Lithium Argentina AG is a US-listed company in the diversified metals & mining industry. Its financial year ends in December.
Stock price today
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Fair value per share
Under review: data-quality checks not passed.
Price vs value
Under review: data-quality checks not passed. We'll show the comparison once resolved.
Lithium Argentina AG valuation: adjust assumptions and compare models →
Who’s trading
What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.
- Funds72 adding, 85 cuttingOf 26 active managers that changed their stake, 14 added; quarter to June 30, 2026Fund buyers and sellers
The Fundamentalytics view
Current signal Results well short of expectations: Reported earnings per share missed the analysts' consensus estimate by 94% in the quarter to 2026-06-30.
Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.
Highlights
How we pick theseStrengths
- Net cash. Cash exceeds long-term debt by $0.1bn.
Things to watch
- Burning cash. Free cash flow was -395.0% of revenue over the last 12 months.
- Heavy stock-based pay. Stock pay equals 97.7% of revenue: a real cost that cash-flow figures leave out.
- Estimates being cut. Analysts' consensus for next year's earnings per share has fallen 30.1% over 90 days.
Latest results
- Earnings per share
- $0.01 against an average estimate of $0.20: missed by 93.6%
- Next report
- November 10, 2026; average EPS estimate $0.09
Price chart
- 1 day0.0%
- 1 week-2.2%
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At a glance
Profitability
- EPS (TTM, diluted)
- $-0.47
Growth
- Share count change
- +0.5%
Cash
- Free cash flow (TTM)
- -$30M
News & updates
Company announcements, filed results and changes that matter to shareholders.
No recent updates are available for LAR from the sources we follow. See filings →
The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.
Valuation models
We value Lithium Argentina AG as an operating company, with every model that fits that kind of business. Cost of equity 10.9%: the 10-year Treasury yield (4.9%) plus a beta of 1.33 times a 4.5% equity risk premium.
| Model | Value per share | In the combined value? |
|---|---|---|
| Revenue-to-maturity model Revenue grown to maturity with the cash margin moving to the industry's; for companies not yet profitable. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. | ~$3.0 ~$2.6–$7.8 | Left out: far from the other models (more than 3x away from their median) |
| Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. | ~$20 ~$15–$29 | Included |
| Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. | ~$13 ~$12–$15 | Included |
| Price-to-sales vs peers Sales per share times peers' typical price-to-sales; used only when earnings are negative. | — | Does not apply: This model is withheld pending its input or assumption review. |
| Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. | — | Combined value withheld. Review the individual models and their assumptions. |
Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Lithium Argentina AG with Diversified Metals & Mining in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.
Moat
Not assessed: fewer than five years of comparable figures in the filings. AI disruption exposure for this industry: Low.
Forecasts and guidance
Next results: November 10, 2026, before the open. Analysts expect EPS of $0.09 (range $0.07 to $0.11) for the quarter.
Analysts' consensus
| Fiscal year | EPS | Growth | Revenue | Growth |
|---|---|---|---|---|
| Current | $0.22 | +147% | — | 0% |
| Next | $0.33 | +50% | — | 0% |
Next year's EPS estimate has moved −30.1% in 90 days, across 4 analysts.
How the EPS forecast has moved
The consensus EPS forecast for the current fiscal year is −51.4% on 90 days ago. In the last 30 days, 0 analysts raised Lithium Argentina AG's forecast and 2 cut it.
Average of analysts' published estimates (third-party data).
View chart data
| Period | Current fiscal year | Next fiscal year |
|---|---|---|
| 90 days ago | $0.45 | $0.47 |
| 60 days ago | $0.26 | $0.32 |
| 30 days ago | $0.25 | $0.34 |
| 7 days ago | $0.23 | $0.34 |
| Now | $0.22 | $0.33 |
Earnings against estimates
| Quarter to | Estimate | Actual | Surprise |
|---|---|---|---|
| Jun 2026 | $0.20 | $0.01 | −93.6% |
| Dec 2025 | $0.04 | $0.00 | −100.0% |
| Sept 2025 | −$0.01 | −$0.40 | −3074.6% |
Adjusted EPS as companies report it, against the average analyst estimate.
Positioning
- Short interest
- 4.1% of tradable shares
- Days to cover
- 4.31 at average volume
- Short interest, 1 month
- +2% to October 15, 2026
- Held by institutions
- 41% of shares
- Held by insiders
- 15.7% of shares
Share-price performance
Market data may be delayedPrice behaviour
- 52-week range
- Not enough history
- From 52-week high
- —
- vs 50-day average
- —
- vs 200-day average
- —
- Volatility (1 year)
- —
- Beta vs S&P 500
- —
Fundamentals
Financial statements
| Fiscal year | 2017 Dec 2017 | 2018 Dec 2018 |
|---|---|---|
| Income | ||
| Revenue | 4 | 5 |
| Gross profit | −2 | −2 |
| Net income | −33 | −28 |
| Diluted EPS | — | −$0.32 |
| Growth (year on year) | ||
| Revenue | — | +12.9% |
| Margins | ||
| Gross margin | −42.3% | −40.4% |
| Net margin | −775.1% | −583.7% |
| Free-cash-flow margin | −325.7% | −395.0% |
| Cash flow | ||
| Cash from operations | −13 | −19 |
| Capital spending | 1 | 1 |
| Free cash flow | −14 | −19 |
| Stock-based pay | 12 | 5 |
| Free cash flow after stock pay | −26 | −24 |
| Balance sheet | ||
| Cash | 55 | 42 |
| Total debt | 1 | 19 |
| Net debt (negative = net cash) | −54 | −23 |
| Diluted shares | 76m | 89m |
Financial health
- Short-term assets cover short-term liabilities $85m of assets due within a year against $281m of liabilities due within a year.
