LACBasic Materials · Other Industrial Metals & MiningThe 12 Wall Street analysts covering Lithium Americas Corp. hold a median 12-month price target of $4.5 — +76.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 10 of 100 as at 2 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Lithium Americas Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (68): Analysts have, on balance, been raising their forecasts.
Issuance (6): The company has been issuing shares or taking on financing, diluting existing holders.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LAC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +76.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Sept 2026 | JP Morgan | Assumes | Overweight | $6.00 |
| 14 Aug 2026 | BMO Capital | Maintains | Market Perform | — |
| 14 Aug 2026 | BMO Capital | Maintains | Market Perform | $4.50 → $4.00 |
| 1 July 2026 | Goldman Sachs | Initiates | Neutral | $4.50 |
| 1 July 2026 | Goldman Sachs | Initiates | Neutral | — |
| 20 Apr 2026 | Wedbush | Assumes | Neutral | $8.00 |
| 6 Apr 2026 | Scotiabank | Maintains | Sector Perform | — |
| 12 Jan 2026 | Scotiabank | Maintains | Sector Perform | — |
| 13 Nov 2025 | Scotiabank | Upgrade | Sector Perform | — |
| 6 Nov 2025 | JP Morgan | Upgrade | Neutral | — |
| 16 Oct 2025 | JP Morgan | Downgrade | Underweight | — |
| 6 Oct 2025 | Scotiabank | Downgrade | Sector Underperform | — |
| 2 Oct 2025 | BMO Capital | Maintains | Market Perform | — |
| 1 Oct 2025 | Wedbush | Maintains | Neutral | — |
| 25 Sept 2025 | TD Cowen | Downgrade | Hold | — |
| 24 Sept 2025 | Jefferies | Maintains | Buy | — |
| 16 May 2025 | Wedbush | Reiterates | Neutral | — |
| 31 Mar 2025 | Scotiabank | Maintains | Sector Perform | — |
| 7 Jan 2025 | Piper Sandler | Maintains | Neutral | — |
| 19 Dec 2024 | Wedbush | Initiates | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LAC appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 2 Oct 2026, Lithium Americas Corp. returned −62.9% against +16.2% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 90% of US stocks
Cheaper than 81% of US stocks
Cheaper than 91% of US stocks
Higher than 32% of US stocks
Higher than 30% of US stocks
Higher than 40% of US stocks
Higher than 38% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lithium Americas Corp. has a market value of $925.8M and an enterprise value of $1.8B.
Revenue in the twelve months to 30 June 2026: $0.0.
Net income over the same four quarters: −$55.2M.
Free cash flow in the twelve months to 30 June 2026: −$1.1B.
Trailing P/E: −5.1×; forward P/E: −17.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Lithium Americas Corp. employs 94 people.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lithium Americas Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Lithium Americas Corp. stock closed at $2.57 in the most recent trading day, a decline of 2.28% from the prior session, even as the broader market improved.
Why it matters — A LAC watcher would care because the stock moved lower despite a generally improving market, noting its recent closing price level.
MarketBeat examines how government support—including equity stakes, loan guarantees and price floors—has been distributed across companies from chipmakers to junior miners, and questions whether investors should treat such backing as a reliable buying signal. The article highlights stocks that demonstrate the importance of real pricing power over reliance on government money.
Why it matters — LAC watchers may want to consider how government-backed support compares with genuine pricing power when evaluating the company's fundamentals.
In its latest trading session, Lithium Americas Corp. (LAC) closed at $2.83, a -2.41% move from the previous day, dipping more than the broader market. The report notes this decline relative to the wider market performance.
Why it matters — A LAC watcher would care because the stock underperformed the broader market in the latest session, reflecting its recent price movement.
The Motley Fool examines Lithium Americas as Thacker Pass shifts from a development stage to an execution stage. It notes construction progress could reduce the discount investors place on the stock, though lithium prices and remaining project risk still stand between LAC and a meaningful rerating.
Why it matters — LAC watchers would care because this framing directly addresses whether broader progress at Thacker Pass and ongoing market conditions could affect how the market values the company.
Zacks Investment Research published an article highlighting basic materials stocks that could beat quarterly earnings estimates, using its Zacks Earnings ESP tool to identify candidates. The piece focuses on screening tools rather than specific company developments.
Why it matters — A Lithium Americas Corp. watcher would care because the article may signal whether LAC is among basic materials stocks viewed as potential earnings outperformers.
The 12 Wall Street analysts covering Lithium Americas Corp. have a median 12-month price target of $4.5, with estimates ranging from $3.3 to $10. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Lithium Americas Corp., 3 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Lithium Americas Corp. 10 out of 100 across roughly 4,600 US stocks as at 2 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 2 Oct 2026, Lithium Americas Corp. ranks 10 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (68 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies +76.8% from the last close, and Ticker Nerd's factor model ranks Lithium Americas Corp. 10 out of 100 as at 2 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lithium Americas Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LAC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $3.3 to $10 over the next 12 months.
Lithium Americas Corp. returned -62.9% over the 12 months to 2 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Lithium Americas Corp. is a resource and materials company focused on developing and operating lithium deposits and related chemical processing facilities in North America.
The most recent item we track (Zacks Investment Research, 1 Oct 2026): "Lithium Americas Corp. (LAC) Stock Declines While Market Improves: Some Information for Investors". Lithium Americas Corp. stock closed at $2.57 in the most recent trading day, a decline of 2.28% from the prior session, even as the broader market improved.
Lithium Americas Corp. is a resource and materials company focused on developing and operating lithium deposits and related chemical processing facilities in North America. Its main project is Thacker Pass, a large lithium deposit in northern Nevada that is being advanced as a domestic source of battery-quality lithium carbonate for the North American supply chain. The company’s work centers on project development, engineering, permitting, construction, and eventual production, with an emphasis on supplying materials used in electric vehicles, energy storage systems, and other industrial applications. Lithium Americas Corp. also maintains interests in exploration properties and select investments in the United States and Canada, supporting its role as a specialist in the lithium value chain. Headquartered in Vancouver, Canada, Lithium Americas Corp. is positioned in the materials sector as a focused participant in the growing market for lithium-based inputs.
CEO Mr. Jonathan David Evans · 94 employees · Canada · https://www.lithiumamericas.com
