First Majestic Silver Corp.

NYSE:AG Rapport sur les actions

Capitalisation boursière : US$9.6b

First Majestic Silver Croissance future

Future contrôle des critères 1/6

First Majestic Silver devrait augmenter ses bénéfices et ses revenus de 15.5% et de 8.5% par an respectivement, tandis que le BPA devrait croître de croître de 17.6% par an.

Informations clés

15.5%

Taux de croissance des bénéfices

17.59%

Taux de croissance du BPA

Metals and Mining croissance des bénéfices10.8%
Taux de croissance des recettes8.5%
Rendement futur des capitaux propresn/a
Couverture par les analystes

Low

Dernière mise à jour10 Aug 2026

Mises à jour récentes de la croissance future

Recent updates

Seeking Alpha • Aug 31

First Majestic: Closer To Fair Value (Upgrade To Hold)

Summary First Majestic Silver Corp. is upgraded to Hold, reflecting a now fair valuation and improved operational outlook amid continued gold and silver demand. AG's production guidance has increased, with gold output expected up 30% through 2028 and Jerritt Canyon's restart accelerating gold growth potential. The valuation premium has deflated; at 8x EV/EBITDA, AG's YE27 price target is $21, offering little near-term upside versus consensus. Key AG risks include silver price volatility, rising costs, and execution on throughput expansions and Jerritt Canyon's pre-feasibility study. Read the full article on Seeking Alpha
Nouveau récit • 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 dollars
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:AG - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/20282,0085456778192
12/31/20271,8965346508792
12/31/20261,6914615628653
6/30/20261,641348614826N/A
3/31/20261,490291505707N/A
12/31/20251,257165315526N/A
9/30/202596668152340N/A
6/30/202582715105268N/A
3/31/2025699-8654195N/A
12/31/2024561-10237152N/A
9/30/2024525-78-2690N/A
6/30/2024512-79-4769N/A
3/31/2024523-48-5473N/A
12/31/2023574-135-9056N/A
9/30/2023585-162-15521N/A
6/30/2023612-156-13267N/A
3/31/2023624-222-19633N/A
12/31/2022624-114-19919N/A
9/30/2022681-101-96124N/A
6/30/2022646-99-16446N/A
3/31/20226401-14142N/A
12/31/2021584-5-12069N/A
9/30/202149634-14322N/A
6/30/202149883-6089N/A
3/31/202137857-4975N/A
12/31/202036423-3280N/A
9/30/2020343-51-2288N/A
6/30/2020314-74-3773N/A
3/31/2020363-76N/A119N/A
12/31/2019364-40N/A140N/A
9/30/2019342-165N/A105N/A
6/30/2019333-168N/A65N/A
3/31/2019329-196N/A56N/A
12/31/2018301-204N/A33N/A
9/30/2018288-96N/A36N/A
6/30/2018261-103N/A52N/A
3/31/2018242-62N/A62N/A
12/31/2017252-53N/A70N/A
9/30/20172575N/A87N/A
6/30/201727514N/A99N/A
3/31/201728119N/A96N/A
12/31/20162789N/A100N/A
9/30/2016278-96N/A81N/A
6/30/2016243-106N/A65N/A
3/31/2016231-115N/A72N/A
12/31/2015219-108N/A56N/A
9/30/2015226-70N/A80N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de AG ( 15.5% par an) est supérieure au taux d'épargne ( 3.7% ).

Bénéfices vs marché: Les bénéfices de AG ( 15.5% par an) devraient croître plus lentement que le marché US ( 17.2% par an).

Croissance élevée des bénéfices: Les bénéfices de AG devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de AG ( 8.5% par an) devrait croître plus lentement que le marché de US ( 13.4% par an).

Croissance élevée des revenus: Le chiffre d'affaires de AG ( 8.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Données insuffisantes pour déterminer si le retour sur capitaux propres de AG devrait être élevé dans 3 ans

Découvrir les entreprises en croissance

7D

1Y

7D

1Y

7D

1Y

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/09/13 09:14
Cours de l'action en fin de journée2026/09/11 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

First Majestic Silver Corp. est couverte par 19 analystes. 3 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Richard GrayATB Cormark
Richard GrayATB Cormark Historical (Cormark Securities)
Kevin O'HalloranBMO Capital Markets Equity Research