Analysts Have Conflicting Sentiments on These Materials Companies: IGO (OtherIPGDF) and Freeport-McMoRan (FCX)
Analysts have issued contrasting ratings for two materials companies: IGO (IPGDF) and Freeport-McMoRan (FCX). Jefferies and Morgan Stanley maintained "Sell" ratings for IGO, while Scotiabank maintained a "Buy" rating for Freeport-McMoRan, which also received an upgrade to "Buy" from Argus Research. This indicates a divided outlook on the future performance of these stocks within the materials sector.
Analysts Have Conflicting Sentiments on These Materials Companies: IGO (OtherIPGDF) and Freeport-McMoRan (FCX)
Analysts have issued conflicting ratings for two materials companies, IGO (IPGDF) and Freeport-McMoRan (FCX). Jefferies maintained a Sell rating for IGO, citing a potential downside, while Scotiabank maintained a Buy rating for Freeport-McMoRan, suggesting a slight upside. Overall, IGO has a consensus Hold rating, and Freeport-McMoRan has a Strong Buy consensus.
The Future of American Gold: Pebble Creek Tokenization & Eco-Patriotism
This article discusses a novel approach to monetizing the U.S.'s vast natural resources, particularly focusing on the Pebble Project in Alaska, through "eco-patriotism" and asset tokenization. Brian Hicks proposes that instead of traditional mining, the gold, copper, and molybdenum reserves at Pebble Creek, valued at hundreds of billions, could be tokenized using blockchain technology, allowing investors to own a portion without environmental disruption. This method, supported by a concept like former President Trump's proposed sovereign wealth fund, aims to boost national financial sovereignty and economic growth while preserving American wilderness.
Marikana
This article mentions Sibanye Stillwater Ltd. in the context of Marikana and includes a list of current commodity prices. It appears to be a stub or partial article with very little content beyond the company name and market data. The article also provides several links to other news stories related to mining and commodities.
9 Arizona companies make the latest Fortune 500 list
Nine Arizona companies made the 2025 Fortune 500 list, a decrease of one from the previous year. Freeport-McMoRan reclaimed the top spot among Arizona companies, ranking 169th overall with $25.5 billion in revenue, while Avnet placed second in the state. Walmart led the overall Fortune 500 for the 13th consecutive year, with $681 billion in revenue.
Scotiabank Raises Price Target for Freeport-McMoRan (FCX) to $72
Scotiabank has increased its price target for Freeport-McMoRan (FCX) to $72 from $70, while maintaining a "Sector Outperform" rating. This adjustment reflects a 2.86% rise and follows several other recent analyst activities for the mining corporation. Despite the average analyst target price suggesting a slight downside, GuruFocus estimates a fair value of $51.60, indicating a larger potential downside from the current price.
New Ingerbelle mine expansion to preserve 800 B.C. jobs and C$11.5B GDP
Hudbay (TSX, NYSE: HBM) has secured amended permits for the New Ingerbelle expansion at its Copper Mountain mine in British Columbia, Canada. This expansion is projected to yield 750,000 tonnes of copper, 900,000 ounces of gold, and 5.5 million ounces of silver, while preserving over 800 direct jobs and generating more than C$11.5 billion in provincial GDP. The company also renewed participation agreements with the Upper and Lower Similkameen Indian Bands, emphasizing collaborative oversight and responsible resource development.
Nova Minerals short seller clash: Estelle mine risk and funding lens for engineers
Nova Minerals' shares saw a rise despite a short seller, Spruce Point Capital Management, disclosing a short position and warning of significant downside due to risks at the Estelle project in Alaska. Spruce Point questions Nova's ability to deliver its gold-antimony mine, citing infrastructure issues, community opposition, and harsh weather. However, Nova plans to use a $43.4 million DoW award to advance its Estelle project, focusing on antimony output within two years.
Scotiabank raises Freeport-McMoRan stock price target on Indonesia deal
Scotiabank has increased its price target for Freeport-McMoRan (NYSE:FCX) stock to $72 from $70, maintaining a Sector Outperform rating. This adjustment follows Freeport-McMoRan's agreement with the Indonesian government for a life-of-resource extension of its Grasberg minerals district operating rights, which significantly de-risks the asset's long-term future and adds 8% accretion to its net asset value per share estimate. The company's financial health is rated "GOOD" by InvestingPro, and the revised target also considers the improving free cash flow outlook and leverage to copper and gold prices.
