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Bonus Article from MarketBeat.com Gold and Silver Pulled Back—Here's Why the Bull Case Is IntactAuthor: Chris Markoch. Publication Date: 2/22/2026. 
Key Points - Gold and silver prices have stabilized after a pullback, reinforcing the longer-term bullish supply-demand imbalance.
- Mining stocks are entering the next phase of the metals cycle, offering leveraged upside to rising commodity prices.
- Kinross Gold, Hecla Mining, and Pan American Silver combine strong earnings momentum with improving balance sheets and production growth.
- Special Report: [Sponsorship-Ad-6-Format3]
What goes up must come down. That's an overly simplistic explanation for the early-February move in precious metals. Gold and silver had reached all-time highs as the supply-demand spread widened, then pulled back sharply. Importantly, after that deep pullback prices stabilized. What comes next? Timing is uncertain, but the likely direction for both metals is higher. That means it isn't too late to consider basic materials stocks, especially the precious-metals trade. This could be a profitable position for years to come. Gold and Silver Have Similar Yet Different Bull Cases Both gold and silver share a common theme: strong demand and constrained supply. Each is difficult to extract, and both face supply limits. But the specifics that drive investor interest differ. For gold, central-bank buying remains a powerful tailwind. That trend is bearish for the U.S. dollar, and because dollar strength and gold typically move inversely, it is bullish for gold prices. Expectations for lower interest rates would further weigh on the dollar and support gold. Silver has a similar macro story, but it also carries significant industrial demand, including defense-related uses. Heightened geopolitical risk—such as a potential conflict involving Iran—would likely increase urgent demand for silver. Given silver's supply-demand imbalance, it's easy to see a path for silver to reclaim and surpass recent highs. The Next Phase of the Trade Is Here In 2025, demand for physical gold and silver picked up materially. Toward year-end, mining stocks began to participate in a catch-up trade. Where is that trade now? It depends on how investors view the metals cycle. Some analysts remain extremely bullish—there are projections that place gold at $10,000 by the end of the decade, with similarly aggressive targets for silver. If we're only in the first quarter of a multi-year cycle, mining stocks may still have considerable upside. That partly explains why money is beginning to flow into miners. Here are three names that reported earnings the week of Feb. 16. Kinross Gold Offers Scale, Cash Flow and Balance Sheet Strength Kinross Gold Corp. (NYSE: KGC) is emerging as a relatively clean way to play the gold bull market, pairing rising production with a stronger balance sheet. In the company's Q4 2025 earnings report, Kinross reported revenue of about $2 billion and nearly tripled net earnings year-over-year, with adjusted EPS of roughly $0.67. Those results reflected higher realized gold prices and solid cost control. Full-year production of just over 2 million gold-equivalent ounces met guidance, while free cash flow hit record levels. That allowed Kinross to move into a net cash position and support capital returns. Management is guiding to stable 2-million-ounce output through 2028, giving investors leveraged upside to higher gold prices with visible volume and cash flow. As of this writing, KGC is up about 195% over the last 12 months and 18.8% year-to-date in 2026, supported by institutional buying. That performance has pushed the stock near its 52-week high and close to the consensus price target of $34.81. Several analysts raised their targets ahead of earnings; the Canadian Imperial Bank of Commerce, for example, set a $54 target. Hecla Mining Provides High-Beta Exposure to Silver's Upside Hecla Mining (NYSE: HL) offers high‑beta exposure to both silver and gold. Its earnings report showed operating leverage to higher metal prices kicking in: record 2025 revenue of about $1.4 billion, net income of $321 million, and adjusted EBITDA of $670 million as silver prices and production rose. Although Hecla mines both metals, it is increasingly concentrated in silver. In the quarter the company produced roughly 17 million ounces of silver, at the high end of guidance. Hecla also reduced total debt to about $276 million and increased cash to $242 million, improving financial flexibility heading into a potential multi‑year silver upcycle. HL is up more than 323% over the past 12 months and trades above its consensus price target of $21.63. It is down about 14% over the last 30 days, which could reflect profit-taking or institutional rebalancing after earlier gains. Pan American Silver Is Positioned for Production-Driven Growth Pan American Silver (NYSE: PAAS) is one of the world's largest primary silver producers. In the fourth quarter, the company delivered record revenue of roughly $1.18 billion and record net earnings of $452 million, with adjusted EPS of $1.11—well ahead of expectations. Quarterly attributable production reached 7.3 million ounces of silver and nearly 198,000 ounces of gold, helped by standout performance at the Juanicipio mine, which contributed about 2.5 million ounces of silver. With full‑year free cash flow above $1.1 billion and management guiding to double‑digit silver production growth in 2026, Pan American is well positioned to compound cash returns if silver continues to grind higher. PAAS is up about 152% over the last 12 months and roughly 56.9% over the last three months, reflecting its primary focus on silver. The stock trades above its consensus price target of $56.60, and like its peers, drew bullish analyst attention ahead of its Feb. 18 earnings report.
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