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    Why Nexa Resources (NEXA) Is Up 9.6% After Q3 Beat And Namibia Asset Sale - And What's Next

    Simply Wall St·01/08/2026 07:27:43
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    • Nexa Resources recently reported Q3 2025 results with net revenues of US$764 million and EPS of US$0.52, surpassing prior expectations and reflecting stronger operational execution.
    • The company also completed the sale of ten Exclusive Prospecting Licenses in Namibia, highlighting an effort to refocus its portfolio on higher-priority assets.
    • We’ll now examine how Nexa’s earnings outperformance and portfolio reshaping in Namibia influence the company’s broader investment narrative.

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    What Is Nexa Resources' Investment Narrative?

    For Nexa, the investment case really comes down to whether you buy into a turnaround in a still-risky business. The Q3 2025 earnings beat and the share price pushing to a 52-week high suggest that better execution is starting to show up in the numbers, while the sale of the Namibian prospecting licenses points to a tighter focus on assets that matter most right now. In the short term, key catalysts remain consistent: delivering on 2025 production guidance, managing the recently refinanced debt load, and proving that the new dividend policy is sustainable. The latest results support those catalysts but do not remove the big risks around profitability, balance sheet leverage, and exposure to metals price volatility.

    However, there is one balance sheet risk investors should not ignore. Nexa Resources' shares have been on the rise but are still potentially undervalued. Find out how large the opportunity might be.

    Exploring Other Perspectives

    NEXA 1-Year Stock Price Chart
    NEXA 1-Year Stock Price Chart
    The Simply Wall St Community’s four fair value estimates for Nexa span roughly US$4 to US$24 per share, underlining how differently investors see upside. Many are weighing the recent earnings beat and portfolio refocus against ongoing profitability and leverage concerns, which could shape how Nexa performs if operating conditions tighten.

    Explore 4 other fair value estimates on Nexa Resources - why the stock might be worth over 2x more than the current price!

    Build Your Own Nexa Resources Narrative

    Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Nexa Resources research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free Nexa Resources research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Nexa Resources' overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.