Coeur Mining, Inc. (CDE)
Coeur Mining Sees Second-Half Surge as Canadian Mines Ramp Up
Coeur Mining NYSE: CDE expects production to accelerate in the second half of 2026 as recently acquired Canadian operations ramp up and several existing mines benefit from expansion projects, President and CEO Mitchell Krebs said during a company event.
Coeur Mining: The Easy Money Might Be Gone
Coeur Mining is still a Buy after a 25% stock run and reduced 2026 earnings guidance. CDE's Q2 showed record cash flow and EBITDA, but guidance cuts for gold and copper production and higher costs at Rainy River temper the outlook. Aggressive $158M exploration budget targets reserve growth in Canada and Mexico, prioritizing organic expansion over costly acquisitions.
Coeur Mining: A Buyable Q3 Dip, Strong Free Cash Flow Outlook
Coeur Mining maintains a "Buy" rating, with shares outperforming both gold and the S&P 500 year-to-date. CDE's Q2 results missed consensus but delivered record adjusted EBITDA and free cash flow, nearly doubling its cash balance to $1.1 billion. Despite recent profit downgrades and operational risks, CDE offers a 7.8% FCF yield and a more than 10% upside to a $22 intrinsic value target.
Coeur Mining Is No Longer Cheap, But Growth Still Justifies More Upside
I'm reiterating Coeur Mining as a Strong Buy with a $26 price target, reflecting 30% upside. CDE delivered record revenue, adjusted EBITDA, and $388 million in free cash flow, ending the quarter with $1.1 billion cash and net cash position. The valuation has changed materially since my previous article because CDE now trades near the sector on forward earnings and EV/EBITDA rather than at a large discount.
Coeur Mining: A Guidance Cut Doesn't Change The Bigger Picture
Coeur Mining remains a Strong Buy, with robust cash flow, a strong balance sheet, and significant long-term optionality supporting a discounted valuation. CDE's updated 2026 FCF guidance is $1.5 billion, down from >$2 billion, reflecting operational challenges but still indicating substantial cash generation and flexibility. The company is leveraging record exploration budgets and a $750 million buyback program while maintaining net cash and pursuing shareholder returns.
Coeur Mining Q2 Earnings Call Highlights
Coeur Mining NYSE: CDE reported record second-quarter financial results, supported by the first full quarter of contributions from its recently acquired New Afton and Rainy River operations. The company said quarterly revenue exceeded $1 billion for the first time, while adjusted EBITDA and free cash flow also reached quarterly records.
Coeur Mining Q2 Earnings Call Flags Slower Canadian Ramp-Ups
CDE cut partial-year production guidance at New Afton and Rainy River as slower ramp-ups sharpen focus on a stronger second half and 2026 cash flow.
Coeur Mining Set to Report Q2 Earnings: Here's What to Expect
CDE is slated to report Q2 2026 results on Aug. 5, with earnings expected to rise 10% year over year as investors watch costs and mine performance.
Coeur Mining (CDE) Reports Next Week: Wall Street Expects Earnings Growth
Coeur Mining (CDE) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Coeur Mining: The Turnaround Story Keeps Going Well
Coeur Mining (CDE) remains a 'Buy' as business transformation, deleveraging, and asset integration drive improving fundamentals despite recent price weakness. CDE's Q1 2026 saw adjusted EBITDA of ~$474.9M, cash up 52% QoQ, and a shift to net cash, supporting expanded buybacks and a new dividend. Integration of Rainy River and New Afton mines, plus Rochester expansion, position CDE for strong FY2026 production and margin expansion as accounting noise fades.
Coeur Mining: A North American Mining Powerhouse On Sale
Coeur Mining has transformed into a diversified North American precious metals producer after acquiring New Gold, shifting away from its silver-miner legacy. CDE delivered record Q1 2026 results, with revenue up 138% and free cash flow surging 1,383%, driven by strong production and high metals prices. With a net cash position, expanded buyback, and first-ever dividend, CDE is financially robust and trades at a significant valuation discount to peers like Hecla.
Coeur Mining: This Gold And Silver Miner's Next Chapter Is Just Getting Started
Coeur Mining remains a strong buy after the New Gold acquisition, with robust production, cash flow, and a conservative valuation supporting long-term upside. CDE's Q1 performance was solid, reaffirming production guidance and highlighting a strong balance sheet, expanded credit facility, and a $750 million buyback program. Management plans to record exploration investment in 2026, focusing on high-potential assets and leveraging capital inflows from NGD to reshape the company's future.
