Lithium Americas stock forecast: Third-party price targets

Lithium Americas (LAC) was trading at $5.97 at 3:53pm UTC on 24 September 2025, within an intraday range of $2.97–6.13.

By Dan Mitchell15:09 (UTC), 3 October 2025 Updated

Lithium Americas forecast: Third-party price target

Shares rose after reports that Washington is considering a 10% equity stake during the renegotiation of the company’s $2.26bn US Department of Energy loan, while construction at the Thacker Pass lithium mine continues with over 600 contractors on site (Reuters, 23 September 2025).

Lithium Americas stock forecast: Analyst price target view

Canaccord Genuity (construction progress)

Canaccord Genuity lowered its price target to C$6.50 from C$6.75, while maintaining a Speculative Buy rating. The revision followed the company’s Q2 2025 results and a construction update on Thacker Pass. The firm noted that no new material information was disclosed and that construction remains on schedule (TipRanks, 15 August 2025).

BMO Capital Markets (site visit)

BMO Capital maintained its Market Perform rating and $3.50 price target on Lithium Americas after a site visit to the Thacker Pass project. The firm observed that project timelines and budget appear to be on track, though it identified labour requirements as a key risk, with staffing needing to increase significantly by the end of 2026 (Investing.com, 20 June 2025).

Jefferies Financial (DOE loan renegotiation)

Jefferies lowered its price target to $7.00 from $8.00, while maintaining a Buy rating. The revision reflected the re-evaluation of the company’s $2.3bn US Department of Energy loan. Jefferies cited concerns over the DOE’s proposal for up to a 10% equity stake and requirements for General Motors to expand its commitment while reducing operational control (Investing.com, 24 September 2025).

TD Cowen (buy rating maintained)

TD Cowen downgraded to a hold rating on Lithium Americas, maintaining a $5.00 price target, after reports emerged that the Trump administration may seek an equity stake in return for revising Lithium Americas’ $2.26bn DoE loan (Investing.com, 25 September 2025).

Analyst price targets for LAC range from $3.50 to $7.00 across recent August and September 2025 updates, with most firms maintaining neutral to positive ratings, despite ongoing funding and regulatory uncertainties around the Thacker Pass development.

Third-party forecasts are often inaccurate, as they cannot account for unforeseen market developments. Past performance should not be relied upon as an indicator of future outcomes.

LAC stock price: Technical overview

Lithium Americas (LAC) was trading at $5.97 at 3:53pm UTC on 24 September 2025, holding above its 20-, 50-, 100- and 200-day SMAs, all clustered around $3.00. The 20-over-50 alignment remains intact, keeping the near-term bias constructive. Momentum appears extended, with the 14-day RSI at 87.16 and multiple buy signals from oscillators, including MACD at 0.32 and Momentum at 3.23. The ADX at 20.68 points to moderate trend strength without signalling overbought conditions.

The first resistance level cleared was the Classic R1 pivot at $3.30, with R2 resistance near $3.60 now in focus after the recent advance. A sustained hold above current levels could see a test of the psychological $6.00 area. On the downside, initial support lies at the Classic Pivot level around $2.88, followed by the 100-day SMA near $2.89. A break below this zone would risk a deeper move towards the 200-day SMA at $2.94, potentially challenging the bullish structure (TradingView, 24 September 2025).

This technical analysis is for informational purposes only and does not constitute financial advice or a recommendation to trade.

FAQ

Who owns the most Lithium Americas stock?

Institutional investors such as asset managers and pension funds hold a significant share of Lithium Americas. In addition, strategic partners including General Motors have disclosed substantial holdings. Ownership levels vary over time as filings are updated.

What is the 5-year forecast for Lithium Americas stock?

Third-party analyst price targets for Lithium Americas currently range between $3.50 and $7.00. Forecasts may extend several years ahead, but they are based on assumptions that may not materialise. Performance depends on factors such as progress at Thacker Pass, commodity prices and regulatory developments.

Is Lithium Americas a good stock to buy?

This article does not provide investment advice. Analysts remain split, with ratings ranging from neutral to positive, reflecting different views on financing and regulatory approvals. Whether a stock is ‘good’ or not will depend on individual circumstances, risk tolerance and market conditions.

Could Lithium Americas stock go up or down?

Yes. As with any listed company, the share price can rise or fall. Lithium Americas’ performance is influenced by demand for lithium, project execution at Thacker Pass, financing arrangements and wider market dynamics.

Should I invest in Lithium Americas stock?

We do not provide investment advice. Investing in shares or trading CFDs carries risk, and prices can move against expectations. Anyone considering exposure to Lithium Americas should carry out independent research and note that past performance is not a reliable indicator of future outcomes. CFDs are traded on margin. Leverage higher than 1:1 amplifies gains and losses.