LAC

LITHIUM AMERICAS CORP.

NYSE · Metal Mining · Inc. A1 · CIK 0001966983
$4.56 +0.66% $1.5B
4 New Institutional Positions
Vol
Market Cap$1.5B
Cap SizeSmall Cap
Analyst ConsensusHold (43%)
Inst. Holders6 funds
Inst. Value$54.7M
Inst. Activity4 buys / 1 sells
Insider Activity1B / 0S
Insider Net $$3.8K
Reddit Sentiment65° Warm
SEC Reports3
Exchange NYSE·Sector Metal Mining·Inc. A1·CIK 0001966983·Prev Close $4.53

Recent Activity

May 14, 2026 SEC
Lithium Americas reported Q1 2026 results with a net income of $4.6M vs a net loss of $11.5M in Q1 2025, driven by a non
8-K — Impact 4/10
May 6, 2026 SEC
Lithium Americas filed definitive additional proxy materials for its June 22, 2026 annual meeting, proposing to fix the
DEFA14A — Impact 2/10
May 5, 2026 SEC
Lithium Americas appointed Clayton Walker, former Chief Growth and Development Officer at Rio Tinto, as an independent b
8-K — Impact 2/10
Apr 13, 2026 Insider
BROWN MICHAEL JOHN sold 12,038 shares
Director @ $0.00 ($0.00)
Apr 13, 2026 Insider
Chubbs Fabiana sold 7,919 shares
Director @ $0.00 ($0.00)
Apr 13, 2026 Insider
GAO YUAN sold 10,137 shares
Director @ $0.00 ($0.00)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
5,525,869 shares ($24.1M)
Inst.
MORGAN STANLEY — DOUBLED
3,799,231 shares ($16.6M)

Price Targets

$6.09 +40.4% upside Strong Buy
Current $4.34 Low $4.50 Median $5.00 High $10.00 9 analysts
$4.50 $10.00

Analyst Ratings

Hold43% buy · 14 analysts
3Strong Buy
3Buy
8Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 6, 2026 Scotiabank MAINTAIN Sector Perform → Sector Perform
Jan 12, 2026 Scotiabank MAINTAIN Sector Perform → Sector Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.06 ▼ -20.0% $-0.06 — $-0.06 0% YoY 1
Next Q $-0.06 ▲ +25.0% $-0.06 — $-0.06 -77% YoY 1
Current FY $-0.14 ▲ +23.2% $-0.19 — $-0.07 56% YoY 3
Next FY $-0.18 $-0.23 — $-0.13 -28% YoY 3

Latest Reports

NEUTRAL 8-K 4/10
Lithium Americas reported Q1 2026 results with a net income of $4.6M vs a net loss of $11.5M in Q1 2025, driven by a non
May 14, 2026
NEUTRAL DEFA14A 2/10
Lithium Americas filed definitive additional proxy materials for its June 22, 2026 annual meeting, proposing to fix the
May 6, 2026

Top Institutional Holders

FundValueMove
TWO SIGMA INVESTMENTS, LP$24.1MDOUBLED
MORGAN STANLEY$16.6MDOUBLED
BANK OF AMERICA CORP$9.2MDOUBLED
RENAISSANCE TECHNOLOGIES LLC$3.8MNEW
VANGUARD GROUP INC$847.6K—

Recent Insider Trades

DateInsiderTypeValue
Apr 13, 2026BROWN MICHAELA$0.00
Apr 13, 2026Chubbs Fabiana—$0.00
Apr 13, 2026GAO YUANA$0.00
Apr 13, 2026MONTGOMERY PHILIPA$0.00
Apr 13, 2026MAGIE JINHEEA$0.00

