Materials Stocks to Watch: Sibanye Stillwater and Regis Resources Limited

Analysts at RBC Capital have recommended Sibanye Stillwater (SBSW) and Regis Resources Limited (RGRNF) with bullish sentiments. SBSW received a Buy rating with a price target of $8.00, while RGRNF was maintained at a Buy rating with a price target of A$5.30. The analyst consensus on SBSW is a Moderate Buy with an average price target of $8.45, while RGRNF has a Hold rating with an average price target of $2.91.

Analysts at RBC Capital have recommended Sibanye Stillwater (SBSW) and Regis Resources Limited (RGRNF) with bullish sentiments. Sibanye Stillwater received a Buy rating with a price target of $8.00, while Regis Resources was maintained at a Buy rating with a price target of A$5.30. The analyst consensus on Sibanye Stillwater is a Moderate Buy with an average price target of $8.45, while Regis Resources has a Hold rating with an average price target of A$2.91.

Sibanye Stillwater, a South African-based gold and platinum mining company, is expected to report breakeven results per share for the period ending March 31, 2025 [1]. The current average analyst rating on the shares is "hold," with a breakdown of recommendations including one "strong buy" or "buy," two "hold," and no "sell" or "strong sell." Wall Street's median 12-month price target for Sibanye Stillwater is $7.00, about 19.4% below its last closing price of $8.36.

Regis Resources, an Australian gold mining company, has achieved a remarkable financial turnaround in FY25, posting a record A$254 million net profit after tax compared to a A$186 million loss in the previous year [2]. This significant profit turnaround has positioned Regis as one of the Australian gold sector's standout performers. Key factors contributing to this performance include a 47% gold price appreciation with an average realized price of A$4,387 per ounce, a 30% increase in gold sales revenue reaching A$1.65 billion, record underlying EBITDA of A$780 million at a 47% margin, and strong operating cash flow of A$821 million.

Despite the impressive profit figures, Regis Resources faces several operational headwinds. The company's FY26 guidance reveals a production target of 350,000-380,000 ounces, potentially lower than FY25 levels, and an all-in sustaining cost (AISC) guidance of A$2,610-$2,990 per ounce. These metrics suggest Regis may face margin pressure in the coming year despite the current strong gold market surge. The market reaction to Regis' results highlights investor concerns, with the share price declining over 7% following the announcement and retreating approximately 30% from June 2025 highs.

The gold price rally has been a crucial factor in Regis' financial performance. The strong gold price environment has been driven by global economic uncertainties, geopolitical tensions, and central bank gold purchases at historically high levels. Despite these challenges, Regis' debt-free status provides considerable flexibility for future growth opportunities or market volatility.

References:
[1] https://www.tradingview.com/news/reuters.com,2025:newsml_L8N3UI0OI:0-sibanye-stillwater-ltd-expected-to-post-breakeven-results-a-share-earnings-preview/
[2] https://discoveryalert.com.au/news/regis-resources-254m-profit-analysis-2025/