Investors interested in Mining - Gold stocks are likely familiar with Iamgold (IAG) and Alamos Gold (AGI). But which of these two stocks offers value investors a better bang for their buck right now?
IAMGOLD (IAG) is upgraded from Hold to Buy, reflecting a more aggressive stance amid strong gold prices and a strong growth pipeline. Q3'25 results highlight a 61% revenue jump, robust Côté Gold production, and a new 10% share buyback program, though cost control remains a focus of concern. IAG's Canadian exploration acquisitions consolidate a major land package, enhancing long-term growth prospects in a Tier 1 jurisdiction.
British Airways and Iberia owner International Consolidated Airlines Group SA (LSE:IAG) has seen its price target raised, with analysts at Deutsche Bank repeating a 'Buy' rating. Analysts at the German bank are expecting to maintain a 15% EBIT margin through to 2027, and as such the 2025 EBIT forecast remains unchanged at €4.9 billion.
British Airways owner International Consolidated Airlines Group SA (LSE:IAG) shares bounced 3.4% higher to 378.5p as analysts expressed confidence that a stronger final quarter is coming. Shares in the Anglo-Iberian carrier came under pressure on Friday after third-quarter earnings fell slightly short of expectations and the group stopped short of announcing a new share buyback, with the shares dropping almost 11%.
IAMGOLD posted a record Q3 2025, with revenue up 61% YoY and EBITDA up 62%, as Côté Gold's steady ramp-up begins transforming the company's scale and profitability profile. Côté reached full nameplate capacity at 36,000 tpd with 94% recovery, lowering AISC and positioning IAMGOLD as a structurally stronger mid-tier gold producer centered in Canada. Net debt dropped below 1x EBITDA, supported by $292M mine-site free cash flow and a 10% buyback program, marking the company's clearest deleveraging and shareholder-return phase.
Shares in International Consolidated Airlines Group SA (LSE:IAG), owner of British Airways and Iberia, fell back 8% on quarterly results, having earlier this week reached their highest altitude since Covid. The FTSE 100 group reported a slightly weaker-than-expected third quarter as currency movements and softer pricing weighed on revenue, with management promising to update on shareholder returns alongside February's results.
Iamgold (IAG) reached $11.66 at the closing of the latest trading day, reflecting a +1.48% change compared to its last close.
British Airways owner International Consolidated Airlines Group SA (LSE:IAG) and Ryanair Holdings PLC (LSE:RYA) are top picks for Morgan Stanley amid diverging fortunes between long-haul and short-haul markets. In short, analysts at the US bank envisage a potential oversupply of European short-haul flights.
Grey clouds on the horizon reported by Jet2 PLC (AIM:JET2) slammed its shares lower and dragged down the wider airline and travel sector on Thursday morning. The owner of Jet2 Holidays - whose advertising theme has become a TikTok meme for travel mishaps - warned that a trend for later booking had become "more pronounced" and that it was now expecting profits at the lower end of expectations.
Gold's rally lifts BTG and IAG, but the former's stronger returns, valuation edge and dividend payout give it an advantage over the latter.
The IAG share price (LON:IAG) has rocketed since the turn of the pandemic. Investors who bought the stock in late 2020 would have seen their returns almost quadruple.
IAMGOLD Corporation (NYSE:IAG ) Q2 2025 Earnings Conference Call August 8, 2025 8:30 AM ET Company Participants Bruno Lemelin - Chief Operating Officer Graeme Douglas Jennings - Vice President of Investor Relations & Corporate Communications Marthinus Wilhelmus Theunissen - Chief Financial Officer Renaud Adams - CEO, President & Director Conference Call Participants Anita Soni - CIBC Capital Markets, Research Division Matthew Murphy - BMO Capital Markets Equity Research Mohamed Sidibe - National Bank Financial, Inc., Research Division Steven J. Green - TD Cowen, Research Division Tanya M.