Analyst Consensus ?
ConsensusHold31 ratings
Bullish1341.9%
Neutral1135.5%
Bearish722.6%
Iamgold Corporation · IAG · FY2024 Q4 · Calendar Q1 2025
IAMGOLD: Ramp-up progress meets operational and balance-sheet risks
The supplied analysis provides evidence for an improving operating trajectory as Côté Gold ramps up and management targets stronger throughput and cost performance. The case remains conditional because execution, capital intensity, debt reduction, gold prices and geopolitical exposure could offset those improvements.
Reported After market closeNYSEBasic Materials
$9.28B market cap
80quality score
Earnings scorecard
Reported versus consensus
Reported EPS
—
Consensus $0.17
EPS surprise
—
Reported versus consensus
Reported revenue
—
Consensus $530.4M
Revenue surprise
—
Reported versus consensus
Market reaction
event-close to next-session close
Stock move
-9.4%
Event window
SPY move
-1.7%
Same window
Abnormal move
-7.6%
Stock minus SPY
Volume
1.5×
Versus trailing sessions
Subsequent drift
+5.6%
Up to 20 sessions
IAGSPY benchmark
Ask FN2 about IAG FY2024 Q4
Transcript, numbers and history already loaded
What drove IAG's -9.4% move after FY2024 Q4 earnings?What changed in IAG's guidance and outlook in FY2024 Q4?Give me the bull and bear case for IAG after FY2024 Q4 earnings.
Free account. Your question opens in FN2 with this report's transcript and numbers attached.
Transcript intelligence
What changed
Relative to the prior-quarter analysis, the current analysis places greater weight on the scale of the production ramp-up, resource growth and balance-sheet actions, while continuing to flag equipment reliability, debt and operating-region risks.
Guidance delta
Management's guidance stance was maintained, with emphasis on production ramp-up, cost improvement, capital spending and debt repayment.
Key takeaways
- The current analysis describes stronger production and financial performance, led by the Côté Gold ramp-up.
- Management's priorities center on throughput, cost control, exploration and balance-sheet improvement.
- The thesis is supported by operational growth, but depends on execution, gold prices and regional conditions.
Management priorities
- Increase Côté Gold throughput and complete related crusher work.
- Advance exploration and resource development at Nelligan, Monster Lake and Essakane.
- Execute mine investment plans while using debt repayment to improve the capital structure.
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Estimate
Beat
Miss
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Analyst 52W Price Targets
$16.26Current
$2.75Low
$13.64Average
$25High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 26, 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 |
|---|---|---|---|---|
| Freedom Broker | Buy | Buy | Maintain | Oct 22, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Sep 16, 2026 |
| Scotiabank | Sector Perform | Sector Perform | Maintain | Aug 12, 2026 |
| B of A Securities | Buy | Buy | Maintain | Jul 9, 2026 |
| Raymond James | Market Perform | Market Perform | Maintain | Oct 10, 2025 |
| CIBC | Outperform | Outperform | Maintain | Oct 10, 2025 |
| RBC Capital Mkts | Outperform | Sector Perform | Upgrade | Sep 10, 2025 |
| Canaccord Genuity | Buy | Hold | Upgrade | Oct 22, 2024 |
| National Bank Financial Inc | Outperform | Sector Perform | Upgrade | Oct 10, 2024 |
| BMO Capital | Outperform | Outperform | Maintain | Apr 5, 2024 |
| TD Securities | Buy | Buy | Maintain | Aug 14, 2023 |
| Credit Suisse | Underperform | Neutral | Downgrade | May 4, 2022 |
| GMP Securities | Hold | Buy | Downgrade | Jul 23, 2019 |
| Macquarie | Outperform | Neutral | Upgrade | Jan 22, 2019 |
| Desjardins | Hold | Buy | Downgrade | Jun 7, 2018 |
| Bank of America | Buy | Neutral | Upgrade | Apr 13, 2018 |
| Paradigm Capital | Buy | Hold | Upgrade | Jul 18, 2016 |
| Scotia Howard Weil | Underperform | Sector Perform | Downgrade | May 18, 2016 |
| Mackie Research | Sell | Hold | Downgrade | Feb 19, 2016 |
| Goldman Sachs | Neutral | Sell | Upgrade | Feb 12, 2016 |
| HSBC | Reduce | Buy | Downgrade | Oct 26, 2015 |
| National Bank Financial | Sector Perform | Outperform | Downgrade | Jan 22, 2015 |
| Barclays | Underweight | Underweight | Maintain | Nov 14, 2014 |
| Societe Generale | Sector Perform | Sector Perform | Maintain | Aug 18, 2014 |
| Dundee | Sell | Neutral | Downgrade | Jan 22, 2014 |
| Clarus Securities | Hold | Buy | Downgrade | Jan 21, 2014 |
| Morgan Stanley | Underweight | Equal Weight | Downgrade | Nov 26, 2013 |
