Freeport-McMoRan Inc. FCX is slated to report first-quarter 2026 results before the opening bell on April 23.  While higher unit costs and weaker volumes are likely to have impacted FCX’s performance, it is expected to have benefited from favorable copper prices.The Zacks Consensus Estimate for first-quarter earnings has been revised lower in the past 60 days. The consensus estimate for earnings is pegged at 47 cents per share, suggesting a 95.8% year-over-year rise. The Zacks Consensus Estimate for revenues currently stands at $5.61 billion, indicating a 2% decline on a year-over-year basis.

Image Source: Zacks Investment Research

FCX beat the Zacks Consensus Estimate for earnings in three of the last four quarters and reported in-line results once. It has a trailing four-quarter earnings surprise of 26.8% on average.

Image Source: Zacks Investment Research

Q1 Earnings Whispers for FCX Stock

Our proven model does not conclusively predict an earnings beat for FCX this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that’s not the case here. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.FCX has an Earnings ESP of -0.86% and a Zacks Rank #3. You can see the complete list of today’s Zacks #1 Rank stocks here.

Factors Shaping FCX’s Q1 Results

Freeport’s first-quarter results are expected to reflect favorable copper prices. Copper prices started 2026 on a strong note, underpinned by robust demand from China and the United States. Structural tailwinds, including electric vehicles (EVs), renewable energy projects, data center growth and grid modernization, continue to boost copper consumption. Worries about tightening supply amid rising EV and infrastructure demand also supported the red metal.  Supply risks increased amid concerns over lower output and potential disruptions at major global mining operations. These factors led to prices surging to roughly $6.4 per pound in late January. Prices of the red metal were mostly volatile during February, largely trading near $6 per pound. Copper prices came under pressure last month amid concerns about the impact of surging oil prices on the global economy due to the war in the Middle East, dragging down prices to a three-month low of around $5.3 per pound in late March. Prices have rebounded since then on hopes of a de-escalation in the Iran war and are currently hovering around $6 per pound.    Our estimate for the first-quarter average realized copper price for FCX is $5.70 per pound, which indicates a year-over-year rise of 28.3%.FCX’s results are likely to be unfavorably impacted by lower sales volumes due to the Grasberg mine incident. The company’s outlook for copper sales volumes for the first quarter assumes minimal contribution from its Indonesian operations due to the mine incident. FCX expects copper sales volumes of 640 million pounds, indicating a 10% sequential and 27% year-over-year decline. The company has issued weaker guidance for gold sales volume of 60,000 ounces, suggesting sequential and year-over-year decreases. Lower sales volumes are expected to weigh on its top line.Higher unit costs are also likely to have affected the company’s performance in the March quarter. FCX saw a sharp increase in its average unit net cash cost per pound of copper in the fourth quarter of 2025 to $2.22 from $1.40 in the prior quarter, marking a roughly 59% spike. It also climbed 34% year over year. Freeport's outlook for the first quarter suggests higher costs on a sequential basis. It expects unit net cash costs to rise to $2.60 per pound, while projecting a full-year average of roughly $1.75.         

FCX Stock’s Price Performance and Valuation

FCX’s shares have gained 106% in a year, underperforming the Zacks Mining – Non Ferrous industry’s 117.4% rise, while topping the S&P 500’s increase of 39.2%. Its peers, Southern Copper Corporation SCCO and BHP Group Limited BHP, have rallied 114% and 67%, respectively, over the same period.

FCX’s One-year Price Performance

Image Source: Zacks Investment Research

From a valuation standpoint, Freeport is currently trading at a forward 12-month earnings multiple of 24.82, a roughly 0.7% discount to the peer group average of 25X. FCX is trading at a premium to BHP Group and at a discount to Southern Copper. Freeport currently has a Value Score of C. BHP Group has a Value Score of B, while Southern Copper has a Value Score of D.

FCX’s P/E F12M Vs. Industry, SCCO & BHP

Image Source: Zacks Investment Research

Investment Thesis for FCX Stock

Freeport is well-placed with high-quality copper assets and remains focused on strong execution and advancing its organic growth opportunities. It is expected to gain from progress in exploration activities that will boost production capacity. FCX also has a strong liquidity position and generates substantial cash flows, which allow it to finance its growth projects, pay down debt and drive shareholder value. Backed by strong financial health, the company's dividend is perceived to be safe and reliable. The strength in copper prices should also support its profitability and drive cash flow generation. Freeport, however, faces headwinds from higher costs, which may eat into its margins. Weaker copper volumes due to the Grasberg mine incident are also likely to weigh on its performance.

Final Thoughts: Hold Onto FCX Shares

FCX stands to benefit from the ongoing expansion initiatives that will enhance its production capacity. Its strong financial position supports continued investment in growth projects and shareholder returns. Despite these positives, softer sales volume expectations and rising unit costs remain concerns. Holding onto the FCX stock will be prudent for investors who already own it, awaiting clearer direction from the upcoming earnings release.

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Freeport-McMoRan Inc. (FCX) : Free Stock Analysis Report

BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report

Southern Copper Corporation (SCCO) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

COSTA MESA, Calif., April 20, 2026 /PRNewswire/ — The following statement is being issued by Simpluris, Inc., Fund Administrator for the United States Securities and Exchange Commission, regarding the Compass Minerals International, Inc., Fair Fund and Plan of Distribution.

NOTICE OF FAIR FUND DISTRIBUTION PLANIn the Matter of Compass Minerals International, Inc.Administrative Proceeding File No. 3-21145

For more information, visit www.CompassMineralsFairFund.com 

The United States Securities and Exchange Commission ("SEC") has settled administrative proceedings (the "Order") against Compass Minerals International, Inc. ("Compass"). In the Order, the Commission found that from 2017 to 2018, Compass made repeated misrepresentations about its plans to reduce costs and about the production levels at its Goderich salt mine in Canada. In addition to these violations, Compass filed materials that did not comply with Generally Accepted Accounting Principles ("GAAP") standards.

The SEC found that Compass' statements violated Section 8(A) of the Securities Act, and Section 21C of the Securities Exchange Act.

The SEC ordered the Respondents to pay a $12,000,000 civil money penalty to the Commission. The SEC also created a Fair Fund, pursuant to Section 308(a) of the Sarbanes-Oxley Act of 2002, so that the penalty collected can be distributed to harmed investors (the "Fair Fund").

The Fair Fund will be paid out according to the Plan of Distribution ("Plan").

A summary of the eligibility criteria and claims process is below. Full details are available at www.CompassMineralsFairFund.com. You may also request a copy of the Plan from the Fund Administrator via email at info@CompassMineralsFairFund.com or by calling 866-675-2446.

Who is eligible to receive a payment from the Fair Fund? To receive a payment, you must have:

purchased Compass common stock between March 2, 2017, and October 23, 2018;

approved transactions that calculate to at least $10.00 of Recognized Loss under the Plan;

not been an Excluded Party under the Plan;

submitted a valid Claim Form.

How do I submit a Claim? The easiest way to submit a claim is online at the Compass Fair Fund website: www.CompassMineralsFairFund.com. Claim Forms completed online must be submitted on or before 11:59 p.m. Eastern Standard Time on July 12, 2026.

If you are unable to submit a Claim Form online, you may request a copy of the paper Claim Form from the Fund Administrator via email at info@CompassMineralsFairFund.com or by calling 866-675-2446. You may also download a copy of the Claim Form to print from: www.CompassMineralsFairFund.com. Claim Forms submitted via mail must be sent to the address provided on the Claim Form and postmarked (or if not sent by U.S. Mail, then received) by July 12, 2026.

The Fund Administrator will send a Determination Notice advising each Eligible Claimant who timely submitted a Claim Form of their eligibility determination and will provide a calculation of the claimant's Recognized Loss. The Fund Administrator may consider disputes of an Eligible Claimant's Recognized Loss calculation if timely submitted in accordance with the Plan.

This notice is a summary. For more information, visitwww.CompassMineralsFairFund.com 

 

View original content:https://www.prnewswire.com/news-releases/all-individuals-who-purchased-compass-minerals-international-inc-common-stock-between-march-2-2017-and-october-23-2018-302746198.html

Friday, April 17, 2026The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Microsoft Corp. (MSFT), AbbVie Inc. (ABBV) and BHP Group Ltd. (BHP), as well as two micro-cap stocks CBL & Associates Properties, Inc. (CBL) and IRIDEX Corp. (IRIX). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.You can see all of today’s research reports here >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.You can read today's AWS here >>> Pre-Markets Very Happy About Middle East DevelopmentsToday's Featured Research ReportsMicrosoft’s shares have outperformed the Zacks Computer – Software industry over the past year (+16.3% vs. +9.3%). The company capitalizes on AI business momentum and Copilot adoption alongside accelerating Azure cloud infrastructure expansion. Strong Office 365 Commercial demand has been propeling Productivity and Business Processes revenue growth. ARPU is increasing through E5 and M365 Copilot uptake across key segments. Strategic execution through expanding scale and enterprise customer growth is driving non-AI services. Conversely, Azure growth guidance projects continued deceleration to 37-38% for Q3, suggesting demand saturation despite massive infrastructure investments. Customer concentration risk intensifies with 45% of backlog tied to OpenAI. Microsoft confronts intense competition from AWS and Google Cloud and escalating regulatory scrutiny. Capacity constraints persisting through fiscal year-end limit revenue potential despite unprecedented spending.(You can read the full research report on Microsoft here >>>)Shares of AbbVie have outperformed the Zacks Large Cap Pharmaceuticals industry over the past year (+25.9% vs. +20.5%). The company has successfully navigated Humira's loss of exclusivity (LOE) by launching two other successful new immunology medicines, Skyrizi and Rinvoq, which are performing extremely well, bolstered by approvals in new indications, and should support top-line growth in the next few years. AbbVie’s neuroscience portfolio is also contributing to top-line growth. AbbVie delivered robust net sales growth in 2025, which is just the second full year following the Humira LOE in the United States and expects another year of robust growth in 2026. However, the company faces several headwinds like Humira LOE impact, slowing oncology sales and continued macro headwinds for Aesthetics. Estimates have declined ahead of Q1 earnings. AbbVie has a positive record of earnings surprises in recent quarters. (You can read the full research report on AbbVie here >>>)BHP’s shares have outperformed the Zacks Mining – Miscellaneous industry over the past year (+79.8% vs. +63.8%). The company reported a 2% rise in iron ore output in the first half of fiscal 2026, while copper production remained flat. For fiscal 2026, BHP projects iron ore production of 258–269 Mt, including 251–262 Mt from Western Australia Iron Ore (WAIO). WAIO continues to perform strongly, retaining its status as a lowest-cost producer, with medium-term output expected to surpass 305 Mt annually. Copper guidance of 1,900–2,000 kt suggests a 3% decline at the midpoint, mainly due to lower planned grades in Chile. BHP’s strategic shift toward future-facing commodities like copper and potash positions it well to benefit from global decarbonization and trends. Backed by its robust pipeline, the company targets roughly 2 Mtpa of attributable copper production by the 2030s. Strong cash flow has also enabled BHP to steadily reduce debt.(You can read the full research report on BHP here >>>)Shares of CBL & Associates Properties have outperformed the Zacks REIT and Equity Trust – Retail industry over the past year (+98.4% vs. +28.3%). This microcap company with a market capitalization of $1.33 billion represents a value-oriented retail REIT anchored by market-dominant middle-market assets, generating stable cash flows supported by resilient occupancy and steady leasing demand. Management’s strategy of capital recycling and balance sheet optimization enhances financial flexibility and supports incremental free cash flow, underpinning a growing dividend profile. Reinvestment into tenant mix and experiential retail should improve income quality. Operating leverage remains limited, with earnings growth constrained by expense pressures, tenant disruptions and softer renewal economics. Execution risk persists around redevelopment and backfilling. The current valuation implies investor skepticism around cash flow durability and long-term growth, suggesting headwinds. Upside depends on leasing momentum, cost control and consistent cash flow delivery.(You can read the full research report on CBL & Associates Properties here >>>)IRIDEX’s shares have gained +3.9% over the past year against the Zacks Lasers Systems and Components industry’s gain of +123.2%. This microcap company with a market capitalization of $18 million enters 2026 with improving operating leverage, supported by a leaner cost structure and 22% lower operating expenses in 2025. Management expects continued discipline and positive operating cash flow. Growth is increasingly driven by a rising installed base that supports recurring revenue from consumables and service, alongside strong retina momentum led by the PASCAL platform. Expanded access through EyeProGPO enhances U.S. penetration with limited incremental cost, while large ophthalmology markets provide favorable long-term demand tailwinds.However, near-term growth remains muted, with 2026 guidance implying flat to low-single-digit revenue, limiting re-rating potential. Margin compression from tariffs and inefficiencies raises concerns about profitability sustainability. The stock trades at a steep discount to peers on EV/sales and P/S multiples. (You can read the full research report on IRIDEX here >>>)Other noteworthy reports we are featuring today include AppLovin Corp. (APP), Simon Property Group, Inc. (SPG) and Venture Global, Inc. (VG).Mark VickerySenior EditorNote: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

