SCCO

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Southern Copper stock has delivered a powerful run over the past few years, yet today the valuation screens as expensive rather than a clear bargain, which raises a straightforward question about how much optimism is already in the price. Southern Copper has returned 262.0% over the past 5 years, which puts a spotlight on whether the current share price already reflects much of that success. Recent coverage has highlighted copper’s role in supporting AI data center build outs as a potential support for sentiment, while concerns around tariffs and production trends for Southern Copper may weigh on how investors think about its earnings power. On Simply Wall St’s checks, Southern Copper scores 0 out of 6 on valuation, which points to a stock that leans expensive rather than one that clearly stands out as undervalued. The issue now is whether Southern Copper’s current valuation leaves enough room for investors who are considering the stock after this multi year rally. Southern Copper delivered 81.4% returns over the last year. See how this stacks up to the rest of the Metals and Mining industry. P/E is a useful cross check for Southern Copper because earnings are a key focus for established miners. Southern Copper currently trades on a P/E of about 29.3x, compared with roughly 19.9x for peers and 20.8x for the wider Metals and Mining industry, so the stock is priced at a clear premium to many comparable companies. On Simply Wall St’s model, a more tailored fair P/E for Southern Copper would be around 25.6x, which is lower than where the stock sits today. That gap suggests investors are already paying up for the story, even as recent commentary has pointed out issues such as tariffs affecting Peru and Mexico operations and questions around production trends. The current multiple assumes that Southern Copper’s earnings profile justifies this higher valuation against both peers and the modelled fair level. On this P/E yardstick, Southern Copper stock appears overvalued, with the market attaching a richer price to its earnings than the model and industry benchmarks would suggest. See what the numbers say about this price — find out in our valuation breakdown. Simply Wall St Narratives pick up where the valuation puzzle on Sou...

Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Southern Copper (SCCO), which belongs to the Zacks Mining - Non Ferrous industry. This miner has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 7.66%. For the most recent quarter, Southern Copper was expected to post earnings of $1.77 per share, but it reported $1.92 per share instead, representing a surprise of 8.47%. For the previous quarter, the consensus estimate was $1.46 per share, while it actually produced $1.56 per share, a surprise of 6.85%. With this earnings history in mind, recent estimates have been moving higher for Southern Copper. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank. Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven. The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier. Southern Copper has an Earnings ESP of +2.38% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. Investors should note, however, that a negative Earnings ESP reading is not indicative of an earnings miss, but a negative value does reduce the predictive power of this metric. Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold the...

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Southern Copper (SCCO) is back in focus after reporting record quarterly net income that exceeded analyst expectations, raising its 2026 production guidance and highlighting continued progress at the Tia Maria project in Peru. See our latest analysis for Southern Copper. Despite the earnings surprise and higher 2026 production guidance, Southern Copper’s 7 day share price return is down 13.0% and the 90 day share price return is down 7.9%, while the 1 year total shareholder return of 90.9% and 5 year total shareholder return of 268.3% show how strong the longer term trend has been. If this copper story has your attention, it may be useful to see what else is moving in the sector by checking out the 8 top copper producer stocks With Southern Copper trading above its current analyst price target despite recent share price weakness, investors now face a key question: is the recent pullback a fresh buying opportunity, or is the stock already pricing in future growth? Southern Copper’s last close of $175.17 sits above the most followed fair value estimate of $163.13, putting extra attention on the assumptions behind that gap. Read the complete narrative. Curious what justifies paying above the consensus fair value here? The narrative leans on steady growth, firm margins and a premium future earnings multiple. Want to see which specific revenue and earnings paths are baked into that story, and how they link to copper market assumptions? Result: Fair Value of $163.13 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on copper demand and smooth project execution. At the same time, U.S. China trade tensions and community disruptions in Peru and Mexico could quickly challenge those assumptions. Find out about the key risks to this Southern Copper narrative. The mix of optimism and caution in this story is hard to ignore. Take a moment to review the data, weigh both sides, and decide what it means for you by checking out the 2 key rewards and 1 important warning sign. If you stop with just one stock, you could miss other opportunities that better match your goals, risk comfort and time horizon. Widen your search now with these ideas. Ze...

