Lynas Rare Earths (LYSCF) Stock Price & Analysis
LYSCF Stock Chart & Stats
- Day’s Range
- $8.25 - $8.77
- 52-Week Range
- $7.43 - $15.75
- Previous Close
- $9.10
- Volume
- 5,246
- Average Volume (3M)
- 29.47K
- Market Cap
- $8.56B
- Enterprise Value
- $17.59B
- Total Cash (Recent Filing)
- $1.21B
- Total Debt (Recent Filing)
- $338.34M
- Price to Earnings (P/E)
- 54.5
- Beta
- 0.58
- Next Earnings
- Feb 19, 2027 (Est.)
- EPS Estimate
- 0.05
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
FY2026 Earnings Rebound
The sharp FY2026 recovery shows that Lynas can convert improved volumes and market conditions into substantially higher profitability. If operational fixes hold, the stronger earnings base can support reinvestment and reinforce the company’s position across rare-earth supply chains.
Conservative Balance Sheet
Very low leverage gives Lynas financial flexibility to fund processing expansions, absorb operating volatility, and pursue strategic projects without relying heavily on debt. This balance-sheet resilience is a durable advantage in a capital-intensive industry with cyclical earnings.
Integrated Non-China Position
Lynas is extending beyond mining and separation into downstream partnerships while building heavy rare-earth capability outside China. That integrated position can deepen customer relationships, improve strategic relevance, and benefit from demand for diversified magnet supply.
Bears Say
Earnings Volatility
The wide earnings swings indicate that Lynas’s profitability remains sensitive to rare-earth pricing, product mix, and operating conditions. This makes future earnings less predictable and could limit the durability of the FY2026 margin recovery if market conditions or production performance weaken.
Inconsistent Free Cash Flow
Although operating cash flow improved strongly, repeated negative free cash flow shows that expansion spending and working-capital movements can absorb substantial earnings. Continued reinvestment may constrain internally generated funding and make cash conversion less dependable over coming quarters.
Cost And Throughput Constraints
Elevated sulfuric acid costs can compress processing margins, while Malaysia’s regulatory allowance limits how much concentrate can be cracked during the year. Together, these pressures may restrict volume growth and delay the full benefit of demonstrated processing capacity.
Lynas Rare Earths News
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Lynas Rare Earths Stock Smart Score
Company Description
Lynas Rare Earths
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.
- Sector
- Basicmaterials
- Industry
- Industrial Materials
- CEO
- Pol Le-Roux
- Employees
- 1,156
- Website
- www.lynasrareearths.com
- Address
- 45 Royal Street, Perth, WA, 6000, AU
Lynas Rare Earths (LYSCF) Earnings & Revenues
LYSCF Company Deck
LYSCF Earnings Call
Earnings Call SentimentPositive
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 LYSCF earnings summariesLYSCF Stock 12 Month Forecast
Average Price Target
Technical Analysis
Overall Consensus
| Indicator | Bullish | Neutral | Bearish |
|---|---|---|---|
| Overall Consensus | 5 | 6 | 11 |
| Technical Analysis | 2 | 6 | 2 |
| Moving Averages | 3 | 0 | 9 |