Skeena Resources (SKE) | News Based Sentiment Analysis

• On September 3, 2025, Skeena Resources reported Q2 2025 earnings per share (EPS) of ($0.03), missing the consensus estimate of ($0.02) by $0.01, signaling ongoing profitability challenges despite revenue reaching $1.90 million, which aligned with predictions. This miss caused a slight dip in the stock price, but the company has seen a 15.83% increase over the past two weeks.
• Following the earnings report on September 3rd, Skeena Resources stock decreased by -0.88%, closing at $23.71, down from $23.92, with trading volume decreasing by 121,000 shares to 232,000 shares traded. This daily dip was accompanied by stock fluctuation of 4.31% throughout the day.
• Despite the earnings miss, Skeena Resources reached a new 52-week high of C$24.26 on September 6, 2025, coinciding with gold prices surpassing $3,500, demonstrating a positive correlation between the stock and commodity prices. The stock closed that day at C$23.88, up 3.5% from its previous close of C$23.02, with a trading volume of 215,724 shares.
• Analyst opinions remained divided in early September, with Wall Street Zen downgrading Skeena Resources to a “sell” rating on September 4, 2025, while CIBC maintained an “outperform” rating and TD Securities initiated coverage with a “buy” rating. This divergence highlights uncertainty surrounding the company’s future performance.
• Institutional investor Invesco Ltd. significantly reduced its stake in Skeena Resources on September 4, 2025, selling 523,800 shares – a 66.8% reduction – leaving them with 260,164 shares valued at approximately $2.6 million. This substantial sale could indicate concerns about the company’s near-term prospects.
• StockInvest.us upgraded its analysis conclusion for Skeena Resources from a “Hold” to a “Buy” candidate on September 3, 2025, coinciding with a consensus rating of “Strong Buy” from two Wall Street analysts, with an average twelve-month price target of C$23.00, representing a -2.99% downside from the current price of C$23.71.
• The Eskay Creek open-pit project is currently seeking public comments for its British Columbia environmental assessment, with a deadline of September 25, 2025. This regulatory process is a crucial step in the project's development and could impact the timeline for potential production.

The Investment Story: September 2025 was a month of contrasts for Skeena Resources, with a mixed earnings report, fluctuating stock performance, and divided analyst opinions, all set against a backdrop of rising gold prices. Institutional selling added another layer of complexity to the investment narrative.

What It Means for Investors: The mixed signals suggest caution is warranted, but the positive correlation with gold prices provides some support. Investors should closely monitor the environmental assessment process and any further changes in institutional holdings, as these factors could significantly impact the company’s future.

Looking Ahead: Investors should watch for the outcome of the environmental assessment by September 25, 2025, and monitor any further changes in analyst ratings or institutional holdings. The company’s ability to navigate regulatory hurdles and improve profitability will be key to unlocking value.

The Bottom Line: Skeena Resources remains a speculative investment with potential upside tied to gold prices and successful project development, but faces near-term challenges related to profitability and investor sentiment. The upcoming environmental assessment outcome will be a critical catalyst.