.

$NEM Newmont lowers 2026 all-in cost guidance to $1,520 an ounce. 🏢 The only gold producer in the S&P 500 🚀 Full-year cash cost (CAS) guidance also improves to $925/oz, on cost discipline and higher co-product prices 📈 Q3 free cash flow was $1.9B, against a market value of about $120.03B at $113.91 a share, 16:15 ET Oct 22, 2026 ⚠️ Q3 all-in cost was $1,454/oz, but Q4 is guided at $1,900/oz and Newmont expects 2027 unit costs to trend higher 📅 Next: $1.95B to Barrick expected in Q4 as amended Nevada Gold Mines JV adds Fourmile, Fiberline and Mike Source: Newmont Q3 release, SEC 8-K, Oct 22, 2026

$NEM double beat on both EPS and REV - Rev: $6.36B - Est was $6.237B - EPS: $2.20 p/s - Est was $1.96 p/s More PT raises coming.

$NEM Experiencing little correction related to collapsing gold price, but fundamentals remain strong, and it's always good to have reliable, high - grade miners in your portfolio. Don't be deceived by the gold price, benchmarks are set individually but regardless, own gold. My entry price was 110$ and if it's going to head that way I'm going to buy more on the downside.

$NEM trend line breakout to upside. One of the better trades here going into the end of the year...IF and only IF Gold sees over 4200. I have a starter position and would add over 120 here.

$NEM Big rally in miners is coming. 1.272 or 1.414 Fib. Just make sure you're not getting thrown out of it at the beginning in case of a pullback/gapfill whatever $GDX

$NEM after the democratic swing in the election cycle look for currency printing and rampant spending for nefarious means. Look for the gold miners to spike up.! due to the price of gold shooting to the moon

$NEM 2 straight weeks of holding/defending the 50 week moving average. Watch for a break of short-term downtrend next.

$NEM everywhere down. Gold and NEM solid... inflation is inevitable. Inflation always good for gold...and Gulf situation not going anywhere soon..dollar devaluation trade continues... nothing stops this train, as Lyn says.

$NEM Price: $108.87 Volume: Above average Catalyst: Gold prices pushing toward record highs on safe-haven demand is lifting miner margins and sentiment. Resistance: $112.50 Support: $104.00 Bull case: A clean break above $112.50 on strong volume signals continuation toward new highs as gold momentum carries miners higher. Bear case: Failure to hold $104 support could trigger a pullback toward the $98-100 range if gold cools off. What I'm watching: Watching for a volume-confirmed close above resistance or a breakdown below support to gauge the next directional move. Note: I’m not a financial advisor or a market predictor, and I don’t offer any premium subscriptions or paid services. Feel free to check out the link in my bio:

So I prompted Claude and Gemini the following: What do you make of this idea? Do a bull vs bear type of analysis and gather as much opinions out there in Wall Street land. Idea: "$NEM What if gold mining execs and BODs decide the model for them going forward should be like a deep value, interest paying, stock buyback business for the next 10 years or more? that's the thought I had when I was comparing my NEM holding to my $CI holding. Or the model like what shale oil drilling companies have finally landed on: just make money. buyback debt. then buyback stock. pay dividend. Just make money for shareholders." long NEM and CI (what a beast exactly the day after Tsachy Mishal posted on X)

NEWMONT $NEM Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.36B (Est. $6.31B) 🟢; +15% YoY 🔹 Adj. EPS: $2.20 (Est. $2.11) 🟢 🔹 Adj. Net Income: $2.31B (Est. $2.47B) 🔴 🔹 Adj. EBITDA: $3.95B (Est. $3.78B) 🟢 🔹 Free Cash Flow: $1.91B (Est. $3.36B) 🔴 FY26 Guide: 🔹 Attributable Gold Production: 5.3M ounces 🔹 Gold By-Product AISC: $1,520/oz 🔹 Sustaining Capital: $1.95B 🔹 Development Capital: $1.4B Q4 Guide: 🔹 Attributable Gold Production: 1,365 koz 🔹 Gold By-Product AISC: $1,900/oz Other Q3 Metrics: 🔹 Attributable Gold Production: 1.30 Moz 🔹 Realized Gold Price: $4,317/oz 🔹 Gold By-Product AISC: $1,454/oz 🔹 Gold By-Product CAS: $832/oz 🔹 GAAP EPS: $2.35 🔹 Operating Cash Flow: $2.77B 🔹 Net Cash Position: $3.2B

$NEM Newmont is one of the best mining companies so I just added shares monthly for long term investment

$NEM can’t wait to add! JPMorgan Global Research forecasts gold prices to average $6,000 per ounce by the final quarter of 2026 and rise toward $6,300 per ounce by the end of 2027.

Newmont reported stronger-than-expected Q3 results, with adjusted EPS of $2.20 beating estimates of $1.95 and revenue reaching $6.36 billion versus $6.24 billion expected. The gold miner generated $1.9 billion in free cash flow, produced approximately 1.3 million attributable ounces of gold, reaffirmed its FY2026 production guidance and improved its cost outlook. CEO Natascha Viljoen attributed record adjusted net income to disciplined operational execution. Shares fell roughly 4% during regular trading after Freedom Broker downgraded the stock to Hold from Buy and cut its price target to $116 from $130, citing cost inflation in Australia and execution risks at the Lihir and Cadia mines that could pressure 2027 EBITDA. However, Citigroup had recently raised its target to $140 from $125, while Bernstein increased its target to $150. $NEM

$NEM Q3 adjusted EPS came in at 2.20 dollars, ahead of the 1.94 dollar consensus (Zacks), on revenue of 6.36 billion dollars, up 15% year over year. Adjusted net income of 2.3 billion dollars was a third-quarter record. Production was basically flat at 1.30 million attributable ounces and realized gold averaged 4,317 dollars an ounce, so the beat ran through price and costs. Q3 AISC was 1,454 dollars an ounce, and full-year AISC guidance was cut to 1,520 dollars from 1,680. Free cash flow was 1.9 billion dollars in the quarter. Newmont bought back 1.6 billion dollars of stock since the last earnings call, with 2.8 billion dollars left on the authorization.