HudBay Minerals Q4 2025 Earnings: $128M Net Income Misses Forecast - News and Statistics
HudBay Minerals Inc. reported a net income of $128 million for Q4 2025, or 32 cents per share, which adjusted to 22 cents per share for non-recurring gains. This performance, along with quarterly revenue of $732.9 million, fell below analyst expectations of 40 cents per share and $763.8 million, respectively. For the full year, the company achieved a profit of $568.5 million on $2.21 billion in revenue.
Zacks Industry Outlook Highlights Southern Copper, Freeport-McMoRan, Lundin Mining and Coeur Mining
The Zacks Mining - Non Ferrous industry shows promising prospects due to rising metal prices and increasing demand driven by the energy transition trend. Southern Copper Corp., Freeport-McMoRan Inc., Lundin Mining Corp., and Coeur Mining are highlighted as key companies to watch. These firms are focused on expanding reserves, controlling costs, and improving production efficiency to capitalize on the industry's growth potential amidst strong demand for non-ferrous metals like copper, silver, and gold.
BHP eyes 30% Faraday Copper stake in Arizona mine LOI
Faraday Copper has announced a non-binding Letter of Intent (LOI) to acquire 100% of BHP's San Manuel property in Arizona, adjacent to Faraday's Copper Creek project. In exchange, BHP will receive Faraday common shares equivalent to a 30% fully diluted interest and customary investor rights. The acquisition aims to create a multi-asset copper district in the USA, leveraging existing infrastructure and accelerating potential copper cathode production.
Zacks Industry Outlook Highlights Southern Copper, Freeport-McMoRan, Lundin Mining and Coeur Mining
Zacks Equity Research highlights Southern Copper Corp., Freeport-McMoRan Inc., Lundin Mining Corp., and Coeur Mining as promising stocks in the non-ferrous metal mining industry. The industry is poised for growth due to rising metal prices, increasing demand driven by energy transition, and the strategic importance of metals like silver, copper, and uranium. Companies are focusing on reserve expansion, technological investment, and cost control to capitalize on these trends.
Zacks Industry Outlook Highlights Southern Copper, Freeport-McMoRan, Lundin Mining and Coeur Mining
The Zacks Mining - Non Ferrous industry shows promising prospects due to rising metal prices and demand driven by the energy transition trend. Southern Copper Corp., Freeport-McMoRan Inc., Lundin Mining Corp., and Coeur Mining are highlighted as key companies poised to benefit from industry growth through investments in reserves, technology, cost control, and production efficiency. The article also details the strong market performance of the industry and specific growth drivers and financial outlooks for each mentioned company.
Gold miner targets 40% output jump by 2027, despite Skouries delay
Eldorado Gold (NYSE:EGO) has issued its 2026 guidance and a three-year outlook, projecting a 40% increase in gold production by 2027 compared to 2025 levels, despite a delay in first concentrate production at its Skouries project. The company anticipates 490,000–590,000 oz of gold in 2026, rising to 620,000–720,000 oz in 2027, with Skouries expected to commence commercial production in Q4 2026, adding significant copper output and cash flow. Elevated all-in sustaining costs (AISC) are projected for 2026 due to inflation and increased labor costs, alongside substantial capital expenditures for growth and the Skouries project.
Freeport McMorRan: Is the Future of Mining Automated?
Freeport-McMoRan is transforming its mining operations through automation and sustainable energy. The company is implementing advanced technologies like AI-driven Autonomous Haulage Systems, advanced ore sorting, and digital twin modeling to boost productivity, cut emissions, and improve safety. Additionally, Freeport is integrating renewable energy sources, enhancing environmental monitoring, and optimizing water management to drive a low-carbon future for the mining sector.
The Strategic Case for Copper Miners and the COPP ETF
The article discusses the evolving role of copper from a cyclical industrial metal to a critical mineral driven by disruptive technologies like AI and green energy. It highlights the significant demand increase due to data centers, electric vehicles, and grid modernization, coupled with impending supply constraints, making copper mining an attractive investment. The Sprott Copper Miners ETF (COPP) is presented as a way for investors to gain exposure to the copper ecosystem beyond physical metal, tracking both physical copper and mining companies.
OR Royalties Announces Acquisition of a Portfolio of Royalty Assets Including a 1.5% NSR Royalty on Buenaventura’s Producing San Gabriel Mine
OR Royalties Inc. has entered into a definitive agreement to acquire a portfolio of eight high-quality precious metals royalties from Gold Fields Limited for $115 million. This acquisition includes a 1.5% net smelter return (NSR) royalty on Buenaventura’s producing San Gabriel gold and silver mine in Peru, adding immediate gold equivalent ounces to OR Royalties' expected deliveries for 2026. The transaction is expected to significantly boost OR Royalties' growth outlook, with forecasted GEO deliveries increasing from 80,000-90,000 in 2026 to 120,000-135,000 in 2030, and also adds exposure to exciting development and exploration projects in top-tier mining jurisdictions.
