BHP: Decent Quarterly Results Tied To Copper, But Demand May Disappoint (Downgrade)
BHP Group Limited delivered continued improvement in FY2026 Q2, driven by strong copper segment performance. With BHP shares up over 40% in the past year, much of the positive outlook appears priced in. I now rate BHP a Hold, seeking a 15% pullback before reinitiating a position for better upside.
Forget Chips, Buy Wires: BHP Hits Highs as Copper Overtakes Iron
While investors obsess over the next fluctuation in chipmaker stock prices, a quiet revolution pushed the world's largest miner to a record high on Feb. 17, 2026. BHP Group NYSE: BHP rose to approximately $74.27, signaling that the digital economy has finally hit a physical constraint: electricity.
BHP Group Limited (BHP) M&A Call Transcript
BHP Group Limited (BHP) M&A Call Transcript
BHP's interim result sharpens its copper pitch as dividend payout surprises
BHP Group Ltd (LSE:BHP, ASX:BHP) used its first-half result to underline how quickly copper is reshaping the group, with RBC Capital Markets describing the numbers as a “clean, copper-led result with solid financial 1H performance”. The Canadian bank said earnings before interest, tax, depreciation and amortisation from the world's largest miner were “modestly ahead”, alongside free cash flow, while “the 60% payout surprised positively”.
BHP Group Limited (BHP) Q2 2026 Earnings Call Prepared Remarks Transcript
BHP Group Limited (BHP) Q2 2026 Earnings Call Prepared Remarks Transcript
BHP Exploring Infrastructure Deals as It Chases $10 Billion Target
BHP Group has opportunities to unlock more value from its portfolio of assets, but won't put a deadline on a target for generating as much as $10 billion from deals.
Is BHP's Cheap Valuation Reason Enough to Bet on the Stock?
BHP Group Limited BHP currently trades at a forward price-to-earnings multiple of 15.38X, a discount to the Zacks Mining - Miscellaneous industry's average of 16.31X.
Are You Looking for a Top Momentum Pick? Why BHP (BHP) is a Great Choice
Does BHP (BHP) have what it takes to be a top stock pick for momentum investors? Let's find out.
3 Top Copper Stocks to Watch as Copper Prices Skyrocket: BHP, FCX, SCCO
Major copper producers rallied Thursday as the red metal extended its fourth-quarter run, driven by supply disruptions in South America, China's infrastructure stimulus, and accelerating demand from electric vehicle and renewable energy sectors.
After Gold and Silver, Is Copper Set for a Big Run? 4 Stocks to Buy
Copper demand is surging. ERO, BHP, RIO and SCCO are set to benefit from the red metal's next big rally.
BHP Rallies 29% in 6 Months: How to Play the Stock Right Now?
BHP shares have gained 29% in six months, driven by record iron ore output, growing copper exposure, strong cash flows and an industry-leading dividend.
BHP: Record Copper Prices Could Give This Mining Giant A Second Engine
BHP Group Limited is reiterated as a Buy, supported by a diversified commodity mix and robust balance sheet, despite near-term iron ore headwinds. Recent commodity rallies in copper, nickel, and aluminum position BHP to benefit from future-facing metals, offering capital that can help offset iron ore market weakness. BHP's capital discipline is evident with delayed Jansen potash expansion, a $2B Pilbara asset sale, and a higher net debt target to fund growth.
