
LAC Stock Forecast & Price Target
LAC Analyst Ratings
Bulls say
Lithium Americas is positioned favorably with its Thacker Pass project, which, once in production in 2028, will be one of the largest lithium resources globally, enhancing the company's market presence in an essential sector. The firm will maintain a 59% stake in Thacker Pass, bolstered by strategic partnerships with General Motors and the US government, ensuring a significant resource base at a competitive cost as it aims for bottom-half positioning on the global cost curve. Furthermore, Lithium Americas' plan to develop an integrated lithium production site with on-site refining capabilities is expected to deliver added value by selling directly into the lithium chemical market, capitalizing on anticipated supply deficits.
Bears say
Lithium Americas faces significant development and construction risks at the Thacker Pass project, which could lead to cost overruns and funding challenges. Additionally, the company's reliance on General Motors as a key joint venture partner and customer, combined with uncertainties in lithium market growth and potential over-supply, heightens the risk profile. The firm also encounters novel deposit risks, as commercial-scale production of lithium carbonate from sedimentary clay deposits has yet to be successfully achieved, further contributing to a negative financial outlook.
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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