Today's Must Read

Adoption of Cloud and Office 365 Strength Aid Microsoft (MSFT)

AbbVie's (ABBV) Skyrizi, Rinvoq Key to Top-Line Growth

BHP Group (BHP) Bets on Growth Investments as Costs Hurt Margins

Featured Reports

AppLovin (APP) Maintains Strong Profit Amid Limited Mix VisibilityPer the Zacks analyst, AppLovin maintains strong, durable profitability and cash generation to fund AI and self-serve investments and buybacks. Limited mix disclosure constrains visibility.

Premium Acquisitions Aid Simon Property Group (SPG), High Debt HurtsPer the Zacks Analyst, SPG's portfolio restructuring, aimed at premium acquisitions, focus on omnichannel retailing and developing mixed-use assets bode well. Yet, a high debt burden raise concerns.

Modular Approach and Projects Aid Venture Global's (VG) ProfitabilityPer the Zacks analyst, VG's innovative modular approach and Gulf Coast projects boost profitability. However, global supply-chain delays, tariffs and volatile spot LNG prices drag performance.

Strong Data Center Market Aids ON Semiconductor (ON) ProspectsPer the Zacks analyst, ON Semiconductor is benefiting from solid momentum across data center and automotive end-markets.

Loan Growth to Support East West Bancorp (EWBC) Amid Cost WoesPer the Zacks analyst, continued decent rise in the demand for loans will likely support East West Bancorp's revenue growth. Elevated costs due to investments in technology might hurt profitability.

Expanding Customer Base, Steady Investment Aid Spire (SR)Per the Zacks analyst, Spire is seeing stronger demand from its increasing customer base. Infrastructure investments are enhancing service capacity and supporting improved profitability.

Clover Health (CLOV) Gains on Membership, AI Assistant, 4-Star RatingPer the Zack analyst, Clover Health benefits from MA growth, a 4-Star rating and AI-driven care gains from Clover Assistant and SaaS expansion, though CMS risks and limited reach remain concerns.

New Upgrades

Chewy (CHWY) Benefits from Autoship Strength, Sees Solid 2026 GrowthPer the Zacks analyst, Chewy benefits from strong Autoship growth, rising active customers and AI-driven efficiencies. Fiscal 2026 sales are expected to grow 8-9% alongside continued margin expansion.

Solid Retention Rates, Better Pricing Aid Palomar (PLMR)Per the Zacks analyst, Palomar should grow on the strength of increased volume of policies fueled by strong premium retention rates, new partnerships, rate increases and new business generated.

Credit Sales, Solid Balance Sheet Aid Bread Financial (BFH)Per the Zacks analyst, Bread Financial is set to grow on strong credit sales aided by solid consumer spending. Moreover, its healthy balance sheet should drive long-term growth.

New Downgrades

Lower Volumes and Manufacturing Downturn to Weigh on Greif (GEF) The Zacks analyst is concerned that lower volumes across segments and continued headwinds from the prolonged downturn in the manufacturing sector will impair Greif's results.

Calix (CALX) Plagued by Margin Woes Owing to High Operating CostsPer the Zacks analyst, Calix is likely to be plagued by lower margins owing to modest pressure from customer and product mix, accelerated AI development and overlapping dual-cloud costs.

Carnival (CCL) Faces Pressure From Rising Costs and Fuel VolatilityPer the Zacks analyst, rising costs and fuel volatility are hurting Carnival's margins. High expenses and geopolitical risks tied to fuel and currency fluctuations may weigh on profitability.

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Microsoft Corporation (MSFT) : Free Stock Analysis Report

Simon Property Group, Inc. (SPG) : Free Stock Analysis Report

BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report

CBL & Associates Properties, Inc. (CBL): Free Stock Analysis Report

IRIDEX Corporation (IRIX) : Free Stock Analysis Report

AbbVie Inc. (ABBV) : Free Stock Analysis Report

AppLovin Corporation (APP) : Free Stock Analysis Report

Venture Global, Inc. (VG) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

For those looking to find strong Basic Materials stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Compass Minerals (CMP) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Basic Materials peers, we might be able to answer that question.

Compass Minerals is a member of our Basic Materials group, which includes 248 different companies and currently sits at #12 in the Zacks Sector Rank. The Zacks Sector Rank considers 16 different sector groups. The average Zacks Rank of the individual stocks within the groups is measured, and the sectors are listed from best to worst.

The Zacks Rank is a proven model that highlights a variety of stocks with the right characteristics to outperform the market over the next one to three months. The system emphasizes earnings estimate revisions and favors companies with improving earnings outlooks. Compass Minerals is currently sporting a Zacks Rank of #1 (Strong Buy).

The Zacks Consensus Estimate for CMP's full-year earnings has moved 27% higher within the past quarter. This is a sign of improving analyst sentiment and a positive earnings outlook trend.

Based on the most recent data, CMP has returned 31.6% so far this year. Meanwhile, stocks in the Basic Materials group have gained about 18.9% on average. This shows that Compass Minerals is outperforming its peers so far this year.

One other Basic Materials stock that has outperformed the sector so far this year is NWPX Infrastructure (NWPX). The stock is up 28% year-to-date.

The consensus estimate for NWPX Infrastructure's current year EPS has increased 10.8% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

To break things down more, Compass Minerals belongs to the Chemical – Diversified industry, a group that includes 29 individual companies and currently sits at #220 in the Zacks Industry Rank. This group has gained an average of 36.2% so far this year, so CMP is slightly underperforming its industry in this area.

On the other hand, NWPX Infrastructure belongs to the Steel – Speciality industry. This 6-stock industry is currently ranked #166. The industry has moved +27.8% year to date.

Investors with an interest in Basic Materials stocks should continue to track Compass Minerals and NWPX Infrastructure. These stocks will be looking to continue their solid performance.

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Compass Minerals International, Inc. (CMP) : Free Stock Analysis Report

NWPX Infrastructure, Inc. (NWPX) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

BASF SE BASFY has announced a 40 million euro investment to expand and modernize its next-generation seed processing facilities at its vegetable seeds headquarters in Nunhem, Netherlands, reinforcing its Agricultural Solutions business.  

The project involves upgrading two existing processing buildings and adding around 6,000 square meters of new infrastructure, taking the total site to roughly 26,000 square meters. The enhanced facilities will incorporate advanced technologies to improve seed cleaning, treatment, storage, quality testing and global distribution efficiency.  

Construction is set to begin in the second quarter of 2026 and conclude by the end of 2028. Upon completion, the facilities will operate entirely on renewable energy, enabling greater energy efficiency while substantially reducing emissions. The Nunhem site processes more than 1,200 vegetable seed varieties across 20 crops, and the expansion will help BASF meet rising global demand for high-quality, climate-resilient seeds while strengthening supply chain reliability.  

The investment also prioritizes sustainability, with improved energy efficiency and a planned shift to renewable electricity, aligning with BASF’s broader strategy of driving innovation and sustainable growth in agriculture. 

Shares of BASFY are up 31.4% over the past year compared with the industry’s 21.5% rise. 

Image Source: Zacks Investment Research

BASFY’s Zacks Rank & Key Picks

BASFY carries a Zacks Rank of #3 (Hold).

Better-ranked stocks in the Basic Materials space include DuPont de Nemours, Inc. DD, Compass Minerals International, Inc. CMP and Johnson Matthey plc JMPLY. DD and CMP sport a Zacks Rank of #1 (Strong Buy), while JMPLY carries a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for DD’s current fiscal-year earnings stands at $2.28 per share, implying a 35.7% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%. 

The Zacks Consensus Estimate for CMP’s current fiscal-year earnings is pegged at 89 cents per share, indicating a 285.4% year-over-year rise. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 34.8%. 

The Zacks Consensus Estimate for JMPLY’s current fiscal-year earnings is pegged at $4.34 per share, indicating a 13.9% year-over-year decrease. Shares of JMPLY have jumped 73.5% over the past year.

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DuPont de Nemours, Inc. (DD) : Free Stock Analysis Report

BASF SE (BASFY) : Free Stock Analysis Report

Compass Minerals International, Inc. (CMP) : Free Stock Analysis Report

Johnson Matthey PLC (JMPLY) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Vancouver, British Columbia–(Newsfile Corp. – April 16, 2026) – Mundoro Capital Inc. (TSXV: MUN) (OTCQB: MUNMF) (www.mundoro.com) ("Mundoro" or the "Company") is pleased to announce the commencement of drilling at the high-priority Skorusa East target within the Central Timok project (the "Project"), located within the Timok Magmatic Complex ("Timok") in Serbia. The Project is part of the previously announced BHP-Mundoro option earn-in agreement¹ where BHP is sole funding the exploration activities.

Highlight

● Planned 1,000 meters of drilling across two drill holes at the Skorusa East Target

Central Timok Project

The Project area is a comprehensive package of 7 exploration licenses covering 418 km² within the Timok Magmatic Complex in eastern Serbia (see Figure 1). Timok is one of the most prolific metallogenic domains in the western portion of the Tethyan Belt, hosting several large-scale deposits and producing mines.

This land package encompasses four alteration zones, each extending approximately 4 km for a cumulative 16 km of alteration. These zones display characteristic soil geochemistry and alteration zonation indicative of porphyry systems.

Skorusa East Target

The Exploration Technical Committee has approved 1,000 meters of drilling across 1 to 2 drill holes at the Skorusa East target. Upon completion, the drill rig will be relocated to the high priority Tilva Rosh South target.

• Location: Skorusa East is part of the larger Skorusa license, located 5 km southwest of the Bor Mine Complex and 4 km west of the Cukaru Peki Mine (see Figure 1).
• Geological Context: Skorusa West and East targets together feature a significant 2 x 3 km alteration footprint related to a copper-gold porphyry system.
• Historical Intercepts: Previous drilling at Skorusa West intersected a wide mineralization halo, including 201.2 meters at 0.11% Cu and 0.11 g/t Au², confirming a large-scale system hosted in intrusive and volcano-sedimentary units with higher grades associated with potassic-altered diorite porphyry dikes.

The Opportunity: Skorusa East is defined by a surface soil geochemical anomaly and alteration zone, located immediately east of the Skorusa West porphyry. Prior drilling in hole STRD-005 intersected hydrothermally altered medium to fine grained porphyritic diorite with trace disseminated chalcopyrite and quartz-chalcopyrite-pyrite-magnetite "A-B-Type" porphyry veinlets and a late mineral dyke postdating early veinlets, suggesting the existence of an additional mineralized center. The two drill holes in the current drilling campaign are designed to test the eastern extent of Skorusa East target with approximately 1,000 meters of drilling where there are demonstrated geochemical and alteration vectors along with a coincident magnetic anomaly.