| Roth Capital | Neutral | Buy | Downgrade | Nov 6, 2013 |
| Global Hunter Securities | Buy | Buy | Maintain | Jun 14, 2013 |
| Stifel Nicolaus | Hold | Buy | Downgrade | Jan 24, 2013 |
| Stifel | Hold | Buy | Downgrade | Jan 24, 2013 |
Named analyst price targets
Upside is calculated against the persisted current price $16.26. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| CIBC | Analyst unavailable | $25 | $18.29 | +53.8% | Oct 16, 2026 |
| Jefferies | Fahad Tariq | $24 | $20.5 | +47.6% | Aug 20, 2026 |
| Scotiabank | Analyst unavailable | $22 | $14.98 | +35.3% | Jul 14, 2026 |
| RBC Capital | Analyst unavailable | $20 | $15.34 | +23.0% | Jul 9, 2026 |
| Scotiabank | Analyst unavailable | $25 | $23.21 | +53.8% | Feb 25, 2026 |
| CIBC | Analyst unavailable | $34 | $18.83 | +109.1% | Feb 4, 2026 |
| Scotiabank | Analyst unavailable | $23 | $21.67 | +41.5% | Jan 26, 2026 |
| Scotiabank | Tanya Jakusconek | $15 | $11.98 | -7.7% | Oct 23, 2025 |
| CIBC | Analyst unavailable | $19 | $12.7 | +16.9% | Oct 10, 2025 |
| Raymond James | Analyst unavailable | $13 | $12.59 | -20.0% | Oct 10, 2025 |
| RBC Capital | Analyst unavailable | $14 | $10.02 | -13.9% | Sep 9, 2025 |
| Raymond James | Analyst unavailable | $8 | $5.63 | -50.8% | Apr 4, 2025 |
| CIBC | Analyst unavailable | $8.4 | $6.2 | -48.3% | Mar 20, 2025 |
| Bank of America Securities | Lawson Winder | $6.4 | $4.94 | -60.6% | Sep 3, 2024 |
| Scotiabank | Tanya Jakusconek | $4.5 | $3.83 | -72.3% | Jun 6, 2024 |
| BMO Capital | Jackie Przybylowski | $5 | $3.83 | -69.2% | Jun 5, 2024 |
| BMO Capital | Jackie Przybylowski | $4.5 | $4.06 | -72.3% | May 10, 2024 |
| BMO Capital | Jackie Przybylowski | $4.25 | $3.6 | -73.9% | Apr 5, 2024 |
| RBC Capital | Wayne Lam | $2.75 | $2.32 | -83.1% | Sep 12, 2023 |
| Loop Capital Markets | Jackie Przybylowski | $3.25 | $2.93 | -80.0% | May 1, 2023 |
| Bank of America Securities | Lawson Winder | $1.65 | $1.22 | -89.9% | Oct 19, 2022 |
| Raymond James | Analyst unavailable | $2.25 | $2.04 | -86.2% | May 4, 2022 |
Track every rating change on IAG the moment it posts. Free to start.
Start freeCompany context
Snapshot as of publicationIAMGOLD Corp. engages in the exploration, development and production of gold and mineral resource properties. It owns and operates the Westwood mine in Quebec and the Cote Gold project, a development project located in Ontario. The firm also operates the Rosebel mine in Suriname, the Essakane mine in Burkina Faso, the Saramacca project, an exploration project located in Suriname, the Boto project, an exploration project located in Senegal. The company was founded by William D. Pugliese, Mark I. Nathanson, and Larry E. Phillips on March 27, 1990 and is headquartered in Toronto, Canada.
Historical context
All IAG earningsBasic Materials peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| CRS Carpenter Technology Corporation | FY2027 Q1 · Calendar Q4 2026 | +6.9% | -20.6% | CRS: Aerospace Bookings Accelerate as Guidance Holds |
| DOW Dow Inc. | FY2026 Q3 · Calendar Q4 2026 | +11.3% | +4.7% | Dow’s Q3 growth and self-help gains support a steady Q4 outlook |
| NEM Newmont Corporation | FY2026 Q3 · Calendar Q4 2026 | +12.2% | -2.6% | Newmont Holds 2026 Guidance as Projects Set Up 2027 Growth |
| SCCO Southern Copper Corporation | FY2026 Q3 · Calendar Q4 2026 | +6.4% | -2.1% | Southern Copper: Record Q3 results, projects advance amid execution risks |
Latest beats and misses
Who reports nextBeat on EPS
- FCNCAFY2026 Q3 · October 23, 2026+19.9% EPS+8.2% move
- FCNCNFY2026 Q3 · October 23, 2026+19.9% EPS+0.2% move
- FCNCOFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- FCNCPFY2026 Q3 · October 23, 2026+19.9% EPS+1.0% move
- RDYFY2027 Q2 · October 23, 2026+24.0% EPS-0.2% move
- SLBFY2026 Q3 · October 23, 2026+3.7% EPS+7.1% move
Missed on EPS
- INFYFY2027 Q2 · October 23, 2026-4.8% EPS-6.6% move
- BBDFY2026 Q3 · October 22, 2026-7.7% EPS+3.0% move
- SNAFY2026 Q3 · October 22, 2026-5.9% EPS-3.4% move
- SPOTFY2026 Q3 · October 22, 2026-11.6% EPS+11.1% move
- VRSNFY2026 Q3 · October 22, 2026-2.0% EPS-0.9% move
- HBANMFY2026 Q3 · October 22, 2026-5.3% EPS+0.5% move
Get the IAG recap when the next report posts
One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2025-02-06T00:01:56.136176+00:00
- Polygon adjusted daily market bars · 2026-10-26T06:20:42.385626+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-26T06:20:42.382914+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 2026-10-26. For educational purposes only; not investment advice.