🟡 Gold Sector “in Best Shape in Years” Heading into 2026
Analysts say gold mining stocks are positioned strongly for 2026 — with healthy balance sheets, strong cash flow and compelling valuations supporting the sector even if bullion prices stabilize.
• 📈 Sector strength: Jefferies analysts describe gold equities as “in the best shape in years,” supported by attractive valuations and robust free cash flow.
• 🪙 Drivers persist: Structural tailwinds from central bank buying, macro uncertainty, and safe‑haven demand are expected to continue benefiting gold miners.
• 💰 Top picks: Barrick Gold stands out as Jefferies’ preferred large‑cap miner with strong free cash flow potential, while Alamos Gold offers mid‑cap growth opportunities.
• 📊 Price view: Gold prices may consolidate rather than surge in 2026, but elevated levels still provide a supportive backdrop for miners’ earnings and valuations.
Healthy company fundamentals — strong balance sheets and disciplined cost control — make gold equities attractive even if gold prices trade sideways.
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