First Majestic Silver Corp. (AG) - Stock Analysis

Last updated: Jan 18, 2026

Basic MaterialsClosed

Research Idea

Research content for general circulation. Not individualized advice. Methodology & Disclosures

First Majestic Silver is a hot idea fueled by record production growth, strong Q3 results, strategic financing and divestitures improving the balance sheet, a surging silver price (+100%+ YTD to >$75/oz), positive investor sentiment with 9.5% price appreciation in past 3 weeks, and manageable near-term risks.

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Idea window: 12/29/2025 – 1/5/2026Sector: Basic Materials

AI Analyst Overview

Last Price
$21.50
Market Cap
$10535.62
1D Return
+5.70%
YTD Return
+29.05%

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Valuation Metrics

P/E
137.7
P/B
4.0
P/S
10.8
EV/EBITDA
27.2
Div Yield
0.09%

Fundamental Analysis

8.0

Key Financial Insights: • Margin expansion • Cash & liquidity • High multiples AG has swung to quarterly profitability with materially stronger margins, cash and liquidity in Q3 2025, but high market multiples, legacy retained losses and ongoing capex/noncontrolling-item caveats keep valuation and sustainability uncertain.

turnaround
overvalued

Price Behavior

7.0

Key Price Behavior Insights: • Strong uptrend • Established support • Near-term resistance Support Level: $16.00–$17.50 Resistance Level: $21.50 Over the last month AG has shown a strong, steady uptrend from ~$16.04 to $21.50, with $16.00–$17.50 forming support and $21.50 as a near-term resistance that could prompt short-term profit-taking if momentum stalls.

Bullish
WatchPeak

Sentiment & News

7.0

Key News Insights: • Los Gatos boost • Record production • Valuation premium First Majestic's stock has surged after the Los Gatos acquisition and record silver production drove revenue, cash flow and a higher dividend, but the shares trade at a premium amid cost, debt and Mexican operational risks.

Growth
Risks
AI

AI Summary

7.0
Positive

AG has re‑rated from a speculative mid‑tier miner to a levered, cash‑generating silver producer after Los Gatos—making near‑term upside now hinge on sustained production/margin delivery, silver prices, and convertible‑note dilution risk.

OperationalRebase
MetalPriceRisk
CapitalStructure
AI summary updated today

Description

First Majestic Silver Corp. acquires, explores, develops and produces mineral properties with primary production of silver and gold in North America. The company operates a portfolio of wholly owned producing mines across Mexico and the U.S., and maintains additional exploration-stage holdings including the Springpole project in Ontario. Incorporated in 1979 and renamed in 2006, the firm is headquartered in Vancouver, Canada.

Idea History

DateCloseTickerCompanySummaryStatusP/L
Dec 29Jan 5AGFirst Majestic Silver Corp.
First Majestic Silver is a hot idea fueled by record production growth, strong Q3 results, strategic financing and divestitures improving the balance sheet, a surging silver price (+100%+ YTD to >$75/oz), positive investor sentiment with 9.5% price appreciation in past 3 weeks, and manageable near-term risks.
Closed+2.0%
Research content for educational purposes only. Not investment advice. All decisions are your responsibility.