La chaîne d'options affiche les données clés des options sur actions de Maronan Metals à différents prix d'exercice et dates d'expiration. Les traders utilisent ces informations pour analyser les transactions potentielles et évaluer le sentiment du marché pour Maronan Metals..

Maronan Metals (OTC:MROMF) Stock, Chaîne d'Options

Maronan Metals Ltd is engaged in identifying and securing prospective mineral tenements and undertaking exploration for and development of mineral resources. It owns the Maronan lead-silver and copper-gold Project. The project is located in Queensland, Australia.

Maronan Metals Ltd

WIIM

CVNA

Carvana shares are trading higher after Piper Sandler raised its price target from $225 to $230 and maintained an Overweight rating.

Following the H20 effective shipment ban to China on April 15, Nvidia Corp (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) <a target="_blank" href="https://www.benzinga.com/topic/semiconductors" rel="noreferrer noopener">stock has declined 14%</a>, versus the PHLX Semiconductor Sector&#8217;s 8% and the S&amp;P 500&#8217;s 4%.
BofA Securities analyst Vivek Arya noted four key concerns pressuring the stock. They included China sales, AI Diffusion Rules, gross margin return to mid-70% by the fiscal second half amid multiple sales cuts and cost pressures, and cloud capex visibility into calendar 2026.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/04/44897214/nvidia-discusses-ai-powering-future-with-japan-amid-rising-energy-demands" rel="noreferrer noopener">Nvidia&#8217;s Jensen Huang Meets Japanese PM To Discuss AI&#8217;s Growing Energy Needs</a>
Of these four, Arya noted China and H20 exposure as generally de-risked and noted his revised fiscal 2026 and 2027 (roughly calendar 2025 and 2026) base case EPS of $3.97 and $5.74 fully baked into the cut. Gross margins could face modest cost inflation pressures, but are expected to generally improve throughout the fiscal second half as Blackwell gains scale and Blackwell Ultra ramps up. Cloud capex needs more quarters for CSPs to provide more visibility in the calendar for 2026.
According to Arya, the upcoming AI Diffusion Rule remains the biggest near-term risk, with his worst-case scenario assuming another ~10% drop in sales and up to 11% of EPS shaved off from his new base case. However, even with this distressed scenario, the stock is trading at just 19 times calendar 2026 P/E today, well below the historical ~30 times median and typical ~23 times cycle trough.
Arya <a target="_blank" href="https://www.benzinga.com/quote/NVDA/analyst-ratings" rel="noreferrer noopener">reiterated Buy on</a> Nvidia, noting the current stock volatility as an enhanced buying opportunity. However, he lowered the price target to $150 from $160, unchanged at 26 times calendar 2026 P/E, to reflect lower EPS.
Arya&#8217;s new base case assumptions for Nvidia and Advanced Micro Devices, Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>) now exclude sales of H20 and MI308 products, which now require licenses to ship to China.
Arya assumed a ~4% sales and ~5% EPS impact for Nvidia and ~ a 3% sales and ~4% EPS impact for AMD in calendar 2026.
Arya updated both models to reflect this impact and the one-time inventory/reserve charge ($5.5 billion Nvidia, $800 million AMD).
For AMD, Arya&#8217;s new $105 price target (down from $110) represents an unchanged ~20 times P/E or 0.9 times PEG off his new $5.29 calendar 2026 EPS, generally in line with the 1-2 times historical range for high-growth compute semis; as such, he <a target="_blank" href="https://www.benzinga.com/quote/AMD/analyst-ratings" rel="noreferrer noopener">reiterated his Neutral rating</a>.
Arya flagged Nvidia&#8217;s global customer footprint and that up to 24% of fiscal 2025 (calendar 2024) sales (&#8220;billing&#8221; location) were from non-China Tier 2 or 3 countries, including 18% of sales billed in Singapore. While the exact mix of shipment locations is difficult to identify, Arya provided a worst-case scenario analysis where up to 5-10% of these sales could be restricted under the upcoming AI Diffusion Rule.
In the 10% sales cut scenario, Nvidia EPS may decline by an additional 14% and 11% to $3.69 and $4.98 in fiscal 2026 and 2027 (calendar 2025 and 2026) from the current consensus $4.29 and $5.59 and his base case $3.97 and $5.74.
Notably, Nvidia trades at 16.6 times off Arya&#8217;s new base case calendar 2026 EPS (including the H20 ban) today. Even if he assumed the above worst-case 10% AI Diffusion restriction scenario, valuation remains attractive at 19 times calendar 2026 P/E or 0.7 times PEG, below the historic 1-2 times range for high-growth compute semis and below the 1.8 times median for other Mag-7 peers.
Price Actions: NVDA stock is up 1.8% at $98.69 at last check Tuesday. AMD is up 1.50%.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/news/earnings/25/04/44921088/genuine-parts-sees-q1-growth-from-acquisitions-but-tariffs-and-lower-sales-weigh-on-results" target="_blank" rel="noreferrer noopener">Genuine Parts Sees Q1 Growth From Acquisitions, But Tariffs And Lower Sales Weigh On Results</a></li>
</ul>
Photo: Shutterstock

