Is Analyst Optimism Ahead of Earnings Release Altering The Investment Case For AngloGold Ashanti (AU)?

• In the past week, AngloGold Ashanti experienced steeper share price fluctuations than the broader market as it approaches its scheduled earnings release on November 11, 2025.
• Recent upward revisions to analyst earnings estimates underscore growing optimism about the company's prospects for strong year-over-year earnings growth.
• We'll examine how increased analyst optimism ahead of the upcoming earnings release could influence AngloGold Ashanti's investment outlook.

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AngloGold Ashanti Investment Narrative Recap

If you’re considering AngloGold Ashanti, you’ll need to believe in sustained global demand for gold, disciplined cost control, and continued delivery on production promises. While recent analyst optimism ahead of the November 11 earnings release highlights strong expectations, last week’s share price fluctuations are unlikely to materially change the main short-term catalyst: the upcoming earnings report, or the biggest risk, which remains sustained cost inflation outpacing gold price gains. Among AngloGold Ashanti’s most relevant recent announcements, the company reaffirmed its 2025 production and cost guidance on August 1, backing up analyst expectations for further earnings strength. This steady guidance matters as it supports confidence ahead of the earnings release, reinforcing the near-term catalyst while reminding investors that production stability remains essential to future growth. On the other hand, investors should be mindful of the potential for margin erosion if rising all-in sustaining costs...

Read the full narrative on AngloGold Ashanti (it's free!)

AngloGold Ashanti is projected to reach $9.5 billion in revenue and $3.0 billion in earnings by 2028. This outlook assumes 7.6% annual revenue growth and an increase in earnings of $1.2 billion from the current $1.8 billion.

Uncover how AngloGold Ashanti's forecasts yield a $88.29 fair value, a 32% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members set fair value estimates for AngloGold Ashanti between US$17.84 and US$88.29, using 12 distinct approaches. While many see upside, the company's ongoing exposure to higher-cost ore highlights persistent margin risks that could weigh on future financial outcomes, so take the time to compare these differing outlooks.

Explore 12 other fair value estimates on AngloGold Ashanti - why the stock might be worth less than half the current price!

Build Your Own AngloGold Ashanti Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your AngloGold Ashanti research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free AngloGold Ashanti research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate AngloGold Ashanti's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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