Lithium Argentina
Produces lithium carbonate in Argentina while advancing its regional brine development pipeline.
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Profile
Produces lithium carbonate at Cauchari–Olaroz for lithium-ion batteries and electric vehicles. The business combines its operating stake in that project with the PPG development pipeline in Argentina’s Pastos Grandes Basin.
Produces lithium carbonate at Cauchari–Olaroz in Jujuy Province, Argentina, primarily for lithium-ion batteries and electric vehicles. The operating project is jointly owned with Ganfeng Lithium through Minera Exar. Its assets are lithium brine operations.
Its reportable businesses are Cauchari–Olaroz and the Pastos Grandes Basin, where it is advancing PPG in Salta Province with Ganfeng. Cauchari–Olaroz has moved from commissioning into commercial production, while PPG remains a development project.
Capital budgets at Cauchari–Olaroz require agreement with Ganfeng, and development is shaped by Argentine mining, environmental, and RIGI approvals. PPG depends on continued funding and development.
Company facts
Key statistics
Year to date +15.0% · Average volume (30d) 2.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 25, 2026 | Stifel Nicolaus | Target | $8.50 | $13 | |
| Aug 12, 2026 | Scotiabank | Reiterate | Sector Outperform | $10 | $9.50 |
| Aug 12, 2026 | Deutsche Bank | Reiterate | Buy | $10 | $8.75 |
| Jul 28, 2026 | Scotiabank | Reiterate | Sector Outperform | $11 | $10 |
| Jul 14, 2026 | Deutsche Bank | Target | $12 | $10 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 11, 2026Q2 FY26 | $0.17 | $0.01 | −94.1% | — | — | — | −6.34% |
| May 12, 2026Q1 FY26 | $0.12 | $0.05 | −58.3% | — | — | — | −5.34% |
| Mar 23, 2026Q4 FY25 | $0.06 | $0.00 | −105.8% | $62.3M | — | — | +12.44% |
| Nov 10, 2025Q3 FY25 | −$0.01 | −$0.02 | −100.0% | $54.4M | $58.0M | +6.7% | −4.24% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $0 | $0 | $0 | $0 | $0 | $0 | |
| Gross profit | −$117.0K | −$68.0K | $0 | $0 | −$87.0K | −$112.1K | |
| Operating income | −$10.1M | −$10.5M | −$7.9M | −$8.9M | −$11.0M | −$9.6M | |
| Net income | −$7.2M | −$4.1M | −$64.4M | $262.0K | $8.8M | $1.3M | |
| Diluted EPS | −$0.04 | −$0.03 | −$0.39 | $0.00 | $0.05 | $0.01 | |
| Gross margin | — | — | — | — | — | — | |
| Operating margin | — | — | — | — | — | — |
Fiscal years (4-quarter sums)FY21 $0 · FY22 $0 · FY23 $0 · FY24 $0 · FY25 $0
Balance sheet, Jun 30, 2026Cash & short-term investments $99.7M · Total debt $251.5M · Total assets $1.15B · Shareholders' equity $788.5M
Dividends
No dividends on record.
Ownership
Shares outstanding 163.83M · Float 137.81M · 84.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ganfeng Lithium Group Co., Ltd./ADR | 15.00M | 16.90% | 13G | Oct 16, 2025 |
| Van Eck Associates Corp | 9.13M | 5.57% | 13F | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | 5.87M | 3.58% | 13F | Aug 14, 2026 |
| Millennium Management LLC | 5.61M | 3.43% | 13F | Aug 14, 2026 |
| Jane Street Group, LLC | 5.00M | 3.05% | 13F | Aug 14, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
View detailsPeers
- Rio Tinto (ADR)
Argentine brine and carbonate supply across a growing lithium portfolio
- SQM (ADR)
Large-scale lithium carbonate supply from Chilean brines
- Albemarle
Global lithium brine and battery-grade carbonate supplier
- POSCO (ADR)
Argentine brine lithium supply linked to battery materials
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Lithium Argentina | $7.12 | +3.57% | $1.13B | — | 17.7 | — | +134.3% |
| Rio Tinto (ADR) | $103.71 | +0.37% | $167.86B | 13.9 | — | 2.7 | +14.5% |
| SQM (ADR) | $78.54 | −0.17% | $22.46B | 16.2 | 9.8 | 3.3 | +136.7% |
| Albemarle | $137.96 | +0.45% | $16.20B | — | 13.9 | 2.7 | +31.1% |
| POSCO (ADR) | $60.25 | −0.02% | $18.22B | 17.3 | 14.2 | 0.4 | +12.1% |
| Median | 16.2 | 13.9 | 2.7 | +22.8% |