Shared on27 Aug 25Fair value Increased 2.65%
The upward revision in Lynas Rare Earths’ price target reflects improved sentiment, driven by a higher consensus revenue growth forecast and a lower future P/E, resulting in a new analyst price target of A$10.25. What's in the News The White House is considering guaranteeing a minimum price for U.S. rare earth producers, including Lynas Rare Earths, to boost domestic production and reduce reliance on China (Reuters, 2025-07-31).
Shared on29 Jul 25Fair value Increased 26%
The significant upward revision in Lynas Rare Earths' price target is primarily driven by higher future P/E expectations despite slightly reduced revenue growth forecasts, resulting in a new consensus fair value of A$9.87. What's in the News China is delaying approvals for rare-earth magnet exports to the U.S., resulting in constrained supplies for Western manufacturers and raising concerns about persistent shortages.
Shared on01 May 25Fair value Increased 4.90%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on23 Apr 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on17 Apr 25Fair value Decreased 0.40%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on09 Apr 25Fair value Increased 1.74%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on02 Apr 25Fair value Increased 0.68%
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on26 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on19 Mar 25
AnalystConsensusTarget made no meaningful changes to valuation assumptions.
Shared on12 Mar 25Fair value Decreased 8.68%
AnalystConsensusTarget has decreased profit margin from 38.1% to 32.6% and increased future PE multiple from 13.7x to 16.9x.