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Gold at $5,000—3 Mining Stocks for the Next Gold Rush
Reported by Chris Markoch. Posted: 1/27/2026.
Key Points
- Gold futures have crossed the $5,000 level, signaling a potentially new long-term trading range for the metal.
- Large-cap miners like Newmont offer stability, while mid- and small-cap miners provide asymmetric upside to gold prices.
- Even with potential pullbacks in gold, many miners remain highly profitable, supporting continued investor interest.
The spot price of gold climbed above $5,000 for the first time during futures trading on Jan. 25. The move is psychologically important and hits the "big number" many analysts have been anticipating.
Many analysts believe gold is poised to rise further, but most concede the move above $5,000 has come faster than expected, so a pullback before higher gains is possible.
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See the three moves before the AI split happensThat matters for investors who want to own physical gold. Mining stocks, however, have been a strong trade over the past 12 months, and many analysts expect that strength to continue in 2026.
One reason is that even if the spot price of gold falls 5%–10%, many miners remain profitable. That encourages investors to buy large-cap, best-in-class miners, but mid- and small-cap miners can offer enticing upside as well.
Newmont: Best-in-Class Exposure to a Higher Gold Regime
For investors seeking best-in-class exposure among mining stocks, it's hard to beat Newmont Gold Corp. (NYSE: NEM). The company is one of the world's leading gold producers, which is reflected in its revenue and earnings.
Through the first three quarters of 2025, Newmont's revenue rose 21% year-over-year, while earnings per share (EPS) jumped 111% YOY. Analysts expect EPS growth to slow to about 10% over the next 12 months, a reasonable outlook given tough year-ago comparisons.
Over the longer term, analysts forecast average annual EPS growth of roughly 60% over the next five years, partly based on expectations that gold is entering a higher multi-year trading range.
At roughly a 19x price-to-earnings (P/E) ratio, NEM looks expensive versus its history, but historical multiples may not reflect fair value for high-quality producers like Newmont.
B2Gold: New Production Brings Asymmetric Growth Potential
Large miners have the advantage of current production — gold coming out of the ground today — which supports revenue and earnings. Exploration-stage miners, by contrast, offer asymmetric upside if they can bring new production online.
That's part of the case for B2Gold Corp. (NYSEAMERICAN: BTG). The company recently reached commercial production at its Goose Mine in Canada and projects the site will deliver 300,000 ounces annually by 2027.
That's the latest commercially viable project in B2Gold's portfolio. It has three active mines, two others in development, and additional sites under exploration.
Analysts forecast roughly $1.15 billion in revenue — a year-over-year gain of more than 130% — though that still amounts to only around 20% of Newmont's revenue.
BTG is up 127% over the past 12 months and 21% year-to-date in 2026, leaving limited margin for error. Earnings due Feb. 18 will be the next catalyst; results and guidance will determine whether the rally is justified and whether analysts turn more constructive.
TRX Gold: High-Risk, High-Reward Junior Miner
For risk-tolerant investors seeking asymmetric upside, TRX Gold Corp. (NYSEAMERICAN: TRX) is a penny-stock junior miner with a market cap near $385 million.
TRX has begun generating revenue and, in its most recent quarter, reported record revenue and profit, though it is not yet consistently profitable on a sustained basis.
The company's revenue and earnings depend heavily on a single asset, the Buckreef Gold Project in Tanzania, which concentrates risk. TRX is using free cash flow from recent results to fund capital expenditures and expansion.
TRX has no hedges, so a decline in gold prices would amplify downside. For investors who believe in a prolonged gold upswing, TRX could be a high-risk, high-reward lottery ticket.
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