Update shared on 30 Nov 2025
Analysts have modestly reduced their average price target for Coeur Mining to $21 from $22, citing strong year-to-date performance, updated multiples, and expectations for steady growth. These expectations are attributed to the company's diversified asset base and exploration strategy.
Analyst Commentary
Recent analyst reports on Coeur Mining offer a nuanced perspective, reflecting both optimism in the company's growth potential and caution regarding current valuation levels.
Bullish Takeaways
- Bullish analysts highlight Coeur Mining's diversified portfolio. The company operates four mines, which contributes to reduced jurisdictional risk and provides multiple avenues for growth.
- The company is recognized as one of the largest global producers of primary silver, and it also has a significant presence in gold production.
- An aggressive exploration budget is viewed positively, as it is expected to improve reserve life and support long-term sustainability.
Bearish Takeaways
- Despite recent target price increases, bearish analysts have cited the 208 percent year-to-date rally in Coeur Mining's share price as making the stock fully and fairly valued at current levels.
- Some have downgraded their outlook based on limited immediate upside potential, suggesting growth expectations may already be reflected in the price.
- There is a shift toward more neutral ratings, indicating caution in the near term despite the company's portfolio strength and ongoing initiatives.
What's in the News
- Cœur Mining completed a share buyback, repurchasing 451,700 shares for $5.33 million between July 1 and September 30, 2025. This brings the total to 668,200 shares bought back for $7.33 million since the May 2025 program announcement (Key Developments).
- The company reported strong third quarter 2025 operating results, with gold production rising to 111,364 ounces and silver output increasing to 4.8 million ounces compared to the previous year (Key Developments).
- Production guidance for 2025 was updated, targeting a midpoint of 415,250 ounces of gold, which is up by 1 percent, and 18.1 million ounces of silver, which is down by 2 percent. The company also narrowed production ranges for both metals (Key Developments).
- Recent exploration at the Las Chispas and Kensington mines yielded high-grade gold and silver intercepts. This prompted an accelerated drilling program and led to the identification of new growth zones at the sites (Key Developments).
Valuation Changes
- Discount Rate: Risen slightly from 8.06 percent to 8.10 percent, reflecting a marginal increase in perceived risk.
- Revenue Growth: Fallen moderately from 15.86 percent to 14.45 percent, indicating tempered future growth expectations.
- Net Profit Margin: Increased from 36.70 percent to 38.07 percent, suggesting improved profitability forecasts.
- Future P/E: Decreased notably from 21.31x to 17.72x, which points to lower forward valuation multiples.
Disclaimer
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