News

Price Target

Reiteration

Analyst Ratings

Tech

Trading Ideas

NVDA

Analyst Sticks With Nvidia Despite Fallout From China Curbs

Guidewire Software, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GWRE#NYSE">GWRE</a>) shares are trading higher on Tuesday. On Monday, the company unveiled plans to invest $60 million over the next <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44913797/global-insurance-technology-leader-guidewire-to-invest-60-million-to-accelerate-insurance-innovati" rel="noreferrer noopener">five years to grow its presence in Japan</a>.
The move is expected to speed up the development of solutions designed specifically for Japanese insurers.
The initiative aims to enhance Guidewire's platform, helping Japanese insurers drive profitability, boost agility, ensure compliance, and support growing demand for cloud-based core systems through local team and partner network expansion.
Also Read: <a target="_blank" href="https://www.benzinga.com/content/44327276/market-overreacts-but-guidewires-growth-story-remains-strong" rel="noreferrer noopener">Market Overreacts, But Guidewire's Growth Story Remains Strong</a>
This investment builds on Guidewire's established presence and growing success in Japan.
Currently, more than 60% of the country's insurance gross written premium (GWP) flows through Guidewire ClaimCenter, highlighting its strong market position and close alignment with the needs of Japanese insurance providers.
Guidewire has also introduced updates to its PolicyCenter and BillingCenter solutions to better serve Japanese insurers.
These enhancements include features such as policy change reversals, proration, and effective time functionality, along with localized support in Japanese for language, documentation, and training.
Looking ahead, the company is developing market-specific capabilities, including pre-configured integrations for personal auto insurance expected by mid-2026, and expanded offerings for homeowner, earthquake, and commercial group policies targeted for release in 2027.
Shaji Sethu, Senior Vice President and Managing Director, Asia Pacific at Guidewire added, "With increasing regulatory pressure and the challenges of legacy systems weighing heavily on Japanese insurers, we remain focused on supporting their successful migration to the cloud."
"Our goal is to drive measurable improvements in speed-to-market, underwriting effectiveness, and operational efficiency, empowering insurers to meet the rising expectations of both customers and regulators. We plan to do this by growing our team in Japan."
As of January 31, 2025, cash, cash equivalents, and <a target="_blank" href="https://www.benzinga.com/pressreleases/25/03/b44179769/guidewire-announces-second-quarter-fiscal-year-2025-financial-results" rel="noreferrer noopener">investments&nbsp;stood at $1.41 billion</a>.
Investors can gain exposure to the stock via&nbsp;Global X PropTech ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PTEC#NASDAQ">PTEC</a>) and Global X FinTech ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FINX#NASDAQ">FINX</a>).
Price Action: GWRE shares are up 3.23% at $189.16 at the last check on Tuesday.
Read Next:
<ul>
<li><a href="https://www.benzinga.com/analyst-ratings/price-target/25/04/44910307/liberty-energys-momentum-carries-into-q2-as-jpmorgan-tracks-growing-supply-side-risks" target="_blank" rel="noreferrer noopener">Liberty Energy's Momentum Carries Into Q2 As JPMorgan Tracks Growing Supply-Side Risks</a></li>
</ul>

Equities

Large Cap

FINX

GWRE

PTEC

Guidewire Doubles Down On Japan, Plans $60 Million Investment to Meet Cloud Demand