Figure 1: Regional map highlighting Central Timok target areasTo view an enhanced version of this graphic, please visit:https://images.newsfilecorp.com/files/2408/292719_98563d1c74edca46_001full.jpg

Qualified Persons

R. Jemielita, PhD, MIMMM, a Qualified Person as defined by National Instrument 43-101 and consultant to the Company, has reviewed, verified and approved the disclosure of the technical information contained in this news release.

About Mundoro Capital Inc.

Mundoro is a publicly listed company on the TSX-V in Canada and OTCQB in the USA with a portfolio of mineral properties focused primarily on base and precious metals. To drive value for shareholders, Mundoro's asset portfolio generates near-term cash payments to Mundoro and creates royalties attached to each mineral property optioned to partners. The portfolio of mineral properties is currently focused on predominantly copper in two mineral districts: Western Tethyan Belt in Eastern Europe and the Laramide Belt in the southwest USA.

For more information, please visit www.mundoro.com.

Follow our ongoing updates via: LinkedIn and X.

Latest Corporate Presentation.

For further information about Mundoro, please contact:

Teo Dechev, Chief Executive Officer, President and DirectorChristian Elferink, Investor Relations Manager+1-604-669-8055info@mundoro.com

References

¹ Mundoro Capital website (Link), October 13, 2025 News release² Mundoro Capital website (Link), July 6, 2021 News release

Caution Concerning Forward-Looking Statements

This News Release contains forward-looking statements. Forward-looking statements can be identified by the use of forward-looking words such as "will", "expect", "intend", "plan", "estimate", "anticipate", "believe" or "continue" or similar words or the negative thereof, and include the following: completion of earn-in expenditures, options and completion of a definitive agreement by the parties. The material assumptions that were applied in making the forward-looking statements in this News Release include expectations as to the mineral potential of the Company's projects, the Company's future strategy and business plan and execution of the Company's existing plans. We caution readers of this News Release not to place undue reliance on forward-looking statements contained in this News Release, as there can be no assurance that they will occur and they are subject to a number of uncertainties and other factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements. These factors include general economic and market conditions, exploration results, commodity prices, changes in law, regulatory processes, the status of Mundoro's assets and financial condition, actions of competitors and the ability to implement business strategies and pursue business opportunities. The forward-looking statements contained in this News Release are expressly qualified in their entirety by this cautionary statement. The forward-looking statements included in this News Release are made as of the date of this News Release and the Board undertakes no obligation to publicly update such forward-looking statements, except as required by law. Shareholders are cautioned that all forward-looking statements involve risks and uncertainties and for a more detailed discussion of such risks and other factors that could cause actual results to differ materially from those expressed or implied by such forward-looking statements, refer to the Company's filings with the Canadian securities regulators available on SEDAR+ at www.sedarplus.ca.

Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/292719

Eldorado Gold Corporation EGO announced that it acquired all outstanding shares of Foran Mining Corporation. The deal will boost the balance and resilience of EGO’s existing asset base.

Details on EGO’s Deal With Foran

Eldorado Gold inked a deal with Foran on Feb. 2, 2026, to form a sector-leading gold-copper mining company that will yield notable near???term growth and cash flow generation. The acquisition of Foran adds two high-quality, fully financed development assets — Skouries and McIlvenna Bay — to Eldorado Gold’s portfolio. Both assets are set to achieve commercial production in mid-2026, positioning Eldorado Gold to gain from solid metal prices and rising demand for critical minerals. The assets are expected to produce 900 thousand gold-equivalent ounces in 2027. The addition of McIlvenna Bay gives Eldorado Gold the exposure to copper, offering exploration potential and long-term portfolio growth. The combined portfolio will offer a strategic mix of gold (around 77%), copper (about 15%) and other metals (around 8%).

Eldorado Gold’s Q4 Performance

EGO reported adjusted earnings of 63 cents per share in fourth-quarter 2025, missing the Zacks Consensus Estimate of 64 cents. The bottom line increased 2% year over year. Eldorado Gold generated revenues of $577 million in the reported quarter, marking a year-over-year increase of 32.3%.EGO produced 123,416 ounces of gold in the fourth quarter of 2025, marking a year-over-over dip of 20.7%

Eldorado Gold Stock’s Price Performance

EGO shares have soared 73.5% in the past year compared with the industry’s surge of 80.9%.

 

Image Source: Zacks Investment Research

 EGO’s Zacks Rank & Stocks to Consider

The company currently has a Zacks Rank #3 (Hold).

Some better-ranked stocks from the basic materials space are DuPont de Nemours, Inc. DD, Compass Minerals International, Inc. CMP and Johnson Matthey plc JMPLY. DD and CMP sport a Zacks Rank #1 (Strong Buy) each at present, and JMPLY carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The consensus estimate for DuPont de Nemours’ 2026 earnings is pegged at $2.28 per share. The estimate indicates year-over-year growth of 35.7%. DuPont de Nemours’ shares have surged 90% in a year.

The consensus estimate for Compass Minerals’s 2026 earnings is pegged at 89 cents per share. The estimate indicates year-over-year growth of 285%. It has an average trailing four-quarter earnings surprise of 34.7%. Compass Minerals’ shares have surged 145% in a year.

The Zacks Consensus Estimate for Johnson Matthey’s 2026 earnings is pegged at $4.34 per share, indicating a year-over-year increase of 13.9%. JMPLY shares have skyrocketed 81.6% in a year. 

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DuPont de Nemours, Inc. DD has launched its DuPont AmberChrom XT SL chromatography resins to enhance efficiency in biopharmaceutical manufacturing and simplify downstream purification workflows. 

The company introduced two variants, AmberChrom XT20 SL and AmberChrom XT30 SL, which are designed for the purification of oligonucleotide and peptide therapeutics. These therapies are gaining importance in treating conditions such as genetic disorders, metabolic diseases, and cancer, increasing the need for scalable and efficient purification solutions. 

A key feature of the XT SL resins is slurried format. This eliminates the need for a separate hydration step before column packing. As a result, manufacturers can move directly to packing columns, reducing preparation time and simplifying operations. This lowers equipment needs and reduces overall capital costs. 

AmberChrom XT20 SL is optimized for high-resolution separations where purity is critical. It supports higher flow rates and offers a balance between resolution and throughput. Both resins provide strong mechanical stability and chemical resistance, ensuring reliable performance under demanding conditions. 

The launch strengthens DuPont’s AmberChrom portfolio and reflects its focus on improving efficiency in bioprocessing. The new resins are expected to help manufacturers scale production while maintaining high-quality standards. 

Shares of DD have lost 22.8% over the past year against the industry’s 23.5% growth.

Image Source: Zacks Investment Research

DD’s Zacks Rank & Other Key Picks

DD currently carries a Zacks Rank #1 (Strong Buy).

Some other top-ranked stocks in the Basic Materials space are Compass Minerals International, Inc. CMP, Johnson Matthey Plc JMPLY and Asahi Kasei Corporation AHKSY. CMP carries a Zacks Rank #1, while JMPLY and AHKSY have a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CMP’s current-year earnings is pegged at 89 cents per share, indicating a 285.4% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed in the other two, with the average surprise being 34.9%.

The Zacks Consensus Estimate for JMPLY’s current-year earnings is pinned at $4.34 per share, implying a 13.9% year-over-year increase. Shares of JMPLY have surged 75.3% over the past year.

The Zacks Consensus Estimate for AHKSY’s current fiscal-year earnings is pegged at $1.38 per share, indicating a 7.8% year-over-year increase. Shares of AHKSY have surged 48.4% over the past year.

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Company Announces Participation in BMO Chemicals Conference in May 2026

OVERLAND PARK, Kan., April 15, 2026–(BUSINESS WIRE)–Compass Minerals (NYSE: CMP), a leading global provider of essential minerals, will release its second-quarter fiscal 2026 results on Wednesday, May 6, 2026, after the markets close. The company’s president and CEO, Edward C. Dowling Jr., and CFO, Peter Fjellman, will discuss these results on a conference call on Thursday, May 7, 2026, at 9:30 a.m. ET.

Access to the conference call will be available via webcast at investors.compassminerals.com or by dialing 1-800-715-9871. Callers must provide the conference ID number 7896827. Outside of the U.S. and Canada, callers may dial 1-646-307-1963. An audio replay of the conference call will be available on the company’s website.

The company also announced that Edward C. Dowling Jr., president and CEO, and other leadership team members will participate in one-on-one meetings at the BMO Chemicals Conference on May 13, 2026, in New York City.

Updated presentation materials will be available at the time of the event through the investor relations section of the Compass Minerals website at compassminerals.com

About Compass Minerals

Compass Minerals (NYSE: CMP) is a leading global provider of essential minerals focused on safely delivering where and when it matters to help solve nature’s challenges for customers and communities. The company’s salt products help keep roadways safe during winter weather and are used in numerous other consumer, industrial, chemical and agricultural applications. Its plant nutrition products help improve the quality and yield of crops while supporting sustainable agriculture. Compass Minerals operates 11 production and packaging facilities with more than 1,800 employees throughout the U.S., Canada and the U.K. Visit compassminerals.com for more information about the company and its products.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260415683177/en/

Contacts

Investor Contact Brent CollinsVice President, Treasurer & Investor Relations+1.913.344.9111InvestorRelations@compassminerals.com

Media Contact Kevin GabrielSenior Director, Corporate Affairs+1.913.344.9265MediaRelations@compassminerals.com

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• Wondering whether BHP Group at around A$56.10 is offering value or asking you to pay up for quality? This article breaks down what the current share price could be telling you.
• The stock has returned 6.0% over the past week, 12.7% over 30 days and 60.1% over the last year, which will shape how the market is thinking about both opportunity and risk.
• Recent coverage has focused on BHP Group as a key name in the global materials space, with attention on how its scale, commodity exposure and capital allocation decisions might affect long term expectations. This context helps explain why the share price performance over the past year has attracted more interest from both new and existing shareholders.
• BHP Group currently has a valuation score of 2 out of 6. The next sections will walk through what that means using standard valuation tools, before finishing with a different way to think about value that goes beyond a single score.

BHP Group scores just 2/6 on our valuation checks. See what other red flags we found in the full valuation breakdown.

Approach 1: BHP Group Discounted Cash Flow (DCF) Analysis

A Discounted Cash Flow model takes estimates of the cash a company could generate in the future and discounts those back to a single value today, so you can compare that figure with the current share price.

For BHP Group, the DCF here is a 2 Stage Free Cash Flow to Equity model using cash flow projections. The latest twelve month free cash flow is reported at $10.33b. Analyst estimates and extrapolations point to free cash flow of $11.15b by 2030, with a series of annual projections in between that are discounted back to today using a required return.

Putting those discounted figures together gives an estimated intrinsic value of $36.43 per share. Compared with the current share price of around A$56.10, this DCF suggests the stock is around 54.0% overvalued on these assumptions and inputs.

Result: OVERVALUED

Our Discounted Cash Flow (DCF) analysis suggests BHP Group may be overvalued by 54.0%. Discover 10 high quality undervalued stocks or create your own screener to find better value opportunities.

BHP Discounted Cash Flow as at Apr 2026

Head to the Valuation section of our Company Report for more details on how we arrive at this Fair Value for BHP Group.

Approach 2: BHP Group Price vs Earnings

For a profitable company like BHP Group, the P/E ratio is a useful way to see how much you are paying for each dollar of earnings, because it ties the share price directly to the bottom line rather than just sales or assets.

What counts as a “normal” or “fair” P/E depends on how the market views a company’s earnings growth potential and risk. Higher expected growth or lower perceived risk can support a higher multiple, while lower growth or higher risk usually justifies a lower one.

