
ALTM Stock Forecast & Price Target
ALTM Analyst Ratings
Bulls say
Arcadium Lithium's stock outlook is strengthened by anticipated production growth, with lithium carbonate equivalent (LCE) production projected to rise from 61kt in CY2024 to 142kt by CY2027, and further guidance indicating sales volumes may reach approximately 170kt by 2029. Despite a temporarily lowered production expectation for the Olaroz project in CY2025, overall earnings are expected to grow due to driven sales growth of 22% compound annual growth rate (CAGR) over the next four years, alongside the cost adjustments for other projects. The financial strategy anticipates a funding mix of cash flow and debt, leading to a forecasted increase in net debt to around US$0.9 billion while also projecting the company to achieve cash flow positivity by CY2028 and tripling Earnings/EBITDA between CY2024 and CY2027.
Bears say
Arcadium Lithium faces a negative outlook primarily due to the anticipated decline in spodumene feedstock prices, which could be exacerbated by lagged linkage to the spot price in China, leading to lower overall earnings and necessitating capital constraints. The company's exposure to the Argentine economy, characterized by elevated public debt, high inflation, and fiscal imbalances, raises concerns about its vulnerability to economic shocks and downturns. Furthermore, ongoing supply pressures from deferred growth projects and revised expansion strategies due to soft lithium prices heighten the risks associated with Arcadium's financial performance moving forward.
This aggregate rating is based on analysts' research of Arcadium Lithium PLC and is not a guaranteed prediction by Public.com or investment advice.
ALTM Analyst Forecast & Price Prediction
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