$OR

Research Analysts Issue Forecasts for TSE:OR FY2026 Earnings

Scotiabank has reduced its FY2026 EPS estimate for Osisko Gold Royalties (TSE:OR) to $1.64, also forecasting FY2027 EPS at $1.79. Analyst opinions are divided, with TD Securities lowering its target to C$64 (hold rating) and Stifel increasing its target to C$70, while MarketBeat's consensus remains a "Moderate Buy" with a C$50.50 target. The company's shares opened at C$58.52, trading near their 52-week high, and show a P/E ratio of 53.69 and a market capitalization of C$10.97 billion.

Original reporting
MarketBeat · MarketBeat
Published Mar 9, 2026, 5:29 AM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Mar 9, 2026, 6:00 AM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
Research Analysts Issue Forecasts for TSE:OR FY2026 Earnings — source image
Decision brief

The 30-second read

$ORNeutralLow
01

Why it matters

The mixed analyst opinions and near 52-week high trading levels suggest cautious optimism; traders should consider sector trends and gold price movements.

02

Market read

The news is relevant primarily to investors and traders interested in gold royalties and Canadian resource stocks, with limited broader market impact.

03

What to watch

Market volatility in commodity prices and geopolitical risks could offset positive analyst sentiment.

Timing: short-term

Background

Osisko Gold Royalties is a prominent player in the gold royalty sector, with recent analyst forecasts indicating moderate growth prospects.

Company-level read

Ticker impact

$ORNeutralMedium confidence
Context

The news pertains directly to Osisko Gold Royalties (TSE:OR), providing earnings forecasts and analyst opinions.

Expected impact

Potential for slight upward movement in the short term, contingent on market reaction to analyst revisions.

Evidence & confidence

The forecasts are based on analyst estimates, which are subject to change. The current share price is near its high, indicating market optimism but also potential overvaluation.

Market effects

The gold royalty sector may experience slight positive sentiment due to favorable analyst forecasts.

Limited regional impact, primarily affecting Canadian mining and resource sectors.

Minimal; the news is specific to a Canadian gold royalty company.

Counterpoint

Some analysts have lowered targets, indicating potential overvaluation; caution is advised.

Key entities

  • Osisko Gold Royalties

    A Canadian gold royalty and streaming company.

  • Scotiabank

    An analyst firm providing earnings forecasts.

  • TD Securities

    An analyst firm providing target price revisions.

  • Stifel

    An analyst firm increasing target prices.

Related articles

$ORMed

OR Royalties Q2 Earnings Call Highlights

OR Royalties (NYSE:OR) reported Q2 call highlights. Management said $0.968 of each revenue dollar became cash margin. Canadian Malartic faced a north-wall rock mass movement, making about 370,000 oz of gold inaccessible over three years, but 2026 guidance stayed intact. The firm closed $335M acquisitions, ended June with $75.6M cash and $139M net debt, raised its dividend, and expanded its credit facility to $850M.

$ORMedAI 8/10

OR Royalties Reports 62% Year-Over-Year Increase in Revenues and Cash Flows from Operations in Q2 2026 and Continued Share Repurchases Under the Normal Course Issuer Bid

OR Royalties Inc. reported Q2 2026 results: revenues from royalties and streams rose to $97.8 million, up 62% year over year, and operating cash flow increased to $83.2 million. Cash margin was 96.8%. The company closed $335.0 million of acquisitions, repurchased 225,712 shares for $8.0 million under its bid, and declared a $0.065 quarterly dividend. OR also expanded its credit facility.

$ORMed

OR Royalties Announces Preliminary Q2 2026 GEO Deliveries

OR Royalties Inc. reported preliminary Q2 2026 deliveries of 20,757 attributable gold equivalent ounces. It said royalty and stream revenues were $97.8 million, cost of sales (excluding depletion) $3.1 million, and cash margin about $94.7 million (96.8%). Cash was ~$75.6 million; net debt $139.4 million after $18.0 million repayments.

$ORMed

Canadian Malartic - Barnat Pit Update

OR Royalties said its operating partner, Agnico Eagle, reported a July 1, 2026 rock mass movement on the north wall of the Barnat open pit at the Canadian Malartic complex in Québec. No injuries or environmental impact were reported; mining was temporarily suspended. Agnico expects 60,000–80,000 fewer gold ounces in 2H26 and up to ~150,000 oz/year reductions in 2027–28, while Odyssey outlook and OR’s 2026 guidance remain unchanged.

$NOKMed

Nokia’s (NOK) AI Network Bet Gets A Taiwan Proving Ground

Nokia (NOK) said it signed a 5G expansion agreement with Taiwan Mobile on July 14 to deploy its AirScale portfolio and AI-driven network software. The deal covers four AI applications, including predictive analytics, SON automation, baseband and radio upgrades, energy management, and self-healing. Nokia cites Aetha data on AI traffic growth and expects AI-RAN spectral efficiency to rise from 20% to 50% next year and 100% by 2028.