Freeport-McMoRan donates to Lake County groups
Freeport-McMoRan, parent company of the Climax Mine, announced donations totaling $340,000 to various nonprofit organizations in Lake County, Colorado. These funds are intended to support long-term community benefits, emphasizing strong partnerships and resilience. Key recipients include St. George Episcopal Mission, Cloud City Conservation Center, Lake County Community Fund, Elevated Community Health, Project Dream, Project Bellies, Tabor Opera House Preservation Foundation, Chaffee Housing Trust, St. Vincent General Hospital District, and Lake County Search and Rescue.
Freeport signs agreement with Indonesia to extend Grasberg mining rights through 2041 (FCX:NYSE)
Freeport-McMoRan (FCX) has signed a memorandum of understanding with the Indonesian government to extend its Grasberg mining permit. This agreement ensures long-term access to one of the world's largest copper and gold mines through 2041. The deal secures the future operations of the significant Grasberg resource for Freeport.
Is Freeport McMoRan (FCX) Still Attractive After A 64% One Year Share Price Jump
Freeport-McMoRan (FCX) has seen significant share price growth over the past year, returning 64.4%. This article analyzes the current attractiveness of FCX through two valuation methods: Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) ratio. While the DCF analysis suggests the stock is undervalued by 26.9%, the P/E ratio indicates it is overvalued compared to its industry and a calculated "Fair Ratio." The article also presents "Bull" and "Bear" case narratives for FCX, highlighting how different assumptions regarding copper demand, margins, and risk can lead to varied fair value estimations.
Freeport-McMoRan EVP Robertson sells $2.9m in stock
Maree E. Robertson, EVP and CFO of Freeport-McMoRan, sold 48,500 shares of common stock for approximately $2.9 million and disposed of an additional 10,354 shares to cover taxes. These transactions, detailed in a Form 4 filing, leave Robertson with 69,540 direct shares, including restricted stock units. The news comes amidst other company developments like a mining rights extension in Indonesia, an upgrade to "Buy" by Argus due to a strengthened balance sheet, and a raised price target from Morgan Stanley, although a potential rollback of US tariffs could impact the stock.
FCX Announces Agreement for Life of Resource Extension of Operating Rights in Grasberg Minerals District
Freeport (NYSE: FCX) has entered into a Memorandum of Understanding (MOU) with the Indonesian government, extending the operating rights for PT Freeport Indonesia (PTFI) in the Grasberg minerals district for the life of the resource. This agreement involves increased community support in Papua, enhanced exploration spending, a continued focus on domestic downstreaming, and a future transfer of a 12% share interest in PTFI to government interests in 2041. FCX will maintain a significant ownership stake, and the deal reinforces a long-standing partnership while building value for stakeholders in a major copper and gold deposit.
Indonesia deal aims to extend giant Grasberg copper and gold mine
Freeport-McMoRan (NYSE: FCX) has announced a Memorandum of Understanding (MOU) with the Indonesian government to extend the operating rights for PT Freeport Indonesia (PTFI) in the Grasberg minerals district. This agreement provides for a life-of-resource extension, increased community support in Papua, enhanced exploration spending, and continued prioritization of domestic downstreaming. FCX will maintain a significant ownership interest in PTFI through 2041 and beyond, ensuring continued operations at one of the world's largest copper and gold deposits.
Indonesia, Freeport units sign MoU to extend mining permit beyond 2041
Indonesia's investment minister, Freeport-McMoRan, and its Indonesian unit Freeport Indonesia have signed a memorandum of understanding (MoU) to extend Freeport Indonesia's mining permit beyond 2041. This announcement was made by Freeport-McMoRan chairman Richard Adkerson at a U.S. Chamber of Commerce event in Washington, attended by Indonesian President Prabowo Subianto. Prabowo's visit aimed at fostering strong political and economic relationships with the United States.
Freeport McMoRan: Technology Making Mining More Sustainable
Freeport-McMoRan is utilizing innovative technological solutions, including AI-driven autonomous haulage systems, advanced ore sorting, and digital twin modeling, to enhance productivity and sustainability in its global mining operations. Beyond internal efficiency, the company is also focusing on environmental responsibility through real-time monitoring, integration of renewable energy, and advanced water management, alongside fostering community engagement and local economic development. These initiatives aim to improve operational resilience, reduce environmental impact, and create value for stakeholders.
