Lithium Americas (LAC) Q3 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 · Editorial policy
Key numbers
- Adjusted EPS
- -$0.04
- Estimate
- -$0.03
- Surprise
- -39.0%
- Score today
- 5.6/10
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.
How the report landed
Lithium Americas (LAC) reported a wider loss than forecast — adjusted EPS of -$0.04 against the -$0.03 estimate (a 39.0% shortfall).
Coverage in the report window
- Deutsche Bank Lowers Price Target on Lithium Americas — fiscal.ai, 2026-11-14
- J.P. Morgan Maintains Buy Rating on Lithium Americas and Adjusts Price Target — fiscal.ai, 2026-11-14
- JP Morgan Maintains Overweight on Lithium Americas, Lowers Price Target to $5 — benzinga, 2026-11-13
Where TrendMatrix's rating stands now
TrendMatrix currently rates LAC Sell at 5.6/10; no pre/post engine snapshot brackets this report.
1 of the last 4 quarters beat the estimate; this quarter's -39.0% surprise compares with a -119.2% four-quarter average. Next scheduled report: 2027-03-18.
What argues against it
- Concentration risk — Commodity: Thacker Pass (sole project)
- Concentration risk — Customer: General Motors (GM) (100.0%)
- Quality below floor (2.6 < 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
- $1.49
- Price target
- $3.84
- Stop
- $1.44
- Upside to target
- +157.7%
- Reward-to-risk
- 10.5:1
Risk check: trading volume is running 1.8× its average — elevated turnover around the report window.
Model outputs from TrendMatrix’s engine as of 2026-11-15 — 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
- $562.2M
- P/E (fwd)
- -8.8
- P/E (ttm)
- 4.3
- 52-week range
- $1.48–$6.96
- Off 52-week high
- 78.6%
- RSI (14)
- 30
- Volume vs avg
- 1.75×
- Score today
- 5.6/10