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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. |
|---|---|---|---|
| Myles Allsop | UBS | 12 | 0% |
| Timna Tanners | Wells Fargo | 8 | 0% |
| Alejandro Demichelis | Jefferies | 8 | 0% |
| Alfonso Salazar | Scotiabank | 8 | 13% |
| Emerson Vieira | Goldman Sachs | 6 | 0% |
| Tingshuai Feng | CICC | 6 | 0% |
| Carlos Alba | Morgan Stanley | 5 | 0% |
| Jon Brandt | HSBC | 5 | 20% |
| Camilla Barder | Bradesco BBI | 4 | 0% |
| Juraj Domic | LarrainVial | 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 | 1 | 12 | 0% |
| Goldman Sachs | 3 | 9 | 0% |
| Scotiabank | 1 | 8 | 13% |
| CICC | 2 |
| 8 |
| 0% |
| Wells Fargo | 1 | 8 | 0% |
| Jefferies | 1 | 8 | 0% |
| Bradesco BBI | 2 | 6 | 0% |
| Morgan Stanley | 1 | 5 | 0% |
Financials-only auto-score. No earnings transcript was available within 100 days. Base 8 (rev YOY 36.2%) + EPS adj 1 = 9/10. Will be replaced if a transcript surfaces later.
Capex Investment | Demand | Cost Pressure | Regulation Policy | Pricing | Capital Allocation | Geographic Expansion | Competitive Dynamics | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 1 | 3 | 1 | 3 | 1 | ||
| 2025Q1 | 5 | 3 | 3 | 2 | 4 | 1 | 1 | 4 |
| 2025Q2 | 6 | 3 | 2 | 1 | 2 | 1 | 2 | 2 |
| 2025Q3 | 10 | 4 | 2 | 5 | 2 | 3 | 2 | |
| 2025Q4 | 7 | 5 | 2 | 3 | 3 | 1 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | |
|---|---|---|---|---|---|
| Capex Investment | 7 | 5 | 6 | 10 | 7 |
| Demand | 1 | 3 | 3 | 4 | 5 |
| Cost Pressure | 3 | 3 | 2 | 2 | 2 |
| Regulation Policy | 1 | 2 | 1 | 5 | 3 |
| Pricing | 4 | 2 | 2 | 3 | |
| Capital Allocation | 3 | 1 | 1 | 3 | 1 |
| Geographic Expansion | 1 | 1 | 2 | 2 | 3 |
| Competitive Dynamics | 4 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
SCCO Southern Copper Corporation | 9 | +36.2% | |
| FCX Freeport-McMoRan | 7 | +12.2% |