Lithium Argentina AG

NYSE:LAR Stock Report

Market Cap: US$1.9b

Lithium Argentina Future Growth

Future criteria checks 3/6

Lithium Argentina is forecast to grow earnings at 98.3% per annum.

Key information

98.3%

Earnings growth rate

n/a

EPS growth rate

Metals and Mining earnings growth13.4%
Revenue growth raten/a
Future return on equity5.15%
Analyst coverage

Low

Last updated04 May 2026

Recent future growth updates

Recent updates

Seeking Alpha • May 06

Lithium Argentina: A Sleeping Giant Is Awakening

Summary Lithium Argentina (LAR) stands out as a potential undervalued sleeper in the recovering lithium sector. LAR has a unique agreement preventing Ganfeng Lithium from acquiring it for several years, highlighting its strategic value. Surging lithium demand is driven by drone warfare, global EV adoption, and data center energy storage needs. The sector's cyclical nature and underexplored assets position LAR for significant upside as lithium prices rebound. Read the full article on Seeking Alpha
Seeking Alpha • Mar 20

Lithium Argentina: A Possible Acquisition Target

Summary Lithium Argentina shows potential and improvement despite challenges, making it a possible acquisition target for Ganfeng in the future. Ganfeng, with a market cap of $9.44 billion, could easily acquire Lithium Argentina, which has a market cap of $373 million. The automotive industry is undergoing rapid change, with EVs and fixed power storage likely to continue being adopted. The article explores LAR's latest earnings and why Ganfeng might consider acquiring it down the road. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

Lithium Argentina Looks Safe To Me

Summary Mining companies fall into two groups: producing and non-producing, with different risks and rewards. Lithium Argentina is a producing miner with lower costs. Lithium Argentina benefits from salar-based lithium extraction, which has lower operating costs compared to hard rock mining, ensuring continued production even at lower prices. The company is positioned well to survive current low lithium prices and benefit from potential future price increases, making it a strategic investment. While not highly exciting, Lithium Argentina's low-cost production and stable outlook make it a solid choice for those betting on a lithium price rebound. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Lithium Argentina: Why We Still Have Confidence

Summary Despite a 4.6% drawdown in 2024, I remain confident in LAAC due to its healthy balance sheet and strong cash-flowing potential. LAAC's 2024 production met expectations, and 2025 guidance aligns with technical documents, indicating steady growth and operational optimization. Updated technical report shows long-term operating costs of ~$6.5/kg, with a 43% cash operating margin, reflecting cost efficiency improvements. Caucharí asset's NAV is estimated at $3.6 billion, significantly higher than LAAC's current market capitalization, highlighting substantial undervaluation. Read the full article on Seeking Alpha
Seeking Alpha • Oct 22

Lithium Americas Argentina: Our Largest And Most Bullish Holding

Summary Lithium Americas Argentina is significantly undervalued, with potential valuations of $1.9 billion to $2.3 billion based on peer buyout comparisons and future LCE production. LAAC's production is expected to reach 17,920 tons LCE by 2025, with future potential of 91,000 tons LCE by 2030. LAAC's development possibilities include expanding Cauchari-Olaroz and initiating projects at Pastos Grandes and Sal de la Puna, with full production by 2030. Despite risks, LAAC's partnership with Ganfeng and Rio Tinto's investment in a competitor highlight the company's long-term growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Sep 12

Lithium Americas (Argentina): Significant Upside Potential Backed By Quality Assets

Summary Lithium Americas (Argentina) Corp. is significantly undervalued with a strong buy rating and a 36-month investment horizon due to its high-quality assets and potential lithium price recovery. LAAC's Caucharí-Olaroz project has a 40-year mine life, with a base-case NPV of $876 million, indicating substantial upside potential from current valuations. Production from Caucharí-Olaroz is ramping up, with expected robust cash flows even at conservative lithium price estimates, supporting strong future financial performance. Key risks include project execution and financing, mitigated by a partnership with Ganfeng Lithium, ensuring financial backing and enhanced execution capabilities. Read the full article on Seeking Alpha
Seeking Alpha • Jul 19

Lithium Americas (Argentina): A Winner Even With Low Lithium Prices

Summary Many lithium companies have gotten hammered as underlying commodity prices have come down, presenting investors in LAAC an opportunity to acquire two world-class assets at a steep discount. With poor market sentiment, investments into lithium projects have ground to a halt, allowing the industry to gradually shift toward an undersupply and positioning prices for recovery. Even in this “weaker” lithium market, LAAC is well-positioned to generate significant profitability given its position at the bottom end of the production cost curve. With a major partner in Ganfeng and its production ramp already significantly underway, LAAC is already materially de-risked and on its way to becoming a major lithium producer. Without any recovery in lithium prices, LAAC shares still have near-term upside in excess of over 100% - or 700% if lithium prices reach $35,000/tonne. Read the full article on Seeking Alpha
Seeking Alpha • Jun 11

