First Majestic Silver (AG) Aktienübersicht
First Majestic Silver Corp. beschäftigt sich mit dem Erwerb, der Exploration, der Erschließung und der Produktion von Mineralgrundstücken in Nordamerika. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 1/6 |
| Vergangene Leistung | 3/6 |
| Finanzielle Gesundheit | 6/6 |
| Dividenden | 0/6 |
AG Community Fair Values
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Top Community Narratives
Materials opportunity
ST
Fair Value from
CA$5.0768.0% unterbewertet intrinsischer Abschlag
An Undervalued 3.3Moz Gold Project in Canada
Key takeaways Upside Gold is developing the Kena Gold Project, near the town of Nelson in the Kootenays region of southern British Columbia. Kena hosts a historical gold resource of 3.33 million ounces (561,000 ounces Indicated and 2.77 million ounces Inferred) across a 10,200-hectare land package.
Read full narrativeFirst Majestic Silver Corp. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | CA$21.37 |
| 52-Wochen-Hoch | CA$32.04 |
| 52-Wochen-Tief | CA$5.49 |
| Beta | 2.1 |
| 1 Monat Veränderung | 0.52% |
| 3 Monate Veränderung | -2.82% |
| 1 Jahr Veränderung | 287.84% |
| 3 Jahre Veränderung | 236.01% |
| 5 Jahre Veränderung | 38.77% |
| Veränderung seit IPO | 66.43% |
Aktuelle Nachrichten und Updates
Recent updates
Seeking Alpha • Mar 26
First Majestic Silver: Down From Highs, And I'm Finally Buying
Summary First Majestic Silver is upgraded to Buy, driven by the transformative Los Gatos acquisition and record Q4 2025 free cash flow of $250 million. AG's leverage to silver prices is substantial, with Q4 2025 production up 77% year-over-year and significant margin expansion at current silver levels. Despite a premium 17.4x forward P/E, AG's improved balance sheet, active portfolio streamlining, and near-term catalysts justify the valuation. Key risks include Mexico jurisdiction exposure, cost discipline concerns, and sensitivity to silver price volatility, but the structural silver supply deficit supports the bullish thesis. Read the full article on Seeking Alpha
Neue Analyse • Feb 22
First Majestic Silver may see 13.12% profit margin growth in 3 years
First Majestic Silver AG Target Price 80 dollars Valuation Framework The 80 dollar target is based on the following assumptions Silver price 150 dollars per ounce Fully diluted shares approximately 515 million Estimated operating cash flow approximately 2.1 billion dollars Cash flow per share approximately 4.0 to 4.2 dollars Bull market multiple 18 to 20 times P to CF Implied valuation range 72 to 84 dollars per share Key Investment Drivers Strong Silver Leverage Annual production 15.4 million ounces of silver Every 10 dollar increase in silver price adds approximately 150 million dollars in cash flow The company is now a high torque silver exposure vehicle Los Gatos Expansion Mill throughput expected to increase toward 4000 tonnes per day Production growth anticipated after 2026 Expansion expected to be internally funded which limits dilution risk Strong Balance Sheet Net Cash Cash 793 million dollars Total debt 292 million dollars Net cash position approximately 500 million dollars This provides financial flexibility reduces downside risk and supports growth and dividend capacity Revenue Linked Dividend Policy Dividend increased to 2 percent of revenues At higher silver prices this structure leads to materially higher dividend payouts and increases institutional attractiveness Multiple Re Rating Potential Current valuation approximately 9 to 10 times P to CF In a silver bull market producers typically re rate to 18 to 20 times P to CF This implies substantial upside even without production growth Shift to Silver Dominant Production Profile Following the Los Gatos acquisition Higher silver weighting Gold primarily a by product This increases sensitivity to rising silver prices Key Risks Silver price declining below 60 dollars per ounce Apparent AISC inflation due to silver equivalent accounting Potential future dilution if equity financing is used The net cash position mitigates financial risk Conclusion Under a 150 dollar silver scenario Estimated operating cash flow approximately 2.1 billion dollars Cash flow per share approximately 4.1 dollars Bull market multiple approximately 19 times Target Price 80 dollars per share Valuation range 60 to 80 dollars Upside case in a silver mania above 80 dollarsSeeking Alpha • Apr 28
First Majestic Silver: A Better Start To 2025
Summary First Majestic reported 88% year-over-year growth in silver production in Q1-25, benefiting from 10 weeks of production from its 70% owned Cerro Los Gatos Mine (new acquisition). Unfortunately, the growth from CLG was offset by sharply declining grades at its legacy assets, and while headline production soared, production per share remains in steady decline. Unfortunately, this same trend is present in reserves per share, which remain in sharp decline because of significant dilution from the Gatos acquisition and poor reserve replacement at San Dimas. In this update we'll dig into the preliminary Q1-25 results, recent developments, and whether the stock is offering an adequate margin of safety at current levels. Read the full article on Seeking AlphaSeeking Alpha • Feb 07
First Majestic Silver: Another Miss On Annual Guidance
Summary First Majestic Silver Corp.'s 2024 production missed guidance for the third consecutive year, with significant declines in both silver and gold output because of lower grades. On a positive note, the portfolio enters 2025 in a much stronger position, having added 70% of a higher-margin asset in CLG. Meanwhile, exploration success continues at Santa Elena, suggesting the potential for material resource growth at depth adjacent to its Ermitano Mine. In this update, we'll dig into the preliminary AG Q4 results, recent developments and whether First Majestic offers an adequate margin of safety at current levels. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
First Majestic Silver Corp.: A Major Plus In Acquiring Gatos Silver, Inc.
