Shared on 09 Dec 25

Fair value Decreased 4.11%

LYC: Exploration Upside Is Expected To Drive Returns Amid Supply Chain Realignment

Lynas Rare Earths’ consensus analyst price target has been raised by A$0.68 to A$15.77, as analysts cite the recent share price pullback and significant exploration upside from drilling results as key drivers of their upgraded outlook. Analyst Commentary Analyst sentiment has turned more constructive following the recent share price pullback, with upgraded ratings and higher price targets reflecting growing confidence in Lynas Rare Earths’ medium term growth profile.

Shared on 25 Nov 25

Fair value Increased 3.14%

LYC: Upgrades And Exploration Momentum Will Offset Supply Chain Uncertainties Ahead

Analysts have raised their price target for Lynas Rare Earths from A$15.94 to A$16.44, citing discounted share prices as well as optimistic expectations for exploration growth and improved profitability metrics. Analyst Commentary Recent analyst reports provide fresh perspectives on Lynas Rare Earths' outlook, highlighting both optimism for growth and potential areas of caution.

Shared on 08 Nov 25

Fair value Increased 1.64%

LYC: Profit Margins Will Improve Amid Global Rare Earth Supply Chain Shifts

Analysts have raised their price target for Lynas Rare Earths from $15.69 to $15.94. This update reflects improved profit margin expectations and minor upgrades to growth forecasts.

Shared on 25 Oct 25

Fair value Increased 10%

Analysts have raised their price target for Lynas Rare Earths from $14.23 to $15.69 per share. They cite a slightly lower discount rate and modest improvements in revenue growth and profit margin forecasts as reasons for the increase.

Shared on 11 Oct 25

Fair value Increased 8.47%

Analysts have raised their price target for Lynas Rare Earths from $13.12 to $14.23. They cited improved revenue growth forecasts and a slight adjustment in discount rates.

Shared on 27 Sep 25

Fair value Increased 1.83%

Consensus analyst expectations for Lynas Rare Earths remain largely stable, with only marginal changes in both future P/E ratio and discount rate, resulting in a slight increase in the fair value estimate from A$12.88 to A$13.12. What's in the News G7 and EU are considering implementing price floors and export taxes to promote rare earth production outside China, potentially benefiting Lynas Rare Earths (Reuters, 2025-09-24).

Shared on 11 Sep 25

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).

Shared on 27 Aug 25

Fair value Increased 26%

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 on 29 Jul 25

Fair 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 on 01 May 25

Fair value Increased 4.90%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.74%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 0.68%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair 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.

Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations

LYC: Exploration Upside Is Expected To Drive Returns Amid Supply Chain Realignment

LYC: Upgrades And Exploration Momentum Will Offset Supply Chain Uncertainties Ahead

LYC: Profit Margins Will Improve Amid Global Rare Earth Supply Chain Shifts

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