Update shared on04 Oct 2025
Fair value Increased 25%Analysts have increased their price target for Coeur Mining from $13.64 to $17.03 per share. They cite stronger-than-expected quarterly results, improved balance sheet strength, and anticipated production growth as key drivers for the upward revision.
Analyst Commentary
Recent analyst commentary on Coeur Mining reflects both optimism surrounding the company's performance and ongoing caution regarding potential risks. The following highlights summarize the prevailing perspectives from recent Street Research.
Bullish Takeaways
- Bullish analysts cite consistent delivery of quarterly results that exceed expectations. This reinforces confidence in Coeur Mining's operational execution and management effectiveness.
- Improved balance sheet strength is seen as a major factor supporting a higher valuation. Lower debt levels can enhance flexibility for future strategic initiatives.
- Analysts anticipate continued production growth in the coming quarters, which positions the company to capitalize on favorable market dynamics and improved commodity prices.
- A positive outlook for upcoming quarters is driven by operational efficiencies and a projected increase in overall output. This underpins the rationale for raising price targets.
Bearish Takeaways
- Bearish analysts note that despite recent positive results, the company's earnings remain sensitive to fluctuations in commodity prices. This could introduce volatility in future quarters.
- Concerns persist regarding the sustainability of production growth, particularly if operational challenges or unexpected cost pressures arise.
- Some remain cautious about macroeconomic headwinds or regulatory developments that might impact sector valuations broadly and Coeur Mining in particular.
What's in the News
- Provided updates on exploration at Las Chispas (Mexico) and Kensington (Alaska) mines, with highlights that include high-grade mineral intercepts and the discovery of new mineralized zones for expansion. (Company Announcement)
- Accelerated near-mine drilling programs to nine rigs. These are targeting additional resource growth at key sites, including new high-grade discoveries at the Elmira deposit. (Company Announcement)
- Reaffirmed 2025 production guidance, projecting total gold output of 380,000 to 440,000 ounces and silver output of 16.7 to 20.25 million ounces. (Corporate Guidance)
- Reported second quarter 2025 production results with 108,487 ounces of gold and 4.7 million ounces of silver. Both figures are significantly higher than the prior year period. (Operating Results)
- Completed repurchase of 216,500 shares for $2 million under the buyback announced in May 2025. (Buyback Update)
Valuation Changes
- Consensus Analyst Price Target has increased from $13.64 to $17.03 per share, reflecting a meaningful upward revision.
- Discount Rate has risen slightly from 7.47% to 7.52%, indicating a modest reassessment of risk.
- Revenue Growth projections have accelerated significantly, moving from 14.32% to 23.88%.
- Net Profit Margin is now expected at 37.72%, up from 33.25% previously, suggesting an improved profitability outlook.
- Future P/E Ratio has fallen from 18.38x to 15.92x, signaling stronger future earnings expectations in relation to share price.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.