BHP Group currently trades on a P/E of 19.81x. This sits above the Metals and Mining industry average of 13.11x and below the peer average of 29.45x, so the raw comparison sends a mixed message. To refine this, Simply Wall St uses a “Fair Ratio” of 21.86x, which reflects factors such as earnings growth, profit margins, industry, market cap and company specific risks.

This Fair Ratio is more tailored than a simple peer or industry comparison because it adjusts for the quality and risk of BHP Group’s earnings rather than assuming all miners deserve the same multiple. With the current P/E of 19.81x sitting below the Fair Ratio of 21.86x, the shares screen as undervalued on this metric.

Result: UNDERVALUED

ASX:BHP P/E Ratio as at Apr 2026

P/E ratios tell one story, but what if the real opportunity lies elsewhere? Start investing in legacies, not executives. Discover our 4 top founder-led companies.

Upgrade Your Decision Making: Choose your BHP Group Narrative

Earlier it was mentioned that there is an even better way to think about valuation, so Narratives are introduced as a simple way for you to attach a story to your numbers, linking what you believe about a company to a forecast for revenue, earnings and margins, and then to a fair value that you can compare with the current share price.

On Simply Wall St’s Community page, Narratives are easy to use because you start with your view of the business, translate that into assumptions for growth, profitability and risk, and the tool turns this into a fair value that updates automatically when fresh news or earnings are added to the platform.

For BHP Group, one investor might build a Narrative around copper and potash growth, use inputs similar to a fair value of A$121.48 and see the shares as offering more upside. Another investor might focus on project risk and commodity cycles, lean toward a fair value closer to A$31.79 and see far less appeal at today’s price. This helps each investor make clearer decisions based on their own assumptions rather than a single “right” answer.

For BHP Group however we will make it really easy for you with previews of two leading BHP Group Narratives:

🐂 BHP Group Bull Case

Fair value in this narrative: A$121.48 per share

Implied discount to this fair value at around A$56.10: approximately 54% below the narrative fair value

Revenue growth assumption used: 28%

• Frames BHP Group as a large scale global miner focused on iron ore, copper and metallurgical coal that feed infrastructure, steel and the energy transition.
• Highlights FY2024 revenue of about US$55.7b and underlying attributable profit of US$13.7b, with iron ore at roughly 50% of revenue and copper around 33%.
• Sees value in low cost Western Australian iron ore operations and strong cash generation, while still flagging sensitivity to commodity price cycles and Chinese demand.

🐻 BHP Group Bear Case

Fair value in this narrative: A$53.37 per share

Implied premium to this fair value at around A$56.10: approximately 5% above the narrative fair value

Revenue growth assumption used: 1.01%

• Describes BHP Group as a diversified global resources company with exposure to critical minerals and steelmaking materials across several major regions.
• Relies on analyst assumptions for modest revenue growth, higher profit margins and a future P/E of 17.7x to support a fair value close to the current analyst consensus target.
• Emphasizes risks such as reliance on iron ore, project execution issues, regulatory and ESG pressures and cost inflation that could challenge revenue stability and margins.

Do you think there’s more to the story for BHP Group? Head over to our Community to see what others are saying!

ASX:BHP 1-Year Stock Price Chart

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

BHP Group Limited BHP is reshaping its growth strategy around commodities with durable, long-term demand. Copper sits at the core of this shift, while potash is emerging as a complementary pillar that can diversify earnings over time. 

The company plans to allocate roughly 70% of its medium-term capital expenditure to these two segments, aligning its portfolio with structural themes such as electrification, decarbonization, population growth and rising living standards in emerging markets. Notably, in fiscal 2025, capital and exploration spending totaled $9.8 billion, which included a $4.5 billion on copper, $1.6 billion in potash and $3.2 billion in steelmaking materials.

Backed by its efforts, BHP has delivered strong momentum, with copper production rising 30% over the past four years. The company expects copper output in the range of 1.9–2.0 million tons in fiscal 2026.

BHP recently submitted the “Escondida New Concentrator” project to the Environmental Assessment System, a step that supports its growth agenda while addressing asset longevity. The new concentrator is designed to replace the historic Los Colorados plant as it approaches the end of its operating life. The project carries a likely investment range of $4.4-$5.9 billion and targets new capacity to produce 220-260 kt of copper annually. If advanced on schedule, that single project can represent a meaningful increment within BHP’s broader copper buildout.

BHP’s pipeline also includes exposure to U.S. copper through Resolution Copper, a joint venture owned by BHP (45%) and Rio Tinto RIO (55%). The project, located in Arizona, is positioned as one of the most significant undeveloped copper resources in the United States.

BHP’s longer-range ambition is to deliver around 2 million tons per annum of attributable copper production by the 2030s. The goal reflects a pipeline that includes projects already under execution and additional opportunities in development.

Among peers, Southern Copper Corporation SCCO produced 956,270 tons of copper in 2025. The company guides copper production at around 911,400 tons. Southern Copper maintains a strong long-term outlook, targeting a significant ramp-up in output to roughly 1.6 million tons by 2035. This implies a compound annual growth rate (CAGR) of approximately 5.3% from 2025 levels. Key growth catalysts include the Tía María, Los Chancas and Michiquillay projects in Peru, along with El Pilar and El Arco in Mexico, all of which underpin SCCO’s long-term expansion pipeline. To support this growth plan, Southern Copper intends to invest nearly $19.9 billion over the next decade. 

Copper is also a major pillar for Rio Tinto’s long-term growth strategy. Rio Tinto’s total copper production reached 883 kt in 2025, up 11% on a year-over-year basis. Rio Tinto expects copper production in the range of 800-870 kt for 2026. The company remains on track to deliver on its 3% CAGR copper production target over 2024-2033.

BHP’s Price Performance, Valuation & Estimates

BHP shares have gained 68.7% in the past year compared with the industry’s 56.1% growth.

Image Source: Zacks Investment Research

BHP is trading at a forward 12-month price/sales multiple of 3.67X, higher than the industry’s 1.60X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for BHP’s fiscal 2026 earnings is pegged at $4.95 per share, suggesting 36% year-over-year growth. The same for fiscal 2027 indicates a decline of 0.6%.

Here is how the EPS estimates for fiscal 2026 and 2027 have been revised over the past 60 days.

Image Source: Zacks Investment Research

BHP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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DuPont de Nemours, Inc. DD is expanding its FilmTec Fortilife portfolio by introducing new membrane elements aimed at improving industrial water treatment, particularly for Zero Liquid Discharge (ZLD), Minimal Liquid Discharge (MLD) and resource recovery applications. 

The company launched two new reverse osmosis membrane elements, the FilmTec Fortilife XC220 and the FilmTec Fortilife XC-Max UHP. These products are designed to help industrial users enhance water recovery while optimizing system performance under increasingly stringent environmental regulations. 

The FilmTec Fortilife XC220 operates at pressures up to 83 bar and handles brine concentrations of up to 220 g/L sodium chloride. This helps reduce downstream treatment needs, cut liquid waste and lower operating costs. It also enables efficient resource recovery in integrated MLD systems. 

The XC-Max UHP is built for ultra-high salinity and pressures up to 120 bar. It can process reject streams with TDS levels up to 250 g/L. This capability allows membrane systems to move into areas traditionally served by thermal methods like evaporation, improving efficiency and reducing energy use. 

The expansion highlights a wider industry move toward membrane-based solutions. Traditional ZLD systems depend heavily on thermal methods, while MLD technologies are gaining adoption due to their lower cost and better energy efficiency. DuPont’s new elements are designed to support this shift by delivering strong performance even under extreme conditions. 

Shares of DD are down 22% in the past year against the industry’s 21.6% growth. 

Image Source: Zacks Investment Research

DD’s Zacks Rank & Other Key Picks

DD currently carries a Zacks Rank #1 (Strong Buy).

Other top-ranked stocks in the Basic Materials space include Compass Minerals International, Inc. CMP, Johnson Matthey Plc JMPLY and Asahi Kasei Corporation AHKSY. CMP carries a Zacks Rank of #1, while JMPLY and AHKSY have a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CMP’s current fiscal-year earnings is pegged at 89 cents per share, indicating a 285.4% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing twice, with the average surprise being 34.9%.

The Zacks Consensus Estimate for JMPLY’s current-year earnings stands at $4.34 per share, implying a 13.9% year-over-year increase. Shares of JMPLY have surged 70.8% over the past year.

The Zacks Consensus Estimate for AHKSY’s current fiscal-year earnings is pegged at $1.38 per share, indicating a 7.8% year-over-year increase. Shares of AHKSY have surged 52.2% over the past year.

 

 

 

 

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Rio Tinto Group RIO shares have shot up more than 72% in the past year, outperforming the industry and the S&P 500, which have returned 56.1% and 29.9%, respectively. In comparison, the company’s peers like BHP Group Limited BHP and TMC the metals company Inc. TMC have gained 65.9% and 53.4%, respectively, over the same time frame.

RIO Outperforms Industry & S&P 500

Image Source: Zacks Investment Research

Closing at $98.26 in the last trading session, the stock is trading close to its 52-week high of $101.53 and significantly higher than its 52-week low of $55.64. It is trading above both its 50-day and 200-day moving averages, indicating solid upward momentum and confidence in the company's long-term prospects.

RIO Stock’s 50-Day & 200-Day Moving Averages

 

Image Source: Zacks Investment Research

Let’s take a look at RIO’s fundamentals to better analyze how to play the stock.

Factors Driving Rio Tinto’s Performance

The company delivered solid growth in copper production in the fourth quarter of 2025. Per the production results, RIO’s consolidated copper output rose 5% year over year in the fourth quarter. Also, its total copper production reached 883 kiloton (kt) in 2025, up 11% on a year-over-year basis. The results were supported by the solid ramp-up at the Oyu Tolgoi site and strong performance at the Kennecott mine.RIO continues to advance its project pipeline. Using its proprietary Nuton technology, the company achieved its first copper production at the Johnson Camp mine in Arizona in December 2025. This marks a significant milestone, as Nuton enables cleaner, faster and more efficient copper recovery at an industrial scale.The Johnson Camp deployment includes the design and delivery of a heap leach technology package, targeting approximately 30,000 tons of refined copper over a four-year demonstration period. RIO plans to use Nuton technology to produce copper at this site with the lowest carbon emissions in the US.Also, the company is actively collaborating with U.S. customers to strengthen the domestic copper supply. In 2026, the company expects its copper production to be 800-870 kt. In the fourth quarter, RIO’s iron ore operations in the Pilbara facility showed improvement, with shipments rising 7% from the previous year. The aluminum production also delivered encouraging results. RIO’s aluminum output rose 2% in the quarter, on a year-over-year basis, as refinery and smelter operations improved.In March 2026, Rio Tinto announced its plans to extract gallium from its alumina refining process in Quebec. After producing its first gallium with Indium Corp. in 2025, the company plans to build a pilot plant in Canada, which is expected to begin operations in 2027. The project has received conditional funding support from Natural Resources Canada and the Government of Québec. If scaled to commercial production, the facility could produce about 40 tons of gallium annually.Also, in January 2026, Rio Tinto and Aluminum Corporation of China Limited (Chalco) entered into a deal to acquire Votorantim’s controlling stake in Brazilian aluminium company CBA through a joint venture. The joint venture will be owned 33% by Rio Tinto and 67% by Chalco. The deal will help RIO to expand its green aluminium footprint and strengthen its supply chain.Several major growth projects of the company are progressing as well. In March 2026, Rio Tinto secured a $1.175 billion financing package from International Finance Corp., IDB Invest, Export Finance Australia and Japan Bank for International Cooperation to support the development of the $2.5 billion Rincon lithium project in Salta Province, Argentina. The project aims to produce about 60,000 tons of battery-grade lithium carbonate annually, with first production expected in 2028 and a 40-year mine life.In December 2025, RIO’s Rhodes Ridge joint venture approved a $191 million feasibility study to develop one of the world’s major undeveloped iron ore deposits in Western Australia, aiming for an initial annual production of 40-50 million tons. The study is expected to conclude in 2029. In October 2025, at the Simandou iron ore project in Guinea, the first ore was loaded and transported, marking the start of commissioning across the mine, rail and port infrastructure. Despite the overall solid performance, the company has faced some challenges so far in 2026. Weather-related disruptions in March 2026 affected iron ore shipments. Planned maintenance activities at some copper mining projects temporarily reduced output, while cost pressures from inflation and higher sustaining capital spending impacted margins.RIO operates in the mineral exploration and mining markets, which include major industry players like BHP Group and TMC.

