Analyst Consensus ?
ConsensusBuy24 ratings
Bullish1562.5%
Neutral937.5%
Bearish00.0%
Barrick Mining Corporation · B · FY2024 Q4 · Calendar Q1 2025
Barrick Q4 analysis: stronger profitability, projects advance
The supplied analysis supports a constructive operating thesis: stronger profitability, reserve replacement and project advancement offset political, execution, safety and commodity-price risks.
Reported Before market openNYSEBasic Materials
$67.19B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
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Consensus $0.45
EPS surprise
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Reported versus consensus
Reported revenue
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Consensus $395.0M
Revenue surprise
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Reported versus consensus
Market reaction
unavailable
Stock move
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Event window
SPY move
—
Same window
Abnormal move
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Stock minus SPY
Volume
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Versus trailing sessions
Subsequent drift
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Up to 20 sessions
BSPY benchmark
Ask FN2 about B FY2024 Q4
Transcript, numbers and history already loaded
How did the market react to B FY2024 Q4 earnings, and why?What changed in B's guidance and outlook in FY2024 Q4?Give me the bull and bear case for B after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
The current analysis places greater emphasis on reserve replacement, buybacks and advancing Fourmile, Lumwana and Reko Diq, while Mali and project-funding risks remain important concerns.
Guidance delta
Maintained; no new guidance change was supplied.
Key takeaways
- The supplied analysis reports EBITDA up 30% and adjusted EPS up 50% year over year, with record net earnings for the decade.
- Reserve replacement exceeded targets, while Fourmile, Lumwana and Reko Diq remained central growth projects.
- Management's constructive outlook is tempered by Mali-related risks, project funding and execution risks, commodity-price volatility, and safety concerns.
Management priorities
- Advance the Fourmile pre-feasibility study.
- Progress the Lumwana super-pit expansion and Reko Diq development.
- Maintain reserve replacement, capital discipline and operational safety.
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Analyst 52W Price Targets
$40.82Current
$38Low
$47.81Average
$57High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 18, 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 |
|---|---|---|---|---|
| CIBC | Neutral | Outperform | Downgrade | Oct 16, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 16, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Sep 9, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Aug 14, 2026 |
| Barclays | Equal Weight | Equal Weight | Maintain | Aug 13, 2026 |
| Scotiabank | Sector Outperform | Sector Outperform | Maintain | Aug 12, 2026 |
| B of A Securities | Buy | Buy | Maintain | Aug 11, 2026 |
| UBS | Buy | Buy | Maintain | Jun 30, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Feb 18, 2026 |
| Citigroup | Neutral | Neutral | Maintain | Feb 9, 2026 |
| Freedom Broker | Buy | Buy | Maintain | Oct 9, 2025 |
| Raymond James | Outperform | Outperform | Maintain | Sep 22, 2025 |
| Truist Securities | Hold | Hold | Maintain | Oct 8, 2024 |
| DA Davidson | Neutral | Buy | Downgrade | Oct 7, 2024 |
| Oppenheimer | Outperform | Outperform | Maintain | Jun 14, 2024 |
| Wolfe Research | Perform | Peer Perform | Maintain | Oct 11, 2022 |
| Alembic Global | Neutral | Overweight | Downgrade | Apr 11, 2022 |
| SunTrust Robinson Humphrey | Hold | Hold | Maintain | Jul 15, 2020 |
| Sidoti & Co. | Buy | Buy | Maintain | Mar 19, 2020 |
| Baird | Neutral | Neutral | Maintain | Jul 30, 2018 |
| Deutsche Bank | Buy | Buy | Maintain | Sep 8, 2017 |
| Jefferies | Buy | Buy | Maintain | Aug 1, 2016 |
| Drexel Hamilton | Buy | Buy | Maintain | Jul 10, 2013 |
| Keybanc | Buy | Hold | Upgrade | Mar 11, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $40.82. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| CIBC | Analyst unavailable | $49 | $40.55 | +20.0% | Oct 16, 2026 |