Lithium Americas (Argentina): A Speculative Bet On A Pure-Play Lithium Stock

Summary Lithium Americas (Argentina) Corp. is a potential investment opportunity due to its exposure to the lithium industry and its ambitious growth plans. The company's Caucharí-Olaroz project in Argentina has the potential to become a low-cost supplier of lithium carbonate. Lithium Americas (Argentina) has a strategic partnership with Ganfeng Lithium, which could provide synergies and value-capture opportunities. Read the full article on Seeking Alpha
Seeking Alpha • Jan 15

Lithium Americas (Argentina): This Low-Cost Producer Is On Sale

Summary Lithium Argentina is a pure-play lithium business. The Cauchari-Olaroz project is the flagship project of Lithium Argentina, producing lithium carbonate for EV batteries. As a low-cost producer they will be able to survive the downturns and profit in the upturns. The company has a history of delivering on their promises; it looks like it should be at nameplate capacity by the middle of the year. Read the full article on Seeking Alpha
Seeking Alpha • Nov 16

Lithium Americas (Argentina): A Better Bet Than Lithium Americas Post-Split

Summary Lithium Americas (Argentina) is ramping up production and reported positive earnings in its first quarterly report since the split, boosting its future outlook. The company has nearly completed capital spending on its Caucharí-Olaroz project and is expected to reach full production capacity next year. While there are political and geopolitical risks in Argentina, Lithium Americas (Argentina) has a steady revenue stream starting next year and can partially finance capital costs internally. Lithium Americas, on the other hand, is years away from production, while high interest rates make for expensive capital. Within the current interest rate environment, Lithium Americas (Argentina) is the more advantageous investment opportunity in my view, while lower lithium prices are providing a better long-term entry point for investors. Read the full article on Seeking Alpha
Seeking Alpha • Oct 05

Lithium Americas: Divide And Conquer

Summary Lithium Americas owns the largest known lithium mining property in the United States. LAC has separated out its non-US holdings, allowing Lithium Americas to qualify for US government loans and the Argentinian properties to succeed on their own. This article discusses the differences between the two companies and their benefits and disadvantages. Read the full article on Seeking Alpha

Earnings and Revenue Growth Forecasts

NYSE:LAR - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/2028N/AN/A6501
12/31/2027N/A76-1832
12/31/2026N/A7985933
12/31/2025N/A-75-30-30N/A
9/30/2025N/A-81-33-32N/A
6/30/2025N/A-19-33-33N/A
3/31/2025N/A-12-30-29N/A
12/31/2024N/A-15-23-22N/A
9/30/2024N/A-11-35-32N/A
6/30/2024N/A-2-43-37N/A
3/31/2024N/A11-55-48N/A
12/31/2023N/A18-67-59N/A
9/30/2023N/A48-65-58N/A
6/30/2023N/A42-63-62N/A
3/31/2023N/A10-69-66N/A
1/1/2023N/A-33-67-65N/A
9/30/2022N/A-54-69-67N/A
6/30/2022N/A-72-73-67N/A
3/31/2022N/A-75-62-60N/A
12/31/2021N/A-39-55-53N/A
9/30/2021N/A-56-46-44N/A
6/30/2021N/A-45-45-34N/A
3/31/2021N/A-32-69-34N/A
12/31/2020N/A-35-93-31N/A
9/30/2020N/A-31-112-28N/A
6/30/2020N/A45-106-25N/A
3/31/2020N/A44-78-21N/A
12/31/2019N/A54-47-18N/A
9/30/2019-364N/A-18N/A
6/30/2019-2-13N/A-20N/A
3/31/2019-1-13N/A-19N/A
12/31/2018N/A-14N/A-19N/A
9/30/20184-24N/A-19N/A
6/30/20183-30N/A-15N/A
3/31/20184-33N/A-14N/A
12/31/20174-33N/A-13N/A
9/30/20174-31N/A-9N/A
6/30/20174-22N/A-9N/A
3/31/20172-16N/A-9N/A
12/31/20161-22N/A-9N/A
9/30/20161-22N/A-10N/A
6/30/20160-21N/A-10N/A
3/31/2016N/A-18N/A-8N/A
12/31/2015N/A-8N/A-7N/A
9/30/2015N/A-8N/A-7N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: LAR is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (3.5%).

Earnings vs Market: LAR is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: LAR is expected to become profitable in the next 3 years.

Revenue vs Market: Insufficient data to determine if LAR's revenue is forecast to grow faster than the US market.

High Growth Revenue: LAR is forecast to have no revenue next year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: LAR's Return on Equity is forecast to be low in 3 years time (5.1%).

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/07 11:10
End of Day Share Price 2026/05/07 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lithium Argentina AG is covered by 20 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
MacMurray WhaleATB Cormark
Joel JacksonBMO Capital Markets Equity Research
Lucas PipesB. Riley Securities, Inc.