Bank of America Lowers Newmont Price Target to $134, CIBC Raises Forecast to $177

NEMNEM

Bank of America lowered its Newmont price target to $134 from $135 after updating its model with the new three-year guidance and Barrick’s revised 2025 reserves. CIBC raised its target to $177 from $112, forecasting gold at $6,000/oz in 2026, $6,500/oz in 2027 and higher copper assumptions.

1. Bank of America Adjusts Price Target

On February 9, Bank of America reduced its Newmont price target to $134 from $135. The adjustment reflects updates to its valuation model incorporating Newmont’s newly issued three-year guidance and Barrick Mining’s revised year-end 2025 reserves and resources.

2. CIBC Raises Forecast

On February 4, CIBC raised its Newmont price target to $177 from $112 and maintained an Outperformer rating. The upgrade stems from CIBC lifting its gold price forecast to $6,000 per ounce in 2026 and $6,500 per ounce in 2027, along with higher copper price assumptions.

3. Implications for Newmont

Newmont’s updated three-year guidance sets production and cost benchmarks that underpin these analyst revisions. Revised reserve and resource estimates have shifted sector valuation metrics and could influence Newmont’s share performance through 2025.

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