$NEM (Newmont Corporation) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 87.2%)

Graded daily on value B+, growth B-, profitability A, momentum A-, revisions C. Sector-relative, identical for every user.

Most active credible voices on $NEM

@schaeffers (Schaeffer's Investment Research) — 24 mentions · 14.7K followers
@nickdrendel (Nick Drendel) — 11 mentions · 25.7K followers
@centerpointsec (CenterPoint by Clear Street) — 11 mentions · 12.5K followers

Recent headlines featuring $NEM

2026-10-23: Newmont Q3 revenue tops estimates at $6.36B, free cash flow misses

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$NEMNewmont Corporation · Gold · $117B

$112.92

post-0.9%

Event thread

Key events, in time order

20 items

2026-10-17 → 10-24Earnings
Newmont Q3 Revenue Beat, FCF Miss; Cost Guidance in Focus
Q3 revenue of $6.36B beat, FCF of $1.91B missed; higher gold prices lifted results but cost pressures draw attention
D1 -0.5% · +5d -6.5%
5 waves of this story
- 2026-10-17 Multiple sources confirm earnings date; Zacks notes gold price tailwinds offset by production and cost headwinds
- 2026-10-19 Earnings calendar confirms NEM reports Thursday; aligns with prior event, no new facts
- 2026-10-23 Revenue $6.36B and adj. EPS $2.20 beat estimates; FCF misses
- 2026-10-23 Q3 revenue and EPS beat, but FCF missed; 2027 cost pressures and Red Chris capex raise concerns
- 2026-10-24 Q3 revenue of $6.36B beat, FCF of $1.91B missed; higher gold prices lifted results but cost pressures draw attention
2026-10-22Analyst
Freedom Broker downgrades to Hold
D1 -2.6% · since -0.2%

