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Lynas Rare Earths Limited (AU:LYC)
ASX:LYC
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Lynas Rare Earths (LYC) Price & Analysis

567 Followers

LYC Stock Chart & Stats

AU$16.59
AU$0.08(0.54%)
At close: 4:00 PM EDT
AU$16.59
AU$0.08(0.54%)

Bulls Say, Bears Say

Bulls Say
Market PositionLynas' heavy rare earth separation capabilities are progressing, marking the company as the only provider outside China, which could allow for pricing independent of China indices.
Production GrowthLynas achieved record NdPr production of ~2kt, outpacing estimates by 26% and generating a 2% top line beat to consensus.
Strategic PartnershipsLynas announced a MoU with Kelantan Menteri Besar Inc for the development of rare earth deposits, complementing their own Mt Weld mine expansion.
Bears Say
Cash FlowEnding cash position was 4% below estimates due to weaker cash flows.
Cost ManagementElevated costs from Kalgoorlie cannibalize margin, affecting financial performance.
Revenue PerformanceLynas' 3Q revenues missed estimates due to a 19% reduction in overall rare earth concentrate volumes, impacted by maintenance and modifications.

Lynas Rare Earths News

LYC FAQ

What was Lynas Rare Earths Limited’s price range in the past 12 months?
Lynas Rare Earths Limited lowest share price was AU$12.15 and its highest was AU$22.37 in the past 12 months.
    What is Lynas Rare Earths Limited’s market cap?
    Lynas Rare Earths Limited’s market cap is AU$16.70B.
      When is Lynas Rare Earths Limited’s upcoming earnings report date?
      Lynas Rare Earths Limited’s upcoming earnings report date is Feb 19, 2027 which is in 176 days.
        How were Lynas Rare Earths Limited’s earnings last quarter?
        Lynas Rare Earths Limited released its earnings results on Aug 26, 2026. The company reported AU$0.095 earnings per share for the quarter, the consensus estimate of AU$0.095 by AU$0.
          Is Lynas Rare Earths Limited overvalued?
          According to Wall Street analysts Lynas Rare Earths Limited’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Lynas Rare Earths Limited pay dividends?
            Lynas Rare Earths Limited does not currently pay dividends.
            What is Lynas Rare Earths Limited’s EPS estimate?
            Lynas Rare Earths Limited’s EPS estimate is 0.27.
              How many shares outstanding does Lynas Rare Earths Limited have?
              Lynas Rare Earths Limited has 1,006,502,560 shares outstanding.
                What happened to Lynas Rare Earths Limited’s price movement after its last earnings report?
                Lynas Rare Earths Limited reported an EPS of AU$0.095 in its last earnings report, expectations of AU$0.095. Following the earnings report the stock price went down -3.918%.
                  Which hedge fund is a major shareholder of Lynas Rare Earths Limited?
                  Currently, no hedge funds are holding shares in AU:LYC
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Lynas Rare Earths Limited

                    Lynas Rare Earths Limited, along with its subsidiary companies, is actively involved in the entire process of rare earth mineral extraction and refinement, spanning exploration, development, mining, and processing, predominantly within Australia and Malaysia. A key asset for the firm is its stake in the Mount Weld project, located in Western Australia. Its extensive product range encompasses numerous rare earth elements, such as yttrium, lanthanum, cerium, praseodymium, neodymium, promethium, samarium, europium, gadolinium, terbium, dysprosium, holmium, erbium, thulium, ytterbium, and lutetium. The company also engineers and operates sophisticated facilities for material processing and concentration, and provides various corporate services. Established in 1983, the entity was previously known as Lynas Corporation Limited until its rebranding to Lynas Rare Earths Limited in November 2020. Its headquarters are situated in East Perth, Australia.

                    Lynas Rare Earths (LYC) Earnings & Revenues

                    LYC Company Deck

                    LYC Earnings Call

                    Q4 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call presented a predominately positive operational and strategic update: safety metrics improved significantly, key sites (Mt Weld, Kalgoorlie, Kuantan) have delivered important fixes and capacity demonstrations, downstream partnerships and heavy rare earth separation progress materially advanced Lynas' position outside China, and the company retains strong cash resources. Notable headwinds include ore quality-driven production impacts in FY26, sharply higher sulfuric acid costs (~4x), temporary G&A/underabsorbed costs, regulatory throughput limits in Malaysia, and several growth projects still at R&D or negotiation stage rather than capital deployment. On balance, the highlights (operational recoveries, partnerships, product deliveries, cash strength and market tailwinds) outweigh the lowlights, which are either being actively managed or are timing/R&D issues.View all AU:LYC earnings summaries

                    LYC Stock 12 Month Forecast

                    Average Price Target

                    AU$18.21
                    ▲(9.76% Upside)
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<span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Moderate Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 10, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 12</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":14.3,"date":1756684800000,"info":" <span style=\"color:#828080\" class=\"mb3 mt2 fonth8_semibold\"> Hold</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 14,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 12, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 12</span>\n      ","marker":{"lineColor":"#828080","enabled":true,"symbol":"circle"}},{"y":17,"date":1759276800000,"info":" <span style=\"color:#912767\" class=\"mb3 mt2 fonth8_semibold\"> Strong Sell</span>\n            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9,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 11, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 5</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":12.44,"date":1767225600000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 16,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 1, \t&nbsp;</span>\n              <span  style=\"color:#912767\">Sell 4</span>\n      ","marker":{"lineColor":"#199ca5","enabled":true,"symbol":"circle"}},{"y":14.77,"date":1769904000000,"info":" <span style=\"color:#199ca5\" class=\"mb3 mt2 fonth8_semibold\"> Strong Buy</span>\n            <div class=\"flexrcb px3 displayflex fonth9_semibold\"><span  style=\"color:#199ca5\">Buy 12,\t&nbsp; </span>\n              <span  style=\"color:#828080\">Hold 2, \t&nbsp;</span>\n    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