NEM stock sentiment todayNewmont Corporation
Sentiment verdict
Gossip first, financials second — NEUTRAL at 75% confidence.
Last updated · cached analysis, refreshes periodically
NEM
Newmont CorporationThe world's largest gold miner is grappling with post-merger integration costs and operational hiccups despite a record-breaking gold price environment.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for NEM. Not financial advice.
Price · last 12 months
Gossip
Market narrative is dominated by the digestion of the Newcrest acquisition and frustration over rising All-In Sustaining Costs (AISC). While bullion prices are at historic highs, investors are questioning NEM's ability to translate high spot prices into free cash flow due to operational headwinds in Tier-2 jurisdictions.
- ·Newcrest integration synergies
- ·Safe-haven demand amid geopolitical tension
- ·Asset divestiture program to lean out portfolio
- ·Rising labor and energy input costs
Financial
NEM boasts a massive reserve base and a commitment to shareholder returns ($1B share buyback), but recent earnings showed margin compression. The balance sheet is under pressure to deleverage following the Newcrest deal, though liquidity remains robust.
- ·AISC roughly $1,400-$1,500/oz
- ·Dividend yield approx. 3.8% to 4.2% range
- ·Net Debt/EBITDA target of 1.0x
- ·Proved and probable reserves of ~128M gold ounces
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Mixed conviction — no decisive signal from insiders or the holder base.
- ·Insiders sold a net $1.2M on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·Continued inflationary pressure on mining inputs
- ·Execution risk on divesting non-core Australian and Canadian assets
- ·Jurisdictional risk in African and South American operations
- ·Sensitivity to real interest rate shifts affecting gold prices
Peer temperature
How direct competitors stack up against NEM right now.
- HOTGOLDBarrick Gold Corporation
HOTTER — trading at a more attractive P/NAV multiple with a cleaner organic growth profile and less integration baggage than Newmont.
See full analysis → - HOTAEMAgnico Eagle Mines
HOTTER — offers superior jurisdictional safety with operations concentrated in low-risk regions like Canada and significantly lower AISC.
See full analysis → - NEUTRALKGCKinross Gold Corporation
COOPERATIVE — similar margin struggles but lacks the massive scale and liquidity that Newmont provides to institutional portfolios.
See full analysis →
- NEM+22.8%
- GOLD+6.5%
- AEM+23.7%
- KGC+20.1%
Analyst price target
Consensus average of 15 analysts · median 135.00
Source: StockAnalysis.com · updated 2026-08-17
AI-generated analysis for informational purposes only. Not financial advice.