LYC Shares Lynas Rare Earths Limited
ASX · ASXLast in our picks 2026-10-26 — not in the current list; analysis below is from that screen
Rare-earth supply-chain strategic value, positive broker momentum, and significant valuation upside as production expands.
Future value: $22.00 (+97.22%) · 6-12 months
Signal breakdown
- ▸Canaccord reiterated Buy and raised target to $22
- ▾Below 50-day MA (-20.52%)
- ▾Near 52-week low (4% of range)
- ▸~97% upside to price target
Is LYC a buy right now?
Trend: LYC is trading below the 50-day average (-18.45%), RSI 67 — neutral momentum, with a 3-month return of -18.39%.
Valuation & quality: Lynas Rare Earths Limited trades on a trailing P/E of 49.0, forward P/E 14.2, PEG 0.17, price-to-book 3.25; fundamentals show net margin 22.7%, return on equity 7.6%, revenue growth 86.7% year on year.
Analyst consensus: 12 analysts have a mean 12-month price target of A$17.23 (+52.9% vs the last close; range A$9.50 – A$23.00), consensus rating “buy”.
Our screen: BUY (score 3) — Rare-earth supply-chain strategic value, positive broker momentum, and significant valuation upside as production expands.
Computed from end-of-day data; not personal advice.
Our track record with LYC
Our simulated $10,000 funds have traded LYC 1 time — 1 of 1 closed trade profitable.
| Fund | Bought | Sold | Return |
|---|---|---|---|
| ASX High-risk | 2026-09-28 @ $13.77 | 2026-09-30 @ $13.83 · AI review sell | +0.44% |
Paper trades from our simulated funds at real end-of-day prices; past results don't predict future returns.
12-month price chart
Monthly returns
| Mar 26 | Apr 26 | May 26 | Jun 26 | Jul 26 | Aug 26 | Sep 26 | Oct 26 |
|---|---|---|---|---|---|---|---|
| +3.50% | -3.30% | +0.90% | -5.90% | -22.00% | +13.10% | -13.20% | -18.50% |
Fundamentals
Analyst price target
Technical signals
About Lynas Rare Earths Limited
Lynas Rare Earths Limited, together with its subsidiaries, engages in the exploration, development, mining, extraction, and processing of rare earth minerals in Australia and Malaysia.
Sector: Basic Materials · Industry: Other Industrial Metals & Mining · Australia · 1,156 employees · Website
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Market data from end-of-day feeds; AI-generated research for educational purposes only — not investment advice.