Lithium Americas (LAC)
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Lithium Americas Corp. (NYSE:LAC) Receives Average Rating of “Hold” from Analysts
Defense World· 2026-03-28 07:00
Lithium Americas Corp. (NYSE:LAC – Get Free Report) has received an average recommendation of “Hold” from the twelve analysts that are covering the firm, MarketBeat.com reports. One analyst has rated the stock with a sell recommendation, eight have given a hold recommendation and three have given a buy recommendation to the company. The average 1 year price objective among brokerages that have issued ratings on the stock in the last year is $5.8125. Get Lithium Americas alerts: A number of equities researc ...
BMO Slashes Lithium Americas Target to $4.50 as Thacker Pass CapEx Inflation Hits 15%
Yahoo Finance· 2026-03-24 16:09
Quick Read Lithium Americas (LAC) is building the Thacker Pass mine in Nevada with Phase 1 engineering 93% complete and mechanical completion targeted for late 2027 to produce 40,000 tonnes per year of battery-quality lithium carbonate; the company has drawn $867.6M from its $2.23B DOE loan facility and holds $905.6M in cash, with strategic partnerships including General Motors’ 38% joint venture interest providing execution validation. BMO Capital cut its price target to $4.50 from $6 citing 15% capex ...
LAC Stock Up 32% Over the Past Year But Share Dilution Is Quietly Piling Up
247Wallst· 2026-03-22 10:00
Core Viewpoint - Lithium Americas (LAC) is experiencing significant share dilution despite a 32% increase in stock price over the past year, with substantial capital expenditures planned for its Thacker Pass project and ongoing net losses expected in the coming years [1][6][12]. Financial Performance - LAC plans to spend between $1.3 billion and $1.6 billion on capital expenditures in 2026 for the Thacker Pass project, supported by a $2.23 billion Department of Energy (DOE) loan facility and a 38% joint venture with General Motors [1][4]. - The company sold 68.2 million shares in 2025 at an average price of $5.98 per share and an additional 32.5 million shares post-year-end at $5.92, with a fresh At-the-Market (ATM) program now active [12]. - Net losses for LAC nearly doubled year-over-year to $86.3 million in 2025, with an expected earnings per share (EPS) of -$0.9725 for 2026 as construction costs rise [12]. Market Sentiment - Sentiment on Reddit for LAC shifted from a bullish score of 78 to a neutral score of 58, reflecting concerns over share dilution and geopolitical factors affecting the market [2][4][6]. - The stock has seen a decline of 8.74% over the past week, although it remains up 41.25% over the past year [6]. Geopolitical Factors - The initial bullish sentiment was linked to discussions about potential rare earth mineral restrictions by China, which positioned LAC and similar companies as national security hedges [7][8]. - The upcoming March 25 briefing regarding China's rare earth policies is anticipated to have a significant impact on LAC's stock performance, potentially overshadowing earnings reports [9].
Lithium Americas Project Is Now A National Security Asset: Analyst
Benzinga· 2026-03-20 17:25
Wedbush analyst Dan Ives reiterated a cautious stance on the company following its fourth-quarter 2025 results, citing solid progress at Thacker Pass alongside ongoing execution risks.Ives maintained a Neutral rating and $8 price target, describing the quarter as constructive with continued advancement in engineering, procurement, and construction. He identified 2026 as a pivotal year as the company moves into peak buildout.He also highlighted the strategic importance of Thacker Pass to U.S. supply chains. ...
Lithium Americas (NYSE:LAC) Earnings Call Presentation
2026-03-19 11:00
CORPORATE PRESENTATION ● MARCH 2026 TSX & NYSE: LAC Creating Value by Building Thacker Pass to Deliver Vertically Integrated, Domestic Lithium Capacity Disclaimer ADDITIONAL REFERENCE MATERIALS This presentation should be read in conjunction with materials from Lithium Americas Corp. ("Lithium Americas," "LAC" or the "Company"), including news releases, material change reports, most recent annual financial statements and related management discussion and analysis ("MD&A"), technical report, and most recentl ...