| Bernstein | Bob Brackett | $56.5 | $44.1 | +38.4% | Sep 9, 2026 |
| Barclays | Analyst unavailable | $42 | $41.24 | +2.9% | Aug 13, 2026 |
| Scotiabank | Tanya Jakusconek | $55 | $41.09 | +34.7% | Aug 12, 2026 |
| CIBC | Analyst unavailable | $57 | $41 | +39.6% | Aug 12, 2026 |
| Barclays | Analyst unavailable | $39 | $35.89 | -4.5% | Jul 15, 2026 |
| Scotiabank | Analyst unavailable | $57 | $36.47 | +39.6% | Jul 14, 2026 |
| RBC Capital | Analyst unavailable | $49 | $36.51 | +20.0% | Jul 9, 2026 |
| Barclays | Richard Garchitorena | $41 | $41.24 | +0.4% | May 21, 2026 |
| UBS | Analyst unavailable | $54 | $45.92 | +32.3% | May 12, 2026 |
| CIBC | Analyst unavailable | $63 | $41.16 | +54.3% | Apr 21, 2026 |
| UBS | Analyst unavailable | $50 | $38.59 | +22.5% | Mar 27, 2026 |
| UBS | Analyst unavailable | $55 | $45.66 | +34.7% | Feb 6, 2026 |
| CIBC | Analyst unavailable | $71 | $45.47 | +73.9% | Feb 4, 2026 |
| UBS | Analyst unavailable | $59 | $47.49 | +44.5% | Jan 30, 2026 |
| Scotiabank | Analyst unavailable | $63 | $52.9 | +54.3% | Jan 26, 2026 |
| Jefferies | Analyst unavailable | $55 | $41.04 | +34.7% | Dec 7, 2025 |
| BNP Paribas | Alan Spence | $50 | $40.91 | +22.5% | Dec 5, 2025 |
| UBS | Analyst unavailable | $47 | $41.34 | +15.1% | Dec 1, 2025 |
| Raymond James | Brian MacArthur | $42 | $39.54 | +2.9% | Nov 25, 2025 |
| RBC Capital | Analyst unavailable | $40 | $32.48 | -2.0% | Oct 27, 2025 |
| Scotiabank | Analyst unavailable | $43 | $31.53 | +5.3% | Oct 23, 2025 |
| UBS | Analyst unavailable | $39 | $34.68 | -4.5% | Oct 16, 2025 |
| CIBC | Analyst unavailable | $50 | $32.74 | +22.5% | Oct 10, 2025 |
| Raymond James | Analyst unavailable | $40 | $33.04 | -2.0% | Oct 10, 2025 |
| RBC Capital | Josh Wolfson | $38 | $35.36 | -6.9% | Sep 22, 2025 |
| UBS | Analyst unavailable | $35 | $30.07 | -14.3% | Sep 19, 2025 |
| Raymond James | Analyst unavailable | $32 | $29.46 | -21.6% | Sep 18, 2025 |
| Scotiabank | Tanya Jakusconek | $26 | $24 | -36.3% | Aug 13, 2025 |
| D.A. Davidson | Matt Summerville | $47.5 | $46.78 | +16.4% | Oct 28, 2024 |
| Truist Financial | Michael Ciarmoli | $47.5 | $46.48 | +16.4% | Oct 8, 2024 |
| Truist Financial | Michael Ciarmoli | $38 | $40.06 | -6.9% | Oct 4, 2024 |
| D.A. Davidson | Matt Summerville | $52 | $39.82 | +27.4% | Jul 30, 2024 |
| Oppenheimer | Christopher Glynn | $48 | $39.19 | +17.6% | Jun 14, 2024 |
| D.A. Davidson | Matt Summerville | $48 | $38.42 | +17.6% | Jun 13, 2024 |
| D.A. Davidson | Matt Summerville | $45 | $33.39 | +10.2% | Apr 18, 2024 |
| Oppenheimer | Analyst unavailable | $48 | $41.02 | +17.6% | Nov 29, 2022 |
| Truist Financial | Michael Ciarmoli | $29 | $31.01 | -29.0% | Oct 12, 2022 |
| Truist Financial | Analyst unavailable | $41 | $36.72 | +0.4% | Apr 19, 2022 |
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Start freeCompany context
Snapshot as of publicationBarrick Mining Corporation primarily focuses on the entire lifecycle of mineral assets, from their initial discovery and subsequent development to their extraction and eventual sale. The company actively explores for a variety of commodities, including precious metals like gold and silver, industrial metals such as copper, and other materials used for energy production. Previously identified as Barrick Gold Corporation, the organization officially adopted its current name, Barrick Mining Corporation, in May 2025. The company was founded in 1983 and has its corporate headquarters situated in Toronto, Canada.
Historical context
All B earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| AA Alcoa Corporation | FY2026 Q3 · Calendar Q4 2026 | +20.5% | +7.2% | Alcoa: Strong Q3 execution, with safety and transaction risks ahead |
Latest beats and misses
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Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-01-31T00:02:21.945983+00:00
- Polygon adjusted daily market bars · 2026-10-18T05:10:42.392249+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-18T05:10:42.389628+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 2026-10-18. For educational purposes only; not investment advice.