RIO’s Estimate Revisions

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for RIO’s bottom line for 2026 has increased 5% in the past 60 days.

Valuation

Image Source: Zacks Investment Research

From a valuation standpoint, Rio Tinto is trading at a forward price-to-earnings ratio of 11.45X compared with the industry’s average of 14.88X. In comparison, BHP Group and TMC are trading at 15.58X and negative 14.43X, respectively.

Conclusion

Despite ongoing operational headwinds, Rio Tinto continues to make steady progress across its assets and supports a favorable long-term outlook. Increased copper production, continued advancement in major iron ore projects and improving performance in its aluminium and lithium projects are expected to support sustained growth, suggesting that investors may consider this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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DuPont de Nemours, Inc. DD recently introduced its Inge ultrafiltration (UF) modules featuring an integrated pre-filter (iP-F), representing a notable advancement in water treatment solutions. The newly launched modules integrate pre-filtration and ultrafiltration into a single unit compared with the traditional processes that need a separate pre-filtration to eliminate debris and particulates. This can lower the plant footprint along with capital and operating expenses.  

The modules maintain the same membrane materials, dimensions and drinking water certifications as existing Inge UF products, ensuring seamless compatibility and dependable performance while improving overall efficiency. They are designed for a wide range of applications, including drinking water treatment, seawater desalination and industrial processes. 

The modules with iP-F are particularly well-suited for greenfield projects. They also perform well in facility expansions. They are ideal for containerized setups where space is limited. The integrated design helps deliver stable permeate quality. It ensures strong pathogen removal. It also improves resilience to changes in feedwater conditions. It simplifies overall system design and helps protect membrane integrity over time. 

DuPont further stated that system design and performance can be evaluated using its WAVE PRO modeling software. This capability supports more accurate planning and optimization. It also aligns with the company’s broader focus on delivering innovative solutions. The emphasis remains on technologies that are space-efficient and cost-effective. 

Shares of DD are down 17% in the past year against the industry’s 25.2% growth. 

Image Source: Zacks Investment Research

DD’s Zacks Rank & Other Key Picks

DD currently carries a Zacks Rank #1 (Strong Buy).

Other top-ranked stocks in the Basic Materials space include Compass Minerals International, Inc. CMP, Johnson Matthey Plc JMPLY and Asahi Kasei Corporation AHKSY. CMP carries a Zacks Rank of #1, while JMPLY and AHKSY have a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for CMP’s current-year earnings is pegged at 89 cents per share, indicating a 285.4% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters while missing twice, with the average surprise being 34.8%.

The Zacks Consensus Estimate for JMPLY’s current-year earnings stands at $4.34 per share, implying a 13.9% year-over-year increase. Shares of JMPLY have surged 35.5% over the past year. 

The Zacks Consensus Estimate for AHKSY’s current-year earnings is pegged at $1.38 per share, indicating a 7.8% year-over-year increase. Shares of AHKSY have surged 35.5% over the past year.

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Recent performance snapshot

BHP Group (ASX:BHP) has drawn investor attention recently, with the share price around A$54.56 and total returns over the past year, past 3 months and month all in positive territory.

See our latest analysis for BHP Group.

Recent momentum has been firm, with a 7 day share price return of 6.5% and a 90 day share price return of 14.33%, while the 1 year total shareholder return of 57.87% reflects notable long term gains.

If you are looking beyond miners and want to see where else capital is moving, this is a good moment to scan 8 top copper producer stocks

With BHP trading around A$54.56, slightly above the A$53.26 analyst price target and with an intrinsic value estimate that sits well below the market price, investors now face a key question: is there still a buying opportunity here, or is the market already pricing in future growth?

Most Popular Narrative: 2% Undervalued

With BHP Group’s last close at A$54.56 versus a narrative fair value of A$55.50, the current price sits just below where the story says it should be, according to Bailey.

Data Center and AI-Driven Copper Demand: Beyond general electrification, the explosive growth of Artificial Intelligence (AI) data centers is creating a new, capital-intensive source of demand for copper. BHP’s high-quality copper portfolio (including Escondida and Copper South Australia) is positioned to serve this sector, which requires significant copper cabling and power infrastructure, potentially tightening the global supply deficit sooner than expected.

Read the complete narrative.

Want to understand why this narrative prices BHP above today’s level? It leans heavily on copper, potash and margin assumptions that reshape long term cash flows.

Result: Fair Value of A$55.50 (ABOUT RIGHT)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there are clear pressure points, including a potential structural decline in Chinese steel demand and cost or timing setbacks at big projects like Jansen that could challenge this copper and potash driven story.

Find out about the key risks to this BHP Group narrative.

Another View: Cash Flows Paint a Tougher Picture

While Bailey’s narrative fair value sits at A$55.50, our DCF model is less generous, indicating a future cash flow value of A$36.98 with BHP trading at A$54.56. That gap points to possible overvaluation. So which story do you trust more: the narrative or the cash flows?

Look into how the SWS DCF model arrives at its fair value.

BHP Discounted Cash Flow as at Apr 2026

Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out BHP Group for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 8 high quality undervalued stocks. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.

Next Steps

If this mix of optimism and caution feels familiar, that is the point. Take a closer look at the data and pressure test both sides before settling on a view, starting with 1 key reward and 1 important warning sign.

Looking for more investment ideas?

You have already done the hard work by digging into BHP, so do not stop there. Broaden your watchlist with other ideas that could sharpen your portfolio.

• Target potential value opportunities before they are widely talked about by scanning 8 high quality undervalued stocks that fit your preferred quality and pricing filters.
• Strengthen your income stream by reviewing 7 dividend fortresses that combine higher yields with business fundamentals you can scrutinize in detail.
• Reduce portfolio stress by focusing on resilience first, using 9 resilient stocks with low risk scores to spot companies with lower risk scores that still meet your return expectations.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Brazil's iron ore industry offers significant opportunities due to its status as the world's second-largest producer and the anticipated production growth by 2025. Key opportunities include meeting demand from steel, construction, and automotive sectors, supported by major projects and producers like Vale and BHP's Samarco.

Dublin, April 09, 2026 (GLOBE NEWSWIRE) — The "Brazil Iron Ore Mining to 2035" report has been added to ResearchAndMarkets.com's offering.The "Brazil Iron ore Mining to 2035" provides a comprehensive coverage of Brazil's iron ore industry. provides historical and forecast data on iron ore production, reserves by country, and world iron ore prices.

The report also includes a demand drivers section providing information on factors that are affecting the country's iron ore industry such as demand from end-use sectors including steel, construction, and automobile industries. It further profiles major iron ore producers, and information on the major active, planned, and exploration projects.Brazil is the second largest iron ore producer in the world, accounting for 16.7% of global production in 2024. The country's iron ore production is expected to have increased by 1.9% in 2025 to 437.2Mt. The growth was primarily supported by the strong production from Vale, the country's largest iron ore producer. Additionally, gradual resumption of pelletizing Plant No. 4 and ramp up of the second concentrator at BHP's Samarco mine in December 2024 further supported the country's output.Report Scope

• The report contains an overview of the India Iron ore mining industry including key demand-driving factors affecting India's iron ore mining industry. It provides detailed information on reserves, reserves by country, production, competitive landscape, major operating mines, and major exploration, and development projects.

Reasons to Buy

• An overview of the Brazil iron ore mining industry.
• Key demand driving factors affecting the Brazil iron ore mining industry.
• Detailed information on reserves, reserves by country, production, competitive landscape, major operating mines, major exploration, and development projects.

Key Topics Covered:

• Executive Summary
• Macroeconomic performance
• Iron ore reserves
• Iron ore production
• Production by company
• Iron ore prices
• Competitive landscape
• Major active mines
• Major development projects
• Major exploration projects
• Demand and trade
• Brazil Mining taxes and royalties
• Appendix

Companies Featured

• Vale
• Companhia Siderurgica Nacional (CSN)
• Anglo American

For more information about this report visit https://www.researchandmarkets.com/r/u74nvw

About ResearchAndMarkets.comResearchAndMarkets.com is the world's leading source for international market research reports and market data. We provide you with the latest data on international and regional markets, key industries, the top companies, new products and the latest trends.

CONTACT:
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BHP Group Limited BHP currently trades at a forward price-to-earnings multiple of 14.87X, at a premium to the Zacks Mining – Miscellaneous industry’s average of 14.20X.

The stock is also trading at a premium compared with miners like Rio Tinto Group RIO and Vale S.A VALE, at 11.41X and 7.77X, respectively.

Image Source: Zacks Investment Research

BHP shares have gained 43.5% in the past six months, outperforming the industry’s 24% growth. The Basic Materials Sector and S&P 500 have gained 19.3% and 2.1%, respectively. Over the same period, Rio Tinto and Vale have fared better, gaining 50.5% and 55.7% respectively.

BHP’s Performance vs. Industry, Sector, S&P 500 & Peers

Image Source: Zacks Investment Research

Against this valuation and performance backdrop, the key question for investors is whether BHP’s valuation premium is justified.

BHP’s 1H26 Performance Driven by Pricing and Cost Discipline

Revenues increased 11% to $27.9 billion, reflecting higher copper and iron ore prices in the first half of fiscal 2026. Underlying EBITDA increased 25% to $15.5 billion. Copper contributed 51% of the group's underlying EBITDA, rising to a record $8 billion. Underlying EBITDA margin was 58.4% compared with 51.1% in the comparable period last year. 

Disciplined cost control, strong operational performance and favorable commodity pricing led to a 22% year-over-year increase in underlying attributable profit to $6.2 billion.

BHP’s Production Strength Supports Full-Year Visibility

Iron ore output was 133.8 Mt in the first half of fiscal 2026, up 2% year over year. Production at Western Australia Iron Ore (WAIO) was a record 129.8 Mt (146.6 Mt on a 100% basis). WAIO continues to rank among the lowest-cost iron ore operations globally.

For fiscal 2026, BHP expects iron ore production of 258-269 Mt, with WAIO contribution at 251-262 Mt (284-296 Mt on a 100% basis). This factors in the planned renewal of Car Dumper 3 (CD3) and the ongoing tie-in activities for Rail Technology Program 1 (RTP1).  The company is already halfway through the targeted fiscal 2026 and poised to offset the impact of a typically wet third quarter. 

Over the medium term, WAIO production is expected to exceed 305 Mt annually, supported by expanded rail operation capacity unlocked by RTP1 and the Western Ridge Crusher Project. BHP is investing in a sixth car dumper and related infrastructure at Port Hedland.

BHP’s Robust Cash Flow Supports Ongoing Investment

Net operating cash flow increased 13% to $9.4 billion in the first half of fiscal 2026, driven by higher realized copper and iron ore prices. Free cash flow increased 10% to $2.9 billion, after spending $5.3 billion on capital and exploration projects. Capital and exploration spending is budgeted at $11 billion for fiscal 2026 and 2027, averaging $10 billion annually from fiscal 2028 to 2030. 

BHP’s Strategic Pivot Toward Future-Facing Commodities

To benefit from decarbonization, electrification, population growth and rising living standards in emerging markets, BHP plans to focus more on commodities such as copper and potash, allocating nearly 70% of its medium-term capital expenditure to these areas. 

