Lithium Americas Corp.

NYSE:LAC Stok Raporu

Piyasa değeri: US$2.1b

Lithium Americas Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 0/6

Lithium Americas şirketinin kazançları yıllık ortalama -34.1% oranında azalırken, Metals and Mining sektörünün kazançları yıllık 7.3% oranında azaldı.

Anahtar bilgiler

-34.13%

Kazanç büyüme oranı

-26.10%

EPS büyüme oranı

Metals and Mining Sektör Büyümesi26.40%
Gelir büyüme oranın/a
Özkaynak getirisi-5.44%
Net Marjn/a
Sonraki Kazanç Güncellemesi14 May 2026

Yakın geçmiş performans güncellemeleri

Recent updates

Seeking Alpha • Feb 11

Lithium Americas: Government Support Comes At Equity's Expense

Summary Lithium Americas now faces a worsened risk profile due to DOE's new equity-like involvement via warrants and JV units. DOE and GM have secured asymmetric upside with minimal downside, leaving LAC common shareholders exposed to greater risk and potential valuation overhang. Project timeline has shifted: mechanical completion by end-2027, commercial production in 2028, extending cash burn and delaying cash flows. I maintain my sell rating, as LAC's capital structure increasingly favors government and strategic partners over equity holders. Read the full article on Seeking Alpha
Seeking Alpha • Apr 22

Here's Why We're Buying Lithium Americas While Everyone Else Is Bailing

Summary LAC is positioned to capitalize on rising lithium demand, with Thacker Pass nearing Phase 1 completion. Despite recent share price declines due to lower lithium prices, LAC's liquidity and ongoing project milestones make it an attractive investment with high potential rewards. The company's robust financings de-risk the Thacker Pass project, with potential catalysts like Phase 2 expansion and higher future lithium prices providing upside in the future. We rate LAC a 'Strong Buy'. Read the full article on Seeking Alpha
Seeking Alpha • Mar 31

Lithium Americas: Powering A Robotic Future

Summary Robots via Tesla and Nvidia are coming. If this thesis pans out the most likely material they will use could be lithium. Lithium stocks, including Lithium Americas, are currently undervalued due to Wall Street's negative sentiment and long investment time frames, despite strong growth in EV, fixed storage, and potentially future robotics. Market uncertainty, including unpredictable political actions and depressed lithium prices potentially influenced by China, contributes to subdued interest in lithium investments. LAC's massive resource potential remains largely untapped and underappreciated. Read the full article on Seeking Alpha
Seeking Alpha • Feb 04

Lithium Americas: Thacker Pass Profits Are Underestimated

Summary Lithium Americas Corp holds a significant share in potentially the world's largest high-grade lithium deposit, with strong future growth prospects tied to EV adoption. The Thacker Pass project, backed by a joint venture with General Motors, is crucial for LAC, significantly de-risking the project and securing funding. LAC's projected annual lithium carbonate production of 160,000 tonnes by 2040, coupled with a bullish outlook on lithium prices, suggests substantial long-term upside. Despite current non-production status, LAC's valuation is attractive, with potential for a 36.9% CAGR up to 2033, assuming timely project execution and stable lithium prices. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Lithium Americas: High Risk, But Very High Potential Reward In This Lithium Supply Gap Play

Summary LAC is an early-stage lithium producer with a promising asset in Nevada, poised to benefit from the projected lithium supply gap over the next two decades. Despite current oversupply issues, LAC's Thacker Pass project is well-funded and on track to begin production by 2027, with significant revenue potential. LAC's partnership with General Motors and federal support de-risk the project, making the stock undervalued with a potential 5x upside. We rate LAC a 'Strong Buy', despite the significant execution risks. Read the full article on Seeking Alpha
Seeking Alpha • Oct 17

Lithium Americas: The Unloved Market Is Getting Some Attention

Summary The new ownership structure of Thacker Pass, with Lithium Americas holding 62% and General Motors 38%, is a positive development for the company. GM's $625 million investment, including $430 million in cash and $195 million in letters of credit, provides crucial capital for Thacker Pass. Despite asset dilution, the GM partnership and DOE loan will help LAC complete Thacker Pass by 2028, unlocking significant future growth potential. Future stock price estimates range from $3-$4 in 2028 to $17-$30 in 2032, reflecting the positive long-term outlook despite short-term adjustments. Read the full article on Seeking Alpha
Seeking Alpha • Oct 10