- Short-term assets cover long-term liabilities $85m short-term assets against $2m of longer-dated liabilities.
- More cash than debt Cash or debt not separately reported. Not assessable.
- Debt below 40% of shareholders' equity Equity or debt not reported. Not assessable.
- Debt burden no higher than five years ago Five-year comparison not available. Not assessable.
- A year's operating cash flow covers at least 20% of debt Cash flow or debt not reported. Not assessable.
- Operating profit covers interest at least five times over Interest not separately reported. Not assessable.
Dividends, buybacks and capital spending
- Diluted share count
- +0.5%
- year over year
Competitors: side by side with peers
| Last 12 months unless stated | LAR | IE | MTA | ABAT | LODE | UAMY | Median |
|---|---|---|---|---|---|---|---|
| Revenue, last 12 months | $5m | $3m | $12m | $22m | $1m | $36m | $114m |
| Revenue growth, last 12 months | 12.9% | −20.6% | 99.6% | 406.8% | −69.1% | 41.6% | 13.8% |
| Revenue growth, 3-year average | — | −4.2% | — | — | 95.1% | 63.4% | 13.4% |
| Revenue growth, latest quarter | — | −32.2% | — | 196.6% | −19.7% | −24.7% | 7.2% |
| Gross margin | −40.4% | 58.7% | 80.9% | −14.2% | −165.6% | 17.4% | 24.2% |
| Operating margin | — | 474.5% | −0.5% | −343.6% | <−999% | −64.0% | −5.3% |
| Operating margin, 3-year average | — | <−999% | — | — | <−999% | −45.8% | −23.9% |
| Net margin | −583.7% | <−999% | −36.1% | −337.5% | <−999% | −44.6% | −40.4% |
| Cash from operations / revenue | −382.9% | <−999% | 37.5% | −111.4% | <−999% | −77.0% | −10.5% |
| Free-cash-flow margin | −395.0% | <−999% | — | −167.3% | <−999% | −195.6% | −62.1% |
| Free-cash-flow margin, 3-year average | — | <−999% | — | — | <−999% | −80.4% | −37.2% |
| Stock pay / revenue | 97.7% | 365.3% | — | 213.8% | 29.7% | 38.4% | 13.5% |
| Change in share count | 0.5% | 18.3% | 1.1% | 58.8% | 40.6% | 15.2% | 7.1% |
Who owns it
Funds buying and selling- Reported value
- $454M
- Institutions reporting
- 162
- Shares held vs prior quarter
- ▲ 0.7%
- Positions opened / closed
- 38 / 37
| Manager | Value | Shares | Share of 13F value | Shares QoQ |
|---|---|---|---|---|
| Van Eck Associates Corp | $75.5M | 9.1M | 16.6% | ▼ 16.5% |
| D. E. Shaw & Co., Inc. | $48.5M | 5.9M | 10.7% | ▲ 104.2% |
| Millennium Management LLC | $46.4M | 5.6M | 10.2% | ▲ 188.2% |
| Jane Street Group, LLC | $41.3M | 5.0M | 9.1% | ▲ 147.9% |
| Connor, Clark & Lunn Investment Management Ltd. | $31.8M | 3.8M | 7.0% | ▼ 19.4% |
| Mirae Asset Global Etfs Holdings Ltd. | $31.5M | 3.8M | 6.9% | ▲ 7.3% |
| Firetrail Investments Pty Ltd | $17.5M | 2.1M | 3.9% | New |
| Seldon Capital LP | $15.4M | 1.9M | 3.4% | 0.0% |
| Merewether Investment Management, LP | $12.7M | 1.5M | 2.8% | New |
| L1 Capital Pty Ltd | $11.3M | 1.4M | 2.5% | New |
| Alps Advisors Inc | $7.9M | 952K | 1.7% | ▼ 11.8% |
| HRT Financial LP | $7.6M | 913K | 1.7% | New |
From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Lithium Argentina AG's complete shareholder register. Values are as reported by the filers .
Insider trading activity
Full insider history and chartFrom insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.
Earnings dates and SEC filings
Data status
| Data | Last updated | Source |
|---|---|---|
| Share price | Exchange closing prices | |
| News and updates | Company releases and SEC 8-K filings | |
| Analyst estimates | Aggregated analyst estimates | |
| Valuation and scores | Our models, from the filed figures |
Lithium Argentina AG in brief
- What does Lithium Argentina AG do?
- Lithium Argentina AG is a US-listed company in the diversified metals & mining industry. Its financial year ends in December.
- What is Lithium Argentina AG's stock ticker?
- Lithium Argentina AG trades under the ticker LAR on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
- Who are Lithium Argentina AG's largest institutional shareholders?
- By value reported in 13F filings for June 30, 2026, the largest reported holders are Van Eck Associates Corp, D. E. Shaw & Co., Inc. and Millennium Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
- Who are Lithium Argentina AG's competitors?
- In our Diversified Metals & Mining peer group, the companies closest to Lithium Argentina AG are Ivanhoe Electric Inc., Metalla Royalty & Streaming Ltd., American Battery Technology Co, Comstock Inc. and United States Antimony Corp. The side-by-side comparison below sets their revenue, margins and growth against Lithium Argentina AG's.
- When is Lithium Argentina AG's next earnings date?
- Around November 10, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Lithium Argentina AG announces its own schedule.
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