IE
Ivanhoe Electric Inc.

Ivanhoe Electric Inc.IE

Basic Materials · Copper
10.74USD
+9.04%
Sep 23, 2026
IE overview ready
Advancing Arizona’s Santa Cruz Project to Secure Domestic Copper Supply
Single-asset copper developer advancing the Santa Cruz underground copper project in Arizona toward construction and financing; it is intended to produce refined copper cathode in the United States rather than merely supplying exploration services.
Strong narrative exposure
Exposed to the Critical Minerals Supply Security narrative through Domestic Copper Mine Development — pure play.
Price trend is broken
Longer-term context reads early recovery, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
Valuation not measured
Fundamentals under pressure
Free cash flow yield is weak.
Primary risk
Commodity price volatility.
Market Sep 22Filing Jun 30Price action Sep 22Research Sep 8

Conviction Level

NarrativeHeat7.5ThemeHeat7.1PriceAction6.3Valuation0.8CompanyPosition7.3
Price
Loading price history…

Price Action

Price trend is broken
Longer-term context reads early recovery, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryReset + recovery

The stock is still rebuilding below its long-term weekly base, and the recent reset toward the daily SMA200 aligned with support at the weekly SMA100. Daily structure is recovering above the fast averages, improving the current entry location.

Key Financials

Market Cap
$1.7B
Avg Volume (60D)
2.0M
60 sessions
Revenue Growth YoY
+11.8%
FY2025 vs FY2024
Gross Margin
+58.7%
Trailing twelve months
Operating Margin
+474.5%
Trailing twelve months
Free Cash Flow Yield
-6.2%
Distance from 200DMA
-17.7%
Next Earnings
2026-11-05
P/E
N/M
EV / EBITDA
85.7x
EV / Sales
482.0x
Market metrics as of Sep 22, 2026
Financial results for the period ended Jun 30, 2026
Filed balance-sheet data as of Dec 31, 2025

Fundamentals & Valuation

The available comparisons disagreed; the peers comparison is the more reliable method for this business and the others are published as dissent.
Ivanhoe Electric Inc. has an Expensive valuation stance because the price embeds expectations that run ahead of the cash the business currently produces. It trades at 85.7x EBITDA and 482.0x revenue, which require sustained delivery to be justified.

Company Research

Thesis
Single-asset copper developer advancing the Santa Cruz underground copper project in Arizona toward construction and financing; it is intended to produce refined copper cathode in the United States rather than merely supplying exploration services. IE is a direct, high-beta exposure to the development of a new U.S.
Opportunity
Moderate opportunity
Development, financing, permitting, construction, and commissioning of new North American copper mines that increase secure domestic supply for electrification, grid infrastructure, defense, and industrial demand.
Key risk
Commodity price volatility.

Narrative & Theme

Critical Minerals Supply Security
Part of Domestic Copper Mine Development, with strong fit.
IE is a direct, high-beta exposure to the development of a new U.S. Copper mine, principally through its Santa Cruz project in Arizona.
Narrative HeatHeating up7.5 / 10
Theme HeatHeating up7.1 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.

Business & Markets

Basic Materials · Copper
What they do

Ivanhoe Electric Inc. explores and develops mineral deposits, primarily copper and other metals, across the United States, Canada, and China, focusing on advancing its flagship copper project in Arizona.

How it earns

Project-based revenue generated through mineral exploration and development activities.

Products & services
Copper exploration
Gold exploration
Silver exploration
Nickel exploration
Cobalt exploration
Platinum group elements exploration
Customers & end markets
Mining industry
Basic materials sector
Market position

Niche player focused on copper and other base metal exploration in North America and China.

Demand drivers
High cyclicality

Commodity exploration and development are highly sensitive to metal price cycles and capital market conditions.