Analyst Consensus ?
ConsensusBuy12 ratings
Bullish758.3%
Neutral541.7%
Bearish00.0%
Alamos Gold Inc. · AGI · FY2026 Q2 · Calendar Q3 2026
Alamos keeps production outlook while costs rise and projects advance
The quarter supports a constructive operating trajectory: Alamos maintained its production outlook and highlighted organic growth and exploration upside, but higher costs and execution risks remain important constraints.
Reported After market closeNYSEBasic Materials
$11.49B market cap
100quality score
Earnings scorecard
Reported versus consensus
Reported EPS
$0.59
Consensus $0.52
EPS surprise
+13.5%
Reported versus consensus
Reported revenue
$594.1M
Consensus $593.6M
Revenue surprise
+0.1%
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-0.6%
Event window
SPY move
+1.7%
Same window
Abnormal move
-2.3%
Stock minus SPY
Volume
2.2×
Versus trailing sessions
Subsequent drift
+33.4%
Up to 20 sessions
AGISPY benchmark
Ask FN2 about AGI FY2026 Q2
Transcript, numbers and history already loaded
Why did AGI fall 0.6% after beating EPS estimates in FY2026 Q2?What changed in AGI's guidance and outlook in FY2026 Q2?Give me the bull and bear case for AGI after FY2026 Q2 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Management kept the production outlook unchanged while acknowledging higher costs driven by contractor inflation and workforce retention. The discussion also emphasized progress on the Island Gold shaft, Magino expansion, Lynn Lake and exploration, alongside operational issues at Young-Davidson and La Yaqui Grande.
Guidance delta
Production guidance was maintained; cost guidance increased.
Key takeaways
- Management emphasized organic growth rather than near-term acquisitions.
- Island Gold exploration and infrastructure remain central to the longer-term growth plan.
- Operational updates were constructive overall, but cost inflation and execution remain the main offsets.
- Longer leach cycles were described as a timing issue for cash flow rather than an ounces-loss issue.
Management priorities
- Advance the Island Gold shaft and Magino mill expansion.
- Build out Lynn Lake and continue development of organic growth projects.
- Restore underground mining performance at Young-Davidson while managing seismic risk.
- Continue exploration around Island Gold and other priority zones.
- Monitor leach-pad operations and manage contractor and labor pressures.
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Try FN2 freeEarnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$27.45Current
$18Low
$43.8Average
$60High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 31, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| RBC Capital | Outperform | Outperform | Maintain | Sep 16, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 9, 2026 |
| Jefferies | Buy | Buy | Maintain | Jul 6, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Feb 6, 2026 |
| Credit Suisse | Neutral | Outperform | Downgrade | Jan 16, 2020 |
| Desjardins | Buy | Hold | Upgrade | Jun 7, 2018 |
| Raymond James | Outperform | Market Perform | Upgrade | Jun 27, 2016 |
| Canaccord Genuity | Hold | Buy | Downgrade | May 3, 2016 |
| Scotia Howard Weil | Outperform | Sector Perform | Upgrade | Aug 11, 2015 |
| Mackie Research | Hold | Hold | Maintain | Apr 1, 2014 |
| Jacob Securities | Hold | Buy | Downgrade | Nov 1, 2013 |
| Macquarie | Neutral | Outperform | Downgrade | Jul 29, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $27.45. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| RBC Capital | Analyst unavailable | $42 | $29.68 | +53.0% | Jul 9, 2026 |
| Scotiabank | Ovais Habib | $60 | $39.62 | +118.6% | Feb 6, 2026 |
| Scotiabank | Ovais Habib | $55 | $44.36 | +100.4% | Jan 26, 2026 |
| Jefferies | Fahad Tariq | $49 | $36.08 | +78.5% | Dec 7, 2025 |
| Scotiabank | Analyst unavailable | $50 | $32.42 | +82.1% | Oct 23, 2025 |
| RBC Capital | Josh Wolfson | $18 | $14.76 | -34.4% | Apr 23, 2024 |
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Start freeCompany context
Snapshot as of publicationAlamos Gold Inc. operates as a gold producer in Canada and Mexico. It primarily explores for gold deposits. The company was founded in 2003 and is based in Toronto, Canada.
Historical context
All AGI earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| LYB LyondellBasell Industries N.V. | FY2026 Q3 · Calendar Q4 2026 | -1.2% | +5.0% | LyondellBasell Q3 Earnings: Strong Cash Flow, Cautious Outlook |
| VALE Vale S.A. | FY2026 Q3 · Calendar Q4 2026 | -24.6% | +1.9% | Vale balances cost resilience with iron-ore and copper execution risks |
| TECK Teck Resources Limited | FY2026 Q3 · Calendar Q4 2026 | +26.4% | +1.1% | Teck posts strong Q3 as copper growth offsets merger and labor risks |
Latest beats and misses
Who reports nextBeat on EPS
- CVXFY2026 Q3 · October 30, 2026+8.4% EPS+1.8% move
- BTSGFY2026 Q3 · October 30, 2026+14.2% EPS+11.1% move
- EXCFY2026 Q3 · October 30, 2026+10.4% EPS+0.5% move
- ABBVFY2026 Q3 · October 30, 2026+2.4% EPS+1.4% move
- GDFY2026 Q3 · October 30, 2026+9.0% EPS+0.5% move
- MGAFY2026 Q3 · October 30, 2026+15.8% EPS-1.4% move
Missed on EPS
- LYBFY2026 Q3 · October 30, 2026-1.2% EPS+5.0% move
- CCJFY2026 Q3 · October 30, 2026-101.4% EPS-7.9% move
- VALEFY2026 Q3 · October 29, 2026-24.6% EPS+1.9% move
- DLR-PLFY2026 Q3 · October 29, 2026-8.4% EPS— move
- DLR-PKFY2026 Q3 · October 29, 2026-8.4% EPS— move
- AMZNFY2026 Q3 · October 29, 2026-4.1% EPS-1.6% move
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Sources
- Earnings call transcript and parsed analysis · 2026-07-30T19:06:49.351482+00:00
- FN2 earnings calendar · 2026-09-03T01:23:14.877038+00:00
- Polygon adjusted daily market bars · 2026-10-31T13:10:44.321534+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-31T13:10:44.318887+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-31. For educational purposes only; not investment advice.