Investment case
Agnico Eagle Mines Limited
AEM · 12 developments mapped · last assessed 2026-09-13
Market Ontology has mapped 12 macro, policy, and market developments to Agnico Eagle Mines Limited since 2026-08-28. Each one is traced from the driver to the valuation assumption it moves, and the valuation below is run on the same engine the subscription uses.
Valuation
No validated run has been published for AEM yet, so no modelled value is shown. The AEM valuation is in the public catch-up queue.
Subscribers do not wait for the weekly cycle: they run AEM on demand, against live prices and the latest filings, and change any assumption the developments below move.
Filed financials
Current case
- Strongest support
Agnico Eagle Mines Q3 Revenue Projected to Rise 15.5% to $3.53 Billion
Direct financial performance expectation. Higher projected revenue and net income suggest improved profitability and operational efficiency.
· Moves revenue growth rate, ebitda margin, net income growth
- Main threat
Gold and silver slump post-Warsh; miners SSRM and GORO fall
Indirect commodity price exposure: As a significant gold producer, AEM's stock price tends to correlate strongly with gold prices.
· Moves commodity price deck, reserve value, cost of capital
What changed, by assumption
- 2026-09-13Agnico Eagle Mines Q3 Revenue Projected to Rise 15.5% to $3.53 Billion
- 2026-09-12Agnico Eagle Rallies to $200 as Gold Miner Outperforms Ahead of Q3 Results
- 2026-09-12Agnico Eagle projected for $3.53B revenue (+15.49% YoY) as shares hit $200.36
- 2026-09-12Agnico Eagle gains 9.05% in month ahead of Q3 EPS projected up 13.43% YoY
- 2026-08-28Gold Trades Near $4,700/oz Following a 14% Rally Across August 2026
- 2026-08-29Gold and silver slump post-Warsh; miners SSRM and GORO fall
- 2026-08-29Gold and Silver Miners Drop Over 4% as Hawkish Fed Signals Hit Precious Metals
- 2026-08-28Spot gold advances 14% across August to trade near $4,700/oz
- 2026-09-03SSR Mining Gains Over 5% as Weaker ADP Employment Cools Rate Expectations
Event impact log
Full ledger →| Date | Mechanism | Direction | Horizon | Impact |
|---|---|---|---|---|
| 2026-09-13 | Agnico Eagle Mines Q3 Revenue Projected to Rise 15.5% to $3.53 Billion | Bullish | 1-3m | 0.80 |
| 2026-09-12 | Agnico Eagle gains 9.05% in month ahead of Q3 EPS projected up 13.43% YoY | Bullish | 1-3m | 0.80 |
| 2026-09-12 | Agnico Eagle Rallies to $200 as Gold Miner Outperforms Ahead of Q3 Results | Bullish | 1-3m | 0.80 |
| 2026-09-12 | Agnico Eagle projected for $3.53B revenue (+15.49% YoY) as shares hit $200.36 | Bullish | 1-3m | 0.80 |
| 2026-09-10 | Agnico Eagle sells Delta and Helm Bay assets to Vizsla Copper for C$32M stake | Bullish | 3-12m | 0.60 |
| 2026-09-10 | Agnico Eagle sells Delta and Helm Bay projects for C$32M stake in Vizsla Copper | Bullish | 1-3m | 0.60 |
| 2026-09-10 | Agnico Eagle Monetizes Delta and Helm Bay for C$32M Equity Stake in Vizsla | Bullish | 3-12m | 0.40 |
| 2026-09-03 | SSR Mining Gains Over 5% as Weaker ADP Employment Cools Rate Expectations | Bullish | 1-3m | 0.70 |
| 2026-08-29 | Gold and silver slump post-Warsh; miners SSRM and GORO fall | Bearish | 1-5d | 0.70 |
| 2026-08-29 | Gold and Silver Miners Drop Over 4% as Hawkish Fed Signals Hit Precious Metals | Bearish | 1-3m | 0.70 |
| 2026-08-28 | Spot gold advances 14% across August to trade near $4,700/oz | Bullish | 1-3m | 0.80 |
| 2026-08-28 | Gold Trades Near $4,700/oz Following a 14% Rally Across August 2026 | Bullish | 1-3m | 0.80 |