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Further Reading from MarketBeat.com Silver Hits $95—These 3 Miners Could Outrun the MetalReported by Chris Markoch. First Published: 1/23/2026. 
Key Takeaways - Silver prices have surged more than 200% year-over-year, driven by supply constraints and rising industrial and investment demand.
- Silver mining stocks offer leveraged exposure, often outperforming the metal itself during strong price rallies.
- Pan American Silver, First Majestic Silver, and Wheaton Precious Metals are well-positioned to benefit from silver trading above $95.
The first month of the new year has put stocks on a roller coaster that reminds investors volatility isn't going away anytime soon. But gold and silver continue to ignore the noise and move higher. In fact, at the close of markets on Jan. 22, the spot price of silver cracked the $95 mark. That means silver has climbed more than 213% in the last 12 months — rivaling many of the hottest technology stocks. But can the rally continue, and how can investors get exposure without owning physical silver? Can the Rally in Silver Continue? The former CEO of Google calls it the most important thing to happen in 500, maybe 1,000 years of human society. A former U.S. Treasury Secretary says when your great-grandchildren write the history of this period, the political headlines will be the second or third story. The first story is something none of us have seen before. The dot-com collapse, global financial crisis, and COVID-19 pandemic don't compare to what's coming next. We may be entering a period of dramatic, almost unimaginable change. See the full warning and how to prepare now. That may be the wrong question, or at least not the first one. A better starting point is: why is silver moving to new highs? Many analysts point to supply and demand dynamics. Silver is needed for defense and space applications, and for many fast-growing technology trends such as electric vehicles and renewable-energy systems. So can the rally continue? Yes. Silver is a finite resource that is difficult and time-consuming to mine, which constrains new supply. More importantly, like gold, silver is being bought by central banks and large private investors. These buyers are not merely speculating — they are accumulating precious metals because of concerns about fiscal sustainability, monetary credibility, currency debasement and geopolitical unrest. Mining Stocks Give You a Leveraged Way to Own Silver For investors who want exposure to silver without the hassle of storage and security, mining stocks offer an attractive alternative. They also provide leveraged exposure to silver prices. When silver rises 10%, mining stocks often move 15% to 20% (or more) because higher metal prices typically flow through to the bottom line. With that in mind, here are three silver-related stocks positioned to capitalize on this rally. Pan American Silver Pan American Silver Corp. (NYSE: PAAS) operates one of the largest primary silver portfolios in the world, with assets across Mexico, Peru, Canada, Argentina and Bolivia. The company produced approximately 20 million ounces of silver in 2024, making it a clear option for investors seeking direct exposure to rising silver prices. What sets Pan American apart is its diversified asset base and operational scale. The company's flagship operations include the La Colorada mine in Mexico and Cerro Moro in Argentina. With silver prices surging past $95, Pan American's profit margins have expanded significantly. The company also produces gold, zinc and copper as byproducts, providing additional revenue streams that help offset operating costs. For investors seeking an established operator with proven reserves and the infrastructure to benefit immediately from higher silver prices, PAAS stock offers compelling upside potential as this rally continues. First Majestic Silver First Majestic Silver Corp. (NYSE: AG) is one of the few remaining pure-play silver producers, with all operations concentrated in Mexico. The company operates three producing mines and has consistently maintained production levels around 12 to 15 million silver-equivalent ounces annually. First Majestic's vertical integration strategy is notable: the company owns a bullion store where it sells coins and bars directly to consumers, allowing it to capture retail premiums during price rallies like the current one. Management has also been disciplined in capital allocation, focusing on high-grade deposits and maintaining relatively low all-in sustaining costs. With silver above $95, First Majestic's margins are expanding rapidly. Its focused approach on silver, rather than diversifying into other metals, gives investors pure exposure to silver price movements — which helps explain why AG stock is up 331% over the past 12 months while the spot price is up about 213%. Wheaton Precious Metals Wheaton Precious Metals Corp. (NYSE: WPM) operates under a fundamentally different business model from traditional miners: it is a streaming company. Rather than operating mines, Wheaton provides upfront capital to mining companies in exchange for the right to purchase silver and gold at significantly reduced prices over the life of the mine. This model offers several advantages. Wheaton avoids many operational risks, large capital expenditures and permitting delays that can burden traditional miners. The company maintains industry-leading profit margins, often exceeding 60%, because it purchases metals at fixed, below-market prices. With streaming agreements covering more than 20 mines across the Americas, Wheaton provides diversified exposure without concentration risk. As silver soars past $95, Wheaton's existing agreements become increasingly valuable because it still purchases metal at predetermined prices well below spot. For conservative investors seeking silver exposure with lower operational risk and strong margins, WPM is an attractive option. WPM stock is up 143.87% over the last 12 months. Keep in mind that mining and streaming stocks carry their own risks — operational issues, geopolitical factors, and cyclical commodity markets can all impact returns. Investors should do their due diligence and consider their risk tolerance before allocating to these names.
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