Lynas Rare Earths Limited (ASX:LYC)
11.35
+0.28 (2.53%)
Oct 19, 2026, 4:15 PM AEST
Lynas Rare Earths Stock Forecast
Stock Price Forecast
According to 12 analysts polled by S&P Global, Lynas Rare Earths stock has a consensus rating of "Buy" and an average price target of $17.57. The average 1-year stock price forecast is 54.80% higher than the current stock price, while the lowest is $9.50 (-16.30%) and the highest is $22.00 (+93.83%).
Price Target: $17.57 (+54.80%)
Analyst Consensus: Buy
Price Target
ChartAnalyst Ratings
The average analyst rating for Lynas Rare Earths stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.
Recommendation Trends
| Rating | May '26 | Jun '26 | Jul '26 | Aug '26 | Sep '26 | Oct '26 |
|---|---|---|---|---|---|---|
| Strong Buy | 7 | 7 | 7 | 6 | 6 | 5 |
| Buy | 2 | 2 | 2 | 2 | 2 | 4 |
| Hold | 3 | 3 | 3 | 3 | 3 | 1 |
| Sell | 0 | 0 | 1 | 1 | 1 | 1 |
| Strong Sell | 3 | 3 | 2 | 2 | 2 | 1 |
| Total | 15 | 15 | 15 | 14 | 14 | 12 |
Latest Forecasts
| Analyst | Firm | Rating | Rating | Action | Price Target | Upside | Date |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | Morgan Stanley | Buy Upgrades $15.45 → $14.65 | Buy | Upgrades | $15.45 → $14.65 | +29.07% | Oct 12, 2026 |
| UBS | UBS | Buy Maintains $21.00 | Buy | Maintains | $21.00 | +85.02% | Oct 9, 2026 |
| Ord Minnett | Ord Minnett | Buy Upgrades $14.00 | Buy | Upgrades | $14.00 | +23.35% | Oct 5, 2026 |
| Goldman Sachs | Goldman Sachs | Buy Maintains n/a | Buy | Maintains | n/a | n/a | Oct 3, 2026 |
| J.P. Morgan | J.P. Morgan | Buy Maintains $19.10 → $19.00 | Buy | Maintains | $19.10 → $19.00 | +67.40% | Oct 3, 2026 |
Financial Forecast
Revenue This Year
1.63B
from 977.95M
Increased by 66.82%
Revenue Next Year
2.08B
from 1.63B
Increased by 27.29%
EPS This Year
0.53
from 0.22
Increased by 138.81%
EPS Next Year
0.78
from 0.53
Increased by 48.67%
EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is AUD.