Lithium Americas Corp. (TSE:LAC)
TSX:LAC
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Lithium Americas Corp.
(TSX:LAC)
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Rating:54Neutral
Price Target:
C$8.00
▲(20.66% Upside)
Action:ReiteratedDate:05/01/26
The score is held down primarily by weak financial performance: the company is pre-revenue with worsening losses and heavy, deteriorating free cash flow burn, alongside a sharp rise in debt. Offsetting this, technicals are constructive with price above major moving averages and positive MACD, while valuation signals are limited due to negative earnings and no dividend data.
Positive Factors
Strategic North American Positioning
Lithium Americas' North American focus aligns with durable EV and battery supply-chain secular trends. Proximity to OEMs and policy support for domestic sourcing can secure long-term offtake, lower logistics risk, and enhance project strategic value over multiple years.
Negative Factors
Pre-revenue with Widening Losses
Operating without revenue means ongoing spending must be funded externally. Sharply wider losses increase reliance on capital markets or partners, raise dilution risk for shareholders, and extend the timeline before margins or positive cash flow can be achieved.
Read all positive and negative factors
Positive Factors
Negative Factors
Strategic North American Positioning
Lithium Americas' North American focus aligns with durable EV and battery supply-chain secular trends. Proximity to OEMs and policy support for domestic sourcing can secure long-term offtake, lower logistics risk, and enhance project strategic value over multiple years.
Read all positive factors
Lithium Americas Corp. (LAC) vs. iShares MSCI Canada ETF (EWC)
Market Cap
C$2.66B
Dividend YieldN/A
Average Volume (3M)1.13M
Price to Earnings (P/E)3.4
Beta (1Y)2.49
Revenue GrowthN/A
EPS Growth-205.53%
CountryCA
Employees749
SectorBasic Materials
Sector Strength58
IndustryIndustrial Materials
Share Statistics
EPS (TTM)-0.62
Shares Outstanding348,821,400
10 Day Avg. Volume1,085,706
30 Day Avg. Volume1,132,376
Financial Highlights & Ratios
PEG Ratio-0.06
Price to Book (P/B)1.00
Price to Sales (P/S)0.00
P/FCF Ratio-1.26
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
C$7.94Price Target Upside19.80% Upside
Rating ConsensusHold
Number of Analyst Covering8
EPS Forecast (FY)-0.35
Revenue Forecast (FY)N/A
Lithium Americas Corp. Business Overview & Revenue Model
Company Description
Lithium Americas Corp. operates as a resource company in the United States and Argentina. The company explores for lithium deposits. It owns interests in the Cauchari-Olaroz project located in Jujuy province of Argentina; Thacker Pass project loca...
How the Company Makes Money
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Lithium Americas Corp. Financial Statement Overview
Summary
Income Statement
18
Very Negative
Balance Sheet
56
Neutral
Cash Flow
22
Negative
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Gross Profit | -1.06M | -992.00K | 0.00 | 0.00 | 0.00 |
| EBITDA | -52.70M | -41.64M | -28.61M | -60.06M | -43.84M |
| Net Income | -124.22M | -42.53M | -5.09M | -67.80M | -47.03M |
Balance Sheet | |||||
| Total Assets | 2.57B | 1.04B | 436.89M | 27.84M | 10.85M |
| Cash, Cash Equivalents and Short-Term Investments | 903.96M | 593.88M | 195.52M | 636.00K | 933.00K |
| Total Debt | 531.23M | 22.64M | 3.89M | 45.19M | 41.76M |
| Total Liabilities | 990.59M | 99.60M | 32.04M | 62.26M | 52.54M |
| Stockholders Equity | 1.06B | 635.00M | 384.93M | -34.42M | -41.69M |
Cash Flow | |||||
| Free Cash Flow | -840.73M | -190.71M | -227.79M | -57.62M | -44.87M |
| Operating Cash Flow | -62.29M | -13.01M | -37.96M | -49.93M | -45.55M |
| Investing Cash Flow | -676.69M | -177.69M | -188.94M | -20.64M | 2.25M |
| Financing Cash Flow | 1.06B | 589.08M | 430.71M | 72.34M | 41.11M |
Lithium Americas Corp. Technical Analysis
Positive
6.63
Price Trends
6.10
Positive
6.71
Negative
6.35
Positive
Market Momentum
0.08
Negative
64.49
Neutral
93.24
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For TSE:LAC, the sentiment is Positive. The current price of 6.63 is above the 20-day moving average (MA) of 5.72, above the 50-day MA of 6.10, and above the 200-day MA of 6.35, indicating a bullish trend. The MACD of 0.08 indicates Negative momentum. The RSI at 64.49 is Neutral, neither overbought nor oversold. The STOCH value of 93.24 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for TSE:LAC.
Lithium Americas Corp. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
55 Neutral | C$3.33B | -20.52 | -53.97% | ― | -35.65% | 1.49% | |
54 Neutral | C$2.66B | 3.41 | -11.98% | ― | ― | -205.53% | |
54 Neutral | C$1.31B | -8.66 | -17.83% | ― | ― | ― | |
53 Neutral | C$154.02M | 18.46 | 14.56% | ― | ― | -15.23% | |
45 Neutral | C$158.51M | 232.40 | -5.44% | ― | ― | 65.38% |
* Basic Materials Sector Average
TSE:LAC
Lithium Americas Corp.
7.89
3.47
78.51%
TSE:LITH
Lithium Chile Inc
0.69
0.09
15.00%
TSE:LAR
Lithium Argentina
16.16
13.19
444.11%
TSE:SLI
Standard Lithium Ltd
5.66
3.35
145.02%
TSE:LI
American Lithium
0.62
0.26
72.22%
TSE:SGML
Sigma Lithium
27.84
17.49
168.99%
Lithium Americas Corp. Corporate Events
Business Operations and StrategyFinancial Disclosures
Lithium Americas Sets $1.3–$1.6 Billion 2026 Capex as Thacker Pass Construction Advances
Positive
Feb 19, 2026
Lithium Americas reported steady progress on Phase 1 construction at its Thacker Pass lithium project in Nevada, with detailed engineering 93% complete and procurement 60% complete as of year-end 2025. On-site workforce reached about 950 people, s...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.