Reddit Sentiment

65°▼
Warm
Bearish Neutral Bullish
13 mentions 8 bullish 3 bearish
6 institutional holders with $54.7M total value (12,537,943 shares) as of 2025-Q4. Top holders: TWO, MORGAN, BANK. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1TWO SIGMA INVESTMENTS, LP5,525,869$24.1M44.1%DOUBLED +33682.9%
2MORGAN STANLEY3,799,231$16.6M30.3%DOUBLED +190.7%
3BANK OF AMERICA CORP /DE/2,105,504$9.2M16.8%DOUBLED +205.2%
4RENAISSANCE TECHNOLOGIES LLC879,200$3.8M7.0%NEW
5VANGUARD GROUP INC194,863$847.6K1.6%—
6WELLS FARGO & COMPANY/MN33,276$145.1K0.3%TRIM -53.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPDOUBLED16,3575,525,869+33682.9%$24.1M2025-Q4
MORGAN STANLEYDOUBLED1,306,9103,799,231+190.7%$16.6M2025-Q4
BANK OF AMERICA CORP /DE/DOUBLED689,9032,105,504+205.2%$9.2M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEW—879,200—$3.8M2025-Q4
WELLS FARGO & COMPANY/MNTRIM71,13533,276-53.2%$145.1K2025-Q4
MORGAN STANLEYDOUBLED590,8741,306,910+121.2%$7.5M2025-Q3
BANK OF AMERICA CORP /DE/TRIM1,827,322689,903-62.2%$3.9M2025-Q3
UBS Group AGNEAR_EXIT2,647,596572,267-78.4%$3.3M2025-Q3
WELLS FARGO & COMPANY/MNADD46,02471,135+54.6%$406.2K2025-Q3
TWO SIGMA INVESTMENTS, LPNEAR_EXIT166,63616,357-90.2%$93.4K2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT491,8000-100.0%$0.002025-Q3
UBS Group AGTRIM4,644,8812,647,596-43.0%$7.1M2025-Q2
BANK OF AMERICA CORP /DE/TRIM2,463,1861,827,322-25.8%$4.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW—491,800—$1.3M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM235,157166,636-29.1%$446.6K2025-Q2
CITADEL ADVISORS LLCTRIM1,008,762592,000-41.3%$1.6M2025-Q1
UBS Group AGDOUBLED63,3325,306,524+8278.9%$15.8M2024-Q4
MORGAN STANLEYADD659,444839,460+27.3%$2.5M2024-Q4
WELLS FARGO & COMPANY/MNTRIM64,82346,639-28.1%$138.5K2024-Q4
MORGAN STANLEYTRIM964,555659,444-31.6%$1.8M2024-Q3
14 unique insiders with 1 transactions. Net insider value: $3.8K ($3.8K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 13, 2026BROWN MICHAEL JOHNDirectorA12,038$0.00$0.00
Apr 13, 2026Chubbs FabianaDirector—7,919$0.00$0.00
Apr 13, 2026GAO YUANDirectorA10,137$0.00$0.00
Apr 13, 2026MONTGOMERY PHILIPDirectorA7,919$0.00$0.00
Apr 13, 2026MAGIE JINHEEDirectorA7,919$0.00$0.00
Apr 10, 2026BARNUM AUBREEVP, Human ResourcesM15,673$0.00$0.00
Apr 10, 2026BARNUM AUBREEVP, Human ResourcesF17,278$4.17$72.0K
Apr 10, 2026BARNUM AUBREEVP, Human ResourcesM15,673$0.00$0.00
Apr 10, 2026COLTON LUKEEVP & Chief Financial OfficerM39,183$0.00$0.00
Apr 10, 2026COLTON LUKEEVP & Chief Financial OfficerF26,452$4.17$110.3K
Apr 10, 2026COLTON LUKEEVP & Chief Financial OfficerA39,183$0.00$0.00
Apr 10, 2026CROWLEY TIMOTHY AMBROSESVP Government & Ext. AffairsM15,673$0.00$0.00
Apr 10, 2026CROWLEY TIMOTHY AMBROSESVP Government & Ext. AffairsM15,673$0.00$0.00
Apr 10, 2026Evans Jonathan DavidPresident & CEOM97,897$0.00$0.00
Apr 10, 2026Evans Jonathan DavidPresident & CEOF85,296$4.17$355.7K
Apr 10, 2026Evans Jonathan DavidPresident & CEOM97,897$0.00$0.00
Apr 10, 2026GERSPACHER RICHARDEVP, Capital ProjectsM34,239$0.00$0.00
Apr 10, 2026GERSPACHER RICHARDEVP, Capital ProjectsF37,267$4.17$155.4K
Apr 10, 2026GRANDY EDWARDSr VP, GC & SecretaryM21,218$0.00$0.00
Apr 10, 2026GRANDY EDWARDSr VP, GC & SecretaryF25,590$4.17$106.7K
Apr 10, 2026GRANDY EDWARDSr VP, GC & SecretaryM21,218$0.00$0.00
Apr 10, 2026RUSSELL-SMITH ROBERTSVP, FinanceF2,379$4.13$9.8K
Apr 10, 2026ZAWADZKI ALEXI ILLYAVP, Resource DevelopmentM17,712$0.00$0.00
