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TickerTalks›$LAC
LALAC

Lithium Americas Corp.

$LAC·$487M·Industrial Materials·Basic Materials
$2.18-2.7%YTD-50.6%1Y-70.5%
Price updated 7h ago·X counts updated 5d ago
LALAC
$LACLithium Americas Corp.
$2.18-2.68%145 posts1×
AI analysisFundamentalsVoices on X
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On X

Top X posts

The complete picture of $LAC on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

145X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $LAC's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 59% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-16

Lithium Americas is up ~6.3% on the day after JPMorgan double-upgraded it to Overweight with a $6 PT — targeting roughly a double — and lifted its lithium price deck as carbonate holds above $22/kg with a deficit modeled through the end of the decade. Bulls point at Thacker Pass being 95%+ engineered and 80%+ procured as de-risking, and the Trump-administration investment (put on at ~$3.40) as fresh government backing. No bear voice.

Read what X is saying about $LAC

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $LAC — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventWinding up for a moveAI verdict · as of 2026-10-03

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Lithium Americas just got double-upgraded to Overweight at JPMorgan with $6 PT — Thacker Pass is nearing engineering completion.

Lithium Americas is the US-listed pure-play lithium developer whose Thacker Pass project in Nevada is one of the largest known lithium deposits in the Western Hemisphere. The 2026 story has been a drawdown reflecting lithium-price weakness that's now reversing — carbonate above $22/kg with a modeled deficit through end-of-decade.

  • The P&L is literally pre-revenue: zero revenue reported with EPS near breakeven on tiny estimates — the setup trades on project de-risking milestones and lithium-price direction, not quarterly fundamentals.
  • The specific catalyst stack is unusually clean: JPMorgan's double-upgrade to Overweight with a $6 PT roughly doubling the stock, lifted lithium-price deck, Thacker Pass at 95%+ engineering and 80%+ procurement completion, plus the Trump-administration investment at ~$3.40 adding government backing.

At 0.5% of its 52-week range going into Nov 13 earnings, the setup is a classic developer-stage coil. A credible Thacker Pass start-up date plus a reaffirmed FY27 production ramp is the trigger for the JPMorgan $6 target; a project delay or dilution surprise is the invalidation.

Agrees with X sentimentThe JPMorgan upgrade and lifted lithium-price deck are specific institutional datapoints that match the setup. The absence of a bear voice is accurate given the recent re-rate; this is a legitimate catalyst-driven coil.

What to watch: Nov 13 Q3 earnings — Thacker Pass construction progress, FY27 production ramp commentary, cash runway, and any named off-take customer. Clean project schedule plus production ramp is the trigger; delay is the invalidation.

On the calendar: 2026-11-13 — Q3 earnings

event ahead 30dgovernment backing

Read the AI verdict on $LAC

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Developing the Thacker Pass lithium deposit in Nevada and Cauchari-Olaroz in Argentina to supply battery-grade lithium for EVs.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial Materials sits in its cycle right now — and what that implies for $LAC.

Industrial Materials · Basic Materials

No material change from last week — US domestic rare earth supply chain buildout remains the structural driver: MP Materials trades on Beijing's forced divestiture of Chinese shareholder, reinforcing supply-chain-security thesis.

What this means for $LAC

Partial — Developing the Thacker Pass lithium deposit in Nevada and Cauchari-Olaroz in Argentina to supply battery-grade lithium for EVs.

Industry benchmark

16-name peer basket
-5.8%YTD
-28.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
-9.9How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
-1.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
0.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
-100%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
-12.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
0.0%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$-0.02$-0.04+47.3%
Q1 2026May 14, 2026$-0.00$-0.07+97.6%
Q4 2025Mar 19, 2026$0.34$-0.04+940.7%
Q3 2025Nov 13, 2025$-0.83$-0.05-1560.0%
Next earningsFri, Nov 13·consensus EPS $-0.03

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$0———$-0.00$-313.2M
Q4 FY25$0———$0.43$-264.6M
Q3 FY25$0———$-0.83$-169.9M
Q2 FY25$0———$-0.06$-266.1M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$69.5M$24.1M – $122.1M-$0.07-$0.09 – -$0.047
FY27$7.0M$2.4M – $12.3M-$0.12-$0.15 – -$0.083
FY28$324.7M$71.1M – $635.5M-$0.11-$0.23 – -$0.025
FY29$664.4M$230.5M – $1.2B$0.24$0.04 – $0.482
FY30$684.3M$237.5M – $1.2B$0.25$0.04 – $0.512

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.9×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.2%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-23.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-47.1%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 198.7M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today4.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β3.385-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 6 other (4 awards · 1 exempt · 1 inkind) in window

See when $LAC insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeSep 118-K — Item 5.02: Officer or director change
AI summary

Lithium Americas (LAC) disclosed that Alexi Zawadzki, Vice President of Corporate Development, voluntarily resigned effective September 11, 2026. No replacement or succession announcement was made alongside the departure. The departure is a mid-level executive change that does not directly impact Lithium Americas' C-suite leadership as it advances the Thacker Pass lithium project.