A month has gone by since the last earnings report for Centrus Energy Corp. (LEU). Shares have lost about 21.5% in that time frame, underperforming the S&P 500. Will the recent negative trend continue leading up to its next earnings release, or is Centrus Energy due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important catalysts. Centrus Energy posted adjusted earnings of $1.05 per share in the first quarter of 2026, handily beating the Zacks Consensus Estimate of 33 cents. The adjusted figure declined 37.5% from $1.68 a year ago.Quarterly revenues grew 5.0% year over year to $76.7 million and came in above the consensus mark of $76 million by 0.9%. Total cost of sales rose 12%, resulting in a 4% year-over-year decline in gross profit to $31.5 million. Gross margin declined to 41% from 45% in the year-ago quarter as segment mix and contract timing shifted. Operating income fell sharply to $0.8 million from $20.5 million a year ago. The decline was largely driven by a sizable step-up in advanced technology costs to $18.9 million as the company ramped up expansion-related work. Operating margin plunged to 1% from 28% a year earlier. Revenues from the Low-Enriched Uranium segment decreased 13% year over year to $44.6 million. Management noted that SWU revenues slid 19% to $41.6 million as the volume of SWU sold fell 47%, partly offset by a 52% jump in the average selling price. Uranium sales added $3 million in the quarter. On the cost side of the segment, the cost of sales declined 17% to $16.7 million, reflecting the lower SWU volumes, even as average unit costs moved higher.Technical Solutions generated revenues of $32.1 million, up 47% from the year-ago quarter. The lift was primarily tied to a $9.8 million increase from the HALEU Operation Contract with the Department of Energy.Segment cost of sales rose 42% to $28.5 million, mainly from an $8.2 million increase in costs incurred under the HALEU contract, where revenue is recorded on a cost-plus-incentive-fee basis. As of March 31, 2026, the total company backlog was $3.9 billion, which extends to 2040. The LEU backlog is at $3.1 billion, which includes roughly $2.4 billion of contingent contracts and commitments, with most already under definitive agreements. The Te...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Southern Copper (SCCO) is back on investors radar after a stronger earnings outlook, continued quarterly earnings beats and a new US$318.6 million upgrade plan for its Cuajone mine in Peru. See our latest analysis for Southern Copper. The US$179.12 share price has eased in recent months, with the 90 day share price return down 10%, even as the year to date share price return sits at 22.7% and the 1 year total shareholder return is 110.7%. This hints that recent volatility contrasts with a much stronger longer term experience for investors. If this kind of copper exposure has your attention, it may be worth broadening your search using our screener of 8 top copper producer stocks With earnings estimates moving higher, recent quarterly beats, and a US$179.12 share price that sits above the average analyst target, the key question now is clear: is there still an opportunity for investors here, or is the market already pricing in future growth? At a last close of $179.12, the most followed narrative puts Southern Copper’s fair value at $162.54, creating a clear gap investors are watching. Read the complete narrative. Curious what kind of growth, margin profile and future earnings multiple could still justify a premium price tag on a slow and steady expansion plan? The full narrative lays out a detailed earnings path, explains how profitability might shift, and specifies a valuation multiple for those projected results. Result: Fair Value of $162.54 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can change quickly if cost pressures, community disruptions, or trade tensions between the U.S. and China weaken margins and project timelines. Find out about the key risks to this Southern Copper narrative. Given the mix of optimism and concern in this story, it makes sense to look at the figures yourself, consider both perspectives, and review the 2 key rewards and 1 important warning sign If Southern Copper has your attention, do not stop here. Broaden your watchlist now so you are not relying on a single story for future decisions. Spot potential upside early by scanning screener containing 20 high quality undiscovered gems that combine strong fundamentals with q...

