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Coeur Mining's Correction Looks Overdone Now

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⚡ Quantum Brief
Coeur Mining reported record Q4 results, with revenue surging 120% year-over-year and adjusted EPS jumping 218%, driven by operational improvements and strategic asset optimization. The acquisition of New Gold expanded its portfolio, positioning the company for increased gold, silver, and copper production growth in 2026. Free cash flow hit $666 million in 2025, reducing debt by 42% year-over-year and strengthening the balance sheet amid volatile commodity markets. Management forecasts $3 billion in EBITDA and $2 billion in free cash flow, signaling robust earnings potential even if commodity prices dip. Trading at 7x forward earnings, analysts project 47–90% upside as the market re-evaluates its improved asset quality and cash flow profile.
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Oakoff InvestmentsInvesting GroupFollow5ShareSavePlay(11min)Comment(1)SummaryCoeur Mining delivered strong Q4 results with revenue up 120% year over year and adjusted EPS rising 218%, supported by operational improvements and asset optimization.The acquisition of New Gold significantly expanded Coeur’s asset base, positioning the company for higher production growth across gold, silver, and copper in 2026.CDE generated $666 million in free cash flow for 2025, strengthening its balance sheet and reducing debt by approximately 42% year over year.Management expects approximately $3 billion in EBITDA and $2 billion in free cash flow, implying substantial earnings growth even if commodity prices soften slightly.Trading at roughly 7x forward earnings, Coeur offers significant upside potential of 47–90% as the market re-rates its improved asset quality and cash flow profile.Looking for more investing ideas like this one? Get them exclusively at Beyond the Wall Investing. Learn More »wallix/iStock via Getty Images Still Bullish On CDE After rising by over 350% since early May 2025, Coeur Mining, Inc. (CDE) stock started to correct in March 2026, following the general market weakness and also the weakening underlying commodity marketsThis article was written byOakoff Investments10.21K FollowersFollowOakoff Investments is a personal portfolio manager and a quantitative research analyst with 5 years helping readers find a reasonable balance between growth and value by sharing proprietary Wall Street information. He leads the investing group Beyond the Wall Investing with features that include: a fundamentals-based portfolio, weekly analysis on insights from institutional investors, regular alerts for short-term trade ideas based on technical signals, ticker feedback by request from readers, and community chat. Learn more.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CDE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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