Lithium Americas (LAC) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- —
- Estimate
- -$0.04
- Surprise
- —
- Score today
- 5.1/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
Coverage in the report window
- BMO Capital Maintains Market Perform on Lithium Americas, Lowers Price Target to $4 — benzinga, 2026-08-14
Where TrendMatrix's rating stands now
TrendMatrix currently rates LAC Sell at 5.1/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate. Next scheduled report: 2026-11-13.
What argues against it
- Concentration risk — Commodity: Thacker Pass (sole project)
- Concentration risk — Customer: General Motors (GM) (100.0%)
- Quality below floor (1.8 < 4.0)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $3.00
- Price target
- $4.79
- Stop
- $2.81
- Upside to target
- +59.7%
- Reward-to-risk
- 6.4:1
Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.
LAC at TrendMatrix's latest read
Materials producers report against the commodity cycle — realized-price capture and volume, not the EPS line, are the tells in a quarter like this.
- Industry
- Other Industrial Metals & Mining
- Market cap
- $1.08B
- P/E (fwd)
- -21.1
- 52-week range
- $2.67–$10.52
- Off 52-week high
- 71.5%
- RSI (14)
- 43
- Volume vs avg
- 0.67×
- Score today
- 5.1/10