Lynas Rare Earths（LYC）株式概要
リナス・レアアース・リミテッドは子会社とともに、オーストラリアとマレーシアでレアアース鉱物の探査、開発、採掘、抽出、加工を行っている。 詳細
報酬
リスク分析
リスクチェックの結果、LYC 、リスクは検出されなかった。
LYC Community Fair Values
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Lynas Rare Earths Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | AU$18.22 |
| 52週高値 | AU$22.37 |
| 52週安値 | AU$8.06 |
| ベータ | 0.71 |
| 1ヶ月の変化 | -2.62% |
| 3ヶ月変化 | -6.13% |
| 1年変化 | 120.31% |
| 3年間の変化 | 156.98% |
| 5年間の変化 | 197.23% |
| IPOからの変化 | 352.50% |
最新ニュース
ナラティブの更新 • Jun 23
LYC: Long Dated Supply Contracts And Operational Issues Will Cap Rare Earth Upside
Analysts have made a small adjustment to Lynas Rare Earths' fair value estimate, with the target moving from A$10.03 to about A$10.00. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.
ナラティブの更新 • Jun 05
LYC: Offtake Floor And Western Contracts Will Shape Fairly Valued Outlook
Analysts have lifted their price target for Lynas Rare Earths to A$24, reflecting the revised Lynas JARE agreement that secures a 5,000tpa NdPr offtake at a US$110/kg floor while still leaving capacity for higher return Western contracts. What's in the News The Pentagon is debating a US$80m conditional loan offer to ReElement Technologies, according to Bloomberg, as part of a wider US$1.4b critical minerals package aimed at reducing reliance on China for rare earth supply, with Lynas Rare Earths listed among companies involved in rare earth development and mining (Bloomberg via periodicals).Recent updates
ナラティブの更新 • Jun 23
LYC: Long Dated Supply Contracts And Operational Issues Will Cap Rare Earth Upside
Analysts have made a small adjustment to Lynas Rare Earths' fair value estimate, with the target moving from A$10.03 to about A$10.00. This reflects updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples.ナラティブの更新 • Jun 05
LYC: Offtake Floor And Western Contracts Will Shape Fairly Valued Outlook
Analysts have lifted their price target for Lynas Rare Earths to A$24, reflecting the revised Lynas JARE agreement that secures a 5,000tpa NdPr offtake at a US$110/kg floor while still leaving capacity for higher return Western contracts. What's in the News The Pentagon is debating a US$80m conditional loan offer to ReElement Technologies, according to Bloomberg, as part of a wider US$1.4b critical minerals package aimed at reducing reliance on China for rare earth supply, with Lynas Rare Earths listed among companies involved in rare earth development and mining (Bloomberg via periodicals).ナラティブの更新 • May 21
LYC: Long Dated Offtake Floor And Western Options Will Shape Outlook
Analysts have nudged their fair value estimate for Lynas Rare Earths slightly higher to about A$19.86 per share, reflecting updated assumptions on discount rate, revenue growth, profit margins and future P/E following the revised Lynas JARE agreement. The agreement includes a 5,000tpa NdPr offtake to 2038 at a US$110/kg floor, with scope for additional Western offtakes.
新しいナラティブ • May 12
Lynas Rare Earths to Shine with 281% Future P/E Surge
The Strategic Verdict Lynas Rare Earths occupies a singular, indispensable niche within the global industrial economy as the only significant producer of separated rare earth materials outside of the People’s Republic of China. In an era defined by the "de-risking" of critical mineral supply chains, Lynas serves as the primary gateway for North American, European, and East Asian manufacturers seeking assured provenance.ナラティブの更新 • May 01
LYC: Long Term Offtake Floor And Western Upside Will Shape Future Returns
Analysts have nudged their fair value estimate for Lynas Rare Earths to about A$19.81 per share, supported by the revised Lynas JARE deal that secures 5,000tpa NdPr to 2038 at a A$110/kg floor while keeping capacity available for potential higher returning Western offtakes. Analyst Commentary Analysts are focusing on how the revised Lynas JARE agreement might influence long term earnings visibility, capital allocation, and exposure to rare earth pricing.ナラティブの更新 • Apr 16
LYC: Long Dated NdPr Floor Pricing Will Restrain Rare Earth Upside
Analysts have lifted their price target for Lynas Rare Earths to A$24, highlighting the revised Lynas JARE deal that locks in 5,000tpa NdPr to 2038 at a US$110/kg floor and allows for additional production to be sold into potentially higher return Western contracts. Analyst Commentary The revised Lynas JARE agreement, with 5,000tpa of NdPr contracted to 2038 at a US$110/kg floor, sits at the center of current analyst discussions.
