Update shared on04 Sep 2025
Fair value Increased 0.33%Analysts have slightly raised Alamos Gold’s price target to CA$51.61, reflecting ongoing optimism about operational performance and positive sector outlook amid bullish sentiment on gold and copper prices.
Analyst Commentary
- Bullish analysts cite gold equities' potential to outperform both the gold price and the S&P 500, supported by a tactical gold price target of $3,800/oz over the next 6–12 months.
- Increased focus on copper exposure is recommended due to under-ownership and heightened supply stresses, with an estimated incentive price for copper at $5.00/lb.
- Commodity price model adjustments to align with Q2 spot prices for precious metals drove a slight downward revision in price targets by some analysts, despite maintaining positive ratings.
- Upward revisions to price targets reflect continued confidence in Alamos Gold’s operational performance and outlook within the sector.
- General industry sentiment remains constructive, with analysts maintaining Buy or Outperform ratings amidst bullish outlooks on precious metals and associated equities.
What's in the News
- Nurol Holding A.S. is in talks to acquire Alamos Gold's Turkish mines, potentially ending Alamos's $1 billion claim against the Turkish government.
- Alamos Gold has filed a technical report for the Base Case Life of Mine Plan at the Island Gold District operation in Ontario, supporting earlier disclosures.
- The company reaffirmed 2025 gold production guidance at 580,000–630,000 ounces, with both production and capital guidance unchanged.
- Q2 gold production reached 137,200 ounces, up 10% sequentially, with 262,200 ounces produced in the first half—slightly below the prior year; full-year guidance remains on track.
- From April to June, Alamos repurchased 398,200 shares for $10 million under an existing buyback program.
Valuation Changes
Summary of Valuation Changes for Alamos Gold
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CA$51.44 to CA$51.61.
- The Future P/E for Alamos Gold has significantly risen from 23.75x to 32.86x.
- The Discount Rate for Alamos Gold remained effectively unchanged, moving only marginally from 6.48% to 6.46%.
Disclaimer
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