Zacks Investment Research·2d ago
Arm Holdings' Q2 Earnings Call Centers on AGI CPU ExpansionARM's Q2 earnings beat spotlights stronger AGI CPU demand, up to $2 billion in fiscal 2027-28 revenue potential, data center gains and growing licensing.
Alamos Gold has expanded revenue from $332.6M in 2024Q2 to a peak of $588.4M in 2026Q1, with gross margin reaching 63.9% before easing to 55.1% in 2026Q3, which suggests the company has captured strong gold price tailwinds.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue reached $501.8M in 2026Q3 with gross margin of 55.1% and operating margin of 52.2%, both easing from cycle highs of 63.9% and 59.8% respectively, which may indicate early-stage margin normalization.
A bull case scenario includes gold prices surging above $2,400/oz, which would significantly benefit Alamos Gold's revenue and profitability.
Alamos Gold has an impressive growth pipeline, with the Lynn Lake project being a key long-term growth driver contingent on successful production ramp-up.
The company's low-risk Canadian assets provide a stable foundation for operations and reduce geopolitical risks compared to other mining jurisdictions.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 28, 2026 | $0.43+0.0% vs $0.43 | $510M-7.4% vs $551M |
Q3 2026 Jul 29, 2026 | $0.59+13.5% vs $0.52 | $594M+0.1% vs $594M |
Q2 2026 Apr 29, 2026 | $0.54+0.0% vs $0.54 | $597M-2.6% vs $612M |
Q1 2026 Feb 18, 2026 | $0.54+10.2% vs $0.49 | $575M+1.3% vs $568M |
ARM's Q2 earnings beat spotlights stronger AGI CPU demand, up to $2 billion in fiscal 2027-28 revenue potential, data center gains and growing licensing.
Investors need to pay close attention to AGI stock based on the movements in the options market lately.
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The company is scaling its Canadian operations to reach one million ounces of production. Operational setbacks at existing mines demonstrate the inherent volatility of commodity production.
Benchmark AGI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Alamos Gold Inc. (AGI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $31.83 | $13.37B | 12.66 | 34.57% | 46.89% | 22.49% | 0.3% | |
| $35.58 | $7.58B | 14.09 | 39.93% | 31.73% | 11.88% | — | |
| $18.76 | $10.84B | 9.45 | 77.75% | 31.46% | 27.73% | — | |
| $92.99 | $47.03B | 12.11 | 70.78% | 32.63% | 37.21% | 3.96% | |
| $191.57 | $97B | 15.91 | 43.71% | 41.02% | 22.39% | 0.75% | |
| $39.17 | $35.06B | 9.94 | 68.77% | — | — | 2.02% |
Alamos Gold Inc. (AGI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Alamos Gold Inc. (AGI) stock FAQ — growth, dividends, profitability & financials explained
Alamos Gold Inc. (AGI) reported $2.25B in revenue over the trailing twelve months. Revenue was $1.81B in fiscal year 2025. That is 2597338% more than the $0.1M of fiscal year 1999.
Alamos Gold Inc. (AGI) grew revenue by 40.5% over the trailing twelve months, compared with the twelve months before.
Yes. Alamos Gold Inc. (AGI) earned $1.06B in net income over the trailing twelve months (a 46.9% net margin).
Yes. Alamos Gold Inc. (AGI) pays a dividend that yields 0.30% at the current price, a small yield.
Alamos Gold Inc. (AGI) had a return on equity (ROE) of 22.5% over the trailing twelve months. That is well above the market's typical 10-15%.
Alamos Gold Inc. (AGI) generated $176.0M in free cash flow over the trailing twelve months.
