Analyst Ratings January 27, 2026

DA Davidson lifts Gold.com target to $53, citing stronger metals prices and widening retail spreads

Analyst maintains Buy rating as firm points to improving margins, rising unit demand and a valuation anchored to 2027 EBITDA

By Derek Hwang
DA Davidson lifts Gold.com target to $53, citing stronger metals prices and widening retail spreads

DA Davidson has increased its price target for Gold.com (NYSE: GOLD) to $53.00 from $45.00 and kept a Buy rating, citing higher spot prices for gold and silver, greater market volatility, widening retail-to-spot spreads and signs of growing unit demand. The new target is built on an 8x multiple of Gold.com's calendar 2027 EBITDA and follows a string of company-level changes including a rebrand and a move to the NYSE.

Key Points

  • DA Davidson increased its price target for Gold.com to $53.00 from $45.00 and kept a Buy rating; the target is based on 8x calendar 2027 EBITDA.
  • The price target change reflects higher spot prices for gold and silver, greater precious metals market volatility, and widening retail-to-spot spreads observed in the firm’s weekly e-commerce checks.
  • Indicators of rising unit demand from the firm’s Google trends tracker, combined with the company’s rebranding and NYSE listing, support expectations for potentially stronger near-term performance.

DA Davidson raised its price objective on Gold.com to $53.00 from $45.00 on Tuesday and reiterated a Buy recommendation for the shares. The firm framed the increase around the recent behavior of precious metals prices and company-specific margin dynamics.

At the time of the note, Gold.com was trading near $44.10, close to its 52-week high of $44.47. The stock has recorded a 66.57% gain over the past year and an especially strong 101.21% return over the last six months, according to InvestingPro tracking cited by the research firm.

DA Davidson attributed the higher price target to a combination of rising spot prices for both gold and silver and a rise in volatility across precious metals markets. The firm said those market moves, combined with widening spreads between retail pricing and spot prices identified in its proprietary weekly price checks across multiple e-commerce sites, point to the potential for improved margins at Gold.com.

In addition to margin dynamics, DA Davidson flagged demand-side indicators. Its Google trends tracker showed that unit demand appears to be increasing even as prices rise, a pattern the analyst said could position Gold.com for results that exceed expectations if the trend continues.

The $53 target is supported by a valuation assumption of 8 times Gold.com's calendar 2027 EBITDA. DA Davidson also noted that it expects accelerating trends to become visible in the March quarter, which underpins the updated valuation and the Buy stance.

The analyst update follows a period of corporate changes for the company. Gold.com, which formerly operated as A-Mark Precious Metals, adopted its new name and moved its listing to the New York Stock Exchange. Those actions were completed after the company filed a Certificate of Amendment to its Certificate of Incorporation and received board approval for the changes.

DA Davidson's coverage of the company has evolved alongside these developments. The firm previously raised its target on A-Mark Precious Metals to $34.00 after the company's first-quarter fiscal 2026 results, and later lifted the target to $42.00 for Gold.com while underscoring benefits tied to higher silver pricing.

Taken together, DA Davidson's note emphasizes a mix of market-driven and company-level factors - stronger precious metals spot prices, increased volatility, expanding retail-to-spot spreads and rising unit interest online - as the rationale for a higher price objective and a maintained Buy recommendation.

Risks

  • Increased volatility in precious metals markets - while cited as a factor supporting the price target, heightened volatility also introduces execution and earnings variability for companies exposed to metal price swings (impacts precious metals and financial markets).
  • Margins depend on the spread between retail prices and spot prices; if those spreads compress, the margin improvement DA Davidson expects may not materialize (impacts e-commerce retail and precious metals distribution).
  • The anticipated acceleration in trends for the March quarter may not occur as expected, leaving the 8x 2027 EBITDA valuation assumption vulnerable to evolving market or demand conditions (impacts equity valuation and investor returns).

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