Equity Profile

CDE

Coeur Mining, Inc.

MaterialsGold$16.9B

Oct31Fri

Pre-Earnings Brief

UpcomingQ2-2026Pre-Market9:00 AM EDT

Company Snapshot

Coeur Mining, Inc. is a leading gold and silver mining company focused on the exploration and production of precious metals....

Key Metrics to Watch

Gold Production

This quarter's production levels will indicate operational efficiency and market demand for gold.

N/A

Cost of Goods Sold (COGS)

Understanding COGS will help assess profitability and operational costs amid fluctuating gold prices.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CDE Q2-2026 Earnings Preview

Context

Company Snapshot

Coeur Mining, Inc. is a leading gold and silver mining company focused on the exploration and production of precious metals. With a market cap of $20 billion, it plays a significant role in the materials sector, particularly as gold remains a popular investment during economic uncertainty.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+72.15%

Avg Stock Reaction

+0.57%

Last Quarter Recap

In Q1-2026, Coeur Mining reported an EPS of $0.36, slightly missing the estimate of $0.37. The stock reacted positively, gaining 9.46% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic as Coeur Mining prepares to report its Q2-2026 earnings. The focus will be on production levels and cost management.

Bull Case

If gold production exceeds expectations and costs are managed effectively, the stock could see a significant rally, reflecting strong demand for precious metals.

Bear Case

Conversely, if production falls short or costs rise unexpectedly, the stock may face downward pressure, especially given the current market volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected gold production for Q2-2026?

Production levels will be crucial for assessing the company's operational efficiency and revenue potential.

What are the projected costs associated with gold production?

Understanding cost trends will help investors gauge profitability in a fluctuating gold market.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the impact of rising gold prices on Coeur Mining's profitability this quarter.

Supporting Evidence

Gold prices have shown a consistent upward trend, which could enhance revenue significantly.

The company's operational improvements may not be fully reflected in current estimates, leading to potential surprises.

Key Risk

If gold production comes in below 80,000 ounces, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around production levels and cost management, which are critical for profitability.

Bull Confirmed If

Gold production exceeding 100,000 ounces would confirm a strong operational performance.

Bear Confirmed If

Production below 80,000 ounces would raise concerns about operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±6.54%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, indicating uncertainty about the upcoming earnings report.

Options are pricing ±6.5% while CDE has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

68.1%

Calls (1.6M)P/C Ratio: 0.34Puts (433K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that a strong earnings beat could lead to a stock increase of around 3.05%, confirming positive market sentiment.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see muted movement as investors reassess future expectations.

Miss

If the company misses expectations, history indicates a potential decline of approximately 2.68%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on gold production targets for Q2-2026.
2Insights into cost management strategies amidst rising operational costs.
3Comments on market demand for gold and silver.
4Updates on any new mining projects or expansions.
5Management's outlook on gold prices for the remainder of the year.

See the full picture

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Company Snapshot

Coeur Mining, Inc. is a leading gold and silver mining company focused on the exploration and production of precious metals....

Key Metrics to Watch

Gold Production

This quarter's production levels will indicate operational efficiency and market demand for gold.

N/A

Cost of Goods Sold (COGS)

Understanding COGS will help assess profitability and operational costs amid fluctuating gold prices.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

CDE Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

63%

Avg EPS Surprise

+72.15%

Avg Stock Reaction

+0.57%

Last Quarter Recap

In Q1-2026, Coeur Mining reported an EPS of $0.36, slightly missing the estimate of $0.37. The stock reacted positively, gaining 9.46% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic as Coeur Mining prepares to report its Q2-2026 earnings. The focus will be on production levels and cost management.

Bull Case

If gold production exceeds expectations and costs are managed effectively, the stock could see a significant rally, reflecting strong demand for precious metals.

Bear Case

Conversely, if production falls short or costs rise unexpectedly, the stock may face downward pressure, especially given the current market volatility.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected gold production for Q2-2026?

Production levels will be crucial for assessing the company's operational efficiency and revenue potential.

What are the projected costs associated with gold production?

Understanding cost trends will help investors gauge profitability in a fluctuating gold market.

Edge

What the Street Is Missing

Why consensus could be wrong

The market may be underestimating the impact of rising gold prices on Coeur Mining's profitability this quarter.

Supporting Evidence

Gold prices have shown a consistent upward trend, which could enhance revenue significantly.

The company's operational improvements may not be fully reflected in current estimates, leading to potential surprises.

Key Risk

If gold production comes in below 80,000 ounces, it could undermine the bullish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around production levels and cost management, which are critical for profitability.

Bull Confirmed If

Gold production exceeding 100,000 ounces would confirm a strong operational performance.

Bear Confirmed If

Production below 80,000 ounces would raise concerns about operational efficiency.

Pre-Earnings Positioning

Options Market

Implied Move

±6.54%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, indicating uncertainty about the upcoming earnings report.

Options are pricing ±6.5% while CDE has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.9%

30d HV

68.1%

Calls (1.6M)P/C Ratio: 0.34Puts (433K)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

History suggests that a strong earnings beat could lead to a stock increase of around 3.05%, confirming positive market sentiment.

In-Line / Cautious

If results are in line but management expresses caution, the stock may see muted movement as investors reassess future expectations.

Miss

If the company misses expectations, history indicates a potential decline of approximately 2.68%, reflecting investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on gold production targets for Q2-2026.
2Insights into cost management strategies amidst rising operational costs.
3Comments on market demand for gold and silver.
4Updates on any new mining projects or expansions.
5Management's outlook on gold prices for the remainder of the year.