TSE:AEM

Agnico-Eagle Mines (AEM.TO)

218.26
-9.26 (4.07%)
as of Jun 24, 2026, 8:00:00 pm Market Open.
442 watching
0
Investor Insights
star iconJun 24, 2026, 12:00 am

This summary was created by AI, based on 53 opinions in the last 12 months.

Agnico-Eagle Mines (AEM) is widely regarded as a premier gold producer with a strong operational track record and a growing focus on shareholder returns. Experts highlight its exceptional management, low political risk due to its operations primarily in Canada and the U.S., and impressive cash flow generation capabilities. Several analysts view the recent pullback in gold prices as a buying opportunity, emphasizing patience for long-term investors. The company's strong position in the gold market is reinforced by consistent dividend growth and effective capital allocation strategies, despite some concerns about potential overvaluation in the short term. Overall, AEM is perceived as a top-tier gold stock, appealing to both growth and income-focused investors.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
NEM
TOP PICK
(Top Pick Apr 29/10, Down 1.5%) New mines coming on line. Alaska mine had snags but are now running. It will be quite Accretive. <$500 an oz costs. Very profitable. He sees very little risk.
PAST TOP PICK
(A Top Pick July 6/10. Up 4.86%.)
BUY
Built 5 mines in the last few years – no one has ever tried that. No glitches. Anyone will tell you that when you put in a mine you get glitches. At these prices it looks pretty good.
PARTIAL BUY
Well run, good company. Several years ago, they embarked on building 5 mines all at once so they've had some startup problems. He would use this pullback as an opportunity to get in. Don't take a full position.
DON'T BUY
Has continued to disappoint on the production side. Would prefer Goldcorp (G-T) in the mid-tier sector, which is going to increase its production 50% over the next 3 years. If you want to be really conservative, consider Barrick (ABX-T).
DON'T BUY
Had a problem with a kitchen fire in one of their mines, affecting 500 employees so mine was shut down while they rebuilt the kitchen. It will pass this quarter. He hasn’t particularly liked their profile. Now they are in the penalty and have to rebuild. Prefers others.
WEAK BUY
(Caller Would like to Short this using Puts.) Stock has been coming down to his model price of $57.17. Still a 9% overvaluation. Air is now coming out of the valuation but still too expensive for him to buy. He likes the golds. If it doesn't hold here, $46.60 would be a target but he expects it is time for a rally in golds.
COMMENT
Have had a few bumps along the way, but overall but have been taking steps to improve their production profile. Rising cost pressures are beleaguering all of the companies in the mining sector. Has under performed its peers so you could make a case for it. (See Top Picks.)
TOP PICK
Very bullish on gold. You will get appreciation on the commodity but also on the rise in production. Have new mines that are opening up and going into production.
PAST TOP PICK
(Top Pick Jul 6/10, Up 1.03%) There were having operation problems last year. He moved to YRI. But it is not a bad time to look at it again.
WAIT
Like other gold stocks has a distinct downward trend. Gold stocks do well from July to December and this one had a pretty good run last year. Wait until about the middle of July when you see support.
COMMENT
Gold producer so tends to move with gold prices, but commodity stock prices do not have a one to one relation with commodity prices. This company had some disappointments on production, which is what has probably caused the disparity. Good company with a good outlook but in a bit of a “show me” mode until investors are confidant on production guidances.
WAIT
Underperformed recently with its earnings and chart shows a down trend. For an entry point he would be looking at last July. Seasonality for gold is from July into October with another run from January until mid-May.
TOP PICK
Well diversified and good management. Bringing 2 mines into production tight now. Good entry point. Target is $90.
TOP PICK
Production could double in the next 5 years. They have lots of ability to bring new mines on. Stock got hit when a kitchen caught fire in a remote mine but doesn’t feel it was warranted with a longer term perspective.
Showing 331 to 345 of 523 entries