TSE:K

Kinross Gold (K.TO)

32.99
-2.21 (6.28%)
as of Jun 10, 2026, 8:00:00 pm Market Open.
174 watching
0
Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Kinross Gold (K-T) has seen a significant uptick in its stock performance, with a 139% increase year-to-date, supported by strong Q2 2025 earnings that exceeded expectations. There’s a cautious optimism among analysts regarding the geopolitical environment which is believed to be conducive for the resource sector. Despite facing high geopolitical risks, particularly from their past Russian ventures, the company has shifted focus to North and South America, which constitutes about 80% of its operations. The firm has demonstrated consistent operational performance and debt reduction, achieving a free cash flow yield of over 10%. Analysts view Kinross's established assets, particularly in Canada, alongside its competitive positioning in the gold market, as promising for future growth, although some express concerns regarding potential geopolitical risks limiting upside, and the stock's recent substantial movement may indicate it's a suitable time to realize profits.

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Consensus
Cautious
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Valuation
Undervalued
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Similar
Agnico-Eagle, AEM
WAIT
Entered into a major consolidation. It will have some upside, but limited. Had a peak in Sept with a similar one in February, where selling comes in. Consolidation last fall was a little bit higher than the low in June. This is encouraging. Wait for a breakout above $17.25. For a quick trade, buy at $13.25.
DON'T BUY
His model price has dropped from $19 at the end of January to $16.40. He is seeing negative revisions in terms of earnings because of the cost of extraction. A positive 6.6%. Finding a lot of value elsewhere.
BUY
Feels you should have a small gold hedge in your portfolio. His FMV is quite a bit above the current market price. You may have to be patient.
BUY
Just finished its merger with Bema (BGO-T), which gives it a little bit more growth in South America and Russia. Undervalued by multiples, compared to seniors that have the same size production.
COMMENT
Doesn't follow this company closely. Has an innovative management team that is working more aggressively with juniors.
BUY
He is underweight commodities and there are only certain pockets of strength. Precious metals is one of them. Likes the mid-caps. This one has not been able to go to a new high, but all of these companies are attractive.
COMMENT
Bullish on gold. This is a larger gold producer and he tends to focus on smaller companies where there is better value.
BUY
Just finishing up on the Bema (BGO-T) acquisition. This was a little dilutive to them. Need to find assets in order to grow. Cheap, relative to other seniors and will play catch-up.
BUY
Likes almost all of the gold stocks. Broke out of a descending triangle in 2005. We are now in a very nice up leg and above the 200-day moving average.
TOP PICK
Making a friendly takeover of Bema Gold (BGO-T). This should reduce costs and improve the grade. Earnings expectations are increasing from $.60 this year to $.90.
BUY
Undervalued fundamentally. Priced appropriately given where the gold price is, but will participate very well when gold moves up.
BUY
Likes gold and expects it to go up at least another $100, so any exposure to gold is attractive. Recent acquisition gives them a bunch of projects in the pipeline.
BUY
Have just recently taken down a fairly large acquisition. They have a lot more diversification in mines as well as their global reaches. A reasonably high-cost producer and if you believe gold is going up significantly, you want to be in the higher cost plays as there is a lot more leverage available.
BUY
Just sold Yamana Gold (YRI-T) and bought this one. His model price is $18.90 giving it a positive 21% differential.
BUY
This is one of the better looking gold stocks. The chart shows a semi-triangle and it looks like it wants to break out.
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