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EROEro Copper Corp.Sell6.9·$26.21+1.91%
SellModerate Confidence
Investment thesis

Ero Copper has exceptional underlying fundamentals — 110% revenue growth, 32% margins, a wide economic moat, and a strong financial-health score — but the stock has run to its technical ceiling with only 4.1% headroom to the price target at an unfavorable 0.6-to-1 risk/reward; an extremely elevated put/call ratio of roughly 11 signals significant hedging demand, and free cash flow converts at only 16% of net income — a red flag suggesting reported earnings are substantially overstating actual cash generation.

Thesis pillars

  • Extreme Put Call Bearish SignalStable
  • Price At Target No AsymmetryStable
  • Fcf Cash Conversion Red FlagStable
  • +2 more pillars — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Ero Copper Corp. (ERO) Stock Analysis

SellModerate Confidence

Basic Materials · Copper

Sell if holding. At $26.21, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2).

Ero Copper Corp. engages in the exploration, development, and production of mining projects in Brazil. Its flagship asset includes Caraíba operations that comprise the production and sale of copper concentrates located in Bahia State, Brazil, as well as gold and silver produced... Read more

$26.21+10.9% A.UpsideScore 6.9/10#1 of 6 Copper
QualityF-score8 / 9FCF yield1.71%
Stop $24.40Target $29.07(analyst − 15%)A.R:R 0.9:1
Analyst target$34.20+30.5%3 analysts
$29.07our TP
$26.21price
$34.20mean
$41

Sell if holding. At $26.21, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2). Chart setup: No clear chart pattern; technical signals are mixed. Score 6.9/10, moderate confidence.

Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 32d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-06
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Wed, Aug 5, 202632d to earnings· next earnings call

Thesis

Rewards
High-quality business
Attractive valuation
Strong growth profile
Risks
Consecutive earnings misses (2)

Key Metrics

P/E (TTM)9.4
P/E (Fwd)5.4
Mkt Cap$2.7B
EV/EBITDA7.3
Profit Mgn31.6%
ROE32.5%
Rev Growth110.4%
Beta1.58
DividendNone
Rating analysts21

Quality Signals

Piotroski F8/9MoatWideCompounder

Options Flow

P/C0.36bullish
IV76%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 ceiling hit

GatesMomentum 4.4<4.5A.R:R 0.9 < 1.5@spotInsider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 32d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
44 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $25.15Resistance $32.23

Price Targets

$24
$29
A.Upside+10.9%
A.R:R0.9:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! NEWS_MOD=-1: HOLD_IF_HOLDING → SELL_IF_HOLDING
! momentum at 4.4 (below the engine's 4.5 threshold)
! asymmetry at 0.9 (below the engine's 1.5 threshold)@spot

Earnings

B
B
M
M
2/4 beats
Next Earnings2026-08-05 (32d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is ERO stock a buy right now?

Sell if holding. At $26.21, A.R:R 0.9:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Consecutive earnings misses (2). Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $24.40. Score 6.9/10, moderate confidence.

What is the ERO stock price target?

Take-profit target: $29.07 (+10.9% upside). Prior stop was $24.40. Stop-loss: $24.40.

What are the risks of investing in ERO?

Consecutive earnings misses (2).

Is ERO overvalued or undervalued?

Ero Copper Corp. trades at a P/E of 9.4 (forward 5.4). TrendMatrix value score: 8.5/10. Verdict: Sell.

What do analysts say about ERO?

21 analysts cover ERO with a consensus score of 3.8/5. Average price target: $34.

What does Ero Copper Corp. do?Ero Copper Corp. engages in the exploration, development, and production of mining projects in Brazil. Its flagship...

Ero Copper Corp. engages in the exploration, development, and production of mining projects in Brazil. Its flagship asset includes Caraíba operations that comprise the production and sale of copper concentrates located in Bahia State, Brazil, as well as gold and silver produced and sold as by-products. The company was incorporated in 2016 and is headquartered in Vancouver, Canada.

Related stocks: HBM (Hudbay Minerals Inc.) · TGB (Taseko Mines, Ltd.) · IE (Ivanhoe Electric Inc.) · ORLA (Orla Mining Ltd.) · IAG (Iamgold Corporation)
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