"Shares have surged 139% over the past year as silver prices broke through $80 per ounce and the metal joined the US Critical Minerals list. As one of the world's largest primary silver producers, PAAS stands at the center of the precious metals bull market, but tonight's report will test whether execution matches the rally. What the Street Expects Here are the big numbers Wall Street expects (in USD): Normalized EPS: $.89 GAAP EPS: $.91 Revenue $1.12 billion"
"Production data already released shows PAAS delivered 7.3 million ounces of silver and 197,800 ounces of gold in Q4, exceeding updated annual guidance. The Juanicipio mine acquisition, closed in September, contributed 2.5 million silver ounces since joining the portfolio. Silver's price surge should drive revenue higher, but the key question is whether AISC inflation eats into margins or if Juanicipio's scale delivers the cost leverage management promised."
"Q3 results showed revenue of $854.6 million, slightly topping estimates, though EPS of $0.48 was inline or slightly disappointing. Net income jumped 196% year over year to $168.6 million, and operating cash flow climbed 36% to $308.7 million. Silver AISC came in at $15.43 per ounce, down from Q2 even with just one month of Juanicipio contribution. The stock rallied 11% in the week following the January production filing,"
Pan American Silver reports Q4 2025 results after the bell with an earnings call scheduled for February 19, 2026. Shares rose 139% over the past year as silver exceeded $80 per ounce and joined the US Critical Minerals list. Wall Street expects normalized EPS of $0.89, GAAP EPS of $0.91 and revenue of $1.12 billion. Q4 production delivered 7.3 million ounces of silver and 197,800 ounces of gold, including 2.5 million silver ounces from the Juanicipio acquisition. 2026 guidance targets 25–27 million ounces of silver and 700,000–750,000 ounces of gold, with management projecting margin expansion amid potential AISC pressure.
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