Lynas Rare Earths Ltd (LYC)

Currency in AUD
11.970
0.000(0.00%)
Delayed Data·
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Fair Value
Day's Range
11.82512.380
52 wk Range
10.69022.370
Key Statistics
Bid/Ask
14.36 / 10.84
Prev. Close
11.97
Open
12.2
Day's Range
11.825-12.38
52 wk Range
10.69-22.37
Volume
-
Average Volume (3m)
4.77M
1-Year Change
-14.622%
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
16.373
Upside
+36.78%
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
Strong Sell

Analyst Ratings

9 Buy
2 Hold
2 Sell
Ratings:
13 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 16.373
(+36.78% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Canaccord
Buy20.50+71.26%23.00MaintainNov 02, 2026
JPMorgan
Buy18.00+50.38%20.00MaintainOct 30, 2026
Canaccord
Buy23.00+92.15%22.00MaintainOct 20, 2026
JPMorgan
Buy20.00+67.08%19.00MaintainOct 14, 2026
Morgan Stanley
Buy14.65+22.39%15.45UpgradeOct 12, 2026

Lynas Rare Earths Ltd Earnings Call Summary for Q1/2027

  • Lynas posted record Q1 sales of AUD 310M, up 55% YoY, but missed EPS ($0.0884 vs $0.1001) and revenue ($310.1M vs $365.48M) estimates.
  • Mt Weld mine hit record output; NdPr production reached 2,082 tons with inventory built ahead of planned December maintenance shutdown.
  • Management expects substantial production increases in March-June 2027 quarters, targeting Kuantan nameplate capacity of 10.5-10.8K tons annually.
  • Company pursuing Meteoric Resources acquisition in Brazil, J. Safra magnet factory partnership, and accelerated Dy-Tb mining at Mt Weld.
  • CEO search ongoing; stock at $12.65, up 1.12% but 43.4% below 52-week high of $22.37 amid strong demand but execution uncertainty.
Last Updated: 2026-10-28, 08:04 p/m
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Earnings

Latest Release
Oct 28, 2026
EPS / Forecast
0.07 / 0.10
Revenue / Forecast
310.1M / 365.48M
EPS Revisions
Last 90 days

LYC Income Statement

Compare LYC to Peers and Sector

Metrics to compare
LYC
Peers
Sector
Relationship
P/E Ratio
54.2x0.7x3.7x
PEG Ratio
0.020.070.00
Price/Book
3.5x1.2x1.6x
Price / LTM Sales
12.3x2.5x1.1x
Upside (Analyst Target)
36.8%61.9%54.1%
Fair Value Upside
Unlock13.5%5.9%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 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
350.89M34.86%4.25B
Other Institutional Investors
472.97M46.99%5.73B
Public Companies & Retail Investors
182.64M18.15%2.21B
Total
1.01B100.00%12.2B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
State Street Investment Management9.55%96,082,7921,164,523
AustralianSuper Advice Pty Ltd9.37%94,292,1231,142,821

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FAQ

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

The Lynas Rare Earths stock price today is 11.970 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 12.050B AUD.

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

The Lynas Rare Earths EPS (TTM) is 0.22.

When Is the Next Lynas Rare Earths Earnings Date?

Lynas Rare Earths will release its next earnings report on Feb 19, 2027.

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 Neutral.

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 Nov 03, 2026, Lynas Rare Earths (LYC) is trading at a price of 11.970 AUD, with a previous close of 11.970 AUD. The stock has fluctuated within a day range of 11.825 AUD to 12.380 AUD, while its 52-week range spans from 10.690 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 16.373 AUD, with a high estimate of 21 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 +36.78% Upside potential.
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