Update shared on 08 Nov 2025
Fair value Increased 1.64%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.
What's in the News
- China has started designing a new rare earth export license system to speed up shipments, but a complete rollback of previous restrictions is not expected. (Reuters)
- India plans to nearly triple incentives for rare earth magnet manufacturing, raising the value to over $788 million in a bid to build domestic capacity. (Bloomberg)
- The U.S. and China have agreed to cut tariffs and pause rare earth export controls for one year as part of broader trade negotiations. (Reuters)
- Japan and the U.S. signed a rare earths and trade deal, with Japanese companies planning up to $400 billion investment in U.S. projects related to energy, AI, and critical minerals. (Reuters)
- Western companies warn the U.S.-China dispute over rare earths could disrupt supply chains and increase prices for technology and defense products. (Financial Times)
Valuation Changes
- Consensus Analyst Price Target has risen slightly from A$15.69 to A$15.94.
- Discount Rate has increased from 7.14% to 7.62%.
- Revenue Growth forecast is virtually unchanged, shifting from 51.35% to 51.39%.
- Net Profit Margin expectation has improved from 40.95% to 42.56%.
- Future P/E ratio has edged lower, declining from 22.88x to 22.66x.
Disclaimer
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