BHP has achieved 30% growth in copper production in the last four years, and copper production reached 984 kt in the first half of fiscal 2026. The company’s expected copper production is 1.9-2.0 Mt for fiscal 2026.

The company submitted the "Escondida New Concentrator" project to the Environmental Assessment System as part of its ongoing efforts to grow the business. The new concentrator, with a likely investment of $4.4-$5.9 billion, will replace the historic Los Colorados plant, which is approaching the end of its operating life. BHP plans to install new capacity to produce 220 – 260 kt of copper annually.

Resolution Copper, a joint venture owned by BHP (45%) and Rio Tinto (55%), and the United States Forest Service (USFS) have announced the completion of a Federal land exchange. This milestone enables the next phase of technical work and development planning for the Resolution Copper project, which is one of the most significant undeveloped copper resources in the United States.

BHP is also advancing the Jansen Stage 1 potash project, a large-scale, low-cost, high-grade resource with a mine life exceeding 100 years. BHP is working toward its first production by mid-2027. Once operational, Jansen Stage 1 is expected to produce 4.35 million tons of potash annually. Stage 2 of the project has been 14% completed and is expected to deliver its first production in fiscal 2031. 

These investments will transform Jansen into one of the world’s largest potash mines, doubling production capacity to 8.5 million tons per year, positioning BHP as a major global producer of potash by the end of the decade.

BHP’s Earnings Reflect Growth in 2026, Dip Expected in 2027

The Zacks Consensus Estimate for BHP’s fiscal 2026 earnings is pegged at $4.95 per share, indicating 36% year-over-year growth. The estimate for fiscal 2027 is $4.93, suggesting a 0.6% dip.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for fiscal 2025 and 2026 has moved north over the past 90 days.

Image Source: Zacks Investment Research

Our Final Take on BHP Stock

BHP benefits from industry-leading iron ore assets, expanding exposure to copper and potash, and disciplined capital allocation. Investors holding BHP shares should continue to do so to benefit from the solid long-term fundamentals. However, new investors can wait for a better entry point considering the stock’s premium valuation and recent underperformance relative to peers, coupled with the earnings decline expected next year.

BHP currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report

VALE S.A. (VALE) : Free Stock Analysis Report

Rio Tinto PLC (RIO) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

USA Rare Earth, Inc. USAR shares have surged 98.6% in the past year, outperforming both the industry and the S&P 500, which have returned 56.7% and 24.6%, respectively. In comparison, the company’s peers like BHP Group Limited BHP and MP Materials MP have gained 65.3% and 107.8%, respectively, over the same time frame.

USAR Outperforms Industry & S&P 500

Image Source: Zacks Investment Research

Closing at $14.64 in the last trading session, the stock is trading below its 52-week high of $43.98 but higher than its 52-week low of $7.25. The stock is trading below both 50-day and 200-day moving averages, indicating weakness across both short and long-term trends.

USAR Stock’s 50-Day & 200-Day Moving Averages

Image Source: Zacks Investment Research

Let’s take a look at USAR’s fundamentals to better analyze how to play the stock.

Factors Driving USAR’s Performance

USAR has marked a significant milestone with the commissioning of Phase 1a of its commercial magnet production line at its Stillwater facility in Oklahoma. Due to this development, the company will be able to begin fulfilling customer orders for sintered neodymium-iron-boron (NdFeB) permanent magnets starting in the second quarter of 2026. It is worth noting that in 2025, USAR installed equipment, assembled Line 1a and prepared the facility for commissioning in 2026. The commissioning confirms the facility’s ability to operate a complex, multi-step manufacturing process at a commercial scale. The production process involves the transformation of rare earth and metallic elements into ultra-fine powder, refining it through jet milling in a controlled environment and then shaping, coating and magnetizing the material into NdFeB magnets. These high-performance magnets are used in defense, aerospace, automotive and other high-growth industries.Phase 1a is expected to ramp up to an annual run rate capacity of 600 metric tons by the end of 2026. In the quarters ahead, the addition of Phase 1b is expected to double the Stillwater facility’s total capacity to 1,200 metric tons per annum by the first quarter of 2027.Once fully operational, the Stillwater facility is expected to be one of the first large-scale NdFeB magnet plants in the United States, helping strengthen the country’s domestic rare earth supply chain. With demand for high-performance magnets rising, this milestone helps USAR tap new opportunities and support its long-term growth.USA Rare Earth also bolstered its balance sheet through PIPE financing and warrant exercises. It is worth noting that the company completed the $1.5 billion PIPE financing in January 2026. This funding is being used to make upgrades at the Stillwater plant, expand magnet finishing capabilities and complete Line 1b to increase total NdFeB magnet-producing capacity to roughly 1,200 metric tons.In March 2026, USA Rare Earth inked a deal to acquire Texas Mineral Resources Corp. in an all-stock deal worth about $73 million. This will give the company full ownership and operational control of the Round Top Project. USAR expects commercial production at Round Top to begin in 2028, with a target to process around 40,000 metric tons of rare earth and critical mineral feedstock per day by 2030. Also, USAR completed the acquisition of Less Common Metals in November 2025, which will supply critical metal and alloy feedstock for the Stillwater plant.In January 2026, USA Rare Earth entered into a non-binding Letter of Intent (the LOI) with the U.S. Department of Commerce and announced collaboration with the U.S. Department of Energy (DOE). The Department of Commerce’s CHIPS Program has provided an LOI entailing $277 million in proposed federal funding and a $1.3 billion senior secured loan under the CHIPS Act, a total of $1.6 billion. However, since its inception, USA Rare Earth has remained in the exploration and research stages, incurring losses while yet to generate any revenues. Amid its project development phase, the company has been grappling with rising operational expenses, adversely impacting its margins and profitability. In fourth-quarter 2025, USAR’s selling, general and administrative expenses increased to $18.5 million from $4.5 million in the year-ago quarter due to a rise in legal & consulting costs, higher headcount & recruiting fees, and other costs.Research and development expenses rose to $7.2 million compared with $1.4 million reported in the year-ago quarter due to an increase in employee-related expenses. The lack of revenues and elevated expenses resulted in a loss of 19 cents per share in the fourth quarter.USAR operates in the mineral exploration and mining markets, which include major industry players like BHP Group and MP Materials.

USAR’s Estimate Revisions

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for USAR’s bottom line for 2026 has decreased in the past 60 days.

Valuation

Image Source: Zacks Investment Research

From a valuation standpoint, USA Rare Earth is trading at a forward price-to-earnings ratio of a negative 24.75X against the industry average of 14.20X. In comparison, BHP Group and MP Materials are trading at 14.87X and 139.40X, respectively.

Final Take

USA Rare Earth recently commissioned Phase 1a of its commercial magnet production line at the Stillwater facility in Oklahoma. The company strengthened its strategy through the acquisition of Less Common Metals and the planned purchase of Texas Mineral Resources to secure the Round Top Project. However, it remains pre-revenue and continues to incur losses as operating and R&D expenses are rising, which is expected to weigh on this Zacks Rank #3 (Hold) company’s near-term performance.While current shareholders should hold their positions, new investors should wait for the stock to retract some of its recent gains and provide a better entry point. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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BHP Group Limited Sponsored ADR (BHP) : Free Stock Analysis Report

MP Materials Corp. (MP) : Free Stock Analysis Report

USA Rare Earth Inc. (USAR) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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• BHP Group (ASX:BHP) is shifting emphasis toward energy and resource security as global energy disruptions continue.
• Its top Australian executive highlighted that, for now, policymakers are prioritizing reliable supply over rapid decarbonization.
• BHP is still pursuing emissions cuts and renewables, but major hurdles like diesel use and haulage decarbonization remain unresolved.

For you as an investor, this highlights how a major diversified miner is balancing its role in supplying raw materials with pressure to cut emissions. ASX:BHP sits at the intersection of global commodities demand, energy reliability and climate policy, so even small shifts in emphasis can influence how its ESG profile is viewed. The focus on security of supply reflects ongoing disruptions in global energy markets and concerns around maintaining production.

Looking ahead, the tension between decarbonization goals and energy security is likely to influence BHP’s capital allocation, technology choices and engagement with regulators. Investors tracking ASX:BHP may want to monitor how the company approaches diesel reduction, haulage solutions and renewable integration, as these issues can affect long term operating costs, project timelines and access to certain pools of capital.

Stay updated on the most important news stories for BHP Group by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on BHP Group.

ASX:BHP 1-Year Stock Price Chart

Does the team leading BHP Group have what it takes? See our full breakdown of the management team’s track record and compensation.

Quick Assessment

• ⚖️ Price vs Analyst Target: At A$50.23 versus a consensus target of about A$53.68, the share price sits roughly 6% below analyst expectations.
• ❌ Simply Wall St Valuation: Shares are trading about 28.7% above the platform’s estimated fair value, which flags an overvalued status.
• ❌ Recent Momentum: The 30 day return of roughly 8.3% decline shows recent pressure on the share price.

There is only one way to know the right time to buy, sell or hold BHP Group. Head to Simply Wall St’s
company report for the latest analysis of BHP Group’s Fair Value.

Key Considerations

• 📊 The pivot toward energy security suggests capital may lean toward reliability of supply while decarbonization projects are tackled more gradually.
• 📊 Watch how A$50.23 compares to the A$53.68 target, any updates to earnings forecasts, and disclosure on diesel reduction, haulage technology and renewable spend.
• ⚠️ One flagged risk is an unstable dividend track record, which matters if higher decarbonization or energy security costs put extra pressure on future payouts.

Dig Deeper

For the full picture, including more risks and rewards, check out the
complete BHP Group analysis. Alternatively, you can visit the
community page for BHP Group to see how other investors believe this latest news will impact the company’s narrative.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

Wheaton Precious Metals Corp. (NYSE:WPM) ranks among the most profitable Canadian Stocks to buy now. On March 13, Wheaton Precious Metals Corp. (NYSE:WPM) reported fourth-quarter 2025 results, highlighting historic financial success and a significant billion-dollar streaming agreement.

The company’s revenue totaled $865 million, with net earnings of $558 million, reflecting a 533% increase from Q4 2024. Operating cash flow increased 134% year-over-year to $746 million, fueled by higher levels of production and notably higher material prices. Wheaton Precious Metals Corp. (NYSE:WPM) produced 690,000 GEOs in 2025, above the midpoint of its projection range by around 9%.

The company also mentioned a separate silver stream from BHP’s $4.3 billion shareholding in Peru’s Antamina mine. The transaction, completed on February 16, allows Wheaton Precious Metals Corp. (NYSE:WPM) to receive 33.75% of payable silver till 100 million ounces are delivered, followed by 22.5% for the mine’s life.

Wheaton Precious Metals Corp. (NYSE:WPM) is a leading precious metals streaming company, providing upfront financing to miners in exchange for long-term contracts to buy metals such as silver, gold, palladium, and cobalt at fixed costs.

While we acknowledge the potential of WPM as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 33 Stocks That Should Double in 3 Years and 15 Stocks That Will Make You Rich in 10 Years 

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Juan Andrés Morel Appointed Chairman; Henri van Rooyen Steps Down Following Years of Service

Tamarack, Minnesota–(Newsfile Corp. – March 26, 2026) – Talon Metals Corp. (TSX: TLO) (OTCID: TLOFF) ("Talon" or the "Company") announced that, effective today, its Board of Directors has appointed Juan Andrés Morel as Chairman of the Board. Mr. Morel succeeds Henri van Rooyen, who is stepping down from the role following many years of leadership and service to Talon. Mr. Morel joined Talon's Board in connection with the closing of Talon's acquisition of Eagle Mine and the associated Humboldt Mill in January 2026.

