Coeur Mining, Inc. (CDE)

NYSEMaterialsGoldSnapshot 2026-10-23

$13.45-3.10%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Coeur Mining, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-12-30
Revenue	—	1.35B
EPS	—	0.28
Annual ending 2026-12-31
Revenue	—	4.76B
EPS	—	0.983
Annual ending 2027-12-31
Revenue	—	6B
EPS	—	1.561

Management figures unavailable.

What the Thesis Depends On

4 published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Capital expenditures up to $337 million in 2026	Coeur Mining plans to spend up to $337 million on capital projects in 2026.	Intact	Capital expenditures exceed $337 million in FY26	Capital expenditures: $125.709M FY2026-Q2; GAAP. Published target: <=337 USD_MILLIONS. Target period is not explicitly aligned with this observation. Source published Aug 5, 2026125,709,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q2. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Maintain dividend of $0.02 per share	It aims to return cash to shareholders with a $750 million buyback program and a $0.02 per share dividend.	Intact	Dividend falls below $0.02 per share in FY26	Dividend per share: $0.02 per share FY2026-Q1; GAAP. Published target: >=0.02 USD_PER_SHARE dividend. Target period is not explicitly aligned with this observation. Source published May 6, 20260.02 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q1 · Period ending Mar 31, 2026 Source: company_financial_results. Reference: 1664f9bc-feef-403b-9e4b-0a3d9691ab11. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
EPS of at least $0.02 per share in FY26	It aims to return cash to shareholders with a $750 million buyback program and a $0.02 per share dividend.	Intact	EPS falls below $0.02 per share in FY26	Diluted EPS: $0.12 per share FY2026-Q2; GAAP. Published target: >=0.02 USD_PER_SHARE. Target period is not explicitly aligned with this observation. Source published Aug 5, 20260.12 USD/share · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q2 · Period ending Jun 30, 2026 Source: company_financial_results. Reference: 54e5134d-a19b-4103-81f2-b059d4c8a3c2. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Share repurchases of at least $69.7 million in 2026-Q1	It aims to return cash to shareholders with a $750 million buyback program and a $0.02 per share dividend.	Intact	Repurchases fall below $69.7 million in 2026-Q1	Required source inputs unavailable Cannot calculate Share repurchases from the available matching source inputs. Missing inputs are not treated as zero. Source date unavailableLast status assessment Oct 24, 2026Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-12-31 · fmp

