ARIS Aris Mining Corp

BULLISH Impact: 7/10 6-K
Horizon weeks Filed May 6, 2026 Processed 1mo ago SEC 0001753926-26-000778
Notable filing: 6-K
Latest settled — T+20d
ARIS ▼ -11.36% at T+20d
LONG call ✗ call lost -11.36% · α vs SPY -14.50% · entry $19.01 → $16.85
Next anchor: T+60d in 7w
Currently $15.89 · -16.41% from $19.01 entry
Entry anchored
May 6, 03:59 PM ET
via Databento tick
T+1d
0.00%
call 0.00% · α -0.83%
$19.01
settled 5w ago
T+5d
+3.68%
call +3.68% · α +2.18%
$19.71
settled 4w ago
T+20d
-11.36%
call -11.36% · α -14.50%
$16.85
settled 9d ago
T+60d
call — · α —
in 7w

Price Chart

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Executive Summary

Aris Mining reported record Q1 2026 results with gold revenue of $364M (up 21% QoQ), adjusted EBITDA of $212M (up 26% QoQ), and adjusted EPS of $0.60 (up from $0.46). All four assets advanced, with Marmato CIP plant on track for first gold in Q4 2026 and strong cash generation fully funding growth.

Actionable Insight

The strong Q1 results validate operational momentum and project execution. Watch for near-term catalysts: Marmato first gold (Q4 2026), Soto Norte license submission (Q2 2026), and Toroparu PFS completion (H2 2026). Historical stock weakness post-earnings suggests cautious positioning despite solid fundamentals.

Key Facts

  • Gold production of 74.3 koz, up 6% QoQ
  • Gold revenue of $364 million, up 21% QoQ
  • Adjusted EBITDA of $212 million, up 26% QoQ
  • Adjusted net earnings of $0.60 per share vs $0.46 in Q4 2025
  • Cash balance of $472 million, up $80 million since year-end
  • Net debt reduced to near zero
  • Marmato CIP plant on schedule for first gold in Q4 2026
  • Soto Norte environmental license submission targeted for Q2 2026
  • Toroparu prefeasibility study targeted for H2 2026 with construction decision in early 2027

Financial Impact

Record revenue, cash flow, and adjusted earnings; cash balance increased by $80M to $472M

revenueearningscashFlowproduction

Risk Factors

  • Execution risk on Marmato ramp-up to 5,000 tpd
  • Permitting delays at Soto Norte could push back timeline
  • Gold price volatility impacts margins and project economics

Market Snapshot

Exchange
NYSE
Sector
Gold and Silver Ores
Analyst Consensus
91% bullish (11 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001753926-26-000778
Document: g085708_6k.htm0001753926-26-000778
Document: 0001753926-26-000778-index-headers.html0001753926-26-000778
Document: 0001753926-26-000778-index.html0001753926-26-000778
Document: 0001753926-26-000778.txt0001753926-26-000778
8 reports for ARIS
Performance horizon
67% Hit rate 2 of 3 directional calls best @ T+5▲ +7.60%Apr 7, 2026
Filters
Rows
Reports for ARIS — sortable, filterable
Type Now
Jun 11, 2026
1d ago
Institutional Cluster
BULLISH ★ 5/10
$15.10 awaiting T+20awaiting T+20$15.89 (+5.23%)
May 7, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$19.70 $15.23▼ −22.69%▼ −22.71%$15.89 (−19.34%)
May 7, 2026
5w ago
6-K
NEUTRAL ★ 2/10
$19.70 $15.23▼ −22.69%▼ −22.71%$15.89 (−19.34%)
May 6, 2026
5w ago
6-K
BULLISH ★ 7/10
$19.01 $16.85▼ −11.36%▼ −14.50%$15.89 (−16.41%)
May 6, 2026
5w ago
6-K
BULLISH ★ 7/10
$19.01 $16.85▼ −11.36%▼ −14.50%$15.89 (−16.41%)
Apr 17, 2026
8w ago
6-K
BULLISH ★ 7/10
$20.96 $19.72▼ −5.92%▼ −11.29%$15.89 (−24.19%)
Apr 16, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$20.33 $19.71▼ −3.05%▼ −8.86%$15.89 (−21.84%)
Apr 7, 2026
9w ago
6-K
BULLISH ★ 7/10
$20.12 $17.52▼ −12.92%▼ −22.70%$15.89 (−21.02%)
Showing 8 of 8

US Market Status

Market Closed — Opens Mon (48h 53m)

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