Lynas stock gets an Ord Minnett Buy rating at AUD 14.00

Published on 10/08/2026 at 02:29 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lynas stock traded at AUD 12.42 on October 8, 2026, after a 5.19 percent drop on the ASX. FY2026 revenue rose 76 percent to AUD 977.9 million.

Lynas, AU000000LYC6, Illustration mit AI erstellt.

Lynas Rare Earths (ISIN AU000000LYC6) was trading at AUD 12.42 on ASX on October 8, 2026, at 11:07 a.m. AEDT, down 5.19 percent from the prior close. The latest analyst action gives the rare earths producer a separate valuation reference as the stock sits 2.22 percent above its 52-week low of AUD 12.15.

Ord Minnett sets an AUD 14 target

Markets Insider reported on October 5, 2026, that Ord Minnett gave Lynas a Buy rating and an AUD 14.00 price target in a report dated October 4, 2026.

The target lies 12.7 percent above the October 8 price. That gap is an analyst valuation view rather than company guidance, making the price reaction and execution record central to the investment debate.

Consensus points above the quote

According to Investing.com, 12 analysts carry a Buy consensus, with 8 Buy ratings, 2 Holds and 2 Sells. The average 12-month target is AUD 17.279, which lies 39.1 percent above the October 8 price; the published high and low targets are AUD 21.5 and AUD 9.5.

The consensus therefore spans a wide AUD 12.0 interval between its lowest and highest target. That spread matters because the average target remains above the market quote, while the low target sits below it.

FY2026 profit rose sharply

For fiscal 2026 ended June 30, Lynas reported revenue of AUD 977.9 million, up 76 percent from AUD 556.5 million, and net profit of AUD 222.4 million versus AUD 8.0 million a year earlier, according to Simply Wall St.

The earnings comparison is the foundation for the bullish analyst case, but the current quote still reflects a sharp reversal from the 52-week high. Simply Wall St also identified Brazil execution, integration and capital allocation as key issues around Lynas's expansion plans.

Lynas stock trades near yearly low

Lynas stock was trading at AUD 12.42 on ASX on October 8, 2026, at 11:07 a.m. AEDT. The market capitalization was AUD 12.5 billion and volume was 4,837,309 shares, while the 52-week range stood at AUD 12.15 to AUD 22.37.