GOLD FIELDS LTD: KEY COMMODITY PRICES HAVE RISEN SHARPLY SINCE THE START OF THE IRAN WAR.

Written by Emily J. Thompson, Senior Investment Analyst

Source: moomoo

Updated: 3 days ago

0mins

GFI-0.13%

Should l Buy GFI?

Source: moomoo

Significant Commodity Increases: There have been notable increases in several key commodities since the commencement of the Iran war.
Impact on Markets: The rising prices of these commodities are likely affecting global markets and economic conditions.

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Analyst Views on GFI

Wall Street analysts forecast GFI stock price to rise

7 Analyst Rating

4 Buy

3 Hold

0 Sell

Moderate Buy

Current: 44.920

Low

39.00

Averages

51.00

High

64.00

Current: 44.920

Low

39.00

Averages

51.00

High

64.00

Canaccord

Hold

Buy

upgrade

2026-04-24

Reason

Canaccord

Price Target

AI Analysis

2026-04-24

upgrade

Hold

Buy

Reason

Canaccord upgraded Gold Fields to Buy from Hold with a price target of $57.25, up from $40.25. The firm upped its gold price forecasts by 7%-8% through 2029 to reflect the continued strength in the gold and silver market. With a stronger precious metals price outlook over the coming five years, precious metals stocks should see higher valuations, the analyst tells investors in a research note.

Canaccord

Hold

Buy

upgrade

2026-04-24

Reason

Canaccord

Price Target

2026-04-24

upgrade

Hold

Buy

Reason

Canaccord upgraded Gold Fields to Buy from Hold with a price target of $57.25, up from $40.25.

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About GFI

Gold Fields Limited is a globally diversified gold producer with approximately nine operating mines in Australia, South Africa, Ghana, Chile and Peru and one project in Canada. The Company is involved in underground and surface gold and surface copper mining and silver and related activities, including exploration, extraction, processing and smelting. It has a total attributable annual gold-equivalent production of over 2.30 million ounces (Moz), gold mineral reserves of 44.6 Moz and gold mineral resources of 30.3 Moz (excluding mineral resources). In Peru, the Company also produces copper. Its economic interest in the South Deep mine in South Africa is 96.43%. It also owns 100% of the St Ives, Agnew, Granny Smith mines and around 50% of the Gruyere gold mine in Australia, and 90.0% of the Tarkwa and Damang mines in Ghana and 45% of the Asanko mine in Ghana. It owns 99.5% of the Cerro Corona mine in Peru. It also has 100% ownership of the Windfall Project in Canada’s Quebec province.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.

Gold Fields Q1 Revenue Surges 67.6% Year-on-Year

3 days agoseekingalpha

Significant Revenue Growth: Gold Fields reported Q1 revenue of $4.86 billion, reflecting a robust 67.6% year-on-year increase, which is likely to enhance investor confidence in the company's market position.
Substantial Debt Reduction: As of March 31, 2026, net debt decreased by 34% year-on-year to $1.304 billion, improving financial flexibility and capacity for future investments.
Stable Production and Cost Guidance: The company maintains its 2026 production and cost guidance, expecting attributable gold-equivalent production between 2.40Moz and 2.60Moz, ensuring stable performance expectations for investors.
Capital Expenditure Plans: Total capital expenditure for 2026 is projected to be between $1.9 billion and $2.1 billion, with sustaining capital expenditure expected between $1.3 billion and $1.4 billion, supporting long-term growth strategies and optimizing resource allocation.

Gold Fields Maintains Full-Year Guidance Amid Rising Oil Costs

3 days agoYahoo Finance

Cost Pressure Intensifies: Gold Fields reported that since the outbreak of conflict in the Middle East, diesel costs have surged between 30% and 70%, which could hinder its ability to meet cost expectations, particularly if oil prices exceed $100 per barrel.
Rising LNG Prices: The company noted that liquefied natural gas prices have also increased by approximately 30%, further exacerbating operational costs and potentially impacting profitability and cash flow.
Cost-Saving Measures Initiated: In response to the escalating costs, Gold Fields has initiated a series of cost-saving measures aimed at reducing operational expenditures and maintaining financial stability.
Market Outlook Uncertain: While the company has upheld its full-year guidance, the ongoing rise in oil prices may affect its future production plans and profit expectations, increasing market uncertainty.