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Newmont Corporation

NEM Basic Materials Unknown Updated July 31, 2026
$93.71
52W $61.83 – $134.88
62/100
$98.74B
11.8
0.48
AI Committee Verdict
Buy
Conviction: Contested · 57% agreement · 7 analysts
+5.2%
-18.2%
0.28:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is NEM Bullish or Bearish?

Bullish. Innellis AI committee rates Newmont Corporation (NEM) Buy with a composite score of 62/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +12.69 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -7.31 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • P/E of 11.7 is inexpensive for the broad market — Value
  • ROE of 25.1% shows genuine earnings power backing the valuation — Value
  • Revenue growing 25.2% YoY -- genuine top-line momentum — Growth
  • EPS growing 42.2% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
62/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 1%
of 54 Basic Materials peers
Value Analyst bullish
70 / 100 · High confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 11.7 is inexpensive for the broad market
Growth Analyst bullish
71 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 25.2% YoY -- genuine top-line momentum
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
46 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bullish
80 / 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.17) -- balance sheet can absorb a shock
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 41 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 63.4 to 62.3.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +1 bullish signal(s).
  • News Analyst: +1 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
50.6
Neutral
MACD Histogram
0.549
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$76.68
Resistance
$98.55
Bollinger %B
0.52
Inside Bands
Price vs Moving Averages
EMA 9
$93.37 Above
EMA 21
$94.26 Below
EMA 50
$98.33 Below
EMA 200
$98.59 Below

Fundamental Analysis

Valuation
93
Growth
70
Profitability
1
Financial Health
100
Cash Flow
38
Valuation
P/E Ratio 11.8×
P/B Ratio 2.82×
PEG Ratio 0.28
Dividend Yield 0.01%
52W High $134.88
52W Low $61.83
Quality & Growth
ROE 20.9%
ROA 12.4%
Gross Margin 54.5%
Operating Margin 51.4%
Revenue Growth YoY
Debt / Equity 0.15
AI Fundamental Assessment
P/E ratio of 11.8 (inexpensive relative to a 15-40x range); Price-to-book of 2.8x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 0.2%; Return on assets of 0.1%; Net margin of 0.4%; Gross margin of 0.5%; Current ratio of 2.55 (healthy short-term liquidity); Debt-to-equity of 0.15; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (11.99); Most recent quarter beat estimates by 4.5%; 5 consecutive earnings beats; EPS growth decelerating (+15.1% -> -27.6% QoQ); Average YoY EPS growth of 46.9%; Analyst estimates flat over recent quarters
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Explore NEM Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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