Lynas Rare Earths Stock Forecast

Stock Price Forecast

According to 15 analysts polled by S&P Global, Lynas Rare Earths stock has a consensus rating of "Buy" and an average price target of $19.86. The average 1-year stock price forecast is 12.46% higher than the current stock price, while the lowest is $9.50 (-46.21%) and the highest is $25.50 (+44.39%).

Price Target: $19.86 (+12.46%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$9.50	$19.86	$21.50	$25.50
Change	-46.21%	+12.46%	+21.74%	+44.39%

Analyst 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	Jan '26	Feb '26	Mar '26	Apr '26	May '26	Jun '26
Strong Buy	7	7	8	7	7	7
Buy	2	3	3	2	2	2
Hold	3	2	2	4	3	3
Sell	0	0	0	0	0	0
Strong Sell	4	4	3	3	3	3
Total	16	16	16	16	15	15

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Austin Yun Macquarie	Macquarie	Hold Maintains $20.00	Hold	Maintains	$20.00	+13.25%	Jun 4, 2026
Dim Ariyasinghe UBS	UBS	Buy Maintains $23.65	Buy	Maintains	$23.65	+33.92%	May 20, 2026
Reg Spencer Canaccord Genuity	Canaccord Genuity	Buy Maintains $19.97 → $22.00	Buy	Maintains	$19.97 → $22.00	+24.58%	Apr 22, 2026
Matthew Hope Ord Minnett	Ord Minnett	Sell Maintains $14.00	Sell	Maintains	$14.00	-20.72%	Apr 22, 2026
Rahul Anand Morgan Stanley	Morgan Stanley	Hold Maintains $20.45	Hold	Maintains	$20.45	+15.80%	Apr 22, 2026

More Analyst Ratings

Financial Forecast

Revenue This Year

1.06B

from 556.51M

91.29%

from 556.51M

Revenue Next Year

1.79B

from 1.06B

68.44%

from 1.06B

EPS This Year

0.30

from 0.01

3,413.41%

from 0.01

EPS Next Year

0.68

from 0.30

127.85%

from 0.30

Fiscal Year	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Jun 30, 2021	Jun 30, 2022	Jun 30, 2023	Jun 30, 2024	Jun 30, 2025	Jun 30, 2026
Revenue	489.02M	920.01M	739.28M	463.29M	556.51M	1.06B
Revenue Growth	60.28%	88.13%	-19.65%	-37.33%	20.12%	91.29%
Gross Profit	186.78M	571.63M	339.39M	132.70M	129.82M	565.99M
Gross Margin	38.19%	62.13%	45.91%	28.64%	23.33%	53.17%
Operating Income	156.44M	524.91M	278.00M	61.79M	9.98M	344.75M
Net Income	157.08M	540.82M	310.67M	84.51M	7.99M	294.50M
EPS	-	-	-	-	0.01	0.30
EPS Growth	-	-	-	-	-90.57%	3,413.41%
Forward PE	23.92	12.87	16.38	24.17	40.25	59.13
Free Cash Flow	79.00M	66.45M	-318.99M	-534.76M	-466.49M	191.56M
No. Analysts	-	-	-	-	-	12

EPS and Forward PE are based on non-GAAP adjusted numbers. Financial currency is AUD.

Revenue Forecast

Revenue	2026	2027	2028
High	1.2B
Avg	1.1B
Low	1.0B

Revenue Growth

Revenue Growth	2026	2027	2028
High	111.5%
Avg	91.3%
Low	81.7%

EPS Forecast

EPS	2026	2027	2028
High	0.41
Avg	0.30
Low	0.22

EPS Growth

EPS Growth	2026	2027	2028
High	4,758.8%
Avg	3,413.4%
Low	2,490.6%