Update shared on11 Sep 2025
Fair value Increased 2.65%The marginal increase in Lynas Rare Earths’ consensus analyst price target to A$12.88 reflects improving fundamentals, with a lower future P/E and rising net profit margin.
What's in the News
- The White House is considering guaranteeing a minimum price for U.S. rare earths to support domestic production and counter China’s dominance, with Lynas Rare Earths among the companies involved in these discussions (Reuters, 2025-07-31).
- The U.S. government is evaluating policy changes regarding Myanmar’s rare earths, potentially seeking to divert supply away from China, with possible implications for companies including Lynas Rare Earths (Reuters, 2025-07-29).
- China is delaying export approvals for rare earth magnets to the U.S. despite earlier statements about easing restrictions, raising concerns of looming shortages among manufacturers reliant on rare earth supply chains (WSJ, 2025-06-26).
- Chinese authorities have asked rare earth companies for detailed information about technical experts to prevent trade secrets from leaking abroad, increasing control over talent and intellectual property (WSJ, 2025-06-25).
- Lynas Rare Earths continues to be highlighted as a key player in the global rare earths market amid heightened geopolitical tensions and supply chain interventions (Reuters, WSJ, multiple dates).
Valuation Changes
Summary of Valuation Changes for Lynas Rare Earths
- The Consensus Analyst Price Target has risen slightly from A$12.55 to A$12.88.
- The Future P/E for Lynas Rare Earths has fallen from 20.83x to 19.48x.
- The Net Profit Margin for Lynas Rare Earths has risen from 38.90% to 41.02%.
Disclaimer
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