
LAC Stock Forecast & Price Target
LAC Analyst Ratings
Bulls say
Lithium Americas (LAC) is strategically positioned to capitalize on the projected 20% CAGR growth in the lithium market driven by increased demand for electric vehicles (EVs) and related technologies. The company’s ownership of the Thacker Pass project, one of the world's largest lithium resources, is complemented by a significant partnership with General Motors, providing LAC with $625 million in cash and letters of credit while securing long-term off-take agreements to enhance revenue stability. Additionally, LAC's focus on U.S.-based resources aligns well with government incentives for domestic production, which further strengthens its competitive position in the evolving lithium landscape.
Bears say
Lithium Americas is facing significant financial challenges, with projected net losses of approximately $23.4 million this year and $29.0 million next year, indicating ongoing operational issues while advancing its Thacker Pass project. The company anticipates a notable funding gap of $439 million, which raises concerns over its ability to secure necessary capital amid capital expenditure and operational cost overruns. Additionally, risks related to lithium pricing volatility, the uniqueness of its clay-based deposit, and dependency on General Motors as both an investor and customer introduce further uncertainty, negatively impacting the outlook for the stock.
This aggregate rating is based on analysts' research of Lithium Americas Corp and is not a guaranteed prediction by Public.com or investment advice.
LAC Analyst Forecast & Price Prediction
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