Lithium Americas: A Future Domestic U.S. Producer Warrants A Price Premium

Summary Lithium Americas suffered a severe stock price decline after the company split. Lithium Americas Argentina stock declined far less, due to its already existing production. The volatile lithium market may have reached the bottom or may be close to it, with a potentially equally dramatic price spike potentially on the way. A lithium market turnaround, coupled with geopolitical trends that put a premium on domestic self-sufficiency, may combine to coincide with Lithium Americas commencement of mined lithium production. Its stock could outperform peers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 01

Lithium Americas: Right Time To Enter For A Significant Rally

Summary Lithium Americas stock is rated a "Buy" with a 24-36 month horizon, driven by oversold levels and Thacker Pass asset potential. Macroeconomic headwinds are waning, with global interest rate cuts expected to boost EV sector growth and lithium demand. Thacker Pass promises significant cash flow, with fully financed capex and strong offtake agreements, positioning LAC for a substantial rally. The potential completion of financing from the U.S. DOE and General Motors by December 2024 is a major stock upside trigger. Read the full article on Seeking Alpha
Seeking Alpha • Aug 25

Lithium Americas: Top U.S. Strategic Metal Reserve Available At Giveaway Price

Summary Lithium Americas has faced challenges with construction financing and environmental lawsuits at its Thacker Pass property, while spinning off its Argentina mine as lithium prices collapsed. However, the Nevada-focused entity remains appealing for investment, with its low-interest DOE loan approval and GM investment providing the necessary capital to get U.S. lithium production going by late 2027. With a 40-year mine life and very low net mining cost projection for Thacker Pass, LAC shares are likely worth significantly more than the current quote to long-term owners. Technical momentum indicators have been bottoming since June, which could point to a reversal in the share price soon. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Lithium Americas: An Unloved Market Makes Attractive Entry Point

Summary Fear has swung the lithium pendulum to the oversold side. Financing is Lithium Americas' final hurdle before construction. Lithium Americas' production is currently slated to start in late 2027 - early 2028. The patient investor could be rewarded given current price levels. Read the full article on Seeking Alpha
Seeking Alpha • Jun 12

Lithium Americas: A Few Bullet Points On The Latest Share Price Debacle

Summary Lithium Americas Corp. shares have dropped below $3. Thacker Pass is a significant lithium find, and LAC's other holdings in the McDermitt Caldera region are also valuable. Despite the current low prices, the demand for lithium in various industries, including batteries and electronics, remains strong. Here is the good, the bad, and the ugly. Read the full article on Seeking Alpha
Seeking Alpha • Jun 04

Lithium Americas: After Taking Several Hits, It Is Now A Value Play

Summary A short report put some downward pressure on Lithium Americas. Lithium stocks are unloved and unwanted. It has been a rough few months with the stock price getting cut in half, but buying cheap and holding can work. We explore the math behind the project to show exactly how the project could be funded. While dark clouds loom over lithium in the short term, the long-term demand for lithium is rising. New projects are announced monthly that will require massive amounts of the white metal. While risky, we view Lithium Americas stock as a value play given future lithium demand. Read the full article on Seeking Alpha
Seeking Alpha • May 29

Lithium Americas: Don't Get Lost On Distorted Reports

Summary Lithium Americas faces risks from volatile lithium prices and dilutive financing, but these risks are overblown by a recent short report. LAC's Thacker Pass project has already produced lithium carbonate samples and utilizes proven technology and equipment. The U.S. government's aggressive plan to support the domestic supply chain includes a focus on lithium production, which bodes well for Lithium Americas' DoE loan. The stock is cheap based on even conservative feasibility studies for the Thacker Pass. Read the full article on Seeking Alpha
Seeking Alpha • May 09

Lithium Americas: A Top Lithium Stock To Buy Now

Summary Lithium Americas Corp. stock experienced a setback after a surge, but technical indicators suggest potential for improvement. Global lithium demand is projected to double in 2025–2030, indicating the potential for higher prices. Lithium Americas' market cap is small, but its significant lithium mine could lead to substantial revenue and stock appreciation. Read the full article on Seeking Alpha
Seeking Alpha • Mar 14

Lithium Americas: Load Up On Lithium Weakness

Summary Lithium Americas Corp. is poised to bring a lithium mine online when EV demand returns, despite the current weakness in the market. The company has received tentative approval for a $2.26 billion loan from the U.S. DOE, along with an investment from General Motors, to fund the construction of the Thacker Pass lithium mine. Despite the current low lithium prices, the company has the potential to generate significant cash flow and annual adjusted EBITDA in excess of its market cap. Read the full article on Seeking Alpha
Seeking Alpha • Feb 16