Freeport McMoRan (FCX) Sees Mixed Options Activity Amid Stock Ri
Freeport-McMoRan (FCX) saw its stock price increase by 2.5% following an Argus upgrade to a Buy rating, despite mixed options activity. While implied volatility remains high, suggesting significant expected price movement, the flattening put-call skew indicates a modestly bullish outlook. The company demonstrates strong financial health with robust operating margins and a sound balance sheet, though high valuation metrics and recent insider selling warrant caution.
XME Rode Gold to a Near Double, Now Freeport’s Q2 Restart Will Test the Rally
The SPDR S&P Metals & Mining ETF (XME) has nearly doubled in the past year, driven by surging gold prices and increasing copper demand. While Newmont has seen significant free cash flow from high gold prices, Freeport-McMoRan's planned Q2 2026 restart of its Grasberg mine will be a critical test for the ETF's future performance, which also hinges on commodity price stability and production execution by its top holdings.
US Produces More Copper Than It Needs, Beating China On Self-Reliance— But One Critical Bottleneck Could Derail It
The U.S. can meet 146% of its annual copper demand through domestic and overseas mines and scrap, making it more self-reliant than China, which only meets 40% of its demand. Despite this, the U.S. exports vast amounts of raw copper due to limited domestic processing capacity to convert it into copper cathode, creating a critical bottleneck. A recent surge in U.S. copper stockpiles, driven by tariff fears and reaching 30-year highs, coincides with copper prices hitting new records, prompting analysts to predict copper could be the next major commodity rally.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy. The average one-year price target for Freeport-McMoRan is $62.23/share, implying a slight decrease from its current closing price, despite analysts projecting an increase in annual revenue and non-GAAP EPS. Institutional ownership remains strong, with key firms like Fisher Asset Management and Vanguard funds holding significant stakes, indicating a bullish outlook.
Freeport McMoRan's AI-Driven Autonomous Haulage Revolution
Freeport McMoRan is implementing seven key innovations, including AI-driven autonomous haulage systems, advanced ore sorting, and digital twin modeling, to enhance productivity, sustainability, and resilience across its global mining operations. These changes aim to address challenges like rising labor costs and supply chain volatility by leveraging technology for increased efficiency, reduced environmental impact, and improved community engagement. The initiatives are projected to boost output, cut emissions, and create new jobs, establishing Freeport McMoRan as a leader in modern mining practices.
Freeport-McMoRan (FCX) price target increased by 10.45% to 62.23
This article reports that the price target for Freeport-McMoRan (FCX) has been increased by 10.45% to $62.23. The adjustment reflects a new analyst perspective on the stock's valuation.
Freeport-McMoRan Inc. stock underperforms Wednesday when compared to competitors
Freeport-McMoRan Inc. (FCX) stock underperformed on Wednesday compared to its competitors. The stock closed at $41.87, representing a 0.24% loss, while the S&P 500 rose by 0.96%.
How Is The Market Feeling About Freeport-McMoRan Inc?
Freeport-McMoRan Inc (NYSE: FCX) has seen a 4.7% increase in its short interest recently, with 35.00 million shares sold short, representing 2.45% of its float. This indicates a growing bearish sentiment among investors, though the company's short interest remains lower than the average of its peers. The article highlights that it would take traders 1.25 days to cover their short positions, and emphasizes that an increase in short interest can signal a more bearish outlook.
The 'Copper King' Era Begins: BHP Group Ltd's copper business profitability surpasses iron ore for the first time, with a 28% surge in net profit in the first half.
BHP Group Ltd's copper business has for the first time become its primary profit driver, surpassing iron ore, as reported in its Q1 2026 fiscal year financial results. The company saw a 28% surge in net profit to $5.64 billion, driven by a 32% increase in average copper selling prices and strong operational performance. BHP also announced a 50% increase in its interim dividend and strategic asset monetizations to strengthen its financial resilience for future expansion in "future-oriented commodities."
