$GDX

VanEck Gold Miners ETF

Analysts are split 1 bullish to 0 bearish right now, so the read is stable. We track every change on this ticker and keep the clip behind each.

GDX · LATEST CLOSE
$85.81 0.19%
1 bull · 0 bearon record · distinct current stance1take tracked · cumulative, incl. history
STANCE · 7D
1 bull · 0 bear on record. Movement, not a recommendation.
We track what changes on this ticker: flips, new takes, consensus shifts. We keep the clip behind each, and never call a winner.

The case on GDX, argument by argument

We group takes by the argument being made, so you read reasoning, not a pile of identical calls. Open any thesis to see each analyst's claim, its evidence, and the clip. Both sides are kept; neither is summarized into a house view.

The bull case1 analysts · 1 holds
One analyst can hold several arguments, so holds can exceed analysts.
Gold Miners H2 Recovery
1 holdNEW
“GDX is a buy-the-dip — gold miners can bounce back in H2 2026 as inflation remains sticky and rates likely decline, with the ETF already down over 10% YTD.”

Why

I continue to think inflation will remain sticky and we will see in the second half another run from gold or the precious metals.

I also believe many investors remain underweight the precious metals. Year-to-date, shares of GDX are down more than 10%, prime for a buy-the-dip candidate.

Risk

with rates higher right now than they were last year, there's more options for investors.

6mo
claim detail
The bear case0 analysts · 0 holds
One analyst can hold several arguments, so holds can exceed analysts.
No bear argument on record yet.
AS OF MAY 5

1 analyst has covered GDX so far…

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TRIAL · 30D
Methodology