Stock Markets January 26, 2026

Santacruz Silver Shares Gain as Q4 Output Rises and Silver Tops $110/oz

Quarterly production improves after Bolívar mine recovery; full-year volumes remain below 2024 amid flood-related setbacks

By Maya Rios SCZ
Santacruz Silver Shares Gain as Q4 Output Rises and Silver Tops $110/oz
SCZ

Santacruz Silver Mining Ltd. saw its stock climb 7% Monday after the company released fourth-quarter 2025 production figures and as silver prices pushed above $110 per ounce. Q4 consolidated output rose on a quarter-over-quarter basis driven by a notable recovery at the Bolívar mine following a May 2025 flooding event, while full-year 2025 production declined versus 2024.

Key Points

  • Santacruz's stock increased 7% Monday as silver prices rose above $110 per ounce and Q4 2025 production improved.
  • Q4 2025 consolidated production was 3.74 million silver equivalent ounces - a 9% rise from Q3 - with silver at 1.34 million ounces, zinc at 23,846 tonnes, and lead at 3,000 tonnes.
  • The Bolívar mine's 34% quarter-over-quarter recovery drove the improvement, but full-year 2025 production of 14.4 million silver equivalent ounces was down 11% versus 2024 due to the May 2025 flooding impact.

Santacruz Silver Mining Ltd. stock rose 7% Monday as the company reported fourth-quarter 2025 production and global silver prices moved above $110 per ounce.

In Q4 2025 the miner produced 3.74 million silver equivalent ounces, a 9% increase from the prior quarter. Within that total, silver output reached 1.34 million ounces, up 8% from Q3 2025. Zinc production increased 10% to 23,846 tonnes and lead output rose 15% to 3,000 tonnes.

The quarter-over-quarter improvement was led by a recovery at the companys Bolívar mine, which delivered a 34% increase in silver equivalent production compared with Q3 2025. Bolívars rebound followed remediation efforts after a May 2025 flooding event that had limited access to higher-grade mining areas.

"During Q4 2025, Santacruz delivered a solid quarter-over-quarter improvement in consolidated production, led by a meaningful recovery at the Bolívar mine, and supported by strong performance at Caballo Blanco, ZimapE1n, and San Lucas, reflecting the strength and diversification of our multi-asset operating portfolio," said Arturo PrE9stamo, Executive Chairman and CEO.

Despite the sequential gains in the fourth quarter, Santacruz's full-year 2025 production totaled 14.4 million silver equivalent ounces, an 11% decline compared with 2024. The company attributes the year-over-year drop primarily to the flooding impact at Bolívar.

Santacruz said it expects continued improvement in quarterly results as remediation progresses, and it anticipates full recovery from the affected Bolívar areas by Q4 2026.

The production report arrived as benchmark silver prices climbed above $110 per ounce, a development the companys shares appeared to benefit from as market sentiment improved on the news.


Context and market implications

The combination of higher commodity prices and sequential production gains provided a positive near-term catalyst for Santacruz's share performance. For investors and market participants focused on precious metals and mining equities, the quarter demonstrates how operational recoveries and metal-price moves can interact to influence company valuations.

Operational note - Recovery at a single, material asset such as Bolívar can materially affect consolidated output timing and magnitude. Santacruz's multi-asset footprint, including Caballo Blanco, ZimapE1n, and San Lucas, contributed to the quarter's improvement.

Risks

  • Operational disruption risk - flooding at the Bolívar mine restricted access to high-grade areas and materially reduced full-year production, illustrating exposure to site-specific incidents that affect miners and the metals sector.
  • Recovery timing uncertainty - Santacruz expects full recovery from affected Bolívar areas by Q4 2026, so interim quarters may continue to reflect phased remediation impacts on output and revenue.
  • Commodity price sensitivity - while higher silver prices provided a tailwind, the company's near-term financial performance remains linked to volatile metal markets, impacting mining and metals-linked sectors.

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