Taseko Mines Limited (TGB) AI Stock Analysis

NYSE American: TGBAI research summary: business, growth, valuation, analysts, bull and bear case.

TGB AI stock analysis summary

AI Research

Taseko Mines Limited is a North American mining company focused on copper and other mineral assets, anchored by its 75% interest in the Gibraltar mine. The company generated $985.3M in trailing twelve-month revenue, supported by a 184.8% quarterly revenue surge, but net income remained negative at -$30.1M in FY2025. With total debt of $532.6M, all 7 analyst ratings are positive, projecting EPS expansion to $0.56 for the current fiscal year.

Market cap
$2.92B
Revenue (TTM)
$985.3M
P/E
398.5x
fwd 11.0x
1Y return
96.8%
S&P 500 16.8%
Avg. target
$10.42
30.8% vs last close

Bull case

  • Quarterly revenue rose 184.8% year-over-year in the quarter ended June 30, 2026, bringing trailing twelve-month revenue to $985.3M.
  • Analysts forecast significant earnings growth for the fiscal year ending December 31, 2026, projecting EPS of $0.56, a 696.4% increase.
  • The mean analyst price target of $10.42 represents a 30.8% premium over the last closing price of $7.97.

Bear case

  • Annual net income has been negative in three of the last four years, including -$30.1M in FY2025 and -$13.4M in FY2024.
  • Taseko Mines posted 0 EPS beats over the last 4 quarters, and latest quarterly earnings fell 13.3% year-over-year.
  • Total debt stood at $532.6M as of June 30, 2026, leaving net debt at $400.8M.

What Taseko Mines does

Taseko Mines Limited is a mining company focused on acquiring, developing, and operating mineral properties. Its exploration efforts target copper, molybdenum, gold, niobium, and silver. A cornerstone asset is its 75% interest in the Gibraltar mine in British Columbia. The company also owns several other projects in British Columbia, including the Yellowhead copper project, the Aley niobium project, and the New Prosperity gold and copper project. In addition, Taseko Mines manages the Florence copper project in Arizona, expanding its North American operations. Established in 1966, the Vancouver-based company emphasizes sustainable mining practices and community engagement.

Growth and profitability

Between FY2021 and FY2025, Taseko Mines grew annual revenue from $433.3M to $672.9M, achieving a 5-year revenue CAGR of 14.4%. Revenue rose 26.2% in FY2021, fell 9.6% in FY2022 to $391.6M, expanded 34.1% in FY2023 to $525.0M, grew 15.8% in FY2024 to $608.1M, and rose 10.7% in FY2025. Profitability has fluctuated, with net income moving from $36.5M in FY2021 to -$26.0M in FY2022, $82.7M in FY2023, -$13.4M in FY2024, and -$30.1M in FY2025. In the latest quarter ended June 30, 2026, quarterly revenue grew 184.8% year-over-year, while quarterly earnings declined 13.3%. Over the trailing twelve months, revenue reached $985.3M with an operating margin of 22.4%.

TGB income statement →

Balance sheet and cash flow

As of June 30, 2026, Taseko Mines held $131.8M in cash and short-term investments against total debt of $532.6M, resulting in net debt of $400.8M. Total assets stood at $1.88B and shareholders' equity was $602.5M, yielding a debt-to-equity ratio of 0.88 and a current ratio of 1.24. In FY2025, the company generated $219.6M in operating cash flow and $69.6M in free cash flow, while spending $149.9M on capital expenditures. Financing activities in FY2025 included share issuance of $264.2M, with the 5-year share count change at 29.9%.

TGB balance sheet →

Valuation and performance

At a market cap of $2.92B and enterprise value of $3.84B, Taseko Mines trades at a trailing P/E of 398.5x, well above the 19.7x median of its US-listed Basic Materials peers. Its forward P/E of 11.0x compares to the peer median of 13.4x, alongside a PEG of 0.33. The stock trades at an EV/EBITDA of 20.6x and price-to-sales of 3.0x, versus peer medians of 10.5x and 1.8x. Over the past year, the stock returned 96.8%, compared to 16.8% for the S&P 500 (SPY). Over 5 years, the stock gained 254.2% versus 83.0% for the S&P 500.

TGB key metrics →

What analysts expect

Wall Street coverage consists of 5 Strong Buy and 2 Buy ratings, with zero Hold, Sell, or Strong Sell recommendations. The mean price target is $10.42, representing 30.8% upside from the last close of $7.97. For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.26B and EPS of $0.56, reflecting 696.4% EPS growth. For the next fiscal year, 8 analysts estimate revenue of $1.60B and EPS of $1.13. The company recorded 0 EPS beats over the last 4 quarters, and its next earnings date is November 11, 2026.

TGB forecast and price target →

Key risks and what to watch

  • Shareholder dilution has been substantial, highlighted by $264.2M in share issuance in FY2025 and a 5-year share count change of 29.9%.
  • A high beta of 2.09 indicates the stock experiences elevated volatility relative to the wider market.
  • Capital expenditures reached $149.9M in FY2025, which may pressure liquidity if free cash flow drops below the $69.6M recorded that year.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this TGB AI stock analysis

This page is an AI-written research summary of Taseko Mines Limited (TGB). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: TGB income statement, TGB balance sheet, TGB key metrics, TGB analyst forecast, TGB chart. See the TGB stock overview for the latest quote and news.

TGB AI stock analysis FAQ

What does Taseko Mines do?

Taseko Mines Limited explores, develops, and operates mineral properties focused on copper, molybdenum, gold, niobium, and silver. Its primary operating property is a 75% interest in the Gibraltar mine in British Columbia.

Does Taseko Mines pay a dividend?

Taseko Mines does not pay a dividend.

What are analysts forecasting for Taseko Mines' earnings?

For the fiscal year ending December 31, 2026, analysts estimate EPS of $0.56 on revenue of $1.26B. For the following fiscal year, 8 analysts project EPS of $1.13 on $1.60B in revenue.

What is Taseko Mines' debt position?

As of June 30, 2026, Taseko Mines had $131.8M in cash and short-term investments alongside $532.6M in total debt, resulting in net debt of $400.8M and a debt-to-equity ratio of 0.88.

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