B+
Bull case
20%
Probability
Target price
$117.29
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
AU
Anglogold AshantiCNYSE / Materials
Last Price
Quote time unavailable
AI scenario view
RankAlpha Sentiment CodexPost-earnings T+3Most likely
B
Base case
55%
Probability
Target price
$90.00
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$68.00
Analysis reference price unavailable
Analysis 2026-08-05 · RankAlpha Sentiment Codex
The current persistence contract does not provide an exact AI reference price. RankAlpha therefore does not calculate scenario return from the live quote. How scenarios are presented
AI sentiment snapshot
Latest data as of 2026-08-05
Recent news sentiment (30D)
+24.3
Positive
Company
-
Unavailable
Macro
+24.3
Positive
Pulse
-
Unavailable
Weekly research (10D)
-24.0
Negative
Sentiment proxy
+45.9
Score
AI commentary
Recent news tone is positive following the Q2 release, but trusted earnings-data coverage still shows Q2 actual EPS as unavailable against a consensus estimate, so a verified EPS beat or miss cannot be stated. The available market proxy is a move from $79.67 on July 24 to the August 4 anchor of $81.50, approximately +2.3%, but this is not an isolated immediate post-release reaction. Social, options, short-interest, and employee data are unavailable. The deterministic prior remains positive but modest, with expected returns of 0.72% over 5 days, 2.05% over 20 days, 3.29% over 60 days, and 4.32% over 120 days; evidence quality is 0.34 and uncertainty is 0.738. [Earnings-data coverage](https://www.tipranks.com/stocks/au/earnings) [Historical price data](https://www.intelligentinvestor.com.au/shares/nyse-au/anglogold-ashanti-plc/share-price)
RankAlpha Sentiment Codex - 2026-08-05
Open post-earnings memoEvidence flagged
peer set is too generic or lacks enough direct operating comparators; later post-earnings follow-up lacks concrete company-source and analyst/market reaction evidence
Impact
tentative
Confidence
-
AI events
2026-08-31eventQ2 earnings cash generation and guidance reaffirmationMedium impact
The stored Q2 investor release reported EBITDA up 46% year over year to $2.0 billion, free cash flow up 36% to $727 million, headline earnings up 58% to $1.0 billion, and reaffirmed 2026 guidance. Management expects higher second-half production and lower quarterly cash taxes of $230-$250 million. The company investor calendar confirms the July 31 Q2 reporting date. [#PR-EARNINGS-2026-07-31] [#EARNINGS-TRANSCRIPT-2026Q2] [AngloGold Ashanti investor calendar](https://www.anglogoldashanti.com/investors/)
2026-09-30catalystCost inflation and Obuasi execution riskHigh impact
Q2 total cash costs were $1,480 per ounce, with royalties, fuel, inflation, and foreign-exchange effects driving cost pressure. Obuasi also experienced a fatality-related two-week operational suspension, leaving safety and ramp execution as material risks. [#EARNINGS-TRANSCRIPT-2026Q2]
2026-09-30catalystCapital-return executionHigh impact
The company declared a 72-cent interim dividend, reported $991 million of net cash, and received shareholder approval for a proposed $2.0 billion share-repurchase programme. Execution pace remains unconfirmed. [#PR-EARNINGS-2026-07-31]
Recommendation
N/A
No formal recommendation provided.
As of 2026-08-05 • Updated nightlySource: Internal modelMethodology