18 earlier events

2026-10-22Earnings
Earnings report
D1 -2.6% · since -0.2%
2026-09-18 → 10-01AnalystBull
Newmont Targets Per-Share Growth After Record Free Cash Flow
Company focuses on converting gold market and operational gains into per-share value; Q3 EPS expected up 12% YoY
D1 -0.8% · +5d -1.6%
3 waves of this story
- 2026-09-18 UBS keeps Newmont as top large-cap gold miner pick, sees path to growing production per share
- 2026-09-23 Record $2.2B Q2 FCF, up 29% YoY, funds growth and returns
- 2026-10-01 Company focuses on converting gold market and operational gains into per-share value; Q3 EPS expected up 12% YoY
2026-09-24Company
Newmont Schedules Q3 2026 Results Call for Oct 22
Company confirms Q3 earnings release and call date, key for investors
D1 -1.8% · +5d -5.5%
2026-09-04Analyst
Newmont Falls 1.79% in Session; Zacks Examines Analyst Rating Reliability
Closed at $128.09, fell more than market; Zacks highlights bullish bias in street analyst ratings
D1 -1.8% · +5d -3.9%
2026-09-03Capital
Solitario Issues 135,750 Shares to Newmont
Solitario sells shares to Newmont under amended investor rights agreement
D1 +4.2% · +5d -2.8%
2026-08-26EarningsBull
Newmont Posts Record FCF, Q2 Output 1.29M oz
Multiple sources confirm strong output and cash flow, underpinning sector leadership
D1 -2.6% · +5d -4.9%
2026-08-18Capital
Newmont Sells Nevada Northumberland Gold Project
StrikePoint to acquire; initial resource 2.86M oz AuEq indicated; C$140M financing
D1 -3.6% · +5d +16.5%
2026-08-10 → 08-11CompanyBear
Newmont-Barrick settlement draws investor backlash, pressuring shares
Investors value Newmont's 38.5% stake in Fourmile at $4B-$8B, far above the $1.95B settlement, questioning deal terms
D1 +3.8% · +5d +2.6%
2 waves of this story
- 2026-08-10 Deal includes contribution of excluded properties, resolves all disputes, and consents to Barrick's North American IPO
- 2026-08-11 Investors value Newmont's 38.5% stake in Fourmile at $4B-$8B, far above the $1.95B settlement, questioning deal terms
2026-07-29CapitalBull
Newmont Sees Q1 Holdings Increased by Amundi and Arete Wealth, Institutional Moves in Focus
Two institutions raised stakes in Q1, extending recent trend of institutional position changes
D1 -0.2% · +5d +14.2%
2 waves of this story
- 2026-07-29 Two institutions disclosed increased holdings in 13F filings, showing continued institutional inflows.
- 2026-07-29 Two institutions raised stakes in Q1, extending recent trend of institutional position changes
2026-07-23 → 07-28EarningsBull
Newmont Reiterated Strong Buy with $142 PT After Q2
Analyst sees 52% upside, citing H2 ramp and copper/silver economics
D1 -1.1% · +5d +1.1%
4 waves of this story
- 2026-07-23 Earnings due after close; attention on results and gold rally's impact on miners
- 2026-07-24 Adj EPS $2.10 beat, record FCF, reaffirms FY guidance
- 2026-07-24 Q2 adjusted EPS beat, revenue slightly missed; reaffirmed 2026 production and cost guidance, declared dividend.
- 2026-07-28 Analyst sees 52% upside, citing H2 ramp and copper/silver economics
2026-07-17 → 07-24Earnings
NEM to Report Earnings Next Week
Q2 adjusted earnings beat estimates; revenue missed on lower volumes; full-year guidance reaffirmed
D1 -1.2% · +5d +3.9%
5 waves of this story
- 2026-07-17 Multiple independent sources confirm Newmont Corporation's earnings release during the week of July 20, 2026
- 2026-07-21 Multiple sources confirm date; analysts expect EPS $2.00, revenue $6.3365B
- 2026-07-21 Analysts expect EPS $2.00 and revenue $6.3365B; higher gold prices offset by lower production and rising costs, margins likely down Q/Q
- 2026-07-24 Q2 revenue $6.1B missed est., adj. EPS $2.10 beat, FCF $2.2B, FY guidance affirmed
- 2026-07-24 Q2 adjusted earnings beat estimates; revenue missed on lower volumes; full-year guidance reaffirmed
2026-07-23Earnings
Earnings report
D1 -1.1% · +5d +1.1%
2026-07-20 → 07-21CapitalBear
Andra AP Cuts Newmont Stake by 26.2%, Institutional Moves in Focus
Institutional trimming contrasts with bullish Wall Street analyst views.
D1 -0.6% · +5d +4.8%
3 waves of this story
- 2026-07-20 Decker Wealth Management acquired a new stake in Newmont per recent SEC disclosure, indicating institutional interest.
- 2026-07-21 Institutional moves show divergent views
- 2026-07-21 Institutional trimming contrasts with bullish Wall Street analyst views.
2026-07-17 → 07-21Earnings
Newmont Q2 Earnings Due Thursday, EPS Expected at $2.00
Ahead of results, focus on higher gold prices offset by rising costs and lower production.
D1 -1.2% · +5d +3.9%
4 waves of this story
- 2026-07-17 Multiple independent sources confirm NEM on next week's earnings calendar
- 2026-07-18 X post confirms Newmont's earnings date as Thursday after close, consistent with existing event line and adding specific timing.
- 2026-07-21 Multiple sources confirm earnings date, market awaits results
- 2026-07-21 Ahead of results, focus on higher gold prices offset by rising costs and lower production.
2026-07-19CapitalBear
AIA Group Cuts Newmont Stake by 30.8% in Q1
AIA Group reduced its Newmont stake by 30.8% in Q1, holding 113,497 shares per latest 13F filing.
D1 -0.6% · +5d +4.8%
2 waves of this story
- 2026-07-19 AIA trimmed over 30k shares in Q1, reducing holding to ~113k shares, showing institutional repositioning.
- 2026-07-19 AIA Group reduced its Newmont stake by 30.8% in Q1, holding 113,497 shares per latest 13F filing.
2026-07-16RegulationBull
Newmont's Red Chris Block Cave Permits Set Stage for Re-rating
Permits unlock major copper-gold resource not yet priced in; Buy rating
D1 -4.6% · +5d +4.3%
2026-07-14AnalystBull
TD Cowen upgrades to Buy
D1 +1.8% · +5d -2.4%
2026-07-14AnalystBull
Newmont Upgraded to Buy by TD Cowen, PT Cut to $127
Upgrade on valuation despite lower PT, citing gold strength
D1 +1.8% · +5d -2.4%