Goldman Sachs analyst Jerry Revich reiterated a <a href="https://www.benzinga.com/quote/HRI/analyst-ratings">Buy rating </a>on the shares of Herc Holdings Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HRI#NYSE">HRI</a>) with a price forecast of $171.
The Bonita Springs, Florida-based company <a href="https://www.benzinga.com/pressreleases/25/04/b44917566/herc-holdings-reports-first-quarter-2025-results-and-affirms-2025-full-year-guidance">reported its first-quarter 2025 </a>earnings and reaffirmed the guidance. But Revich said the earnings came in below expectations, primarily due to weaker dollar utilization and tighter margins.
The first-quarter 2025 adjusted EBITDA of $339 million, fell short of the firm's projection of $364 million and the FactSet consensus estimate of $362 million.
Dollar utilization reached 37.6%, coming in below the expected 39.1%. The company did not provide specifics on pricing trends or fleet expansion.
Also Read: <a href="https://www.benzinga.com/news/earnings/25/04/44928762/why-is-financial-services-firm-moodys-stock-rising-today">Why Is Financial Services Firm Moody&#8217;s Stock Rising Today?</a>
Despite the shortfall, Herc reiterated its full-year adjusted EBITDA guidance at a midpoint of $1.613 billion. That&#8217;s slightly above the consensus figure of $1.61 billion.
Revich anticipates the earnings call will focus on several key areas, including whether capital spending plans will be scaled back, given that dollar utilization came in 150 basis points under projections and was nearly 200 basis points lower than last year.
Clarification on what contributed to the decline in dollar utilization specifically, the balance of pricing, fleet usage, and product mix. While utilization trended upward during the quarter, pricing appeared to soften.
The expected trajectory of both utilization and pricing trends in April. Despite concerns about a potential economic downturn, management reaffirmed its guidance, with Q1 EBITDA accounting for 21% of the full-year forecast, in line with the company's average over the past three years.
The investors will also expect progress updates on the regulatory review process for the H&amp;E acquisition.
Price Action: Herc shares traded lower by 6.32% at $104.45 at last check Tuesday.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/25/04/44927810/pentair-stock-gains-after-q1-earnings-beat-implements-price-increases-to-offset-tariff-impact">Pentair Stock Gains After Q1 Earnings Beat, Implements Price Increases To Offset Tariff Impact</a></li>
</ul>
Image: Shutterstock

Herc Holdings Q1 Falls Short But Long-Term Guidance Holds: Analyst

Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) is flying into earnings Wednesday morning <a href="https://www.benzinga.com/quote/BA/earnings">before market hours</a>, with turbulence already rocking the fuselage. Shares are down nearly 7% year to date, with a brutal 11% drop in the past month alone. Wall Street&#8217;s forecast for a $1.25 per-share loss in the first quarter isn't offering much hope.
But a sudden tailwind Tuesday could help level out some of the descent.
The stock got a boost after Boeing announced a $10.55 billion all-cash deal to sell chunks of its Digital Aviation Solutions biz to private equity firm Thoma Bravo. The package includes notable assets like Jeppesen and ForeFlight, with the transaction expected to close by the end of 2025.
"This transaction is an important component of our strategy to focus on core businesses, supplement the balance sheet and prioritize the investment grade credit rating," <a href="https://www.benzinga.com//node/44929060">said</a> Boeing CEO Kelly Ortberg.
The move comes just in time. Boeing has been dealing with a high-altitude identity crisis &#8211; bleeding cash, battered by production setbacks, and now leaning on asset sales to restore investor confidence. The sale won't fix its fuselage flaws overnight, but it's a clear signal the company is trying to tighten up its cockpit.
Read Also: <a href="https://www.benzinga.com/tech/25/04/44896693/boeing-secures-new-stocks-of-crucial-nuts-and-bolts-used-in-737-max-production-amid-chinas-import-ban-report">Boeing Secures New Stocks Of Crucial Nuts And Bolts Used In 737 Max Production Amid China&#8217;s Import Ban: Report</a>
<h2 class="wp-block-heading">Tech Check: Boeing Stock Charts Are Still Cloudy</h2>
<figure class="wp-block-image size-full"><a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0422"><img loading="lazy" decoding="async" width="627" height="489" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22140355/Screenshot-2025-04-22-at-11.33.40-PM.png" alt="" class="wp-image-882599" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22140355/Screenshot-2025-04-22-at-11.33.40-PM.png 627w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/04/22140355/Screenshot-2025-04-22-at-11.33.40-PM-300x234.png 300w" sizes="(max-width: 627px) 100vw, 627px" /></a></figure>
<a href="https://www.benzinga.com/pro/register?utm_adType=bzprocontent&amp;utm_campaign=14daytrial&amp;utm_ad=0422" target="_blank" rel="noreferrer noopener">Chart created using Benzinga Pro</a>
Despite Tuesday's deal bump, Boeing's technicals remain more bearish than bullish. While there's some buying pressure and the eight-day simple moving average (SMA) of $158.13 gives a bullish nudge, that's where the optimism ends. The 20-day, 50-day and 200-day SMAs all flash red. And with a MACD (moving average convergence/divergence) of negative 2.55, momentum is heading in the wrong direction. The Relative Strength Index at 49.22 suggests Boeing stock is stuck in neutral.
<h2 class="wp-block-heading">Wall Street's Radar: A Turbulent Target</h2>
While the average consensus price target sits at $199.68, a more recent trio of analyst ratings from Benchmark and Wells Fargo puts the stock at $146.33 &#8211; implying a potential 8.6% downside from current levels.
Earnings will be the ultimate pilot here. Will the $10.55 billion cash parachute help Boeing steer out of the tailspin?
Investors, buckle up Wednesday morning to find out.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/news/global/25/04/44883727/chinas-boeing-ban-could-backfire-on-its-own-aircraft-manufacturer-comac">China&#8217;s Boeing Ban Could Backfire On Its Own Aircraft Manufacturer, Comac</a></li>
</ul>
Photo: Shutterstock

