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. ...