ナラティブの更新 • Apr 02
LYC: Revised Offtake Floor Price And Full Operations Will Support Rare Earth Upside
Analysts have lifted their price target on Lynas Rare Earths to A$26.00, citing the revised Lynas JARE offtake deal with its A$110/kg NdPr floor price and the capacity for additional higher return Western contracts as key supports for the updated assumptions on margins and valuation multiples. Analyst Commentary Bullish analysts are highlighting the revised Lynas JARE offtake deal and the company's operating position as key supports for more constructive views on the stock.ナラティブの更新 • Mar 18
LYC: Long Term Offtake Floor Price Will Support Yet Constrain Future Upside
The analyst fair value estimate for Lynas Rare Earths has shifted from A$16.65 to A$19.20 as analysts factor in the revised Lynas JARE offtake agreement, a secured NdPr floor price of $110/kg, and expectations for higher earnings potential from ramped production and future Western offtake capacity. Analyst Commentary Bullish Takeaways Bullish analysts point to the revised Lynas JARE offtake agreement, which secures 5,000 tpa of NdPr at a $110/kg floor price to 2038, as a key support for earnings visibility and valuation confidence.
新しいナラティブ • Mar 13
Lynas Rare Earths Will Continue to Surge Alongside The Transition To a Green Future
Lynas Rare Earths is the only fully integrated rare earth producer outside of China, with demand underpinned by its critical role in electric vehicles, wind turbines, and defence technologies. The company has recently strengthened its strategic positioning through a partnership with U.S.-based Noveon Magnetics, the only American manufacturer of sintered rare earth magnets.
新しいナラティブ • Mar 07
Lynas Rare Earths: Owning the Policy-Backed Growth Regime, Not Just the Ore Body.
Synopsis & Business Model: A Strategic Bottleneck, Not Just a Miner Lynas Rare Earths is best understood as a vertically integrated critical-minerals utility rather than a conventional cyclical miner. It operates one of the world’s highest‑grade rare earth deposits at Mt Weld in Western Australia, with ore concentrated on site and then processed through its cracking and leaching facility in Kalgoorlie and its separation and refining plant in Gebeng, Malaysia.ナラティブの更新 • Mar 04
LYC: Full Operations And Offtake Agreements Will Limit Upside At Current Levels
Analysts have lifted their price target for Lynas Rare Earths from A$15.87 to about A$16.65, reflecting updated assumptions for fair value, discount rate, growth and margins as they factor in ramped-up production and new offtake agreements. Analyst Commentary Bullish Takeaways Bullish analysts point to Lynas Rare Earths' position as a leading producer of separated rare earths outside China as an important support for the updated fair value assumptions.新しいナラティブ • Mar 04
China-threatening vital rare earth supplier, LYC.
Lynas Rare Earths (ASX: LYC): A Leveraged Bet on Rare Earth Prices and Supply Chain Diversification Key Takeaways Lynas Rare Earths is the largest producer of separated rare earths outside China , making it strategically important in the global push to diversify critical mineral supply chains. Neodymium-Praseodymium (NdPr) oxide drives the majority of Lynas’ revenue , and earnings are highly sensitive to its price.ナラティブの更新 • Feb 18
LYC: Full Operations And Offtake Agreements Are Expected To Support Fairly Valued Outlook
Analysts have nudged their fair value estimate for Lynas Rare Earths slightly higher from A$15.77 to A$15.87, citing expectations that full operations, a production ramp up and new offtake agreements can support earnings and cash flow over time. Analyst Commentary Bullish Takeaways Bullish analysts highlight that full operations are now underway, which they see as an important step for Lynas to translate its asset base into more consistent production and earnings.ナラティブの更新 • Feb 04
LYC: Full Operations And Offtake Agreements Will Drive Rare Earth Upside
Analysts have lifted their fair value estimate for Lynas Rare Earths from A$17.50 to about A$26.00, pointing to the company’s position as a leading non China rare earths producer, the ramp up of full operations and new offtake agreements, as well as exploration upside highlighted in recent research. Analyst Commentary Recent research has turned more positive on Lynas Rare Earths, with several bullish analysts highlighting the company’s role as a major producer of separated rare earths outside China, the completion of construction, and the move to full operations.ナラティブの更新 • Jan 21
LYC: Full Operations And Offtake Ramp Will Test Stretch Rare Earth Expectations
Analysts have nudged their Lynas Rare Earths price targets higher into the mid A$16 to high A$17 range, pointing to fresh Buy ratings, an Outperform initiation, and a slightly adjusted discount rate alongside updated assumptions for revenue growth, margins, and future P/E as full operations and new offtake agreements come through. Analyst Commentary Recent research on Lynas Rare Earths has leaned positive, with several firms either initiating or upgrading ratings while setting price targets in the mid A$16 to high A$17 range.ナラティブの更新 • Jan 07
