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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dan Major | UBS | 13 | 8% |
| Dan Morgan | Barrenjoey | 12 | 17% |
| Lawson Winder | Bank of America | 11 | 0% |
| Anita Soni | CIBC Capital Markets | 10 | 0% |
| Josh Wolfson | RBC Capital Markets | 10 | 0% |
| Tanya Jakusconek | Scotiabank | 10 | 0% |
| Hugo Nicolaci | Goldman Sachs | 10 | 0% |
| Matt Murphy | BMO Capital Markets | 7 | 0% |
| Fahad Tariq | Jefferies | 5 | 0% |
| Al Harvey | JPMorgan | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 2 | 14 | 7% |
| Barrenjoey | 1 | 12 | 17% |
| Bank of America | 1 | 11 | 0% |
| Goldman Sachs | 1 |
| 10 |
| 0% |
| CIBC Capital Markets | 1 | 10 | 0% |
| RBC Capital Markets | 1 | 10 | 0% |
| Scotiabank | 1 | 10 | 0% |
| BMO Capital Markets | 1 | 7 | 0% |
Newmont delivered record Q1 free cash flow of $3.1 billion and adjusted EPS of $2.90, as supportive commodity prices and AISC below guidance drove exceptional profitability with production on track. The company provides production and cost guidance only; management maintained full-year cost guidance while the $6 billion buyback authorization continued executing, though the Cadia earthquake disruption and Ghana regulatory headwinds created near-term operational challenges on the path toward the 6 million ounce production growth target.
Capex Investment | Cost Pressure | Capital Allocation | Competitive Dynamics | M&A | Revenue Growth | Regulation Policy | Guidance Reliability | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 4 | 3 | 3 | 2 | 1 | 2 | |
| 2025Q1 | 5 | 3 | 4 | 3 | 3 | 3 | 2 | |
| 2025Q2 | 4 | 5 | 2 | 4 | 2 | 2 | 1 | 2 |
| 2025Q3 | 6 | 3 | 4 | 3 | 4 | 5 | 4 | |
| 2025Q4 | 5 | 4 | 5 | 4 | 4 | 2 | 3 | 2 |
| 2026Q1 | 1 | 3 | 1 | 2 | 6 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capex Investment | 4 | 5 | 4 | 6 | 5 | 1 |
| Cost Pressure | 4 | 3 | 5 | 3 | 4 | 3 |
| Capital Allocation | 3 | 4 | 2 | 4 | 5 | |
| Competitive Dynamics | 3 | 3 | 4 | 3 | 4 | 1 |
| M&A | 2 | 3 | 2 | 4 | 4 | 2 |
| Revenue Growth | 1 | 3 | 2 | 5 | 2 | |
| Regulation Policy | 2 | 1 | 3 | 6 | ||
| Guidance Reliability | 2 | 2 | 4 | 2 | 1 |