Goldman Sachs keeps Hold rating on Liontown stock at AUD 0.95

Published on 10/13/2026 at 04:13 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

13 analysts cover Liontown stock, with 7 Buy, 3 Hold and 3 Sell views. Fiscal 2026 revenue reached AUD 639 million, up 115 percent.

Key points in brief

Goldman Sachs retained a Hold rating on Liontown with an AUD 0.95 target dated October 8, 2026.
Liontown reported AUD 639 million of fiscal 2026 revenue and AUD 182 million of operating cash flow.
The Kathleen Valley expansion carries AUD 389 million of capital and targets 780,000 tonnes of annual concentrate output.
Liontown's market capitalization was AUD 2.3 billion on October 13, 2026, while 13 analysts split into 7 Buy, 3 Hold and 3 Sell ratings.

Liontown, AU000000LTR4, Illustration mit AI erstellt.

Goldman Sachs kept a Hold rating on Liontown stock and set an AUD 0.95 price target on October 8, 2026, according to Investing.com. The call came as the lithium producer advanced a large Kathleen Valley expansion while the stock remained near its 52-week low in Australian trading.

Three dated milestones

On August 31, 2026, Liontown's fiscal 2026 results showed revenue of AUD 639 million, operating cash flow of AUD 182 million and net profit after tax of AUD 93 million, according to the Yahoo Finance transcript. Revenue more than doubled from fiscal 2025, giving the expansion plan a stronger operating base.

On September 30, 2026, Liontown listed the Kathleen Valley Expansion as a key announcement on its investor-relations page, while The Motley Fool Australia reported that the decision involved AUD 389 million of capital. On October 8, 2026, Goldman Sachs retained Hold with an AUD 0.95 target, the latest dated analyst action in the available coverage, according to Investing.com.

What does the expansion mean for output?

The Kathleen Valley project is targeting 780,000 tonnes of spodumene concentrate per year from fiscal 2030, according to The Motley Fool Australia. That target compares with current production guidance of 390,000 to 440,000 tonnes for fiscal 2027, making execution and the underground ramp-up central to the investment case.

Liontown's fiscal 2026 revenue rose 115 percent from fiscal 2025, while its underlying net profit after tax was AUD 14 million, according to Yahoo Finance. The contrast between higher output potential and the near-term funding requirement explains why analyst views remain divided despite the improved operating figures.

Next reporting date

Liontown's next earnings date is listed as October 29, 2026, by Simply Wall St. On October 13, 2026, Liontown's market capitalization was AUD 2.3 billion, while Investing.com listed 13 analysts split between 7 Buy, 3 Hold and 3 Sell ratings.

Market value and investor split

For investors, the key tension is measurable: fiscal 2026 revenue reached AUD 639 million, but the expansion requires AUD 389 million of capital before the fiscal 2030 output target. The next reporting date should provide the clearest operating checkpoint for the ramp-up and the cost profile.

Company data: Liontown Limited. ISIN AU000000LTR4. Ticker LTR. Primary exchange ASX. Sector Materials. Market capitalization AUD 2.3 billion as of October 13, 2026.

Market context: Market report S&P/ASX 200.

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