①

Bull vs bear

by direction · sourced

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Bear signals0

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Cases AI-clustered from trusted X authors over 2 weeks; counts are distinct authors. Volume does not predict direction · Not investment advice

⑩

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Facts and opinions separated · All items sourced · Not investment advice

Event thread

Key events, in time order

20 items

2026-10-17 → 10-24Earnings
Newmont Q3 Revenue Beat, FCF Miss; Cost Guidance in Focus
Q3 revenue of $6.36B beat, FCF of $1.91B missed; higher gold prices lifted results but cost pressures draw attention
D1 -0.5% · +5d -6.5%
5 waves of this story
- 2026-10-17 Multiple sources confirm earnings date; Zacks notes gold price tailwinds offset by production and cost headwinds
- 2026-10-19 Earnings calendar confirms NEM reports Thursday; aligns with prior event, no new facts
- 2026-10-23 Revenue $6.36B and adj. EPS $2.20 beat estimates; FCF misses
- 2026-10-23 Q3 revenue and EPS beat, but FCF missed; 2027 cost pressures and Red Chris capex raise concerns
- 2026-10-24 Q3 revenue of $6.36B beat, FCF of $1.91B missed; higher gold prices lifted results but cost pressures draw attention
2026-10-22Analyst
Freedom Broker downgrades to Hold
D1 -2.6% · since -0.2%
2026-10-22Earnings
Earnings report
D1 -2.6% · since -0.2%
2026-09-18 → 10-01AnalystBull
Newmont Targets Per-Share Growth After Record Free Cash Flow
Company focuses on converting gold market and operational gains into per-share value; Q3 EPS expected up 12% YoY
D1 -0.8% · +5d -1.6%
3 waves of this story
- 2026-09-18 UBS keeps Newmont as top large-cap gold miner pick, sees path to growing production per share
- 2026-09-23 Record $2.2B Q2 FCF, up 29% YoY, funds growth and returns
- 2026-10-01 Company focuses on converting gold market and operational gains into per-share value; Q3 EPS expected up 12% YoY
2026-09-24Company
Newmont Schedules Q3 2026 Results Call for Oct 22
Company confirms Q3 earnings release and call date, key for investors
D1 -1.8% · +5d -5.5%