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy. Despite an average one-year price target suggesting a slight downside, institutional ownership remains high with minor increases in shares held by major funds like Fisher Asset Management and Vanguard. The put/call ratio indicates a bullish sentiment for FCX.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy, following an increase in institutional ownership and a bullish put/call ratio. Despite the upgrade, the average one-year price target suggests a slight downside of 0.97% from its current price. The company forecasts an increase in annual revenue by 5.03% and a non-GAAP EPS of 2.48.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy. Despite an average one-year price target suggesting a slight downside, the company is projected to see increased annual revenue and non-GAAP EPS. Institutional ownership has slightly decreased, though major holders like Fisher Asset Management and Vanguard funds continue to maintain or increase their positions.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded its outlook for Freeport-McMoRan (FCX) from Hold to Buy. Despite an average one-year price target suggesting a slight downside, institutional ownership of FCX has increased, indicating a bullish sentiment among funds. Key stakeholders like Fisher Asset Management and Vanguard funds have also increased their holdings in the company.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy. Despite an average one-year price target suggesting a slight downside, institutional ownership of FCX remains strong, with several major funds increasing their holdings. The company projects an annual revenue increase of 5.03% and a non-GAAP EPS of 2.48.
Freeport-McMoRan Rose 47% in the Last 6 Months. Here’s How High the Stock Could Climb in 2026
Freeport-McMoRan stock has risen 47% in the last six months due to strengthening copper prices and improving production forecasts. The company's adjusted EBITDA for 2025 was nearly $10 billion, and analysts expect further revenue growth and margin expansion. Based on TIKR's valuation model, the stock could reach $97, implying a 54% upside.
Freeport-McMoRan Insiders Sell US$28m Of Stock, Possibly Signalling Caution
Insiders at Freeport-McMoRan Inc. have sold approximately US$28 million worth of stock in the past year, with a significant portion of that occurring in the last three months. While insider selling can send an ambiguous message, the substantial amount and absence of insider buying during this period suggest potential caution among the company's leadership. Despite this, Freeport-McMoRan is described as profitable and growing, and insiders still retain a notable 0.4% ownership in the company.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded its outlook for Freeport-McMoRan (FCX) from Hold to Buy. Despite the upgrade, the average one-year price target suggests a slight downside from its current closing price. Institutional ownership in Freeport-McMoRan saw a modest increase, with key funds like Fisher Asset Management and Vanguard reporting significant holdings and increased allocations.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded its outlook for Freeport-McMoRan (NYSE:FCX) from Hold to Buy. Despite the upgrade, the average one-year price target suggests a slight downside of 0.97% from its current closing price. Institutional ownership in FCX remains high, with several major funds increasing their holdings, indicating a bullish sentiment.
BHP share price drops ahead of results as China holiday cools iron ore mood
BHP's share price dropped by 1.5% ahead of its half-year results as investors reduced holdings and iron ore futures slipped due to the Lunar New Year break in China, which has led to reduced production at mills. The mining giant's shares are particularly sensitive to its interim dividend and any guidance on costs or capital spending. Other major miners like Fortescue Metals and Rio Tinto also experienced declines amidst mixed signals of potential supply disruptions and fluctuating demand from Chinese mills.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy. The average one-year price target suggests a slight downside, but institutional ownership remains strong with several funds increasing their positions in the company. Freeport-McMoRan also projects an increase in annual revenue and non-GAAP EPS.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy. Despite the upgrade, the average one-year price target suggests a slight downside of 0.97% from its current closing price. Institutional ownership in FCX remains high with major funds like Fisher Asset Management and Vanguard holding significant positions, and fund sentiment is bullish.
Argus Research Upgrades Freeport-McMoRan (FCX)
Argus Research has upgraded Freeport-McMoRan (FCX) from Hold to Buy on February 13, 2026. Despite this, the average one-year price target suggests a slight downside from its current price. Institutional ownership in FCX remains high, with several major asset managers increasing their holdings.
How Investors May Respond To Southern Copper (SCCO) Record Earnings, Rising Short Interest, And Tia Maria Spend
Southern Copper (SCCO) recently reported record 2025 earnings driven by increased output and metal prices, alongside accelerated investment in its Tia Maria project. This strong performance, however, is contrasted by a simultaneous rise in short interest, highlighting divided investor sentiment. The article explores how these factors, particularly the Tia Maria project's significant capital expenditure and potential for disruption, influence SCCO's investment outlook and risk balance.
Eldorado Gold Weighs Foran Deal And Capital Moves For Copper Growth
Eldorado Gold is acquiring Foran Mining to expand its gold and copper production, reflecting a broader industry trend toward diversification in metals for electrification. A special shareholder meeting is scheduled for April 7, 2026, to discuss potential capital structure changes, which could impact the company's funding for projects like the Skouries copper-gold development in Greece. Investors will be watching key details of the Foran transaction, the meeting agenda, and progress on existing assets to assess Eldorado Gold's financial health and execution capacity.