Apr 10, 2026ZAWADZKI ALEXI ILLYAVP, Resource DevelopmentF27,806$4.13$114.8K
Apr 10, 2026ZAWADZKI ALEXI ILLYAVP, Resource DevelopmentM17,712$0.00$0.00
Apr 10, 2026DUSHNISKY KELVIN PAUL MICHAELEVP, Capital ProjectsF42,040$4.17$175.3K
Mar 27, 2026GERSPACHER RICHARDEVP, Capital Projects—34,239$0.00$0.00
Mar 20, 2026BROWN MICHAEL JOHNDirectorBUY1,000$3.78$3.8K
Feb 12, 2026BARNUM AUBREEVP, Human ResourcesF3,735$4.54$17.0K
Feb 12, 2026GERSPACHER RICHARDEVP, Capital ProjectsF11,742$4.54$53.3K
Feb 12, 2026GRANDY EDWARDSr VP, GC & SecretaryF4,225$4.54$19.2K
Feb 12, 2026Evans Jonathan DavidPresident & CEOF23,238$4.54$105.5K
Feb 12, 2026CROWLEY TIMOTHY AMBROSESVP Government & Ext. AffairsF3,412$4.54$15.5K
Feb 12, 2026ZAWADZKI ALEXI ILLYAVP, Resource DevelopmentF9,943$4.54$45.1K
Feb 9, 2026CROWLEY TIMOTHY AMBROSESVP Government & Ext. AffairsM7,836$0.00$0.00
Feb 9, 2026CROWLEY TIMOTHY AMBROSESVP Government & Ext. AffairsM7,836$0.00$0.00
Feb 9, 2026GRANDY EDWARDSr VP, GC & SecretaryM8,707$0.00$0.00
Feb 9, 2026GRANDY EDWARDSr VP, GC & SecretaryM8,707$0.00$0.00
Feb 9, 2026GERSPACHER RICHARDEVP, Capital ProjectsA23,746$0.00$0.00
Feb 9, 2026Evans Jonathan DavidPresident & CEOA46,996$0.00$0.00
Feb 9, 2026BARNUM AUBREEVP, Human ResourcesA8,548$0.00$0.00
Feb 9, 2026ZAWADZKI ALEXI ILLYAVP, Resource DevelopmentA16,830$0.00$0.00
Jan 29, 2026RUSSELL-SMITH ROBERTSVP, FinanceA4,223$0.00$0.00
Jan 29, 2026RUSSELL-SMITH ROBERTSVP, FinanceA23,377$0.00$0.00
Jan 29, 2026Evans Jonathan DavidPresident & CEOA82,172$0.00$0.00
Jan 29, 2026Evans Jonathan DavidPresident & CEOA146,107$0.00$0.00
Jan 29, 2026DUSHNISKY KELVIN PAUL MICHAELEVP, Capital ProjectsA74,587$0.00$0.00
Jan 29, 2026DUSHNISKY KELVIN PAUL MICHAELEVP, Capital ProjectsA75,573$0.00$0.00
Jan 29, 2026BARNUM AUBREEVP, Human ResourcesA25,613$0.00$0.00
Jan 29, 2026BARNUM AUBREEVP, Human ResourcesA26,199$0.00$0.00
3 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 2.7/10.
NEUTRAL 8-K 4/10
Lithium Americas reported Q1 2026 results with a net income of $4.6M vs a net loss of $11.5M in Q1 2
May 14, 2026
NEUTRAL DEFA14A 2/10
Lithium Americas filed definitive additional proxy materials for its June 22, 2026 annual meeting, p
May 6, 2026
NEUTRAL 8-K 2/10
Lithium Americas appointed Clayton Walker, former Chief Growth and Development Officer at Rio Tinto,
May 5, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (43% buy). Based on 14 analysts: 3 strong buy, 3 buy, 8 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$6.09 mean target +40.4% upside Strong Buy (2.73)
$4.50 Low $10.00 High
MetricValue
Current Price$4.34
Target Low$4.50
Target Mean$6.09
Target Median$5.00
Target High$10.00
# Analysts9
RecommendationStrong Buy (2.73)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $-0.06 $-0.06 $-0.06 0.0% -20.0% 1↑ 0↓ $0.0B 0.0% 1
Next Q
2026-09-30
 $-0.06 $-0.06 $-0.06 -77.0% +25.0% — $0.0B 0.0% 1
Current FY
2026-12-31
 $-0.14 $-0.19 $-0.07 56.1% +23.2% 3↑ 0↓ $0.0B 0.0% 3
Next FY
2027-12-31
 $-0.18 $-0.23 $-0.13 -27.9% +0.0% 1↑ 1↓ $0.0B 0.0% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.060
7d ago$-0.050-0.010
30d ago$-0.050-0.010
60d ago$-0.080+0.020
90d ago$-0.080+0.020
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 6, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 12, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263380043%
May 1, 20263480047%
Apr 1, 20263380043%
Mar 1, 2026005410%
Feb 1, 2026005410%
Jan 1, 2026004510%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