15 earlier events

2026-09-04Analyst
Newmont Falls 1.79% in Session; Zacks Examines Analyst Rating Reliability
Closed at $128.09, fell more than market; Zacks highlights bullish bias in street analyst ratings
D1 -1.8% · +5d -3.9%
2026-09-03Capital
Solitario Issues 135,750 Shares to Newmont
Solitario sells shares to Newmont under amended investor rights agreement
D1 +4.2% · +5d -2.8%
2026-08-26EarningsBull
Newmont Posts Record FCF, Q2 Output 1.29M oz
Multiple sources confirm strong output and cash flow, underpinning sector leadership
D1 -2.6% · +5d -4.9%
2026-08-18Capital
Newmont Sells Nevada Northumberland Gold Project
StrikePoint to acquire; initial resource 2.86M oz AuEq indicated; C$140M financing
D1 -3.6% · +5d +16.5%
2026-08-10 → 08-11CompanyBear
Newmont-Barrick settlement draws investor backlash, pressuring shares
Investors value Newmont's 38.5% stake in Fourmile at $4B-$8B, far above the $1.95B settlement, questioning deal terms
D1 +3.8% · +5d +2.6%
2 waves of this story
- 2026-08-10 Deal includes contribution of excluded properties, resolves all disputes, and consents to Barrick's North American IPO
- 2026-08-11 Investors value Newmont's 38.5% stake in Fourmile at $4B-$8B, far above the $1.95B settlement, questioning deal terms
2026-07-29CapitalBull
Newmont Sees Q1 Holdings Increased by Amundi and Arete Wealth, Institutional Moves in Focus
Two institutions raised stakes in Q1, extending recent trend of institutional position changes
D1 -0.2% · +5d +14.2%
2 waves of this story
- 2026-07-29 Two institutions disclosed increased holdings in 13F filings, showing continued institutional inflows.
- 2026-07-29 Two institutions raised stakes in Q1, extending recent trend of institutional position changes
2026-07-23 → 07-28EarningsBull
Newmont Reiterated Strong Buy with $142 PT After Q2
Analyst sees 52% upside, citing H2 ramp and copper/silver economics
D1 -1.1% · +5d +1.1%
4 waves of this story
- 2026-07-23 Earnings due after close; attention on results and gold rally's impact on miners
- 2026-07-24 Adj EPS $2.10 beat, record FCF, reaffirms FY guidance
- 2026-07-24 Q2 adjusted EPS beat, revenue slightly missed; reaffirmed 2026 production and cost guidance, declared dividend.
- 2026-07-28 Analyst sees 52% upside, citing H2 ramp and copper/silver economics
2026-07-17 → 07-24Earnings
NEM to Report Earnings Next Week
Q2 adjusted earnings beat estimates; revenue missed on lower volumes; full-year guidance reaffirmed
D1 -1.2% · +5d +3.9%
5 waves of this story
- 2026-07-17 Multiple independent sources confirm Newmont Corporation's earnings release during the week of July 20, 2026
- 2026-07-21 Multiple sources confirm date; analysts expect EPS $2.00, revenue $6.3365B
- 2026-07-21 Analysts expect EPS $2.00 and revenue $6.3365B; higher gold prices offset by lower production and rising costs, margins likely down Q/Q
- 2026-07-24 Q2 revenue $6.1B missed est., adj. EPS $2.10 beat, FCF $2.2B, FY guidance affirmed
- 2026-07-24 Q2 adjusted earnings beat estimates; revenue missed on lower volumes; full-year guidance reaffirmed
2026-07-23Earnings
Earnings report
D1 -1.1% · +5d +1.1%
2026-07-20 → 07-21CapitalBear
Andra AP Cuts Newmont Stake by 26.2%, Institutional Moves in Focus
Institutional trimming contrasts with bullish Wall Street analyst views.
D1 -0.6% · +5d +4.8%
3 waves of this story
- 2026-07-20 Decker Wealth Management acquired a new stake in Newmont per recent SEC disclosure, indicating institutional interest.
- 2026-07-21 Institutional moves show divergent views
- 2026-07-21 Institutional trimming contrasts with bullish Wall Street analyst views.
2026-07-17 → 07-21Earnings
Newmont Q2 Earnings Due Thursday, EPS Expected at $2.00
Ahead of results, focus on higher gold prices offset by rising costs and lower production.
D1 -1.2% · +5d +3.9%
4 waves of this story
- 2026-07-17 Multiple independent sources confirm NEM on next week's earnings calendar
- 2026-07-18 X post confirms Newmont's earnings date as Thursday after close, consistent with existing event line and adding specific timing.
- 2026-07-21 Multiple sources confirm earnings date, market awaits results
- 2026-07-21 Ahead of results, focus on higher gold prices offset by rising costs and lower production.
2026-07-19CapitalBear
AIA Group Cuts Newmont Stake by 30.8% in Q1
AIA Group reduced its Newmont stake by 30.8% in Q1, holding 113,497 shares per latest 13F filing.
D1 -0.6% · +5d +4.8%
2 waves of this story
- 2026-07-19 AIA trimmed over 30k shares in Q1, reducing holding to ~113k shares, showing institutional repositioning.
- 2026-07-19 AIA Group reduced its Newmont stake by 30.8% in Q1, holding 113,497 shares per latest 13F filing.
2026-07-16RegulationBull
Newmont's Red Chris Block Cave Permits Set Stage for Re-rating
Permits unlock major copper-gold resource not yet priced in; Buy rating
D1 -4.6% · +5d +4.3%
2026-07-14AnalystBull
TD Cowen upgrades to Buy
D1 +1.8% · +5d -2.4%
2026-07-14AnalystBull
Newmont Upgraded to Buy by TD Cowen, PT Cut to $127
Upgrade on valuation despite lower PT, citing gold strength
D1 +1.8% · +5d -2.4%