S-3ASRAuto-shelf registrationAug 17S-3ASR
AI summary

Lithium Americas Corp (LAC), a British Columbia-incorporated lithium developer, filed an automatic shelf registration (S-3ASR) as a well-known seasoned issuer, effective immediately upon filing on August 17, 2026. The total offering amount is not specified in an automatic shelf; the company may sell any combination of securities at any future time. Lithium Americas is developing the Thacker Pass lithium project in Nevada, a major North American lithium supply source.

8-KMaterial agreementAug 138-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale
AI summary

Lithium Americas Corp. (LAC) completed the initial closing of a Securities Purchase Agreement with YA II PN, Ltd. on August 13, 2026, issuing $150 million in subordinated convertible debentures (5-year term, 5% annual interest, escalating to 7.5%/15% on trigger events including share price falling below floor). The conversion price is the lower of a fixed $4.56 or 95% of the lowest daily VWAP over the 5 preceding trading days, subject to a floor of $1.63 (reducible to $0.65 in certain circumstances); a further $25 million may be drawn via LAC's put right. Cash principal repayments are subordinated to existing Orion notes and capped at $35 million. This is a heavily dilutive convertible financing with a variable, downward-ratcheting conversion price — the low floor of $0.65 implies significant potential dilution if the stock declines.

8-KPress release / Reg FDAug 138-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

Lithium Americas Corp. (LAC) filed an 8-K on August 13, 2026 announcing financial and operational results for the fiscal quarter ended June 30, 2026 under Item 2.02, with the same disclosure cross-filed under Item 7.01 (Reg FD). The actual results are in Exhibit 99.1 and not reproduced in the filing body. CEO Jonathan Evans signed the filing. This is a routine quarterly earnings disclosure filed on the same date as the company's significant convertible debenture issuance.

8-KMaterial agreementAug 68-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 3.02: Unregistered equity sale · Item 8.01: Other event
AI summary

Lithium Americas Corp. (LAC) entered into Purchase Agreement (the “Purchase Agreement”) with YA II PN, Ltd with a counterparty on 2026-08-06, involving $175.0 million. Other items: Item 3.02, Item 8.01. closings upon exercise of the Company’s put right as further described in the Pu. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

S-3ASRAuto-shelf registrationJun 26S-3ASR
AI summary

Lithium Americas Corp. (Vancouver, BC) filed an automatic shelf registration statement (VP/General Counsel Edward Grandy as agent; Vinson and Elkins as counsel). Routine shelf filing.

8-KShareholder voteJun 238-K — Item 5.07: Shareholder vote
AI summary

British Columbia 001-41788 Not Applicable disclosed voting results from its annual or special meeting. ounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐ Item 5.07 Submission of Matters to a Vote of Security Holders. On June 22, 2026, the Company held an annual and special meeting of shareholders (the “ Annual Meeting ”). At the Annual Meeting, the holders of 83,369,472 votes of the Company’s common shares were represented in person or by proxy, constituting a quorum. The m...

8-KPress release / Reg FDMay 148-K — Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
AI summary

LAC reported period ending 2026-05-14 financial results (8-K Item 2.02). Investors should review the full earnings press release and any management guidance for forward outlook.

+ 10 other (2 10-Qs · 2 proxys · 1 SD · 1 13G) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Lithium Americas Corp. (LAC) Declines More Than Market: Some Information for Investorszacks.com·3d agoHere's Why Lithium Americas Corp. (LAC) Fell More Than Broader Marketzacks.com·9d agoLithium Americas Corp. (LAC) Stock Declines While Market Improves: Some Information for Investorszacks.com·15d agoLithium Americas Corp. (LAC) Dips More Than Broader Market: What You Should Knowzacks.com·22d agoLithium Americas Stock: Buy, Sell, or Hold?fool.com·24d ago

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Voices on X · top 1 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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