The S&P 500 Index ($SPX) (SPY) today is up +0.17%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.10%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.06%. June E-mini S&P futures (ESM26) are up +0.19%, and June E-mini Nasdaq futures (NQM26) are up +0.05%. Stock indexes are moving higher today, with the S&P 500 and Nasdaq 10 posting new all-time highs amid strong corporate earnings results and resurgent optimism around artificial intelligence. Gains in stocks are limited today amid rising oil prices and bond yields after the US and Iran failed to reach terms to end the war in the Middle East. Global bond yields rose on concern that the continued standoff will keep energy prices elevated and could force the world’s central banks to tighten monetary policy. The 10-year T-note yield is up +3 bp to 4.39%. Broadcom Hits a Bottleneck as OpenAI Revenue Concerns Claim Their First Casualty Palantir Stock Has a ‘High-Class Problem’: Demand for Its Software Is Far Outpacing Supply Dan Ives Can’t Make It Any Clearer: Palantir Stock Is Still a ‘Golden Goose’ Despite Q1 Earnings Fears Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. In the latest developments in the Middle East, President Trump and Iran rejected each other's latest peace proposals to end the 10-week conflict. Iran offered to transfer some of its stockpile of highly enriched uranium to a third country but rejected the idea of dismantling its nuclear facilities. Iran also demanded a lifting of the US naval blockade and sanctions relief, while maintaining a degree of control over traffic through the Strait of Hormuz. Despite the ceasefire in place since last month, a drone strike over the weekend set a cargo vessel ablaze off Qatar in the Persian Gulf. Also, the United Arab Emirates and Kuwait both said they intercepted hostile drones. Chinese trade news was better than expected, a positive factor for global growth. China Apr exports rose +14.1% y/y, stronger than expectations of +8.4% y/y. Apr imports rose +25.3% y/y, stronger than expectations of 20.0% y/y. WTI crude oil prices (CLM26) are up by more than 2% today, as optimism that the US and Iran would reopen the Strait of Hormuz was dashed after President Trump said Iran's latest peace proposals were "totally unacceptable." The strait remains essentially closed, as abo...

The S&P 500 Index ($SPX) (SPY) on Friday closed up +0.84%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.02%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +2.35%. June E-mini S&P futures (ESM26) rose +0.79%, and June E-mini Nasdaq futures (NQM26) rose +2.37%. Stock indexes settled higher on Friday, with the S&P 500 and Nasdaq 100 posting new record highs. Chipmaker and AI-infrastructure stocks led the overall market higher on Friday, offsetting concerns about the Iran war. Stronger-than-expected corporate earnings are pushing stocks higher. Weakness in software stocks on Friday weighed on the Dow Jones Industrial Average. As CPUs Steal the Show, AMD Stock Just Got a New Street-High Price Target How Intel Stock Could Be the Biggest Winner from AMD’s Explosive Earnings Win Cathie Wood Dumps More AMD Shares Despite Its Massive 108% Rally. Here's Why. Markets move fast. Keep up by reading our FREE midday Barchart Brief newsletter for exclusive charts, analysis, and headlines. Stock indexes also found support today on signs of resiliency in the US labor market after April nonfarm payrolls rose more than expected and March nonfarm payrolls were revised upward. Stocks rallied on Friday despite a larger-than-expected decline in US consumer sentiment to a record low. US Apr nonfarm payrolls rose by +115,000, stronger than expectations of +65,000, and Mar nonfarm payrolls were revised upward to +185,000 from the previously reported +178,000. The Apr unemployment rate was unchanged at 4.3%, right on expectations. US Apr average hourly earnings rose +0.2% m/m and +3.6% y/y, weaker than expectations of +0.3% m/m and +3.8% y/y. The University of Michigan’s US May consumer sentiment index fell -1.6 to a record low of 48.2 (data from 1978), weaker than expectations of 49.5. The University of Michigan US May 1-year inflation expectations rate unexpectedly eased to +4.5% from +4.7% in Apr, weaker than expectations of an increase to 4.8%. The May 5-10 year inflation expectations rate unexpectedly eased to +3.4%, weaker than expectations of no change at +3.5%. In the latest developments in the Middle East, Iran's semi-official Tasnim news agency said Iran seized an oil tanker on Friday in the Strait of Hormuz for "attempting to disrupt oil exports and the interests of the Iranian nation." Also, US forces targeted missile and drone launch sites and other milita...

