The EPS beat is positive but the guidance cuts on production and costs are more significant for forward valuation. Monitor Young-Davidson recovery and H2 2026 operational performance; the stock may trade down on the guidance revision despite the headline beat. The Island Gold District ramp remains a key catalyst for 2027.
Price Chart
Executive Summary
Alamos Gold reported Q2 2026 EPS of $0.55, a 4.3% beat vs consensus of $0.53, and revenue of $594.1M (above $587.8M consensus). However, the company lowered full-year production guidance to 510k-560k ounces (from 570k-650k) and raised AISC guidance to $1,775-$1,875/oz (from $1,500-$1,600), driven by a seismic event at Young-Davidson and cost inflation. The beat is overshadowed by the guidance cuts, making this a mixed report with a bearish tilt on forward operations.
Key Financial Metrics
Key Facts
- Q2 2026 EPS $0.55 vs consensus $0.53 (4.3% beat)
- Q2 2026 revenue $594.1M vs consensus $587.8M
- Full-year production guidance lowered to 510k-560k oz from 570k-650k oz
- Full-year AISC guidance raised to $1,775-$1,875/oz from $1,500-$1,600/oz
- Young-Davidson production impacted by seismic event; mining rates expected to average ~5,000 tpd in H2 2026
- Free cash flow of $143.5M in Q2; $50M in share buybacks completed
- Island Gold District record production of 67,500 oz; Magino mill rates reached 8,862 tpd
Financial Impact
EPS beat of $0.02 (4.3%) vs consensus; revenue beat of $6.3M (1.1%) vs consensus; full-year production cut of 60k-90k oz; AISC increase of $275/oz at midpoint
Risk Factors
- Young-Davidson seismic event may further impact production and costs beyond current guidance
- Higher AISC and lower production could compress margins if gold prices decline
- Execution risk on Lynn Lake and PDA growth projects with $885-$975M capital spend in 2026
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3335649 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 31, 2026 4w ago | 6-K | $36.61 $33.04 | ▼ −9.75% | ▼ −9.56% | $32.46 (−11.34%) |
Aug 8, 2026 7w ago | Institutional Cluster | $33.19 $36.45 | ▲ +9.82% | ▲ +10.74% | $32.46 (−2.20%) |
Jul 30, 2026 9w ago | 6-K | $28.40 $37.88 | ▼ −33.38% | ▼ −29.41% | $32.46 (−14.30%) |
Jul 29, 2026 9w ago | Press Release | $28.40 $37.88 | ▲ +33.38% | ▲ +29.41% | $32.46 (+14.30%) |
Jun 30, 2026 13w ago | 6-K | $30.31 $28.58 | ▼ −5.71% | ▼ −3.52% | $32.46 (+7.09%) |
Jun 11, 2026 16w ago | Institutional Cluster | $35.20 $29.46 | ▼ −16.31% | ▼ −18.09% | $32.46 (−7.78%) |
May 28, 2026 18w ago | 6-K | $40.80 $30.74 | ▼ −24.66% | ▼ −22.86% | $32.46 (−20.44%) |
May 28, 2026 18w ago | Press Release | $40.80 $30.74 | ▼ −24.66% | ▼ −22.86% | $32.46 (−20.44%) |
May 28, 2026 18w ago | 6-K | $39.52 $31.32 | ▼ −20.75% | ▼ −17.60% | $32.46 (−17.86%) |
May 28, 2026 18w ago | Press Release | $39.52 $31.32 | ▼ −20.75% | ▼ −17.60% | $32.46 (−17.86%) |
US Market Status
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