Strategic Partnership: Arkema S.A. (ARKAY) and Semcorp have signed a Memorandum of Understanding to collaborate on battery-separator technologies, enhancing Semcorp's global expansion and innovation in high-performance battery separators for electric vehicles and energy storage systems.
Role of Battery Separators: Battery separators are crucial in lithium-ion batteries for ensuring electrical isolation between anode and cathode, impacting safety, performance, and longevity, with Arkema providing advanced materials to improve these aspects.
Market Position: Despite the partnership, Arkema's shares have declined 21.3% year-to-date, compared to a 26.2% decline in the industry, and the company holds a Zacks Rank #4 (Sell).
Earnings Estimates: Other companies in the basic materials sector, such as LSB Industries, New Gold, and CSW Industrials, have better rankings and positive earnings estimates, indicating stronger performance potential compared to Arkema.
Wall Street analysts forecast NGD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NGD is 9.37 USD with a low forecast of 8.00 USD and a high forecast of 12.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Analyst Rating
Wall Street analysts forecast NGD stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for NGD is 9.37 USD with a low forecast of 8.00 USD and a high forecast of 12.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 12.620
Low
8.00
Averages
9.37
High
12.00
Current: 12.620
Low
8.00
Averages
9.37
High
12.00
Canaccord
NULL -> Buy
maintain
$15 -> $18
2026-01-23
New
Reason
Canaccord
Price Target
$15 -> $18
AI Analysis
2026-01-23
New
maintain
NULL -> Buy
Reason
Canaccord raised the firm's price target on New Gold to C$18 from C$15 and keeps a Buy rating on the shares.
BofA
NULL -> No Rating
downgrade
2025-11-04
Reason
BofA
Price Target
2025-11-04
downgrade
NULL -> No Rating
Reason
BofA moves to No Rating on New Gold (NGD) after the company and Coeur Mining (CDE) announced a definitive agreement, wherein Coeur will acquire the fully diluted equity of New Gold. The firm believes that the shares are no longer trading on fundamentals.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for NGD
Unlock Now
National Bank
NULL -> Outperform
upgrade
2025-10-30
Reason
National Bank
Price Target
2025-10-30
upgrade
NULL -> Outperform
Reason
National Bank raised the firm's price target on New Gold to C$12.50 from C$11.50 and keeps an Outperform rating on the shares.
TD Securities
Hold
maintain
$7
2025-10-30
Reason
TD Securities
Price Target
$7
2025-10-30
maintain
Hold
Reason
TD Securities raised the firm's price target on New Gold to $7.50 from $7 and keeps a Hold rating on the shares. The firm updated the company's model post the Q3 report.
About NGD
New Gold Inc. is a Canadian intermediate gold mining company, which is engaged in the development and operation of mineral properties. The assets of the Company, directly or through its subsidiaries, comprise the New Afton Mine in British Columbia, Canada (New Afton) and the Rainy River Mine in Ontario, Canada (Rainy River). The Rainy River is located approximately 65 kilometers (km) northwest of Fort Frances, Ontario, Canada. The New Afton mine is located approximately 10 km west of Kamloops, 350 km northeast of Vancouver, British Columbia, Canada.
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.