Lithium Americas GAAP EPS of $0.50 (NYSE:LAC)
Seeking Alpha· 2026-03-19 10:57
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Lithium Americas (LAC) - 2025 Q4 - Annual Results
2026-03-19 10:40AI Processing
NEWS RELEASE TSX: LAC ● NYSE: LAC www.lithiumamericas.com Lithium Americas Reports Full Year 2025 Results (All amounts in US$ unless otherwise indicated) March 19, 2026 – Vancouver, Canada: Lithium Americas Corp. (TSX: LAC) (NYSE: LAC) ("Lithium Americas" or the "Company") announced that it has filed its Annual Report on Form 10-K, which includes the Company's audited consolidated financial statements for the year ended December 31, 2025, and provided an update on its Thacker Pass lithium project in Humbold ...
Lithium Americas (LAC) - 2025 Q4 - Annual Report
2026-03-19 10:30
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the Fiscal Year Ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 for the Transition Period from to Commission File Number: 001-41788 LITHIUM AMERICAS CORP. (Exact Name of Registrant as Specified in Its Charter) British Columbia, Canada Not Applicable (State or Other Jur ...
Lithium Americas (LAC) Forecasts $1.3B to $1.6B 2026 Capex as Thacker Pass Peak Nears
Yahoo Finance· 2026-03-11 07:18
Core Insights - Lithium Americas Corp. is making significant progress on its Thacker Pass lithium project, with construction on schedule and key engineering milestones achieved [1][3] - The company has issued capital expenditure guidance for 2026 between $1.3 billion and $1.6 billion to support ongoing development [2][3] - Aiming for mechanical completion of the Phase 1 processing plant by late 2027, with production ramp-up expected in 2028 [3] Group 1: Project Development - As of late 2025, approximately 950 personnel were on-site, with expectations to increase to 1,800 during peak construction in 2026 [1] - Phase 1 engineering design is 93% complete, and procurement is at 60% [1] - The Operations and Business Readiness team is ramping up hiring and training in anticipation of site commissioning [2] Group 2: Financial Guidance - Capital expenditure for 2026 is projected to cover construction costs, capitalized development expenses, and interest on a Department of Energy loan [2] - Approximately 75% of total project costs are insulated from direct tariff impacts, primarily due to labor and services [2] Group 3: Strategic Goals - Key milestones for 2026 include the delivery of major long-lead equipment, continuation of cable pulls, and energizing regional substations [3] - Early commissioning of individual plant facilities is scheduled for Q4 2026 [3] - The company aims to establish a secure, domestic lithium supply chain as global market conditions strengthen [3]
Canaccord Adjusts Lithium Americas Corp. (LAC) Target Following 2026 CapEx and Project Updates
Yahoo Finance· 2026-03-02 17:44
Core Insights - Lithium Americas Corp. (NYSE:LAC) is recognized as one of the most promising EV battery stocks to invest in [1][2] Group 1: Company Updates - On February 19, Lithium Americas provided an update on its Thacker Pass project, detailing the project's status for 2025, capital expenditure estimates for 2026, and upcoming milestones [3] - Phase 1 construction of the Thacker Pass project is on track for completion by the end of 2025, with detailed engineering 93% complete and procurement 60% complete [3] - By the end of 2025, approximately 950 people were employed at the site, with expectations for that number to rise to nearly 1,800 by 2026 [4] Group 2: Financial Projections - The estimated capital expenditures for Phase 1 in 2026 are projected to be between $1.3 billion and $1.6 billion, covering major equipment deliveries and other essential installations [5] - Canaccord Genuity has adjusted its price target for LAC to C$7 from C$7.50 while maintaining a Hold rating, following the company's forecasts for capital expenditures and project milestones [2][9] Group 3: Operational Readiness - The Operations and Business Readiness team is expanding to manage the transition to commissioning and production, which includes staffing, safety programs, training, and equipment testing [5] - Significant processing facilities are still undergoing structural, foundation, and concrete work, with the Workforce Hub largely operational [4]