Should I | Buy Lynas Shares

Major expansions at Mt Weld and the Kalgoorlie facility are now hitting steady-state. While the March 2026 quarter saw a production miss (19% below expectations) that rattled some analysts, revenue still surged to $265 million —a 115% increase year-on-year.

For years, Lynas was the underdog, the only major player outside China trying to break a monopoly on the rare earths that power everything from EV motors to fighter jets. In 2026, that "underdog" story has shifted into an . should i buy lynas shares

With China's export controls tightening and the US Pentagon signing offtake deals with price floors (around $110/kg for NdPr), Lynas has become a strategic asset rather than just a mining company. Major expansions at Mt Weld and the Kalgoorlie

Prices for NdPr (Neodymium-Praseodymium) have recovered sharply, recently hitting over $110/kg , up from $49 in late 2024. Financial Snapshot (April 2026) Lynas Stock Price Forecast. Should You Buy LYC.AX? In 2026, that "underdog" story has shifted into an