Southern Copper Corporation recently reported first-quarter 2026 results, with sales of US$4,251.4 million and net income of US$1,576.9 million, alongside slightly lower copper and molybdenum output but higher zinc and silver production, and its board appointed Leonardo Contreras Lerdo de Tejada as CEO while approving a US$1.00 cash dividend and a 0.0100-for-1 stock dividend payable on May 29, 2026. These stronger earnings, combined with analysts' earlier upward revisions to profit estimates, highlight how operational performance and capital returns are currently central to Southern Copper’s investment case. With earnings and dividends now updated, we’ll examine how this stronger profitability profile and capital return mix influences Southern Copper’s investment narrative. Uncover the next big thing with 25 elite penny stocks that balance risk and reward. To own Southern Copper today, you need to believe its large pipeline of copper and zinc projects and low cost profile can offset macro and geopolitical risks, while supporting meaningful ongoing shareholder returns. The latest Q1 2026 results and higher cash and stock dividends reinforce the near term focus on profitability and capital return; they do not materially change the core short term catalyst, which still hinges on executing large Peru and Mexico projects without major cost inflation or community disruption. The most relevant update for that story is the strong Q1 2026 earnings print, with sales at US$4,251.4 million and net income at US$1,576.9 million despite slightly lower copper output. This profitability, paired with the US$1.00 cash dividend and 0.0100 for 1 stock dividend, underscores how current cash generation is supporting an intensive, US$15 billion plus capex plan that must be delivered while managing cost pressures and local community issues around projects such as Tia Maria and Los Chancas. Yet even with higher earnings and dividends, investors should be aware of how quickly project delays or community issues could... Read the full narrative on Southern Copper (it's free!) Southern Copper's narrative projects $16.8 billion revenue and $6.2 billion earnings by 2029. Uncover how Southern Copper's forecasts yield a $162.54 fair value, a 9% downside to its current price. Some of the lowest estimate analysts were assuming revenues could fall to about US$11.3 billion and still see earnings...

There is one metal quietly sitting at the center of the modern economy. It runs through electric vehicles, powers AI data centers, and connects massive renewable energy projects around the world. That metal is copper, and few companies produce more of it than Freeport-McMoRan (NYSE: FCX). For years, Freeport-McMoRan was seen as a traditional mining company whose fortunes rose and fell with the global economy. But the story around the company has changed dramatically. Today, Freeport is tied directly to some of the biggest long-term trends in the world: electrification, artificial intelligence infrastructure, and the clean energy transition. Strong Numbers, Even With the Challenges Freeport’s first-quarter 2026 results showed a company still generating serious cash despite operational setbacks. The miner reported net income of $881 million, or $0.61 per share, while adjusted earnings came in at $0.57 per share. Revenue climbed to $6.23 billion, up from $5.73 billion a year earlier. If copper prices stay near $6 per pound, management expects operating cash flow to reach roughly $8.7 billion for the full year. Those are huge numbers, especially for a business that spent much of the past year dealing with major disruptions. See how FCX's key metrics compare with peers such as Southern Copper, Newmont, Agnico Eagle Mines, and Teck Resources. Grasberg Became A Major Headache The biggest challenge came from Indonesia. In September 2025, Freeport’s massive Grasberg mining district suffered a serious mud rush incident that temporarily disrupted operations. Grasberg is one of the company’s most important assets, so the impact was immediate. Copper sales from Indonesia dropped sharply in Q1 2026, falling to just 82 million pounds compared to 290 million pounds during the same quarter last year. On top of that, Freeport took on more than $400 million in restoration costs and expenses tied to idle facilities. Management has moved quickly to stabilize the situation. The company secured a key agreement with the Indonesian government that extends operating rights for the life of the resource, which removes a major long-term uncertainty. Still, recovery will take time. Freeport recently raised its 2026 net unit cost guidance to $1.95 per pound from $1.75, mainly because Grasberg is not yet back to full production levels. See also, What GameStop’s $55B Bid For eBay Means For...

