Equity Profile

CDE

Coeur Mining, Inc.

MaterialsGold$16.0B

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, development, and production of precious metals....

Key Metrics to Watch

Gold Production

Gold production levels are crucial as they directly impact revenue and profitability.

N/A

Cash Costs per Ounce

Understanding cash costs helps gauge operational efficiency and profitability.

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, development, and production of precious metals. With a market cap of $16 billion, it plays a significant role in the materials sector, particularly as demand for gold remains strong amid economic uncertainties.

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 earnings per share (EPS) of $0.36, slightly below the expected $0.37. The stock reacted positively, increasing by 9.46% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Coeur Mining's upcoming earnings, especially given the recent performance trends. However, the lack of analyst estimates adds uncertainty.

Bull Case

If Coeur Mining can report strong gold production numbers and maintain or lower cash costs, it could exceed expectations and see a significant stock price increase.

Bear Case

Conversely, if production falls short or costs rise unexpectedly, the stock could face downward pressure, especially given the recent earnings miss.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the gold production figure for Q2-2026?

This number will be critical in assessing the company's operational performance and revenue potential.

What are the cash costs per ounce for the quarter?

Understanding cash costs will help investors gauge profitability and operational efficiency.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of rising gold prices on Coeur Mining's profitability this quarter.

Supporting Evidence

Recent trends show gold prices have increased significantly, which could boost revenue beyond expectations.

The company's historical performance indicates a strong correlation between gold prices and earnings, which may not be fully reflected in current estimates.

Key Risk

If gold prices rise significantly, the entire earnings narrative could shift positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on production levels and cost management, which are critical for profitability.

Bull Confirmed If

Gold production exceeding 100,000 ounces would confirm the bull case.

Bear Confirmed If

Cash costs rising above $1,200 per ounce would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±6.54%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the 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

If Coeur Mining beats expectations, history suggests the stock could rise by around 0.7% on the first day.

In-Line / Cautious

If results are in line but management is cautious, the stock may see muted movement as investors digest the commentary.

Miss

If the company misses earnings expectations, history indicates a potential decline of about 2.68% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on gold production levels for Q2-2026.
2Details on cash costs per ounce and any changes in operational efficiency.
3Management's outlook on gold prices and market demand.
4Any commentary on exploration and development projects.
5Insights into cost management strategies moving forward.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

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Company Snapshot

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

Key Metrics to Watch

Gold Production

Gold production levels are crucial as they directly impact revenue and profitability.

N/A

Cash Costs per Ounce

Understanding cash costs helps gauge operational efficiency and profitability.

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 earnings per share (EPS) of $0.36, slightly below the expected $0.37. The stock reacted positively, increasing by 9.46% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Coeur Mining's upcoming earnings, especially given the recent performance trends. However, the lack of analyst estimates adds uncertainty.

Bull Case

If Coeur Mining can report strong gold production numbers and maintain or lower cash costs, it could exceed expectations and see a significant stock price increase.

Bear Case

Conversely, if production falls short or costs rise unexpectedly, the stock could face downward pressure, especially given the recent earnings miss.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the gold production figure for Q2-2026?

This number will be critical in assessing the company's operational performance and revenue potential.

What are the cash costs per ounce for the quarter?

Understanding cash costs will help investors gauge profitability and operational efficiency.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate the impact of rising gold prices on Coeur Mining's profitability this quarter.

Supporting Evidence

Recent trends show gold prices have increased significantly, which could boost revenue beyond expectations.

The company's historical performance indicates a strong correlation between gold prices and earnings, which may not be fully reflected in current estimates.

Key Risk

If gold prices rise significantly, the entire earnings narrative could shift positively.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance hinges on production levels and cost management, which are critical for profitability.

Bull Confirmed If

Gold production exceeding 100,000 ounces would confirm the bull case.

Bear Confirmed If

Cash costs rising above $1,200 per ounce would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±6.54%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a significant move, suggesting that traders expect volatility around the 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

If Coeur Mining beats expectations, history suggests the stock could rise by around 0.7% on the first day.

In-Line / Cautious

If results are in line but management is cautious, the stock may see muted movement as investors digest the commentary.

Miss

If the company misses earnings expectations, history indicates a potential decline of about 2.68% on the first day.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on gold production levels for Q2-2026.
2Details on cash costs per ounce and any changes in operational efficiency.
3Management's outlook on gold prices and market demand.
4Any commentary on exploration and development projects.
5Insights into cost management strategies moving forward.