ERO COPPER CORP. Aktie

Ero Copper lost about 7.9% to CA$48.70 after a sharp correction in the copper price, which had previously reached a record high. The rally reversed as reports of unresolved U.S. tariffs on refined copper and profit-taking weighed on the market. Analyst downgrades for Ero intensified the selling pressure, while HudBay Minerals also fell sharply amid the commodity weakness. Investors are now reassessing the risk of a sustained correction versus the recent rally. » Mere på de.investing.com

Ero Copper reported adjusted EPS of $0.69 and revenue of $263.2m for Q1 2026, both below analysts' expectations, while the stock rose 7.5% to $33.35. Consolidated copper production was 17,287 t, adjusted EBITDA $125.2m and operating cash flow $92.8m. Net leverage fell year‑on‑year from 2.4x to 1.0x thanks to consistent debt reduction. Despite operational setbacks, management reaffirmed the full‑year guidance and expects stronger production in the second half of 2026. » Mere på de.investing.com

Bullish analysis highlights Ero Copper's 2025 record output driven by the Tucumã ramp-up, 63% revenue growth year‑over‑year for the first nine months of 2025, and low C1 cash costs from high‑grade Brazilian assets. Analysts point to strong secular copper demand from EVs, renewables, data centers and defense, plus constrained supply, as drivers for long‑term price upside. The Furnas project and Pilar shaft add optionality while liquidity improvement and shifting to free cash‑flow generation reduce leverage; risks include Chinese slowdown, regulatory delays and operational setbacks. » Mere på finance.yahoo.com