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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

  • 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

  • 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

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

    80% confidence

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

    80% confidence

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

    80% confidence
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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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
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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