| NEM |
Report |
Adj. Operating EPS (Q2 2026) |
BEAT |
pred ~$2.05 vs. cons $1.944 |
MEDIUM |
| NEM |
Report |
Gold Production (Q2 2026, Kozt) |
BEAT |
pred ~1,190 vs. cons 1,172 |
MEDIUM |
| NEM |
Report |
AISC By-Product (Q2 2026, $/oz) |
MISS |
pred ~$1,820 vs. cons $1,776 |
MEDIUM |
| NEM |
Guide |
FY Production (FY 2026) |
BETTER |
guide ~5,300 Kozt vs. cons 4,924 Kozt |
HIGH |
| NEM |
Guide |
FY AISC (FY 2026, $/oz) |
LOWER |
guide ~$1,680 vs. cons $1,510 |
HIGH |
| NEM |
Guide |
Buyback Pace / Capital Returns |
BETTER |
reaffirm $6B program; qualitative positive |
MEDIUM |
| NEM |
Guide |
Ghana / Nevada JV (Qualitative) |
UNCHANGED |
no resolution; continued engagement language |
HIGH |
| NEM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.0% |
— |
MEDIUM |
| NEM |
Return |
5-day cumulative residual |
-1.5% (FADE) |
FADE — FY AISC guide reaffirmation forces sell-side EPS cuts; D0 rally fades as models reset |
MEDIUM |