Summary First Majestic Silver Corp.'s merger with Gatos Silver, Inc. is a game changer, boosting annual production to 30-32 million silver equivalent ounces. The merger adds a positive free cash flow asset, Cerro Los Gatos, to First Majestic's portfolio, enhancing long-term growth prospects. Despite geopolitical risks, Mexico remains an accommodative mining jurisdiction; however, trade tariffs could pose challenges. Given the merger's potential and silver's strong outlook, I rate First Majestic a buy and expect a sparkling 2025 for silver producers. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
First Majestic Silver: A Soft Q3 Operationally With Continued Share Dilution
Summary First Majestic Silver Corp. reported a 20% decline in silver production and an 11% decline in gold production in Q3 '24 compared to Q3 '23. Unfortunately, this was coupled with higher all-in sustaining costs despite the benefit of a weaker Mexican Peso and lower sustaining capital spend year-over-year. In this update, we'll dig into the dynamics surrounding the Gatos Silver transaction, the company's Q3 '24 results and where the stock's updated buy zone lies. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
First Majestic Silver And Gatos Silver Merger: A Better Combined Company
Summary The First Majestic Silver Corp. acquisition of Gatos Silver, Inc. improves First Majestic's FCF (free cash flow), balance sheet, and costs substantially. The combination of First Majestic Silver and Gatos Silver creates one of the few major silver producers and is likely a go-to name for investors. This merger deal should close in either Q4 2024 or January 2025. Read the full article on Seeking AlphaSeeking Alpha • Oct 22
First Majestic Silver: A Lot More Silver, But Far Less Silver Per Share
Summary First Majestic Silver Corp.'s Q3 2024 production saw another significant decline year-over-year due to lower grades at its two largest mines, and much lower throughput at San Dimas. Meanwhile, its recent acquisition of Gatos Silver aims to bolster silver production but results in substantial share dilution, with per share production set to take another stairstep lower. In this update, we'll dig into the recent production results & acquisition, how it changes First Majestic's production growth & per share metrics, and if it changes the investment thesis. Read the full article on Seeking AlphaSeeking Alpha • Aug 22
First Majestic Silver: Continued Share Dilution Despite Record Gold Prices
Summary First Majestic had another mediocre quarter in Q2 2024, reporting a 20% decline in silver production and a 13% decline in gold production. Unfortunately, these figures were far uglier on a per share basis given that First Majestic remains active with ATM sales, with over 14 million shares sold already year-to-date. In this update we'll dig into the Q2-24 results, recent developments and whether the stock is finally offering an adequate margin of safety after its 80% correction. Read the full article on Seeking AlphaSeeking Alpha • Aug 01
First Majestic Silver: Still A Money Loser
Summary First Majestic Silver Corp. saw a sequential increase in Q2 production, with improvements anticipated in the second half of the year. Strong metal prices are benefiting the company, but revenue declined due to lower sales and production issues. Despite ongoing losses, First Majestic has a respectable cash balance. Really tough to justify buying when a company is losing money at these prices. Read the full article on Seeking AlphaSeeking Alpha • May 22
First Majestic Silver: Limited Margin Of Safety At Current Levels
Summary First Majestic Silver Corp. had a slow start to 2024, reporting a plunge in gold/silver production at higher costs. Fortunately, its Q2 outlook is much better given the recent spike in silver, but this already looks priced into the stock at over 60x FY2024 free cash flow estimates. In this update, we'll dig into the First Majestic Silver Corp. Q1 results, its valuation vs. other precious metals names, and why the stock continues to be an inferior buy-the-dip candidate. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
First Majestic Silver: A Slow Start To The Year
Summary First Majestic Silver had a tough Q1 with declines in silver and gold production because of difficult year-over-year comparisons and mining in lower grade areas at San Dimas. On a positive note, the company has finally hit a water source at La Encantada & Jerritt's restart potential is looking better in a $2,350/oz gold price environment. In this update, we'll dig into the Q1 production figures, its FY2023 reserve update, and where the stock's updated buy zone lies. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
First Majestic Silver: Another Disappointing Year
Summary First Majestic Silver reported a significant decline in annual gold production, with Jerritt Canyon taken offline, resulting in a sharp drop in silver-equivalent production and revenue. Meanwhile, the company saw another free cash outflow and continued to be quite active on its ATM, resulting in continued declines in per-share metrics with lower production/higher share count. In this update, we'll dig into the Q4 and FY2023 results, recent developments, and see whether First Majestic is finally sitting at a level where it's worthy of investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 13
First Majestic Silver: Consistent Losses, Can They Turn It Around?
