AEM Earnings

AEM reported its earnings on 2026-02-12, showcasing a revenue of 3.56B against an estimate of 3.24B, resulting in a 10% surprise. The EPS was 2.69, surpassing the expected 2.56 by 5.08%. The stock experienced a 5.55% price change on the earnings day and a 9.39% change over the next five days, reflecting market reactions to the results.

Following AEM's earnings announcement on 2026-02-12, the stock price moved by 5.55% on the day of the release. Over the subsequent five days, it saw a 9.39% change. Historically, AEM's stock price tends to shift by an average of -0.99% in the 10 days leading up to earnings and 1.55% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate AEM's annual revenue to reach 3.51B, while the EPS is projected at 2.63. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates revised upward by 5.44% over the past three months, indicating analyst expectation in the company's performance.

The correlation between AEM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved revised upward by 5.44%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, AEM's stock price typically moves by -0.99% in the 10 days before its earnings and 1.55% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 2.63 and revenue of 3.51B.

The earnings call summary and Q&A reflect positive sentiment overall. The company is on track with its production guidance and shareholder return plans, including potential dividend hikes and share buybacks. Exploration and resource expansion efforts are robust, and the company is optimistic about gold prices. While cost guidance is at the higher end, the focus on financial flexibility and growth projects is reassuring. The Q&A section did not reveal significant negative trends or uncertainties, and management's strategic focus on value creation is likely to support a positive stock price movement.