Will Analyst Upgrades and CEO Presentation Reshape Coeur Mining’s (CDE) Investment Story?

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On October 7, 2025, Coeur Mining participated in the John Tumazos Very Independent Research Virtual Metals Conference, with Mitchell J. Krebs, the company’s President, CEO, and Chairman, delivering a presentation.
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Analyst sentiment for Coeur Mining has recently become more optimistic, highlighted by a series of upward earnings estimate revisions and a Zacks Rank #1 rating ahead of its upcoming earnings report.
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We’ll examine how rising analyst optimism, underpinned by successive earnings upgrades, could reshape Coeur Mining’s investment narrative going forward.
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To be a shareholder in Coeur Mining, you need to believe in the potential for continued robust earnings growth, driven by operational success at its gold and silver mines, and supported by positive industry trends. While the company’s recent presentation at a major metals conference and the upswing in analyst sentiment could boost investor confidence ahead of its October 29 earnings report, these developments do not materially change the current primary catalyst, earnings results, nor do they diminish the biggest risk: permitting delays and operational lead times that could impact growth projects.
Among recent announcements, the company’s Q2 2025 earnings report stands out, showcasing a significant year-over-year improvement in sales and net income. This strong financial performance underpins analysts’ optimism, serving as a critical backdrop to current upward earnings revisions and market enthusiasm about the upcoming quarterly results. But for investors, the challenge of elevated development lead times surrounding new projects remains a risk that cannot be ignored.
In contrast, investors should be aware that regulatory and permitting hurdles still hang over the company’s largest future developments…
Read the full narrative on Coeur Mining (it’s free!)
Coeur Mining’s outlook anticipates $2.1 billion in revenue and $676.1 million in earnings by 2028. This scenario assumes a 12.8% annual revenue growth rate and an earnings increase of $485.4 million from the current $190.7 million.
Uncover how Coeur Mining’s forecasts yield a $17.03 fair value, a 13% downside to its current price.
Estimates of Coeur Mining’s fair value from nine Simply Wall St Community members range from as low as US$2.52 to as high as US$21.60 per share. While analyst upgrades highlight growing optimism, persistent regulatory and permitting risks could still affect growth, so it is worth exploring a variety of perspectives before making up your mind.