Nexa Resources: An Appealing And Sensible Medium-Term Play

Nexa Resources pivots from an integrated zinc model to focus on mining, leveraging structural deficits and Aripuanã's value unlock. The smelting segment faces headwinds from plummeting treatment charges and rising costs, but mining delivers record 54% EBITDA margins amid strong zinc prices. Silver stream contract shift at Cerro Lindo adds ~$100 million annual high-margin revenue, boosting near-term cash flow and balance sheet strength.

Seeking Alpha • Jun 16, 2026

Nexa Resources: Upcycle Still Here, Buy On Mine Improvement

Nexa Resources (NEXA) is rated a buy, benefiting from tight zinc supply, robust demand, and a vertically integrated mine-smelter model. NEXA's Q1 EBITDA margin reached 32%, driven by higher zinc/silver prices and operational improvements at Cerro Lindo and Aripuana. Silver streaming at Cerro Lindo has stepped down, unlocking ~$100M/year in additional cash flow starting Q2, while Aripuana ramps up production.

Seeking Alpha • Jun 16, 2026

Nexa Resources: The Zinc Cycle Just Turned, And The Market Hasn't Fully Repriced It

Nexa Resources is rated buy, benefiting from a structurally tight zinc market, silver streaming step-down, and Aripuanã ramp-up. NEXA trades at 3.3x forward EV/EBITDA, a significant discount to peers TECK and HBM, despite improving margins and deleveraging. Q1 2026 saw net revenues up 42% Y/Y, EPS at $0.67, gross margin at 30.3%, and leverage down to 1.59x.

Seeking Alpha • Jun 16, 2026

4 High Earnings Yield Stocks to Add Value to Your Portfolio

LYB, SBLK, CVE and NEXA screen as high-earnings-yield value picks as volatility, inflation worries and tech weakness sharpen stock selection.

Zacks Investment Research • Jun 12, 2026

5 Low Price-to-Book Stocks That Are Worth Buying in June

STNE, USNA, STRA, NEXA and CVS passed a low price-to-book screen, combining discounted valuations with projected long-term EPS growth.

Zacks Investment Research • Jun 12, 2026

Is Nexa Resources (NEXA) Stock Outpacing Its Basic Materials Peers This Year?

Here is how Nexa Resources S.A. (NEXA) and Sensient Technologies (SXT) have performed compared to their sector so far this year.

Zacks Investment Research • Jun 11, 2026

These 4 Low Price-to-Cash Flow Stocks Have Winning Potential

Nexa Resources leads a screen of four low P/CF value stocks, with consensus sales and EPS growth forecasts and wildly mixed 12-month returns.

Zacks Investment Research • Jun 11, 2026

NEXA or NGLOY: Which Is the Better Value Stock Right Now?

Investors interested in Mining - Miscellaneous stocks are likely familiar with Nexa Resources S.A. (NEXA) and Anglo American (NGLOY).

Zacks Investment Research • Jun 8, 2026

NEXA Resumes Cajamarquilla Smelter Operations After Fire Incident

Nexa Resources resumes Cajamarquilla smelter operations after a fire, with zinc production lines restarting and lost output expected to be recovered in 2026.

Zacks Investment Research • Jun 1, 2026

Nexa Provides Update on Cajamarquilla Operation

Luxembourg, Luxembourg--(Newsfile Corp. - May 29, 2026) - Nexa Resources S.A. (NYSE: NEXA) ("Nexa Resources", "Nexa" or the "Company") provides an update on the gradual resumption of operations at its Cajamarquilla smelter in Peru following the incident reported on May 13, 2026.

Newsfile Corp • May 29, 2026