Technicals

Previews

Boeing Preps For A Rough Q1 Takeoff - But $10.55 Billion Cash Deal Could Provide A Soft Landing

Atkore Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATKR#NYSE">ATKR</a>) shares are trading higher on Tuesday. On Monday, the company disclosed preliminary results <a target="_blank" href="https://www.benzinga.com/pressreleases/25/04/b44911939/atkore-inc-announces-estimates-for-its-second-quarter-and-provides-business-update" rel="noreferrer noopener">for the second quarter of FY25</a>.
The company expects net sales of around $695 million—$705 million (vs. a consensus of $690.8 million) and adjusted EPS of roughly $2.01-$2.08 (vs. a street view of $1.40).
Atkore also expects adjusted EBITDA of around<a target="_blank" href="https://www.benzinga.com/calendars/guidance" rel="noreferrer noopener"> $115 million-$118 million for the quarter</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42536014/atkore-is-poised-to-benefit-from-electrification-megatrends-says-bullish-analyst" rel="noreferrer noopener">Atkore Is Poised To Benefit From &#8216;Electrification Megatrends&#8217;: Analyst</a>
The preliminary results reflect volume growth in the mid-single digits and better-than-expected manufacturing productivity.
The quarterly net loss and diluted loss per share were mainly due to a non-cash, pre-tax impairment charge of $121 million—$162 million related to High-Density Polyethylene (HDPE) assets.
Notably, on April 15, 2025, the company identified an impairment of certain HDPE pipe and conduit assets due to emerging competing technology, reduced public spending, delayed broadband funding, and revised cash flow projections.
Labor deal: Moreover, the company inked a new 5-year labor agreement with the United Steelworkers for its Harvey, Illinois facility.
The contract, retroactive to April 2024, follows the expiration of the previous agreement and reflects a successful collaboration between both parties.
FY25 Outlook Reiterated: The company continues to project net sales of $2,850 million to $2,950 million (vs. consensus of $2.85 billion), adjusted EPS of $5.75 to $6.85 (vs. street view of $6.09), and adjusted EBITDA of $375 million to $425 million.
Bill Waltz, Atkore&#8217;s President and Chief Executive Officer added, &#8220;We are confident that our business model and diverse portfolio will enable us to continue to effectively adapt in these dynamic times. Notably, we source and manufacture most of our products in the U.S. and most of our customers operate domestically.&#8221;
Atkor plans to release second-quarter <a target="_blank" href="https://www.benzinga.com/earnings" rel="noreferrer noopener">earnings results on May 6, 2025</a>.
Investors can gain exposure to the stock via The Acquirers Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ZIG#NYSE">ZIG</a>) and First Trust Small Cap Value AlphaDEX Fund (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FYT#NASDAQ">FYT</a>).
Price Action: ATKR shares are up 9.41% to $62.07 at the last check on Tuesday.
Read Next:
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<li><a href="https://www.benzinga.com/25/04/44907703/jpmorgan-warns-of-tariff-overhang-on-manpowergroup-despite-eu-upside-hopes" target="_blank" rel="noreferrer noopener">ManpowerGroup Must Beware Of Tariff Overhang Despite EU Upside: JPMorgan</a></li>
</ul>

