Morgan Stanley targets Lynas stock at AUD 14.65

Published on 10/15/2026 at 22:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

June-quarter revenue reached AUD 564.26 million. Lynas stock costs EUR 6.95 on October 15, 2026, 6.57 percent below the ASX prior close.

Analyst target and quarterly growth

Morgan Stanley put a Buy rating and an AUD 14.65 target on Lynas on October 12, 2026.
Revenue for the quarter ended June 30, 2026, reached AUD 564.26 million, up 86.72 percent year over year.
Lynas stock costs EUR 6.95 at Lang & Schwarz on October 15, 2026 at 10:49 p.m. CEST, while ASX shares fell 6.57 percent versus the prior close.
Lynas had an AUD 10.9 billion market capitalization on October 15, 2026.

Lynas, AU000000LYC6, Illustration mit AI erstellt.

Lynas (ISIN AU000000LYC6) received a Buy rating and an AUD 14.65 price target from Morgan Stanley on October 12, 2026, according to Motley Fool Australia. Against the AUD 10.81 ASX price on October 15, 2026, the target stood 35.52 percent higher. Lynas stock was trading at EUR 6.95 at Lang & Schwarz on October 15, 2026 at 10:49 p.m. CEST.

Quarterly revenue sets the second marker

The latest reported quarter provides the main operating counterweight to the broker view. Lynas posted AUD 564.26 million in revenue and AUD 142.14 million in net profit for the quarter ended June 30, 2026, compared with AUD 302.20 million of revenue and AUD 2.14 million of net profit a year earlier, Markets Insider reported. Revenue therefore increased 86.72 percent year over year.

Price position after the ASX session

On the ASX, Lynas was last at AUD 10.81 on October 15, 2026 at 3:10 p.m. AEDT, down 6.57 percent from AUD 11.57. The session range was AUD 10.81 to AUD 11.26, while volume reached 7,841,504 shares against an average of 4,397,912. The current ASX price was 51.68 percent below the 52-week high of AUD 22.37 and matched the 52-week low of AUD 10.81.

Morgan Stanley's target was 35.52 percent above the ASX price in the same currency. The share count and market value put Lynas at AUD 10.9 billion on October 15, 2026, while the reported price-to-earnings ratio was 48.78. The company had no trailing dividend yield in the quoted market data.

Comparison with peers

Lynas (ASX, AUD): minus 6.57 percent, P/E 48.78, market capitalization AUD 10.9 billion

Iluka Resources (ASX, AUD): minus 5.77 percent, P/E minus 5.35, market capitalization AUD 2.2 billion

MP Materials (NYSE, USD): plus 4.16 percent, P/E minus 121.42, market capitalization USD 7.4 billion

Price and investor perspective

The euro quotation gives German investors a separate trading view from the Australian session. The ASX decline was larger than the move in the Lang & Schwarz quote, so the two figures should not be treated as one currency move.

Lynas was trading at EUR 6.95 at Lang & Schwarz on October 15, 2026 at 10:49 p.m. CEST. On the ASX, the stock was last at AUD 10.81 on October 15, 2026 at 3:10 p.m. AEDT.

The further course of trading is shown by the continuously updated real-time quote of Lynas stock.