FY2027 EPSUnavailable

$2.00 → Unavailable · observed estimates

FY2027 revenueUnavailable

Unavailable → Unavailable · observed estimates

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	$2.00	Unavailable	9 / 3
2026-07-25	$1.92	Unavailable	9 / 3
2026-07-26	$1.92	Unavailable	9 / 3
2026-07-27	$1.83	Unavailable	5 / 2
2026-07-28	$1.83	Unavailable	5 / 2
2026-07-29	$1.94	Unavailable	8 / 2
2026-07-30	$1.94	Unavailable	8 / 2
2026-07-31	$1.94	Unavailable	8 / 2
2026-08-01	$1.94	Unavailable	8 / 2
2026-08-02	$1.94	Unavailable	8 / 2
2026-08-03	Unavailable	Unavailable	4 / 1
2026-08-04	$1.94	Unavailable	8 / 2
2026-08-05	$1.94	Unavailable	8 / 2
2026-08-06	$1.93	Unavailable	8 / 2
2026-08-07	Unavailable	Unavailable	4 / 1
2026-08-08	$2.08	$6,210,500,000	8 / 5
2026-08-09	$2.08	$6,210,500,000	8 / 5
2026-08-10	$2.08	$6,210,500,000	8 / 5
2026-08-11	$1.98	$6,081,916,670	9 / 6
2026-08-12	$2.06	$6,080,500,000	8 / 5
2026-08-13	Unavailable	Unavailable	4 / 1
2026-08-14	Unavailable	Unavailable	4 / 1
2026-08-15	Unavailable	Unavailable	4 / 2
2026-08-16	Unavailable	Unavailable	4 / 2
2026-08-17	Unavailable	Unavailable	4 / 2
2026-08-18	Unavailable	Unavailable	4 / 2
2026-08-19	Unavailable	Unavailable	4 / 2
2026-08-20	$1.57	Unavailable	5 / 3
2026-08-21	$1.57	Unavailable	5 / 3
2026-08-22	$1.57	Unavailable	5 / 3
2026-08-23	$1.57	Unavailable	5 / 3
2026-08-24	$1.57	Unavailable	5 / 3
2026-08-25	$1.57	Unavailable	5 / 3
2026-08-26	$1.57	Unavailable	5 / 3
2026-08-27	$1.57	Unavailable	5 / 3
2026-08-28	$1.57	Unavailable	5 / 3
2026-08-29	$1.57	Unavailable	5 / 3
2026-08-30	$1.57	Unavailable	5 / 3
2026-08-31	$1.57	Unavailable	5 / 3
2026-09-01	$1.57	Unavailable	5 / 3
2026-09-02	$1.57	Unavailable	5 / 3
2026-09-03	$1.57	Unavailable	5 / 3
2026-09-04	$1.57	Unavailable	5 / 3
2026-09-05	$1.57	Unavailable	5 / 3
2026-09-06	$1.57	Unavailable	5 / 3
2026-09-07	$1.57	Unavailable	5 / 3
2026-09-08	$1.57	Unavailable	5 / 3
2026-09-09	$1.57	Unavailable	5 / 3
2026-09-10	$1.57	Unavailable	5 / 3
2026-09-11	$1.62	Unavailable	5 / 3
2026-09-12	$1.62	Unavailable	5 / 3
2026-09-13	$1.62	Unavailable	5 / 3
2026-09-14	$1.62	Unavailable	5 / 3
2026-09-15	$1.62	Unavailable	5 / 3
2026-09-16	$1.62	Unavailable	5 / 3
2026-09-17	$1.62	Unavailable	5 / 3
2026-09-18	$1.62	Unavailable	5 / 3
2026-09-19	$1.62	Unavailable	5 / 3
2026-09-20	$1.60	Unavailable	6 / 4
2026-09-21	$1.60	Unavailable	6 / 4
2026-09-22	$1.61	Unavailable	6 / 4
2026-09-23	$1.63	Unavailable	6 / 4
2026-09-24	$1.63	Unavailable	6 / 4
2026-09-25	$1.63	Unavailable	5 / 3
2026-09-26	$1.63	Unavailable	5 / 3
2026-09-27	$1.63	Unavailable	5 / 3
2026-09-28	$1.63	Unavailable	5 / 3
2026-09-29	$1.59	Unavailable	5 / 3
2026-09-30	$1.59	Unavailable	5 / 3
2026-10-01	$1.59	Unavailable	5 / 3
2026-10-02	$1.59	Unavailable	5 / 3
2026-10-03	$1.59	Unavailable	5 / 3
2026-10-04	$1.59	Unavailable	5 / 3
2026-10-05	$1.59	Unavailable	5 / 3
2026-10-06	$1.59	Unavailable	5 / 3
2026-10-07	$1.59	Unavailable	5 / 3
2026-10-08	$1.59	Unavailable	5 / 3
2026-10-09	$1.59	Unavailable	5 / 3
2026-10-10	$1.59	Unavailable	5 / 3
2026-10-11	$1.59	Unavailable	5 / 3
2026-10-12	$1.59	Unavailable	5 / 3
2026-10-13	$1.59	Unavailable	5 / 3
2026-10-14	$1.59	Unavailable	5 / 3
2026-10-15	$1.55	Unavailable	5 / 2
2026-10-16	$1.55	Unavailable	5 / 2
2026-10-17	$1.55	Unavailable	5 / 2
2026-10-18	Unavailable	Unavailable	4 / 1
2026-10-19	Unavailable	Unavailable	4 / 1
2026-10-20	Unavailable	Unavailable	4 / 1
2026-10-21	Unavailable	Unavailable	4 / 1
2026-10-22	Unavailable	Unavailable	4 / 1
2026-10-23	Unavailable	Unavailable	4 / 1
2026-10-24	Unavailable	Unavailable	4 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	10	1
2026-06-01	10	1
2026-07-01	10	2
2026-08-01	9	2
2026-09-01	9	2
2026-10-01	9	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 9 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Capital expenditures up to $337 million in 2026Capital expenditures: $125.709M
Maintain dividend of $0.02 per shareDividend per share: $0.02 per share
EPS of at least $0.02 per share in FY26Diluted EPS: $0.12 per share
Share repurchases of at least $69.7 million in 2026-Q1Required source inputs unavailable

Next proof point

Nov 4, 2026

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

2.6%Typical daily move · historical

Downside history

-50.4%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Coeur Mining, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

CDE is a high-risk, cyclical mining business with a growth case tied to integrating New Gold and expanding production. Its multi-year view is currently intact, though confidence in the evidence is low.

What's priced into Coeur Mining, Inc.

The valuation is described as cheap versus peers, while the expectations gap is negative, suggesting expectations may already be demanding. The model labels what is priced in as justified, with low fragility, but valuation has risen recently.

What the fundamentals likely do

Near-term results have been strong: revenue rose from Q1 to Q2, and adjusted EBITDA was broadly steady. New Gold added production, but ramp-up delays led management to update guidance; a recent earnings miss and a headwind in the sector add risk.

What Coeur Mining, Inc. hinges on

The multi-year thesis depends on CDE completing the New Gold integration and delivering its updated production and financial plans. In the near term, a guidance cut would be a negative signal, while continued earnings strength and higher guidance from sector bellwethers could support the sector backdrop.