What's moving this stock lately
8 direct · 56 2nd-order · 0 thematicRanked by relevance and recency.
1 duplicate reports of the same events merged
- #1Impact5.27%bullishDirectGold price will hit $4,900/oz in 2026 on strong sovereign demand as China buys 75% more than reported in July – Goldman Sachs15d ago
As the world's largest gold producer, nearly all price gains above cash costs flow directly to profit, giving it the highest earnings leverage in the sector.
Also named: GLD · IAU · AAAU · GLDM · OUNZ · DGP
- #2Impact2.64%bullish2nd-orderGold price battles $4,300 support, but BMO sees underlying demand strengthening15d ago
As the world's largest gold miner, an expected price stabilization would directly widen its per-ounce margins
Also named: GLD · IAU · AAAU · GLDM · OUNZ · DGL
World's largest gold producer; rising gold prices directly widen margins above unit production costs
Also named: GLD · IAU · AAAU · GLDM · BAR · OUNZ
- #4Impact2.36%bullish2nd-orderWall Street goes full bull on gold price after post-hike gains, Main Street bolsters bullish majority as gold holds $4,30020d ago
As the world's largest gold miner, each percentage point of gold price gain has an amplified effect on margins above cash costs
Also named: GLD · IAU · AAAU · BAR · GLDM · DGP
- #5Impact2.35%bullish2nd-orderSocgen remains bullish on gold price in Q4 as central banks won't get ahead of inflation20d ago
As the world's largest gold producer, its profit sensitivity typically amplifies gold price moves by 2-3x.
Also named: GLD · IAU · AAAU · GLDM · BAR · GOLD
- #6Impact2.33%bearish2nd-orderGold and Silver Price Forecast: Strong Dollar and Yields Above 5% Test Support13d ago
Revenue is almost entirely gold/silver sales, so a pullback directly squeezes per-ounce margins
Also named: GLD · IAU · AAAU · GLDM · BAR · DGL
Gold price is the core revenue driver; operating leverage amplifies earnings swings
Also named: GLD · TLT · BTC · USO · AAAU · IAU
- #8Impact1.68%bullish2nd-orderGold (XAUUSD), Silver, Platinum Forecasts – Gold Tests New Highs As Traders Ignore Rising Treasury Yields20d ago
As the world's largest gold miner, profit leverage typically exceeds the percentage gain in gold prices.
Also named: GLD · IAU · AAAU · BAR · DBP · GOLD
- #9Impact1.62%bullish2nd-orderGoldman Sachs sees gold price at $4,900/oz by year-end, but investors hedging through gold derivatives could drive it even higher36d ago
As the world's largest gold producer, rising gold prices directly expand per-unit margins, giving it the highest earnings leverage among peers
Also named: GLD · IAU · AAAU · BAR · DBP · GOLD
- #10Impact1.62%bullish2nd-order4 Reasons To Believe That The 2nd Half Gold Rally Is Just Getting Started41d ago
As the world's largest gold miner with relatively fixed cash costs, each 1% rise in gold price translates into a disproportionately larger profit gain
Also named: AAAU · BAR · GLD · IAU · GLDM · DGP
The rest, archived by time · 54
🎯 Market expectations
Estimate coverage Medium · 68/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$2.10 vs $2.05+2.44%
- Mar 2026$2.90 vs $2.07+40.1%
- Dec 2025$2.52 vs $2.03+24.14%
- Sep 2025$1.71 vs $1.29+32.56%
The takeaway
Recent results have exceeded consensus by an average of +24.8%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $22.7B · latest quarter up 15.1% YoY · profitable (FY net income $7.1B) · short activity within its normal range.
FY revenue
$22.7B
2025-12
Latest Q YoY
+15.1%
Gross margin
8%
FY net income
$7.1B
Diluted EPS
$6.41
Short volume
42.9%
20d avg 37.9% · normal
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
255 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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