Mr. Morel brings more than 30 years of mining industry experience spanning operations, engineering, project development, and executive leadership. He is Executive Vice President and Chief Operating Officer at Lundin Mining, overseeing global operations and project development. Prior to joining Lundin Mining in 2022, he held senior operating and technical leadership roles at BHP, Antofagasta Minerals, and CODELCO.

Mr. van Rooyen has led Talon's development for more than a decade. Since being appointed Chief Executive Officer in 2012, he has shaped the Company's strategic direction, advancing the Tamarack Nickel-Copper Project from concept through expansion and into environmental review in tandem with the progression of the U.S. Department of Energy-funded North Dakota Battery Minerals Processing Facility. He also led the acquisition of the Eagle Mine and Humboldt Mill to establish a U.S. nickel-copper platform.

"Henri's contributions in guiding Talon to where it is today cannot be quantified," said Darby Stacey, CEO of Talon. "He has led tirelessly through both exciting and challenging times and has shaped the company through important stages of its development, including the recent transformational acquisition of the Eagle Mine and Humboldt Mill. Under Henri's leadership, the transition has advanced exceptionally well and ahead of schedule, leaving Talon well prepared for Juan Andrés to assume the role of Chairman. Juan Andrés brings extensive operating experience, strong technical and strategic insight, and a clear understanding of our business and industry. We look forward to working closely with him as we continue advancing Talon's strategy and building on the progress already underway."

Mr. Morel said, "I am honored to assume the role of Chairman of the Board at this important time for Talon. I want to thank Henri for his years of leadership and service. Through my role at Lundin Mining and my involvement in Talon's acquisition of the Eagle Mine and Humboldt Mill, I have had the opportunity to get to know these operations and the broader business well. Talon has a strong asset base, a clear strategic direction, and an experienced leadership team. I look forward to working closely with the Board and management team to support Talon's continued progress and long-term success."

Mr. van Rooyen said, "It has been the greatest privilege to lead Talon for the past 14 years. When we started at Tamarack, we were a small team with a dream and a highly prospective land position in the 11-mile Tamarack Intrusive Complex. Today, thanks to the extraordinary combination of unique skills, tenacity, and innovation demonstrated by our incredible Talon team, as well as the support of the Department of War, the Defense Logistics Agency, and the Department of Energy, Talon has delivered multiple discoveries, including the Vault Zone and Boulderdash, 8 miles from Eagle. During this time, the iterative Minnesota environmental review process resulted in an innovative Tamarack Nickel-Copper Project that addressed stakeholder concerns. Having long admired the achievements of the Eagle team, it is a privilege to see the pieces of a U.S. nickel-copper platform coming together at an important time for U.S. critical minerals. I have full confidence in Darby, Juan Andrés, and the entire unified 505-person Talon team to execute on the Company's strategy. Thank you to every member of the Talon family for your dedication and unwavering belief in our vision."

ABOUT TALONTalon is a TSX-listed base metals company advancing and operating high-grade nickel-copper assets in the United States, including 100% ownership of the Eagle Mine and Humboldt Mill in Michigan, the only primary nickel mine currently operating in the United States, and the Tamarack Nickel-Copper-Cobalt Project in Minnesota. Talon is in a joint venture with Rio Tinto on the high-grade Tamarack Nickel-Copper-Cobalt Project located in central Minnesota. Talon's shares are also traded in the US over the OTC market under the symbol TLOFF. The Tamarack Nickel-Copper-Cobalt Project comprises a large land position (18 km of strike length) with additional high-grade intercepts outside the current resource area. Talon has an earn-in right to acquire up to 60% of the Tamarack Nickel-Copper-Cobalt Project and currently owns 51%. Talon has a neutrality and workforce development agreement in place with the United Steelworkers union. Talon's Beulah Mineral Processing Facility in Mercer County was selected by the US Department of Energy for a US$114.8 million funding grant from the Bipartisan Infrastructure Law and the US Department of War awarded Talon a grant of US$20.6 million to support and accelerate Talon's exploration efforts in both Minnesota and Michigan. Talon has well-qualified and experienced exploration, mine permitting, mine development, operations, and community relations teams.

For additional information on Talon, please visit the Company's website at www.talonmetals.com or contact:

Media Contact:Jen Heikkila(906) 236-2580jen.heikkila@talonmetals.com

Investor Contact:Mike Kicis(647) 968-0060kicis@talonmetals.com

 

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/290158

Compass Minerals International, Inc. CMP has made an announcement to fully redeem the $150 million aggregate principal amount outstanding of its 6.750% Senior Notes due 2027 in an attempt to deleverage and strengthen its balance sheet.

This is a part of the company’s broader balance sheet transformation plan. It will redeem the notes on March 30, 2026, using cash on hand. The redemption price will be set at 100% of the principal amount, along with any accrued and unpaid interest up to, but excluding, the redemption date. This redemption highlights Compass Minerals’ focus on improving the maturity profile to benefit the company’s overall financial position.

The deleveraging plan remains a top priority for the company’s fiscal 2026 goal. It was facilitated by the company’s strong liquidity position. While the company has issued a notice of redemption through the trustee to current registered holders, the announcement does not constitute a notice under the indenture governing the 2027 Notes.

At the end of the first quarter of 2026 (its last reported quarter), the company reported a $341.7 million in liquidity, comprising of $46.7 million in cash and cash equivalents and $295.0 million of availability under its $325 million revolving credit facility. Its net debt stood at $883.6 million at the quarter’s end, up from $832.2 million at the end of the prior-year quarter.

CMP stock has rallied 157.7% over the past year against the industry’s 1.2% decline.

Image Source: Zacks Investment Research

CMP’s Zacks Rank & Other Key Picks

CMP currently sports a Zacks Rank #1 (Strong Buy).

Some other top-ranked stocks in the Basic Materials space are Agnico Eagle Mines Limited AEM, Compañía de Minas Buenaventura S.A.A. BVN and Balchem Corporation BCPC.

While AEM and BVN sport a Zacks Rank #1 each at present, BCPC carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for AEM’s 2026 earnings is pegged at $13.28 per share, indicating a rise of 60.39% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 10.77%. AEM’s shares have soared 78.2% over the past year.

The Zacks Consensus Estimate for BVN’s 2026 earnings is pinned at $3.88 per share, indicating a 17.58% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 80.4%. BVN’s shares have jumped 109% over the past year.

The Zacks Consensus Estimate for BCPC’s 2026 earnings is pinned at $5.47 per share, indicating a 6.2% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in two of the four trailing quarters, while missing it in the remaining two.

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Agnico Eagle Mines Limited (AEM) : Free Stock Analysis Report

Buenaventura Mining Company Inc. (BVN) : Free Stock Analysis Report

Balchem Corporation (BCPC) : Free Stock Analysis Report

Compass Minerals International, Inc. (CMP) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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Why BHP’s potash and energy moves matter for the stock

BHP Group (ASX:BHP) is drawing fresh attention as investors weigh its plans for a tighter global potash market, fresh comments on energy security versus decarbonization, and an upcoming CEO transition tied to copper and potash growth.

See our latest analysis for BHP Group.

BHP’s recent potash commentary, CEO succession and portfolio reshaping come as the share price sits at A$50.12, with a 9.86% 90 day share price return and a 75.02% five year total shareholder return. This suggests momentum has been building over the longer term.

If you are looking beyond a single miner and want to see how other producers are positioned for the next leg in commodities, now could be a good time to check out 8 top copper producer stocks

With BHP Trading at A$50.12, showing a 32.10% 1 year total return and sitting about 6% below the average analyst price target, is the market still underestimating its potash and copper pivot, or is it already pricing in years of growth?

Most Popular Narrative: 9.7% Undervalued

At A$50.12, the narrative fair value of A$55.50 implies upside in BHP’s potash and copper pivot that the current share price is not fully reflecting.

Significant exposure to future-facing commodities such as copper and potash positions BHP to benefit from increased demand driven by electrification, urbanization, and the global energy transition. This is likely to support long-term revenue growth.

Read the complete narrative.

Want to see what is baked into that potash and copper story? The narrative focuses on future cash flows, capital discipline and margin resilience. The full breakdown connects long life assets, new projects and long dated demand trends into one valuation pitch.

Result: Fair Value of A$55.50 (UNDERVALUED)

Have a read of the narrative in full and understand what’s behind the forecasts.

However, there is still clear downside risk if Chinese steel demand weakens faster than expected, or if Jansen faces further cost blowouts and timeline slippage.

Find out about the key risks to this BHP Group narrative.

Another Take on BHP’s Valuation

The user narrative sees BHP as 9.7% undervalued at A$50.12, using a fair value of A$55.50. On earnings, though, the picture is less forgiving. BHP trades on a 17.3x P/E, richer than the Australian metals and mining industry at 12.3x and above its own DCF estimate of A$38.96, which points to an overvalued outcome instead. For you, that raises a simple question: which story deserves more weight, the upbeat narrative or the more cautious cash flow model?

Look into how the SWS DCF model arrives at its fair value.

BHP Discounted Cash Flow as at Mar 2026

Next Steps

With a mix of optimism around BHP’s growth plans and clear risks on the table, it makes sense to check the numbers yourself and move quickly to your own view, starting with 1 key reward and 1 important warning sign

Looking for more investment ideas?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com

This article first appeared on GuruFocus.

BHP Group (NYSE:BHP) is positioning for a potentially tighter global potash market over the next decade, as steady demand growth could begin to run ahead of limited new supply and ongoing geopolitical disruptions. The company expects demand for the crop nutrient to rise around 2% to 3% annually, while supply additions remain constrained outside of its Jansen project, a dynamic that could contribute to a broader fertilizer supply shock already influenced by conflict in the Middle East. Karina Gistelinck, BHP's head of potash, indicated the market could move into deficit by 2035, noting that pressure on the supply side is expected to build over time.

• Warning! GuruFocus has detected 3 Warning Signs with BHP.
• Is BHP fairly valued? Test your thesis with our free DCF calculator.

The Jansen project in Saskatchewan is central to that outlook, with production scheduled to begin in mid-2027 and ramp up to 4.1 million tons of annual capacity within two years. A second phase could expand output to about 8.5 million tons early next decade, potentially establishing Jansen as a significant new supply source in an otherwise tight market. Gistelinck is currently in Brazil working to convert preliminary commercial agreements into binding contracts ahead of the project's startup, suggesting BHP is moving early to secure demand before volumes come online.

Brazil is expected to be a key destination, given it represents roughly 20% of global potash demand and imports nearly all of its supply, while Southeast Asia, China, India, and the US are also being targeted as major markets. At the same time, BHP acknowledged it has learned a very expensive lesson after costs for Jansen's first phase rose to $8.4 billion, exceeding earlier estimates. Despite that, the company continues to frame potash as a long-term strategic pillar, with Gistelinck describing it as the iron ore of the future, pointing to its potential to evolve into a major earnings driver over time.

(Bloomberg) — Ongoing energy disruptions will set back efforts to curb greenhouse gas emissions as nations prioritize supply security, according to one of the most senior executives at the world’s top mining company, BHP Group. 

“Geopolitical fragmentation has repositioned resources and energy from traded commodities into instruments of national power,” Geraldine Slattery, president of BHP’s Australian operations, which include vast iron ore to copper mines, said in a speech in Canberra. “Resource and energy security and affordability have overtaken supply chain decarbonization as the dominant policy priority in many major economies.”

That shift has “real implications for investment decisions, and for the pace and pathways of decarbonization,” Slattery said in the Tuesday speech.

Volatility across oil and gas markets as a result of the conflict in the Middle East and a squeeze on tanker traffic through the vital Strait of Hormuz has prompted some nations to cap fuel exports and others in Asia to turn back to coal. While there’s evidence of consumers snapping up electric cars, solar systems and other green technologies to limit reliance on fossil fuels, major industries face a far more difficult task.

