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NYSE · US · Other Industrial Metals & Mining

LAC Lithium Americas

Thacker Pass lithium project

Easing At least one of its supply chains is easing. (automatic: supply-chain trend + price vs 50-day average)
Lithium, Graphite & Cathodes · 34
Last close (delayed) · 2026-11-12
$1.63
−1.21% today
1W
−11.4%
1M
−21.3%
3M
−51.8%
YTD
−62.6%
1Y
−66.5%
Off 52w high
−74.7%
Next earnings (est.): 2026-11-12
Market cap$592M
P/E (trailing)—Forward -10.8
EV / sales—EV/EBITDA -22.7×
Revenue (TTM)—Growth — y/y
Margins0.0%gross · op 0.0%
Free cash flow-$1.35BCash $823M · debt $1.16B
Analyst target$5.07+211.0% upside · 9 analysts · hold
Riskβ 3.47Short 12.4% of float

Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.

LAC · price with what management and the data said

Supply tighteningBeat / raiseMiss / cutData releaseEasing Hover a numbered marker for details · dashed lines = 50- and 200-day averages

Timeline: management commentary, data & earnings

8 events
  1. 8
    2026-08-13EarningsBeat / raise

    Reported EPS -0.02 vs -0.04 expected (+52.5% surprise).

  2. 7
    2026-05-14EarningsBeat / raise

    Reported EPS -0.03 vs -0.04 expected (+40.0% surprise).

  3. 6
    2026-03-19EarningsMiss / cut

    Reported EPS -0.25 vs -0.05 expected (-358.6% surprise).

  4. 5
    2025-11-13EarningsBeat / raise

    Reported EPS -0.03 vs -0.05 expected (+33.9% surprise).

  5. 4
    2025-08-14EarningsMiss / cut

    Reported EPS -0.06 vs -0.05 expected (-20.0% surprise).

  6. 3
    2025-05-15EarningsBeat / raise

    Reported EPS -0.02 vs -0.04 expected (+49.2% surprise).

  7. 2
    2025-03-28EarningsMiss / cut

    Reported EPS -0.04 vs -0.03 expected (-17.9% surprise).

  8. 1
    2024-08-14EarningsBeat / raise

    Reported EPS -0.01 vs -0.04 expected (+73.1% surprise).

Latest headlines

Auto-updated daily

Earnings history

EPS vs expectations
DateExpected EPSReported EPSSurprise
2026-08-13-0.04-0.02+52.5%
2026-05-14-0.04-0.03+40.0%
2026-03-19-0.05-0.25−358.6%
2025-11-13-0.05-0.03+33.9%
2025-08-14-0.05-0.06−20.0%
2025-05-15-0.04-0.02+49.2%
2025-03-28-0.03-0.04−17.9%
2024-08-14-0.04-0.01+73.1%
2024-05-13-0.04-0.02+46.5%

About Lithium Americas

Website ↗

Lithium Americas Corp., a resource and materials company, focuses on developing, building, and operating of lithium deposits and chemical processing facilities in the United States and Canada. The company's flagship asset is the Thacker Pass project located in the McDermitt Caldera in Humboldt County, northern Nevada, as well as invests in exploration properties in the United States and Canada. Lithium Americas Corp. was incorporated in 2023 and is headquartered in Vancouver, Canada.

94 employees · Vancouver, Canada

Lithium, Graphite & Cathodes

34

After the price bust, supply exceeds demand. Non-China graphite and processing remain the strategic gap.

Mine→Refine→Cathode / anode→Cell

What would prove us wrong. Strengthens if curtailments and storage demand rebalance the market.

Peers at the same bottleneck

Who else supplies this

StockRoleLast1D1MYTDTrend
ALB
Albemarle
Largest lithium producer outside China $94.85−1.17%−3.2%−32.4%
SQM
SQM
Lithium brine producer $53.89−1.55%−12.6%−19.3%
PLS.AX
Pilbara Minerals
Hard-rock lithium A$2.85−8.06%−10.1%−31.8%

Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.