Ivanhoe Mines Ltd.

TSX:IVN Aktierapport

Börsvärde: CA$15.7b

Ivanhoe Mines Tidigare resultatutveckling

Tidigare kriterier kontrolleras 2/6

Ivanhoe Mines har ökat intäkterna med en genomsnittlig årlig takt på 24.8%, medan Metals and Mining -branschen såg intäkterna växer på 19.5% årligen. Intäkterna har varit växande med en genomsnittlig takt på 97% per år. Ivanhoe Mines s avkastning på eget kapital är 4% och den har en nettomarginal på 59.2%.

Viktig information

24.80%

Tillväxttakt i vinsten

22.63%

Tillväxttakt för EPS

Metals and Mining Tillväxt i branschen27.39%
Intäkternas tillväxttakt96.96%
Avkastning på eget kapital3.98%
Nettomarginal59.23%
Nästa resultatuppdatering06 May 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

IVN: Long Life Copper Projects Will Support Future Cash Flow Expansion

The Street’s average fair value estimate for Ivanhoe Mines has edged down by CA$0.36 as analysts trim price targets in response to higher life of mine cost assumptions and slightly lower projected revenue growth, even as modeled profit margins and future P/E inputs remain supportive in their frameworks. Analyst Commentary Street research on Ivanhoe Mines in recent months has leaned toward more cautious price targets and several downgrades, primarily tied to higher life of mine cost and capex assumptions at key projects.

IVN: Long Life Copper Assets Will Support Future Cash Flow Expansion

The analyst fair value estimate for Ivanhoe Mines has moved from CA$23.89 to CA$19.04. This reflects a series of lower Street price targets and downgrades as analysts factor in higher life of mine operating costs, increased capex at Kamoa Kakula, and updated assumptions for growth, margins and future P/E.

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

Ivanhoe Mines' updated analyst price target has been trimmed slightly to CA$23.89 from CA$23.91, as analysts factor in higher life of mine operating costs and capex at Kamoa Kakula, alongside a mix of recent target cuts and raises across the Street. Analyst Commentary Recent Street research on Ivanhoe Mines presents a mixed picture, with some firms pulling back on targets and ratings, while others continue to see upside potential tied to project execution and long term growth prospects at Kamoa Kakula.

A case for Ivanhoe Mines Ltd hitting C$55 by 2031. If the S&P doesn't crash we could be seeing twice that figure!

Ivanhoe Mines Ltd. (TSX:IVN) Stock Analysis – March 2026 (as of latest 2025 AFS and Q4 updates) Ivanhoe is a Tier-1 copper/PGM/zinc developer-producer with world-class assets: Kamoa-Kakula (world’s highest-grade large-scale copper complex, DRC; Ivanhoe effective 39.6% via Zijin JV), Platreef (one of the world’s largest/lowest-cost PGM-Ni-Cu-Au-Rh mines, South Africa; Ivanhoe 64%), and Kipushi (ultra-high-grade zinc-copper-germanium, DRC; Ivanhoe ~62-68%).

IVN: Long Term Copper Projects Will Support Future Cash Flow Expansion

The updated analyst price target for Ivanhoe Mines now sits at about CA$23.91, reflecting a small reduction of roughly CA$0.08 as analysts factor in higher discount rates, more conservative profit margins, and revised long term P/E expectations, even as they incorporate higher projected revenue growth into their models. Analyst Commentary Recent Street research on Ivanhoe Mines shows a mix of caution and optimism, with some firms trimming price targets and others lifting theirs.

IVN: Rising Metals Assumptions Will Support Long Term Copper Output Expansion

Ivanhoe Mines' updated analyst price target edges higher to CA$23.99 from CA$23.80. This reflects analysts' mixed adjustments to revenue growth, margins, future P/E assumptions and recent research that includes both higher cost expectations and refreshed price targets across the Street.

IVN: Higher Metals Price Assumptions Will Support Multi Year Copper Production Ramp

Narrative Update The analyst price target for Ivanhoe Mines has been lifted by about $0.94, with analysts pointing to refreshed sector price forecasts, an updated fair value of $23.80, a slightly higher discount rate of 7.48% and a modestly higher future P/E of 35.06x as key drivers of the change. Analyst Commentary Recent Street research on Ivanhoe Mines has leaned positive, with several bullish analysts lifting their price targets and pointing to refreshed sector assumptions to support higher valuation levels.

IVN: Higher Metals Price Assumptions Will Support Major Copper Production Ramp

Analysts have lifted their price targets on Ivanhoe Mines by roughly C$3 to reflect updated fair value estimates of about $22.86 versus $20.66 previously, citing refreshed metals price forecasts and a mixed macro backdrop, with softer Chinese demand but potential offset from recovering demand in the U.S. and Europe. Analyst Commentary Bullish analysts are framing the recent price target moves as a reset of fair value that better reflects updated metals price assumptions and Ivanhoe Mines' project portfolio.

IVN: Future Copper Output Will Strengthen As Kamoa Kakula Expansion Advances

Narrative Update The analyst price target for Ivanhoe Mines has moved modestly higher to $18.03 from $17.95, as analysts factor in refreshed sector price forecasts, a slightly lower discount rate, marginally higher revenue growth and profit margin assumptions, and updated P/E expectations against a mixed global demand backdrop. Analyst Commentary Recent Street research on Ivanhoe Mines points to a generally constructive tone, with price targets refreshed and some macro risks still front of mind for investors.