Coeur Mining, Inc. CDE is expected to post year-over-year growth in earnings when it reports first-quarter 2026 results on May 6, after market close. The consensus mark for earnings has moved down over the past 60 days to 37 cents per share for the quarter. The figure indicates solid 236.4% year-over-year growth. Image Source: Zacks Investment Research CDE’s earnings performance has been mixed in recent quarters. Earnings missed the Zacks Consensus Estimate in two of the trailing four quarters and beat the mark in the other two, delivering an average surprise of 108.6%. Image Source: Zacks Investment Research Our proven model does not conclusively predict an earnings beat for CDE this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, but that is not the case here. Earnings ESP: The Earnings ESP for CDE is 0.00%. You can uncover the best stocks before they are reported with our Earnings ESP Filter. Zacks Rank: CDE currently has a Zacks Rank of 3. You can see the complete list of today’s Zacks #1 Rank stocks here. Coeur Mining entered 2026 on the back of a very strong operational and financial recovery in 2025, which is critical to the first-quarter 2026 performance. The company reported record fourth-quarter 2025 revenue of about $674.7 million and net income of $215 million, supported by higher production and strong gold and silver prices. The last quarter likely reflected peak operational momentum driven by record production, strong free cash flow generation and improved balance sheet strength. This strong exit rate provides a favorable base for the first quarter of 2026. At the operational level, several mine-level dynamics are likely to have shaped first-quarter earnings. Growth at the Rochester mine and a full quarter contribution from the Las Chispas operation are expected to support production volumes in 2026. However, the first quarter in mining is often seasonally weaker due to weather disruptions and maintenance cycles, which could have affected sequential performance even if year-over-year growth remains strong. It could see variability due to grade fluctuations, timing of ore sequencing and ongoing optimization efforts at these assets. Precious metal prices are a key driver for the current quarter. The company benefited from elevated gold and silver...

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Southern Copper (SCCO) has moved into focus after reporting record first quarter 2026 results, including sales of US$4.25b and net income of about US$1.58b, alongside a leadership transition to a new CEO. See our latest analysis for Southern Copper. Despite the strong first quarter and CEO transition, Southern Copper’s recent share price performance has cooled, with a 7 day share price return showing a 5.1% decline and a 90 day share price return showing a 10.5% decline, while the 1 year total shareholder return of 98.9% and 5 year total shareholder return of 193.8% point to powerful longer term momentum. If you are looking beyond Southern Copper and want more mining exposure tied to electrification trends, it could be worth scanning 8 top copper producer stocks With record Q1 earnings, a US$171.18 share price, and recent declines after a strong 1 year run, the key question is whether Southern Copper now trades below its underlying value or if the market is already pricing in future growth. Southern Copper’s last close at $171.18 sits above the most followed fair value estimate of $162.54, which is built using a relatively conservative growth and discount framework. Read the complete narrative. Curious how a premium P/E, gradual revenue growth and higher long term margins still arrive at only a small gap to today’s price? The narrative leans on sustained profitability, ambitious capacity additions and a specific discount rate to reconcile that $162.54 fair value with recent earnings strength. The full storyline shows how those pieces fit together over several years rather than just this record quarter. Result: Fair Value of $162.54 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this story can change quickly if U.S.-China trade tensions flare or if project disruptions and rising costs squeeze the margins analysts are banking on. Find out about the key risks to this Southern Copper narrative. With sentiment clearly mixed between impressive recent returns and fresh earnings strength on one side and flagged risks on the other, it makes sense to review the numbers, projections and narratives for yourself before forming a view. You can start with the 2 key rewards and 1...

PHOENIX (AP) — PHOENIX (AP) — Southern Copper Corp. (SCCO) on Wednesday reported net income of $1.58 billion in its first quarter. On a per-share basis, the Phoenix-based company said it had net income of $1.92. The miner posted revenue of $4.25 billion in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on SCCO at https://www.zacks.com/ap/SCCO