LYC: Execution Risks On Project Pipeline Will Pressure Overextended Earnings Expectations
Narrative Update Analysts have lifted their price target for Lynas Rare Earths to A$17.80 from A$16.60, citing what they view as an attractive entry point after the recent share pullback and potential exploration upside from recent drilling results. Analyst Commentary Recent research has highlighted two key angles on Lynas Rare Earths.ナラティブの更新 • Dec 23
LYC: Rare Earth Price Normalization Will Pressure Overextended Earnings Expectations
Analysts have raised their price target on Lynas Rare Earths by about A$2 to the mid-A$17 range, citing recent upgrades to Buy, an attractive entry point after a 25% pullback in the share price, and significant exploration upside from new drilling results. Analyst Commentary Recent research updates have highlighted a more constructive stance on Lynas Rare Earths, with price targets in the mid A$17 range framed against a backdrop of heightened volatility in rare earth prices.ナラティブの更新 • Dec 09
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.ナラティブの更新 • Nov 25
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.ナラティブの更新 • Nov 08
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.ナラティブの更新 • Oct 25
Western Government Spending And China Tensions Will Sustain Rare Earth Demand Expectations
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.ナラティブの更新 • Oct 11
Overvaluation Will Persist As Western Government Spurs Rare Earth Demand
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.ナラティブの更新 • Sep 27
Overvaluation Will Persist As Western Government Spurs Rare Earth Demand
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).ナラティブの更新 • Sep 11
Overvaluation Will Persist As Western Government Spurs Rare Earth Demand
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).分析記事 • Sep 01
Analyst Forecasts For Lynas Rare Earths Limited (ASX:LYC) Are Surging Higher
Lynas Rare Earths Limited ( ASX:LYC ) shareholders will have a reason to smile today, with the analysts making...分析記事 • Aug 29
Lynas Rare Earths Limited Just Missed Earnings - But Analysts Have Updated Their Models
As you might know, Lynas Rare Earths Limited ( ASX:LYC ) recently reported its yearly numbers. Revenue of AU$557m...ナラティブの更新 • Aug 27
Mt Weld And Malaysia Expansion Will Secure Rare Earth Supply
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).分析記事 • Jul 30
Insufficient Growth At Lynas Rare Earths Limited (ASX:LYC) Hampers Share Price
You may think that with a price-to-sales (or "P/S") ratio of 20.8x Lynas Rare Earths Limited ( ASX:LYC ) is definitely...
新しいナラティブ • Dec 17
Mt Weld Expansion And Market Diversification To Propel Rare Earths Revenue Growth
Strategic asset management and production alignment position Lynas to maximize future margins, enhancing revenue and net margins as prices recover.株主還元
| LYC | AU Metals and Mining | AU 市場 | |
|---|---|---|---|
| 7D | -1.7% | 2.4% | 1.0% |
| 1Y | 120.3% | 51.1% | 2.2% |
業界別リターン: LYC過去 1 年間で51.1 % の収益を上げたAustralian Metals and Mining業界を上回りました。
リターン対市場: LYC過去 1 年間で2.2 % の収益を上げたAustralian市場を上回りました。
価格変動
| LYC volatility | |
|---|---|
| LYC Average Weekly Movement | 6.8% |
| Metals and Mining Industry Average Movement | 11.8% |
| Market Average Movement | 9.7% |
| 10% most volatile stocks in AU Market | 17.1% |
| 10% least volatile stocks in AU Market | 4.0% |
安定した株価: LYC 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LYCの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1983 | n/a | Pol Le Roux | lynasrareearths.com |
リナス・レアアース社は、子会社とともにオーストラリアとマレーシアでレアアース鉱物の探査、開発、採掘、抽出、加工に従事している。同社は、西オーストラリア州ラバートン近郊のマウント・ウェルド希土類鉱山と濃縮工場、西オーストラリア州カルグーリーの希土類加工施設、マレーシア・ゲベンの先端材料工場の権益を保有している。また、ランタン、セリウム、プラセオジム、ネオジムなどの軽希土類、サマリウム、ユーロピウム、ガドリニウム、テルビウム、ジスプロシウムなどの重希土類も提供している。また、高度な材料加工・濃縮プラントの開発・運営や、企業向けサービスも提供している。以前はリナス・コーポレーション・リミテッドとして知られていたが、2020年11月にリナス・コーポレーション・リミテッドに社名変更。リナス・レアアース・リミテッドは1983年に設立され、オーストラリアのパースに本社を置いている。
Lynas Rare Earths Limited 基礎のまとめ
| LYC 基礎統計学 | |
|---|---|
| 時価総額 | AU$18.34b |
| 収益（TTM） | AU$82.35m |
| 売上高(TTM) | AU$715.89m |
222.7x
PER（株価収益率25.6x
P/SレシオLYC は割高か？
公正価値と評価分析を参照収益と収入
| LYC 損益計算書（TTM） | |
|---|---|
| 収益 | AU$715.89m |
| 売上原価 | AU$493.09m |
| 売上総利益 | AU$222.80m |
| その他の費用 | AU$140.45m |
| 収益 | AU$82.35m |
直近の収益報告
Dec 31, 2025
次回決算日
該当なし
| 一株当たり利益（EPS） | 0.082 |
| グロス・マージン | 31.12% |
| 純利益率 | 11.50% |
| 有利子負債／自己資本比率 | 4.0% |
LYC の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/04 06:29 |
| 終値 | 2026/07/03 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/06/30 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lynas Rare Earths Limited 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32
| アナリスト | 機関 |
|---|---|
| Dale Koenders | Barrenjoey Markets Pty Limited |
| Daniel Morgan | Barrenjoey Markets Pty Limited |
| Mollie Urquhart | Barrenjoey Markets Pty Limited |