Massif Capital - Lithium Americas: Why We Still Own LAC And LAAC

Summary Investing in the Lithium mining and processing industry has gotten very tricky. Currently, we remain, at a small size, invested in two lithium mining firms, Lithium Americas and Lithium Argentina. We view LAAC as a compelling value play with a de- risked producing asset and the potential to reinvest capital at high rates of return via the development. LAC has many strengths: strong management, strong backing, a first-of- a-kind flow sheet. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Lithium Americas: A Mixed Take

Summary Even though Lithium Americas may be out of favor, we reiterate some of the favorable long-term narratives that still hold good. As per its latest update provided this month, LAC is expected to get conditional approval of its DOE loan in early 2024. The stock continues to suffer from bearish conditions, but as a potential rotational option within the strategic metal universe, it offers some promise. Unfavorable sentiment towards lithium themes could cap any meaningful upside. Read the full article on Seeking Alpha
Seeking Alpha • Jan 15

Lithium Americas: Beware Chronic Lithium Glut And Thacker Pass Project Uncertainty

Summary Lithium prices have collapsed by 85% from their peak due to a glut in the market, which seems to be a chronic issue. The Earth has abundant lithium resources, pointing towards a potential long-term glut rather than a shortage, as output estimates may be above demand through 2030. The valuation of Lithium Americas depends on the success of its Thacker Pass lithium mine project, which faces uncertainties and risks. I estimate LAC is currently trading at a 5-7x "EV/EBIT" range if we account for its project estimates, typical lithium prices in recent years (excluding 2022), and financing considerations. I believe LAC's valuation today is only justified if the company can demonstrate it should complete its project on time and on budget throughout 2024. Read the full article on Seeking Alpha
Seeking Alpha • Dec 11

Lithium Americas Approaches Buying Zone

Summary Lithium Americas Corp. highlights progress on the Thacker Pass lithium project, gearing up for major construction in 2024. Collaboration with the U.S. Department of Energy for significant loans underscores financial planning for the project. Stock price reaches a critical support level, suggesting possible consolidation and base formation. Read the full article on Seeking Alpha
Seeking Alpha • Nov 21

Lithium Americas: Delay, Disrupt, And Destroy

Summary Insiders across the board are buying Lithium Americas. Lithium Americas wins yet another legal challenge to Thacker Pass. There is an updated timeline on the government loan per the CEO. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Lithium Americas: A Green Banana

Summary Lithium Americas is on track to become the largest lithium project in America, producing up to 80,000 t of lithium carbonate annually. Demand for lithium is expected to outstrip supply for at least ten years, making lithium producers like LAC potentially profitable for a long time. LAC's Thacker Pass project is unique as it is the only known deposit of lithium-bearing illite in the world, which could make processing the clays into lithium carbonate easier and more cost-effective. The key question for an investor is, "How Long Will this Project Take to Get Into Production?" Read the full article on Seeking Alpha

Gelir ve Gider Dağılımı

Lithium Americas nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.

Kazanç ve Gelir Geçmişi

NYSE:LAC Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Dec 250-122530
30 Sep 250-242340
30 Jun 250-53300
31 Mar 250-47290
31 Dec 240-43280
30 Sep 240-35320
30 Jun 240-27300
31 Mar 240-10290
31 Dec 230-5290
30 Sep 230-15390
30 Jun 230-27470
31 Mar 230-57550
31 Dec 220-68610
31 Dec 210-47440

Kaliteli Kazançlar: LAC şu anda kârlı değil.

Büyüyen Kar Marjı: LAC şu anda kârlı değil.

Serbest Nakit Akışı ve Kazanç Analizi

Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: LAC kârlı değildir ve zararlar son 5 yılda yılda 34.1% oranında artmıştır.

Büyüme Hızlandırma: LAC 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil

Kazançlar vs. Sektör: LAC kârlı olmadığından, geçmiş yıl kazanç büyümesinin Metals and Mining sektörüyle ( 84.5% ) karşılaştırılması zorlaşıyor.

Özkaynak Getirisi

Yüksek ROE: LAC hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -5.44% ) sahiptir.

Varlık Getirisi

Kullanılan Sermaye Getirisi

Geçmişte güçlü performans gösteren şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/07 06:16
Gün Sonu Hisse Fiyatı2026/05/07 00:00
Kazançlar2025/12/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Lithium Americas Corp. 13 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Joel JacksonBMO Capital Markets Equity Research
Corinne BlanchardDeutsche Bank
Ishan JainHSBC