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NEM · NYSE · STOCK

Newmont (NEM) Stock Analysis

Basic Materials Updated August 25, 2026
$131.84
52W $70.91 – $134.88
55/100
$138.92B
16.6
0.50
AI Committee Verdict
Watch
55/100
Conviction: Moderate · 60% agreement · 5 analysts
+2.2%
-28.4%
0.08:1
Moderate

Is NEM Bullish or Bearish?

Mixed. Innellis AI committee rates Newmont Corporation (NEM) Watch with a composite score of 55/100 , based on 5 analysts with 60% agreement. Last updated August 25, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.16 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.84 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case. Risk Analyst remains cautious — bollinger bandwidth of 47.8% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • RSI at 81 is in overbought territory — Technical
  • Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
  • Weekly RSI at 76 -- overbought on the larger timeframe too — Technical
  • Bollinger bandwidth of 47.8% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 25, 2026
Overall Committee Score
55/100
Agreement
60%
Analysts
5
Conviction
Moderate
Sector Rank
Top 61%
of 99 Basic Materials peers
Growth Analyst neutral
58 / 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ 5 consecutive earnings beats -- consistent execution
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
57 / 100 · High confidence
Mixed or range-bound price action
+ Price structure making higher highs and higher lows
− RSI at 81 is in overbought territory
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 47.8% signals elevated volatility
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score weakened from 63.4 to 54.8.

Analyst-level changes:
  • Growth Analyst: stance bullish->neutral; score 71->58 (-14).
  • Risk Analyst: stance neutral->bearish; score 58->35 (-22).
  • Value Analyst abstained (was bullish at 70).

Comparing 2026-08-24 to 2026-08-25 (1 day apart).

Technical Analysis

RSI (14)
81.1
Overbought
MACD Histogram
2.143
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$94.35
Resistance
$134.74
Bollinger %B
0.88
Inside Bands
Price vs Moving Averages
EMA 9
$123.22 Above
EMA 21
$114.30 Above
EMA 50
$107.42 Above
EMA 200
$101.20 Above

Fundamental Analysis

Valuation
85
Growth
70
Profitability
97
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio 16.6×
P/B Ratio 3.96×
PEG Ratio 0.39
Dividend Yield 0.77%
52W High $134.88
52W Low $70.91
Quality & Growth
ROE 2092.0%
ROA 1240.3%
Gross Margin 5452.0%
Operating Margin 5136.4%
Revenue Growth YoY
Debt / Equity 0.15
AI Fundamental Assessment
P/E ratio of 16.6 (inexpensive relative to a 15-40x range); Price-to-book of 4.0x; PEG ratio of 0.4 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 20.9%; Return on assets of 12.4%; Net margin of 38.1%; Gross margin of 54.5%; Current ratio of 2.55 (healthy short-term liquidity); Debt-to-equity of 0.15; Free cash flow per share is positive (11.99); Most recent quarter beat estimates by 4.5%; 5 consecutive earnings beats; EPS growth decelerating (+15.1% -> -27.6% QoQ); Average YoY EPS growth of 46.9%; Analyst estimates flat over recent quarters
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