Lynas Rare Earths Ltd (LYC)

Currency in AUD
11.570
-0.100(-0.86%)
Closed·
Earnings results expected in 15 days
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Fair Value
Day's Range
11.40511.980
52 wk Range
11.40022.370
Key Statistics
Bid/Ask
11.55 / 11.59
Prev. Close
11.57
Open
11.86
Day's Range
11.405-11.98
52 wk Range
11.4-22.37
Volume
5.01M
Average Volume (3m)
4.29M
1-Year Change
-45.6041%
Fair Value
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Fair Value Upside
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LYC Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
17.402
Upside
+50.40%
Members' Sentiments
Bearish
Bullish
ProTips
Net income is expected to grow this year

Lynas Rare Earths Ltd News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Sell

Analyst Ratings

9 Buy
1 Hold
2 Sell
Ratings:
12 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 17.402
(+50.40% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
JPMorgan
Buy20.00+72.86%19.00MaintainOct 14, 2026
Morgan Stanley
Buy14.65+26.62%15.45UpgradeOct 12, 2026
JPMorgan
Buy19.00+64.22%19.10MaintainOct 02, 2026
Macquarie
Buy19.00+64.22%20.00MaintainSep 30, 2026
Canaccord
Buy20.00+72.86%21.00MaintainAug 27, 2026

Lynas Rare Earths Ltd Earnings Call Summary for H2/2026

  • Lynas shares fell 7.11% to $15.41 despite stronger FY2026 revenue and profit, as investors focused on near-term production issues and cost pressures.
  • Company became first dysprosium and terbium supplier outside China; holds AUD 1.2B cash after raising AUD 900M equity for 2030 growth plans.
  • Sulfuric acid costs surged 4x year-over-year; G&A expenses rose AUD 34M, though management says current cost base includes temporary ramp-up items.
  • Production missed expectations due to June quarter quality issues, now resolved; FY2027 output guidance calls for 'fairly higher' volumes than FY2026.
  • CapEx declined substantially as major expansions completed; company prioritizes heavy rare earth separation and seeks Malaysian approval for higher cracking capacity.
Last Updated: 2026-08-25, 10:14 p/m
Read Full Transcript

Earnings

Latest Release
Aug 25, 2026
EPS / Forecast
0.10 / 0.11
Revenue / Forecast
296.95M / 317.24M
EPS Revisions
Last 90 days

LYC Income Statement

Compare LYC to Peers and Sector

Metrics to compare
LYC
Peers
Sector
Relationship
P/E Ratio
52.4x1.0x4.1x
PEG Ratio
0.020.070.00
Price/Book
3.3x1.3x1.6x
Price / LTM Sales
11.9x2.6x1.3x
Upside (Analyst Target)
50.4%58.5%44.6%
Fair Value Upside
Unlock14.8%4.3%Unlock

Lynas Rare Earths Limited, together with its subsidiaries, engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia. The company holds interests in the Mt Weld rare earths mine located in Laverton Western Australia; a rare earths processing facility in Kalgoorlie, Western Australia; and an advanced materials plant in Gebeng Industrial Estate, Malaysia. It also offers light rare earths, including lanthanum, cerium, praseodymium, and neodymium; heavy rare earth comprising of samarium, europium, gadolinium, terbium, and dysprosium; and SEGH, a mixed heavy rare earth compound containing mixed samarium, europium, gadolinium, holmium, dysprosium, and terbium. In addition, the company develops and operates advanced material processing and concentration plants; and develops processing opportunities, as well as offers corporate services. The company was formerly known as Lynas Corporation Limited and changed its name to Lynas Corporation Limited in November 2020. Lynas Rare Earths Limited was incorporated in 1983 and is headquartered in Perth, Australia.

Employees
1156
Market
Australia

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
342.09M33.99%4.11B
Other Institutional Investors
445.34M44.25%5.35B
Public Companies & Retail Investors
219.08M21.77%2.63B
Total
1.01B100.00%12.1B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
State Street Investment Management9.55%96,082,7921,154,915
AustralianSuper Advice Pty Ltd9.37%94,292,1231,133,391

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FAQ

What Is the Lynas Rare Earths (LYC) Stock Price Today?

The Lynas Rare Earths stock price today is 11.570 AUD.

What Stock Exchange Does Lynas Rare Earths Trade On?

Lynas Rare Earths is listed and trades on the Sydney Stock Exchange.

What Is the Stock Symbol for Lynas Rare Earths?

The stock symbol for Lynas Rare Earths is "LYC."

What Is the Lynas Rare Earths Market Cap?

As of today, Lynas Rare Earths market cap is 11.650B AUD.

What Is Lynas Rare Earths's Earnings Per Share (TTM)?

The Lynas Rare Earths EPS (TTM) is 0.221.

When Is the Next Lynas Rare Earths Earnings Date?

Lynas Rare Earths will release its next earnings report on Oct 29, 2026.

From a Technical Analysis Perspective, Is LYC a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Sell.

How Many Times Has Lynas Rare Earths Stock Split?

Lynas Rare Earths has split 7 times.

How Many Employees Does Lynas Rare Earths Have?

Lynas Rare Earths has 1156 employees.

What is the current trading status of Lynas Rare Earths (LYC)?

As of Oct 14, 2026, Lynas Rare Earths (LYC) is trading at a price of 11.570 AUD, with a previous close of 11.570 AUD. The stock has fluctuated within a day range of 11.405 AUD to 11.980 AUD, while its 52-week range spans from 11.400 AUD to 22.370 AUD.

What Is Lynas Rare Earths (LYC) Price Target According to Analysts?

The average 12-month price target for Lynas Rare Earths is 17.402 AUD, with a high estimate of 21.7 AUD and a low estimate of 9.5 AUD. 9 analysts recommend buying the stock, while 2 suggest selling, leading to an overall rating of Buy. The stock has an +50.40% Upside potential.
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