Consensus analyst estimates for the Q3 2026 reporting period place revenue at $507.19 million and EPS at $1.71, while the current stock price of $85.97 trades significantly below the $109.00 average price target.
The central narrative for investors is the operational ramp-up of the Blue Creek growth project and its capacity to drive record sales volumes while lowering unit costs.
Following four consecutive quarters of record volume, management recently raised its FY2026 sales guidance to a range of 13.0 to 14.0 million short tons. This expansion is further bolstered by the Section 45X Advanced Manufacturing Production Tax Credit, which is expected to drive substantial margin expansion as the mine achieves full operational status.