Update shared on27 Aug 2025
Fair 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).
- U.S. officials are exploring policy changes with Myanmar to divert its rare earth minerals away from China, which would affect supply dynamics for companies like Lynas Rare Earths (Reuters, 2025-07-29).
- Chinese authorities are delaying export approvals for rare earth magnets to Western companies, creating concerns about future supply shortages for manufacturers (WSJ, 2025-06-26).
- China’s Ministry of Commerce has asked local rare earth companies for detailed personnel lists to curb the risk of trade-secret leaks, including restricting experts from traveling abroad (WSJ, 2025-06-25).
- Lynas Rare Earths is frequently mentioned among leading companies impacted by U.S. government initiatives and evolving China-related supply chain risks across all reports (Reuters, WSJ, 2025).
Valuation Changes
Summary of Valuation Changes for Lynas Rare Earths
- The Consensus Analyst Price Target has risen slightly from A$9.99 to A$10.25.
- The Future P/E for Lynas Rare Earths has significantly fallen from 21.28x to 18.18x.
- The Consensus Revenue Growth forecasts for Lynas Rare Earths has significantly risen from 46.5% per annum to 51.2% per annum.
Disclaimer
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