Lynas Rare Earths Ltd (LYC)

Currency in AUD
15.380
-0.580(-3.63%)
Closed·
Unusual trading volume
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Fair Value
Day's Range
14.51015.840
52 wk Range
10.02022.370
Key Statistics
Bid/Ask
15.37 / 15.51
Prev. Close
15.96
Open
15.35
Day's Range
14.51-15.84
52 wk Range
10.02-22.37
Volume
10.6M
Average Volume (3m)
3.82M
1-Year Change
51.9763%
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
19.604
Upside
+27.46%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current 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
3 Hold
3 Sell
Ratings:
15 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 19.604
(+27.46% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Jefferies
Buy22.00+43.04%25.50MaintainJul 06, 2026
UBS
Buy23.45+52.47%23.65MaintainJul 01, 2026
Canaccord
Buy22.00+43.04%-MaintainApr 22, 2026
UBS
Buy23.65+53.77%23.90MaintainApr 22, 2026
JPMorgan
Buy22.00+43.04%19.00MaintainApr 02, 2026

Lynas Rare Earths Ltd Earnings Call Summary for Q4/2026

  • Lynas achieved record average selling price of AUD 98/kg but shares fell 5.95% to $15.01 amid production concerns and higher capex estimates.
  • Cash position strengthened to AUD 1.209 billion, up AUD 138 million, despite NdPr output hitting second-weakest level in five quarters due to ore issues.
  • Heavy rare earth project capex raised to AUD 294 million; samarium production at 400 tons/year, expanding to 1,100+ tons by 2028 with other elements phasing in.
  • Management cited stronger-than-expected magnet demand and tight supply conditions, with China export controls expected to tighten further by November 2026.
  • Mount Weld ore-quality issues now resolved with mine at design capacity; company remains sole major non-Chinese separated heavy rare earths producer.
Last Updated: 2026-07-21, 10:14 p/m
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Earnings

Latest Release
Apr 14, 2026
EPS / Forecast
0.03 / 0.07
Revenue / Forecast
265M / 200M
EPS Revisions
Last 90 days

LYC Income Statement

Compare LYC to Peers and Sector

Metrics to compare
LYC
Peers
Sector
Relationship
P/E Ratio
195.1x−1.6x3.5x
PEG Ratio
3.220.000.00
Price/Book
4.8x1.6x1.6x
Price / LTM Sales
22.4x2.6x1.3x
Upside (Analyst Target)
42.7%46.3%44.4%
Fair Value Upside
Unlock9.3%2.9%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 and concentration plant near Laverton in Western Australia; a rare earths processing facility in Kalgoorlie, Western Australia; and an advanced materials plant in Gebeng, Malaysia. It also offers light rare earths, including lanthanum, cerium, praseodymium, and neodymium; and heavy rare earth, comprising of samarium, europium, gadolinium, terbium, and dysprosium. In addition, the company develops and operates advanced material processing and concentration plants, 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
47
Market
Australia

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
341.25M33.90%5.33B
Other Institutional Investors
465.24M46.22%7.27B
Public Companies & Retail Investors
200.01M19.87%3.12B
Total
1.01B100.00%15.72B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
State Street Global Advisors, Inc.9.55%96,082,7921,500,813
Australian Super Pty Ltd9.37%94,292,1231,472,843

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FAQ

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

The Lynas Rare Earths stock price today is 15.380 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 16.060B AUD.

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

The Lynas Rare Earths EPS (TTM) is 0.086.

When Is the Next Lynas Rare Earths Earnings Date?

Lynas Rare Earths will release its next earnings report on Sep 01, 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 47 employees.

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

As of Jul 22, 2026, Lynas Rare Earths (LYC) is trading at a price of 15.380 AUD, with a previous close of 15.960 AUD. The stock has fluctuated within a day range of 14.510 AUD to 15.840 AUD, while its 52-week range spans from 10.020 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 19.604 AUD, with a high estimate of 25.5 AUD and a low estimate of 9.5 AUD. 9 analysts recommend buying the stock, while 3 suggest selling, leading to an overall rating of Buy. The stock has an +27.46% Upside potential.
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