Melbourne-based BHP, which has cut operational emissions more than a third from a fiscal year 2020 baseline, is switching some large sites to renewable energy and deploying electric equipment, including giant haul trucks. Still, the producer faces challenges in significantly curbing its use of diesel-powered vehicles and told investors last year that spending on decarbonization would slow until the 2030s to reflect the sluggish development of technology.

Rio Tinto Group, another major miner, in December revised its forecast spending on emissions cuts through 2030 to $1 billion to $2 billion, from a previous estimate of $5 billion to $6 billion. 

“Decarbonizing large industrial sectors depends on technologies that are not yet commercially viable at scale, rely on immature supply chains, or lack established markets,” Slattery said. “Diesel displacement in large-scale haulage and fugitive emissions from coal mining remain technically and commercially difficult to address.”

More stories like this are available on bloomberg.com

©2026 Bloomberg L.P.

POSCO Holdings Inc. PKX is advancing its battery materials strategy through its subsidiary POSCO Future M. The company is developing natural graphite anode materials using methane gas as an alternative carbon source.  

POSCO Future M recently signed a memorandum of understanding (MOU) with U.S.-based Molten for jointly developing key raw materials for natural graphite anode material. The company is specifically leveraging Molten’s methane-based graphite production technology, where methane is thermally decomposed at high temperatures into hydrogen and solid carbon. This solid carbon can then be engineered into high-purity graphite suitable for lithium-ion battery anodes. 

This initiative aims to replace conventional coal and petroleum-based feedstocks with methane, enabling a cleaner and potentially more cost-efficient production process for lithium-ion battery anodes. The process reduces reliance on carbon-intensive inputs and avoids many of the emissions associated with traditional graphite production methods. 

The use of methane is expected to significantly lower the carbon intensity of graphite production while improving scalability, aligning with the rising demand for sustainable EV battery supply chains. The approach could also enhance cost competitiveness given methane’s relative abundance and stable supply compared with traditional raw materials. It supports efforts to diversify supply chains away from China-dominated graphite markets. 

The project aligns with POSCO’s ambition to build a fully integrated battery materials ecosystem spanning raw material sourcing, refining and advanced material manufacturing. Innovations such as methane-based graphite production position POSCO Future M to strengthen its role in next-generation anode technology.  

Shares of PKX are up 12.5% over the past year against the industry’s 4.1% fall. 

Image Source: Zacks Investment Research

PKX Zacks Rank & Key Picks

PKX currently carries a Zacks Rank of #3 (Hold).

Some better-ranked stocks in the Basic Materials space are DuPont de Nemours, Inc. DD, Compass Minerals International, Inc. CMP and Carpenter Technology Corporation CRS. DD and CMP sport a Zacks Rank of #1 (Strong Buy), while CRS carries a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for DD’s current fiscal-year earnings stands at $2.28 per share, reflecting a 36% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%. 

The Zacks Consensus Estimate for CMP’s current fiscal-year earnings is pegged at 89 cents per share, indicating a 285.42% year-over-year rise. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 35%. 

The Zacks Consensus Estimate for CRS’s current fiscal-year earnings is pegged at $10.28 per share, indicating a 37.43% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 9.23%. 

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research

Company Announces Full Redemption of 6.750% Senior Notes due 2027

OVERLAND PARK, Kan., March 24, 2026–(BUSINESS WIRE)–Compass Minerals International, Inc. (NYSE: CMP) ("Compass Minerals" or the "Company") has accelerated its ongoing balance sheet transformation and deleveraging plan with today’s announcement that the Company has issued a notice of full redemption for the $150 million aggregate principal amount outstanding of its 6.750% Senior Notes due 2027 (the "2027 Notes").

Peter Fjellman, chief financial officer, commented, "One of our top priorities for fiscal 2026 is to execute on a decisive deleveraging plan. We are pleased to use our strong liquidity to pay down this debt ahead of schedule. This redemption and the resulting improved maturity profile demonstrate our commitment to improving the company’s financial position."

The 2027 Notes will be redeemed on March 30, 2026 (the "Redemption Date") with cash on hand at a redemption price equal to 100% of the principal amount thereof, plus accrued and unpaid interest thereon to, but excluding, the Redemption Date.

A notice of redemption was sent by the trustee for the 2027 Notes to all currently registered holders of such 2027 Notes. This press release does not constitute a notice of redemption under the indenture governing the 2027 Notes.

About Compass Minerals

Compass Minerals (NYSE: CMP) is a leading global provider of essential minerals focused on safely delivering where and when it matters to help solve nature’s challenges for customers and communities. The company’s salt products help keep roadways safe during winter weather and are used in numerous other consumer, industrial, chemical and agricultural applications. Its plant nutrition products help improve the quality and yield of crops while supporting sustainable agriculture. Compass Minerals operates 11 production and packaging facilities with more than 1,800 employees throughout the U.S., Canada and the U.K. Visit compassminerals.com for more information about the company and its products.

Forward-Looking Statements and Other Disclaimers

This press release may contain forward-looking statements. These statements are based on the Company’s current expectations, estimates and projections and involve risks and uncertainties that could cause the Company’s actual results to differ materially. The differences could be caused by several factors including those factors identified in the "Risk Factors" and "Management’s Discussion and Analysis of Financial Condition and Results of Operations" sections of the Company’s Annual and Quarterly Reports on Forms 10-K and 10-Q, including any amendments, as well as the Company’s other SEC filings. Opinions expressed are current opinions as of the date hereof. Investors are cautioned not to place undue reliance on such forward-looking statements and should rely on their own assessment of an investment. The Company undertakes no obligation to update any forward-looking statements made in this press release to reflect future events or developments, except as required by law.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260324064880/en/

Contacts

Investor Contact Brent CollinsVice President, Treasurer & Investor Relations+1.913.344.9111InvestorRelations@compassminerals.com

Media Contact Kevin GabrielSenior Director, Corporate Affairs+1.913.344.9265MediaRelations@compassminerals.com

BASF SE BASFY has commenced operations at the world’s first industrial-scale production plant for 3D-printed catalysts at its Ludwigshafen site in Germany, marking a major step forward in catalyst manufacturing and the integration of additive manufacturing into core chemical processes. The facility is based on the company’s ground-breaking X3D technology. 

The plant produces catalysts with precisely engineered three-dimensional geometries that combine high mechanical strength with an open structure. This design significantly improves mass transfer and reduces pressure drop within reactors, enabling higher throughput and more efficient operations. This enables higher yields, lower energy use and reduced emissions, supporting stricter sustainability goals. 

A key differentiator of BASF’s X3D technology is its ability to create complex catalyst shapes that are not achievable through traditional manufacturing methods such as extrusion or tableting. This design flexibility allows for tailored solutions that optimize flow dynamics and reaction conditions for specific industrial applications. 

The startup of the Ludwigshafen facility marks an important milestone in BASF’s innovation and digitalization journey. It enables faster scaling of customized catalyst solutions, shortens development cycles and enhances the company’s ability to serve global customers with differentiated products. 

The new plant reinforces BASF’s position in the high-value catalyst market and highlights its commitment to enabling more sustainable and efficient chemical production. 

Shares of BASFY are down 1.8% over the past year compared with the industry’s 7.1% decline. 

Image Source: Zacks Investment Research

BASFY’s Zacks Rank & Key Picks

BASFY carries a Zacks Rank of #3 (Hold). 

Better-ranked stocks in the Basic Materials space include DuPont de Nemours, Inc. DD, Compass Minerals International, Inc. CMP and Johnson Matthey plc JMPLY. DD and CMP sport a Zacks Rank of #1 (Strong Buy), while JMPLY carries a Zacks Rank of #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for DD’s current fiscal-year earnings stands at $2.28 per share, implying a 36% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 6.5%. 

The Zacks Consensus Estimate for CMP’s current fiscal-year earnings is pegged at 89 cents per share, indicating a 285.42% year-over-year rise. Its earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average earnings surprise being 35%. 

The Zacks Consensus Estimate for JMPLY’s current fiscal-year earnings is pegged at $3.32 per share, indicating a 13% year-over-year decrease. Shares of JMPLY have jumped 30.2% over the past year.

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BASF SE (BASFY) : Free Stock Analysis Report

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Johnson Matthey PLC (JMPLY) : Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

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BHP Group’s fair value estimate has shifted from A$51.98 to A$52.50, putting a small spotlight on how analysts are recalibrating their expectations. This move sits within a wide spread of ratings from Sell to Buy, with price targets in multiple currencies reflecting different views on how well BHP’s current share price lines up with its commodity exposure and earnings power. Read on to see how these changing targets fit into the broader story and what you can watch to keep up with the evolving narrative.

Analyst Price Targets don't always capture the full story. Head over to our Company Report to find new ways to value BHP Group.

What Wall Street Has Been Saying 🐂 Bullish Takeaways

• Argus set a US$90 price target, up from US$68, and keeps a Buy rating, highlighting long term fundamentals and an improving outlook as Chinese economic conditions are described as stabilizing.
• Barclays lifted its target to 2,770 GBp from 2,500 GBp with an Equal Weight rating, while Citi moved to 2,800 GBp from 2,600 GBp and stays Neutral, signaling that several firms see room in their models for higher valuation support.
• Deutsche Bank pushed its target to 2,400 GBp from 2,350 GBp and keeps a Hold rating, reflecting incremental adjustments rather than a sharp reset of expectations.

🐻 Bearish Takeaways

• Berenberg raised its target to 2,600 GBp from 2,300 GBp but maintains a Sell rating, underscoring concern that the current share price still screens as demanding against its assumptions.
• JPMorgan most recently trimmed its target to 2,500 GBp from 2,650 GBp and remains Neutral, pointing to a more cautious stance after earlier upward revisions.
• Bernstein reduced its target to US$48 from US$49.50 and keeps a Market Perform rating, stressing that commodity selection and valuation are central to return potential in large miners like BHP.

Do your thoughts align with the Bull or Bear Analysts? Perhaps you think there's more to the story. Head to the Simply Wall St Community to discover more perspectives!

ASX:BHP 1-Year Stock Price Chart

We've flagged 1 risk for BHP Group. See which could impact your investment.

What's in the News

• BHP is reported to be waiting on the outcome of Rio Tinto's talks to acquire Glencore and is not currently planning a rival bid, according to sources cited by Reuters.
• Rio Tinto's discussions to purchase Glencore are described as putting BHP under pressure to respond, with the potential deal viewed as a possible catalyst for large scale transactions in 2026.
• BHP and Rio Tinto have agreed non binding memoranda of understanding to study joint extraction of up to 200 million tonnes of iron ore from neighbouring Pilbara deposits, including potential processing of BHP ore through Rio Tinto facilities.
• BHP updated cost and schedule estimates for the Jansen Stage 1 potash project to a total expected investment of US$8.4b and first production timing in mid 2027, and reported quarterly and half year copper and iron ore production to 31 December 2025.

How This Changes the Fair Value For BHP Group

• Fair value estimate in A$ terms has adjusted from A$51.98 to A$52.50.
• Assumed revenue growth rate in US$ terms has shifted from 0.74% to 0.90%.
• Forecast net profit margin has moved from 24.60% to 24.42%.
• Future P/E multiple has changed from 17.44x to 17.57x.
• Discount rate has edged from 8.33% to 8.31%.

Never Miss an Update: Follow The Narrative

Narratives link BHP Group's business story to analyst forecasts and fair value in one place. They refresh as new earnings, project updates, and commodity news are incorporated.

Head over to the Simply Wall St Community and follow the Narrative on BHP Group to stay up to date on:

• How copper and potash projects are expected to tie into decarbonization and electrification demand.
• What long life, low cost assets and disciplined capital management could mean for earnings resilience and cash flow.
• Key risks around iron ore concentration, China exposure, project execution, regulation, inflation, and ESG pressures.

This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include BHP.AX.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com