Lynas Rare Earths Ltd (LYC)

Currency in AUD
15.320
+0.060(+0.39%)
Closed·
Advertisement
LYC is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
15.11015.780
52 wk Range
12.15022.370
Key Statistics
Bid/Ask
15.26 / 15.35
Prev. Close
15.26
Open
15.61
Day's Range
15.11-15.78
52 wk Range
12.15-22.37
Volume
2.48M
Average Volume (3m)
3.89M
1-Year Change
6.7596%
Fair Value
unlockUnlock
Fair Value Upside
unlockUnlock
LYC Scorecardpro icon
Company’s Health
Unlock
Fair Value
Unlock Price
Fair Price
Upside
Price Target
17.925
Upside
+17.00%
Members' Sentiments
Bearish
Bullish
ProTips
Net income is expected to grow this year

Lynas Rare Earths Ltd News & Analysis

Show more

Technical Analysis

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

Analyst Ratings

8 Buy
3 Hold
3 Sell
Ratings:
14 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 17.925
(+17.00% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Canaccord
Buy20.00+30.55%21.00Maintain27/08/2026
JPMorgan
Buy19.10+24.67%20.00Maintain27/08/2026
JPMorgan
Buy20.00+30.55%18.50Maintain18/08/2026
JPMorgan
Buy18.50+20.76%22.00Maintain23/07/2026
UBS
Buy22.75+48.50%23.45Maintain23/07/2026

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: 26/08/2026, 03:14
Read Full Transcript

Earnings

Latest Release
25/08/2026
EPS / Forecast
0.10 / 0.11
Revenue / Forecast
296.95M / 317.24M
EPS Revisions
Last 90 days

Compare LYC to Peers and Sector

Metrics to compare
LYC
Peers
Sector
Relationship
P/E Ratio
69.3x−0.3x4.5x
PEG Ratio
0.030.020.00
Price/Book
4.4x2.0x1.6x
Price / LTM Sales
15.8x3.3x1.3x
Upside (Analyst Target)
27.6%22.3%34.5%
Fair Value Upside
Unlock−1.5%1.4%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
341.16M33.90%5.23B
Other Institutional Investors
448.58M44.57%6.87B
Public Companies & Retail Investors
216.76M21.54%3.32B
Total
1.01B100.00%15.42B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
State Street Investment Management9.55%96,082,7921,471,988
Australian Super Pty Ltd9.37%94,292,1231,444,555

People Also Watch

5.090
PLS
-2.12%
174.50
CSL
-0.57%
1.745
DRO
+4.80%
6.800
ILU
+0.89%

FAQ

What Is the Lynas Rare Earths (Sydney: LYC) Share Price Today?

The Lynas Rare Earths stock price today is 15.320 AUD.

What Stock Exchange Does Lynas Rare Earths (LYC) Trade On?

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

What Is the Ticker (Stock Symbol) for Lynas Rare Earths?

The stock symbol (also called a 'ticker') for Lynas Rare Earths is "LYC."

What Is the Current Lynas Rare Earths Market Capitalisation?

As of today, Lynas Rare Earths (Sydney: LYC) market cap is 15.420B AUD.

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

The Lynas Rare Earths EPS is currently 0.221 (Trailing Twelve Months).

When Is the Next Lynas Rare Earths Earnings Date?

Lynas Rare Earths's next earnings report will be released on 29/10/2026.

Is LYC a Buy or Sell From a Technical Analyst Perspective?

Based on today's Lynas Rare Earths moving averages and other technical indicators, the daily buy/sell signal for LYC stock is Strong Sell.

How Many Times Has Lynas Rare Earths Stock Split?

Lynas Rare Earths has split 7 times. (See the LYC stock split history page for full effective split date and price information.)

How Many Employees Does Lynas Rare Earths Have?

Lynas Rare Earths has 1156 employees, based on their latest Companies House report.

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

As of 06/09/2026, Lynas Rare Earths (LYC) is trading at a share price of 15.320 AUD, with a previous close of 15.260 AUD. The stock has fluctuated within a day range of 15.110 AUD to 15.780 AUD, while its 52-week range spans from 12.150 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 17.925 AUD, with a high estimate of 22.5 AUD and a low estimate of 9.5 AUD. 8 analysts recommend buying the stock, while 3 suggest selling, leading to an overall rating of Buy. The stock has an +17.00% Upside potential.
Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2026 - Fusion Media Limited. All Rights Reserved.