65°
Warm
Bearish Neutral Bullish
13 mentions 8 bullish 3 bearish 13 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 29, 2026156° Neutral001
May 29, 2026156° Neutral001
May 7, 2026140° Cool011
May 7, 2026140° Cool011
Apr 30, 2026160° Warm101
Apr 30, 2026160° Warm101
Apr 27, 2026160° Warm101
Apr 27, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Mar 12, 2026160° Warm101
Mar 12, 2026160° Warm101
Jan 27, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Neutral 12d 6h ago
$LAC - How we feeling retards?
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bullish 1mo ago
$SDST is the real winner of Trumps rare earth.
▲ 1 💬 1 ⚡ 0.5
May 13, 2026
earnings_calendar
LAC Q1 2026 Earnings Scheduled — 2026-05-13
May 11, 2026
short_interest
FTD: LAC — 163,322 shares ($0.9M) failed to deliver
Settlement: 20260511, Price: $5.57, FTD Value: $909,703.54, LITHIUM AMERS CORP CDA COM (CA
Apr 23, 2026
short_volume
Short Volume: LAC — 61.0% short (3.7M / 6.1M)
Short: 3,691,688 | Exempt: 34,022 | TRF Vol: 6,051,533 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
short_interest
FTD: LAC — 206,241 shares ($1.0M) failed to deliver
Settlement: 20260420, Price: $4.84, FTD Value: $998,206.44, LITHIUM AMERS CORP CDA COM (CA
Apr 14, 2026
short_interest
FTD: LAC — 257,288 shares ($1.1M) failed to deliver
Settlement: 20260414, Price: $4.38, FTD Value: $1,126,921.44, LITHIUM AMERS CORP CDA COM (CA
Feb 10, 2026
short_interest
FTD: LAC — 243,086 shares ($1.2M) failed to deliver
Settlement: 20260210, Price: $4.84, FTD Value: $1,176,536.24, LITHIUM AMERS CORP CDA COM (CA
Feb 9, 2026
short_interest
FTD: LAC — 117,261 shares ($0.5M) failed to deliver
Settlement: 20260209, Price: $4.66, FTD Value: $546,436.26, LITHIUM AMERS CORP CDA COM (CA
Feb 6, 2026
short_interest
FTD: LAC — 192,132 shares ($0.8M) failed to deliver
Settlement: 20260206, Price: $4.41, FTD Value: $847,302.12, LITHIUM AMERS CORP CDA COM (CA