After Leaping 27% Ivanhoe Mines Ltd. (TSE:IVN) Shares Are Not Flying Under The Radar

Dec 24
After Leaping 27% Ivanhoe Mines Ltd. (TSE:IVN) Shares Are Not Flying Under The Radar

IVN: Future Copper Output Will Accelerate As High-Grade Kamoa-Kakula Ramps Up

Analysts modestly trim our fair value estimate for Ivanhoe Mines to $17.95 from $18.55 even as Street price targets move higher, reflecting slightly higher discount rates and narrower long term margin assumptions, alongside optimism about improved copper pricing and production growth. Analyst Commentary Recent Street research has been broadly constructive on Ivanhoe Mines, with multiple bullish analysts lifting price targets in both U.S. dollar and Canadian dollar terms while reiterating positive ratings.

IVN: Copper Output Will Accelerate Following Ramp-Up At High-Grade Kamoa-Kakula

Ivanhoe Mines’ analyst price target has recently inched higher, with the fair value estimate rising from $18.40 to $18.55. Analysts cite improved copper output expectations and higher commodity price forecasts as reasons for the increase.

IVN: Copper Price Surge And Operational Recovery Will Support 2027 Output Expansion

Ivanhoe Mines' analyst price target has seen an upward revision. The consensus has moved higher by several Canadian dollars as analysts cite improving copper price forecasts and increased comfort with the operational outlook following recent site visits.

Ivanhoe Mines Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Nov 02
Ivanhoe Mines Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

IVN: Higher Copper Production Will Drive Earnings And Performance In 2025

The analyst price target for Ivanhoe Mines has increased from C$18.05 to C$18.43. Analysts cite improved confidence in operational resilience and stronger profit margins as key drivers of this upward revision.

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The consensus analyst price target for Ivanhoe Mines has increased from C$16.73 to C$18.05. This change reflects improved outlooks for copper prices and operational performance according to recent analyst updates.

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

The average analyst price target for Ivanhoe Mines has been raised from approximately C$15.57 to C$16.73. This change reflects increased optimism from analysts following recent site visits and improved confidence in the company's operational outlook.

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Ivanhoe Mines' consensus price target was modestly raised to CA$15.57, reflecting improved outlooks for gold and copper prices, heightened confidence in asset execution, and strengthened sentiment for commodity-linked equities. Analyst Commentary Bullish analysts cite gold's relative upside potential, forecasting a tactical gold price of $3,800/oz within 6–12 months, which is expected to benefit gold equities like Ivanhoe Mines.

Kamoa-Kakula And Platreef Projects Will Improve Operational Efficiency

Despite ongoing bullishness from analysts on gold equities, higher commodity price assumptions, and robust copper demand projections, Ivanhoe Mines’ consensus analyst price target saw only a marginal reduction from CA$15.45 to CA$15.33. Analyst Commentary Bullish analysts cite strong upside for gold equities, with the view that gold stocks could significantly outperform gold itself and the broader S&P 500 within the next 6-12 months.
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Kamoa-Kakula And Platreef Ramp-Ups Will Secure Future Copper Supply

Substantial copper production growth, margin expansion, and revenue gains are expected from operational improvements, stable power, and major project ramp-ups at key mining sites.

Fördelning av intäkter och kostnader

Hur Ivanhoe Mines tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

TSX:IVN Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
31 Dec 25442262840
30 Sep 253443061020
30 Jun 252153911140
31 Mar 251184231220
31 Dec 24412281330
30 Sep 2401571360
30 Jun 2401511240
31 Mar 2401671110
31 Dec 230319960
30 Sep 230333760
30 Jun 230247730
31 Mar 230471770
31 Dec 220411860
30 Sep 220415970
30 Jun 2204781050
31 Mar 220581100
31 Dec 210551030
30 Sep 2104950
30 Jun 210-87880
31 Mar 21013810
31 Dec 200-20880
30 Sep 200-8810
30 Jun 200-4740
31 Mar 2004660
31 Dec 19019500
30 Sep 19052470
30 Jun 19048440
31 Mar 19038420
31 Dec 18026400
30 Sep 180183440
30 Jun 180174520
31 Mar 180171570
31 Dec 170170640
30 Sep 170-40600
30 Jun 170-38580
31 Mar 170-35550
31 Dec 160-32530
30 Sep 160708550
30 Jun 160705530
31 Mar 160705550
31 Dec 150696570
30 Sep 150-56710

Kvalitetsintäkter: IVN har inkomster av hög kvalitet.

Växande vinstmarginal: IVN s nuvarande netto vinstmarginaler (59.2%) är lägre än förra året .


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: IVN har blivit lönsamt under de senaste 5 åren och ökat intäkterna med 24.8% per år.

Accelererande tillväxt: IVN s intäktstillväxt under det senaste året ( 14.6% ) är under sitt 5-åriga genomsnitt ( 24.8% per år).

Resultat vs industri: IVN vinsttillväxt under det senaste året ( 14.6% ) överträffade inte Metals and Mining branschen 101.4%.


Avkastning på eget kapital

Hög ROE: IVN s avkastning på eget kapital ( 4% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/01 10:11
Aktiekurs vid dagens slut2026/05/01 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Ivanhoe Mines Ltd. bevakas av 27 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Paul Joseph GaitBernstein
Andrew MikitchookBMO Capital Markets Equity Research
Alexander Robert PearceBMO Capital Markets Equity Research