Earnings

Mid Cap

Guidance

Movers

ATKR

Atkore Expects Strong Solid Q2 Performance Despite Flags Impairment Charge, Reaffirms FY25 Outlook

Chardan Capital analyst Keay Nakae maintains Orchestra BioMed Hldgs (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/OBIO#NASDAQ">OBIO</a>) with a Buy and maintains $20 price target.

Orchestra BioMed Holdings, Inc. - Ordinary Shares

OBIO

Chardan Capital Maintains Buy on Orchestra BioMed Hldgs, Maintains $20 Price Target

Lucid Group (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCID#NASDAQ">LCID</a>) and Rivian Automotive (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RIVN#NASDAQ">RIVN</a>) inspired GraniteShares to launch two new <a href="https://www.benzinga.com/etfs">exchange-traded funds</a>.
What Happened: In the latest fuel for <a href="https://www.benzinga.com/topic/electric-vehicle">EV-thematic investors</a>, GraniteShares unveiled two <a href="https://www.benzinga.com/etfs">single-stock ETFs</a>. They&#8217;re designed to return 2x the day&#8217;s return of their respective underlying stocks.
This means when Lucid has a decent hair day in the market, the GraniteShares 2x Long LCID Daily ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LCDL#NASDAQ">LCDL</a>) attempts to double down on it. 
Similarly, when Rivian gets revs up, the GraniteShares 2x Long RIVN Daily ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RVNL#NASDAQ">RVNL</a>) seeks to floor it.
But, as a word of caution, these ETFs are <a href="https://www.globenewswire.com/news-release/2025/04/22/3065412/0/en/GraniteShares-2x-Long-LCID-Daily-ETF-LCDL-and-GraniteShares-2x-Long-RIVN-Daily-ETF-RVNL-Launch-Today.html">designed </a>for tactical traders, not long-haul investors, as the funds reset daily. 
Also Read: <a href="https://www.benzinga.com/etfs/specialty-etfs/25/04/44895562/3-high-risk-etfs-aggressive-retail-investors-cant-stop-buying">3 High-Risk ETFs Aggressive Retail Investors Can&#8217;t Stop Buying</a>
Why It Matters: Lucid, with its luxury sedans and in-house battery technology, cut a niche in the premium EV market. Its cars are designed and built in California and feature fresh styling and serious range.
Rivian, on the other hand, is more rugged with its R1T pickup and R1S SUV, not to mention its high-profile Electric Delivery Van (EDV) fleet. The company is also made and based in the U.S., targeting consumers and commercial customers who want environmentally friendly transport.
Both stocks have recently experienced a rough ride, making them good targets for traders wagering on short-term rebounds—or reversals.
Other ETFs To Watch: It&#8217;s worth noting that GraniteShares&#8217; LCDL and RVNL ETFs are not for Sunday drivers. They are designed for pit-stop traders who have an iron stomach and are watching the daily ticker.
For investors who want to tap into the wider EV universe with less volatility than single-stock plays, keep an eye on the following:
<ul>
<li>Global X Autonomous &amp; Electric Vehicles ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRIV#NASDAQ">DRIV</a>), which provides diversified exposure to both EV producers and top suppliers in AI and battery technology. It&#8217;s been a consistent performer during macro headwinds. Looking at the rear view mirror, the ETF has dipped 12.8% in the past year. However, a longer look down the road shows that it has gained 61.62% in the past five years. The expense ratio it carries is 0.68%.</li>
</ul>
<ul>
<li>iShares Self-Driving EV and Tech ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IDRV#NYSE">IDRV</a>), which offers international exposure to leaders in autonomous and electric vehicle innovation. Tesla (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>), BYD (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BYD#NYSE">BYD</a>), and Nvidia (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NVDA#NASDAQ">NVDA</a>) are some of its best holdings. The past year price performance is discouraging at a loss of 4.53%. However, the fund has gained more than 20% in the past five years. The expense ratio of the fund is 0.47%.</li>
</ul>
Read Next: 
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<li><a href="https://www.benzinga.com/25/04/44896063/global-x-doubles-down-on-domestic-strength-with-new-etf-pair">Global X Doubles Down On Domestic Strength With New ETF Pair</a></li>
</ul>
Image: Shutterstock

