Coeur Mining stock jumped 5.7% after reporting its 2025 mineral reserves. The company holds 4.4 million ounces of proven and probable gold reserves worth $22.1 billion (49% more than its market cap) at current gold prices of $5,020/ounce. With gold prices rising, the company's reserve valuations improve, and the stock trades at a relatively cheap valuation of under 12x earnings.

Coeur Mining stock fell 7.16% on February 17, 2026, following a decline in gold and silver prices. Gold dropped to $4,855 per ounce after hitting an all-time high of $5,419.80 in late January, while silver remained below the $80 per ounce support level. The company is scheduled to present at the BMO Global Metals, Mining & Critical Minerals conference on February 24, which could provide catalysts for recovery.

Despite gold falling over $600 from its January peak of $5,600/oz following Kevin Warsh's Fed nomination, precious metals remain attractive to investors in 2026. Gold mining stocks have surged 147% in the past year. Three standout companies are highlighted: Hecla Mining (dual gold/silver focus with 300% gains), Coeur Mining (pursuing M&A strategy with New Gold acquisition), and Kinross Gold (record free cash flow of $687M in Q3 2025 with 185% annual gains).

Ten large-cap stocks experienced significant declines during the week of January 26-30, 2026. Unity Software fell 31.63% following CEO comments about world models amid competition from Google's Project Genie. Precious metals stocks including Hecla Mining (down 33.33%) and Coeur Mining (down 26.13%) declined after President Trump's nomination of Kevin Warsh for Fed Chair strengthened the dollar. Healthcare stocks UnitedHealth (down 17.87%) and Humana (down 26.07%) fell after analyst downgrades. Other notable losers included The Trade Desk (down 16.61%), First Majestic Silver (down 22.86%), Axon Enterprise (down 20.88%), Reddit (down 16.79%), and Regencell Bioscience (down 13.38%).

Gold and silver prices collapsed on Friday, with silver down 27% and gold down 9.5% — their worst single-day declines since 1980. The selloff was triggered by President Trump's nomination of Kevin Warsh as Federal Reserve chair, perceived as a hawk who prioritizes inflation control over monetary stimulus. This unwound the 'debasement trade' that had driven precious metals higher in January, causing mining stocks to suffer double-digit losses.

Ten large-cap stocks were top performers last week, led by precious metals and semiconductor companies. Hecla Mining gained 29.31% amid geopolitical tensions and weakening US dollar, while First Majestic Silver rose 26.57%. Moderna jumped 17.44% following positive cancer vaccine trial data. Micron Technology gained 13.21% after analyst coverage initiation. Other gainers included Venture Global (21.6%), New Gold (24.03%), Coeur Mining (23.13%), Korea Electric Power (15.29%), and United Microelectronics (13.82%).

A senior mining analyst warns that silver stocks are experiencing unsustainable hype with valuations disconnected from fundamentals. Many junior miners lack operational success and carry debt, yet continue rallying with silver prices. The analyst cautions that rapid unwinding could create dangerous liquidity issues when prices turn. However, silver's underlying momentum remains strong with experts predicting continued upside in 2026.

Economist Peter Schiff criticizes the disconnect between silver's 35% December surge and silver mining stocks' modest 11% gain, arguing mining stocks should have doubled given their typical leveraged exposure to the metal. Despite silver's historic rally and 154.57% year-to-date gains, major mining stocks and ETFs have significantly underperformed, presenting what Schiff views as an attractive buying opportunity.

Silver has rallied 152% year-to-date, its strongest performance since 1978, driven by industrial demand and a structural supply deficit. The market is experiencing backwardation due to tight physical supplies, with China's export restrictions adding further pressure. Analysts predict prices could test $85-$100 per ounce as deficits widen, benefiting both silver producers and junior miners.

New Gold (NGD) has surged 266% year-to-date, driven by precious metals market strength. Despite a pending acquisition by Coeur Mining at $8.51/share, NGD trades at an 8% premium. Technical analysis reveals a rare 4-6-U quant signal suggesting further upside potential. The article recommends a 9/11 bull call spread expiring Feb. 20, 2026, targeting $11 with a potential 111% payout, as earnings are scheduled for Feb. 18.

Gold trading above $4,300 per ounce has sparked an aggressive drilling boom across the mining sector, with companies expanding exploration programs to capitalize on high profit margins and anticipated future gold prices.

Silver has surged 112% in 2025, reaching an all-time high above $61 per ounce. Silver miners have become explosive investment opportunities, with some ETFs and mining stocks delivering over 140% returns year-to-date.