SSR Mining

SSRM

Market cap $4.87B

SSRM is pushing ahead at Hod Maden, investing heavily in engineering and site work as the gold-copper project nears updated mine plans.

SSR Mining Inc. is rated a Strong Buy, offering substantial upside due to strong growth, deep undervaluation, and sector tailwinds. SSRM trades at 6.3x 2026 earnings, significantly below peers, with a pristine balance sheet and sector-leading 15.38% net income margin. Çöpler mine reopening is not priced in and could provide a major financial catalyst, while Americas assets alone drive robust results.

SSR Mining stock soars 216% in a year, fueled by soaring gold and silver prices, a major U.S. mine acquisition, rising production and an attractive valuation.

Virtus Advisers loaded up SSR Mining stock worth $6.91 million. SSR Mining is now among the fund's largest holdings.

It's been another banner year on Wall Street, with the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite, respectively, higher by 14%, 16%, and 20% year-to-date. Although I've been a net seller of stocks in 2025, I'm a long-term investor who intends to hold the majority of my 36 positions for years to come.

SSR Mining rebounded after Çöpler's catastrophic failure as record gold, strong Marigold, Puna, and CC&V performance, plus a cash-rich balance sheet, rebuilt the investment case. I see Q1-Q3 as proof the core portfolio works: growing GEO production, resilient margins, and solid free cash flow, even while Çöpler remains shut. CC&V acquisition is already FCF-positive, and Marigold remains the main Q4 driver, while Puna provides exceptional silver leverage.

The average of price targets set by Wall Street analysts indicates a potential upside of 27% in SSR Mining (SSRM). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

The alternative asset space is one that's hard to define. Some investors view companies in private equity, real estate, or digital asset sectors as the best way to invest outside of the traditional system.

SSR Mining remains a buy, supported by strong financials, robust cash flows, and significant upside even without Çöpler mine contributions. SSRM's acquisition of Newmont's CC&V mine strengthens its US gold production, with promising free cash flow projections and a new 12-year mine plan. Recent Turkish regulatory changes could unlock value for Çöpler, either through a faster restart or a potential sale, despite ongoing uncertainties.

AU's surging production, major acquisitions and standout price performance sharpen the showdown with rival gold miner SSRM.