$NEM — what investors on X are saying · SpikePanel

$NEM (Newmont Corporation) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 87.2%)

Most active credible voices on $NEM

Recent headlines featuring $NEM

$NEM (Newmont Corporation) — investor discussion on X

Five-factor rating: Strong Buy (sector percentile 87.2%)

Most active credible voices on $NEM

Recent headlines featuring $NEM

Newmont Q3 Revenue Beat, FCF Miss; Cost Guidance in Focus

Freedom Broker downgrades to Hold

Earnings report

Newmont Targets Per-Share Growth After Record Free Cash Flow

Newmont Schedules Q3 2026 Results Call for Oct 22

Newmont Falls 1.79% in Session; Zacks Examines Analyst Rating Reliability

Solitario Issues 135,750 Shares to Newmont

Newmont Posts Record FCF, Q2 Output 1.29M oz

Newmont Sells Nevada Northumberland Gold Project

Newmont-Barrick settlement draws investor backlash, pressuring shares

Newmont Sees Q1 Holdings Increased by Amundi and Arete Wealth, Institutional Moves in Focus

Newmont Reiterated Strong Buy with $142 PT After Q2

NEM to Report Earnings Next Week

Earnings report

Andra AP Cuts Newmont Stake by 26.2%, Institutional Moves in Focus

Newmont Q2 Earnings Due Thursday, EPS Expected at $2.00

AIA Group Cuts Newmont Stake by 30.8% in Q1

Newmont's Red Chris Block Cave Permits Set Stage for Re-rating

TD Cowen upgrades to Buy

Newmont Upgraded to Buy by TD Cowen, PT Cut to $127

Bull vs bear

Discussion

Newmont Q3 Revenue Beat, FCF Miss; Cost Guidance in Focus

Freedom Broker downgrades to Hold

Earnings report

Newmont Targets Per-Share Growth After Record Free Cash Flow

Newmont Schedules Q3 2026 Results Call for Oct 22

Newmont Falls 1.79% in Session; Zacks Examines Analyst Rating Reliability

Solitario Issues 135,750 Shares to Newmont

Newmont Posts Record FCF, Q2 Output 1.29M oz

Newmont Sells Nevada Northumberland Gold Project

Newmont-Barrick settlement draws investor backlash, pressuring shares

Newmont Sees Q1 Holdings Increased by Amundi and Arete Wealth, Institutional Moves in Focus

Newmont Reiterated Strong Buy with $142 PT After Q2

NEM to Report Earnings Next Week

Earnings report

Andra AP Cuts Newmont Stake by 26.2%, Institutional Moves in Focus

Newmont Q2 Earnings Due Thursday, EPS Expected at $2.00

AIA Group Cuts Newmont Stake by 30.8% in Q1

Newmont's Red Chris Block Cave Permits Set Stage for Re-rating

TD Cowen upgrades to Buy

Newmont Upgraded to Buy by TD Cowen, PT Cut to $127