Summary First Majestic Silver's stock price has plummeted over the past three years, down 73.6% and 58% compared to ten years ago. The company's financials show consistent losses and a significant pre-tax profit margin of -15%. The lack of growth opportunities and high valuation make First Majestic Silver a strong sell. Read the full article on Seeking AlphaSeeking Alpha • Jan 22
First Majestic Silver: A Weak Q4 With A High-Cost Year On Deck
Summary First Majestic Silver missed its FY2024 silver production estimates and 2024 production is expected to decline year-over-year based on current guidance. Unfortunately, the 2024 outlook suggests negative free cash flow at current metals prices, and I would not be surprised to see additional share dilution in 2024. In this update, we'll dig into the Q4/full-year results, the company's outlook for 2024 & if the stock is finally offering enough of a margin of safety for investment. Read the full article on Seeking AlphaSeeking Alpha • Nov 19
First Majestic Silver: Another Underwhelming Quarter
Summary First Majestic Silver had another underwhelming quarter with sales down sharply (Jerritt Canyon offline), and margins also significantly despite its highest-cost asset being in C&M. Meanwhile, we saw ~9% share dilution year-over-year through use of its ATM, and despite the violent correction, it continues to trade at a rich multiple from a P/NAV standpoint. In this update, we'll dig into the Q3 results, its per share metrics & and whether the stock finally getting attractive from a relative value standpoint. Read the full article on Seeking AlphaSeeking Alpha • Oct 30
First Majestic Silver: Disappointing Performance Amid Higher Pricing
Summary The First Majestic Silver Corp. Q3 production report shows mixed results. Metal prices are boosting the company's performance, but production numbers are still below expectations. Two mines, San Dimas and La Encantada, are underperforming and dragging down overall production. Read the full article on Seeking AlphaAktionärsrenditen
| AG | US Metals and Mining | US Markt | |
|---|---|---|---|
| 7D | 8.4% | 6.0% | 2.1% |
| 1Y | 287.8% | 93.9% | 30.6% |
Rendite im Vergleich zur Industrie: AG übertraf die Branche US Metals and Mining , die im vergangenen Jahr eine Rendite von 93.9 erzielte.
Rendite vs. Markt: AG übertraf den Markt US, der im vergangenen Jahr eine Rendite von 30.6 erzielte.
Preisvolatilität
| AG volatility | |
|---|---|
| AG Average Weekly Movement | 11.1% |
| Metals and Mining Industry Average Movement | 10.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: AG hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: AGDie wöchentliche Volatilität (11%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1979 | n/a | Keith Neumeyer | www.firstmajestic.com |
First Majestic Silver Corp. beschäftigt sich mit dem Erwerb, der Exploration, der Erschließung und der Produktion von Mineralgrundstücken in Nordamerika. Das Unternehmen exploriert nach Silber- und Goldvorkommen. Zu seinen Projekten gehören die Silber-/Goldmine San Dimas mit einer Fläche von etwa 71.867 Hektar im mexikanischen Bundesstaat Durango, die Silber-/Goldmine Santa Elena mit einer Fläche von etwa 102.244 Hektar im mexikanischen Bundesstaat Sonora, die Silbermine Los Gatos mit einer Fläche von etwa 103.000 Hektar im mexikanischen Bundesstaat Chihuahua und die Silbermine La Encantada mit einer Fläche von etwa 4.076 Hektar im mexikanischen Bundesstaat Coahuila.
First Majestic Silver Corp.'s Grundlagenzusammenfassung
| AG grundlegende Statistiken | |
|---|---|
| Marktanteil | US$10.44b |
| Gewinn(TTM) | US$164.92m |
| Umsatz(TTM) | US$1.26b |
63.9x
Kurs-Gewinn-Verhältnis 8.4x
Kurs-Umsatz-VerhältnisIst AG zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| AG Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$1.26b |
| Kosten der Einnahmen | US$563.79m |
| Bruttogewinn | US$693.37m |
| Sonstige Ausgaben | US$528.45m |
| Gewinn | US$164.92m |
Zuletzt gemeldete Gewinne
Dec 31, 2025
Datum des nächsten Gewinnberichts
May 12, 2026
| Gewinn per Aktie (EPS) | 0.33 |
| Bruttomarge | 55.15% |
| Nettogewinnspanne | 13.12% |
| Schulden/Eigenkapital-Verhältnis | 9.2% |
Wie hat sich AG auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.1%
Aktuelle Dividendenrendite7%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/07 01:06 |
| Aktienkurs zum Tagesende | 2026/05/07 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
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| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
First Majestic Silver Corp. wird von 18 Analysten beobachtet. 1 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Richard Gray | ATB Cormark |
| Richard Gray | ATB Cormark Historical (Cormark Securities) |
| Kevin O'Halloran | BMO Capital Markets Equity Research |