Sector ETFs

New ETFs

ETFs

DRIV

IDRV

KARS

LCDL

LCID

RIVN

RVNL

TSLA

GraniteShares Unleashes 2x Lucid And Rivian ETFs, But Are DRIV And IDRV The Smarter EV Plays?

EQNR

FANG

HESM

SHEL

Shares of energy stocks are trading higher as the price of oil rises. Oil has gained amid overall market strength following US Treasury Secretary Scott Bessent's reported remarks about trade de-escalation with China. Recent Iran sanctions may also be driving supply uncertainty.

UBS analyst Brennan Hawken maintains Blackstone (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>) with a Buy and lowers the price target from $180 to $175.

UBS Maintains Buy on Blackstone, Lowers Price Target to $175

A powerful rally in gold miners is turning heads on Wall Street, with the industry, as broadly tracked by the VanEck Gold Miners ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GDX#NYSE">GDX</a>), up 50% year-to-date through April 22, outperforming nearly every other asset <a href="https://www.benzinga.com/topic/gold">class around the world. </a>
Fueled by gold prices soaring above $3,300 per ounce and robust investor demand, the industry enters first-quarter earnings season with high expectations and bullish momentum.
This week, Newmont Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEM#NYSE">NEM</a>) and Agnico Eagle Mines Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AEM#NYSE">AEM</a>) will kick off first-quarter 2025 reporting, with analysts anticipating a wave of strong cash flow, operational updates and capital allocation plans.
<h3 class="wp-block-heading">What's Driving The Gold Boom?</h3>
According to VanEck portfolio manager Imaru Casanova, a &#8220;perfect storm&#8221; is lifting gold: sticky inflation, rising global debt, escalating geopolitical tensions and growing recession fears.
"Gold thrives amid uncertainty," she said during a VanEck-hosted webinar Tuesday, highlighting the sector&#8217;s leverage to bullion. Gold equities, she added, have delivered "significantly amplified returns" compared to the metal itself.
Casanova noted that gold equities have sharply outperformed bullion, highlighting that the leverage embedded in mining companies gives investors an amplified return profile when gold rises.
With miners' all-in sustaining costs around $1,400 to $1,500 per ounce, today's gold prices north of $3,300 are delivering record margins.
"If we're at $3,000 gold and the costs are $1,500, that's a $1,500 margin per ounce," Casanova said. "That's where the cash flow is."
She also highlighted the rising interest in capital return strategies, such as share buybacks and dividends. "The companies are in great shape. That makes us even more bullish—not just because of the gold price, but because of company fundamentals."
Gold prices are up 42% over the past year and 18% over the past quarter, averaging $2,862 per ounce in the first quarter of 2025. In April, gold has surged another 8.9%, now trading above $3,400.
Monthly gold ETF demand hit a three-year high in April, signaling a potential resurgence of institutional and retail interest.
The VanEck team outlined several structural supports behind the gold rally, including strong demand from central banks, tariff risk and policy uncertainty.
With gold in "uncharted territory," Casanova said, "we could enter a much higher range" that supports even more robust margins and cash flows for miners. 
<h3 class="wp-block-heading">Bullish Q1 Expectations From Wall Street</h3>
Bank of America raised target multiples and price objectives across its North American precious metals coverage this week in response to gold's strength. Analyst Lawson Winder now sees:
<ul>
<li>Newmont at $70 (from $60)</li>
<li>Agnico Eagle Mines at $159 (from $142)</li>
<li>Barrick Gold Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GOLD#NYSE">GOLD</a>) at $23 (from $19.50)</li>
<li>Kinross Gold Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KGC#NYSE">KGC</a>) at $17.50 (from $15.00)</li>
</ul>
BofA expects free cash flow across its coverage to total $2.2 billion for the first quarter and $16.2 billion for the full year 2025, assuming gold averages $3,063 per ounce.
With all-in sustaining costs estimated around $1,500 per ounce, the sector is capturing historically wide margins.
Read now: 
<ul>
<li><a href="https://www.benzinga.com/government/regulations/25/04/44903750/gold-price-soars-to-record-highs-eyes-best-2-month-rally-since-2011-on-blockbuster-etf-buying">Gold Price Soars To Record Highs, Eyes Best 2-Month Rally Since 2011 On Blockbuster ETF Buying</a></li>
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Gold Miners Surge 50% Year To Date As Record Bullion Prices Drive Optimism Ahead Of Earnings

XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>) is up 4% on the day, sparking <a href="https://www.benzinga.com/money/ripple-xrp-price-prediction">renewed bullish sentiment</a> among traders, who call it the &#8220;safest bet of the cycle.&#8221;
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Cryptocurrency</td>
<td>Price&nbsp;&nbsp;&nbsp;</td>
<td>Market Cap</td>
<td>24-Hour Trend</td>
<td>7-Day Trend</td>
</tr>
<tr>
<td>XRP (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/xrp/usd">XRP</a>)</td>
<td>$2.16</td>
<td>$126.2 billion</td>
<td>+4.3%&nbsp;</td>
<td>+2.2%&nbsp;</td>
</tr>
<tr>
<td>Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>)</td>
<td>$91,520.52</td>
<td>$1.81 trillion</td>
<td>+5.5%&nbsp;</td>
<td>+8.4%&nbsp;</td>
</tr>
<tr>
<td>Ethereum (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/eth/usd">ETH</a>)</td>
<td>$1,703.13</td>
<td>$205.7 billion</td>
<td>+8.1%</td>
<td>+5.5%&nbsp;</td>
</tr>
</tbody>
</table>
</figure>
Trader Notes: Crypto trader Javon Marks <a href="https://x.com/JavonTM1/status/1914683589402251326">says</a> XRP could still deliver a 50x return, pointing to a potential $111 target, based on prior-cycle behavior.
Trader Scient <a href="https://x.com/Crypto_Scient/status/1914645571278909812">notes</a> that XRP is flipping its monthly 50-day moving average for the first time in six years, a technical milestone that he says marks XRP as &#8220;probably the safest play&#8221; in crypto right now.
Veteran trader DonAlt echoed the bullish stance, labeling XRP one of the most compelling altcoin setups at current levels. It&#8217;s trading at range lows after sweeping prior support, a classic setup for a sharp reversal if broader market momentum continues.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true"><a href="https://twitter.com/search?q=%24XRP&amp;src=ctag&amp;ref_src=twsrc%5Etfw">$XRP</a> Still one of the most interesting altcoin charts out there Chilling at range low after having wiped out the lows before If this market upswing holds I&#39;d expect this to be amongst the best performers still <a href="https://t.co/MGI3XnjQlI">pic.twitter.com/MGI3XnjQlI</a>
&mdash; DonAlt (@CryptoDonAlt) <a href="https://twitter.com/CryptoDonAlt/status/1914704419393790309?ref_src=twsrc%5Etfw">April 22, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Statistics: According to Coinglass, XRP's derivatives trading volume has surged 20.3%, with open interest up 9.5% in the last 24 hours. Liquidations hit $5.6 million, with shorts accounting for $3.9 million, suggesting traders are unsure of XRP's near-term trajectory but bracing for volatility. &nbsp;
Community News: Adding to the bullish narrative, Coinbase Institutional has <a href="https://x.com/CoinbaseInsto/status/1914375353985831225">launched</a> CFTC-regulated XRP futures, offering professional investors a capital-efficient way to trade one of the market&#8217;s most liquid assets. The product recorded $51 million in day-one volume, a strong signal of institutional demand, digital asset enthusiast Bill Morgan stated in his X <a href="https://x.com/Belisarius2020/status/1914556359196234139">post </a>on Tuesday.
Read Next:&nbsp;
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<li><a href="https://in.benzinga.com/markets/cryptocurrency/25/04/44894713/xrp-jumps-4-what-is-going-on">XRP Jumps 4%: What Is Going On?</a></li>
</ul>
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XRP Up 4%: Is It Really The 'Safest Bet Of The Cycle'?

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