Why Lithium Americas Corp. (LAC) Stock Fell 8.6% on Nov 13, 2026
as of yesterday, 4:31 PM ET
The reason we found
Higher Thacker Pass Costs Pressure Lithium Americas
Lithium Americas raised Thacker Pass Phase 1’s capital cost estimate to US$3.83 billion and expects mechanical completion only in late 2027, with ramp-up continuing through 2028. The larger investment and extended timeline can weaken investor expectations for returns and help explain the sharp share-price decline.
higher project costs and delayed ramp upmedium confidence
Sources 6
- Lithium Americas Reports Third Quarter 2026 Resultsfinance.yahoo.com
- What's Going On With Lithium Americas Stock Thursday?finnhub.io
- Lithium Americas (TSX:LAC) Stock Could Be Cheap After A Sharp Resetfinnhub.io
- Lithium Americas (TSX:LAC) Resets Thacker Pass Costs, Is The 0.4x P B Valuation Justified?finnhub.io
- Lithium Americas Reports Third Quarter 2026 Resultsfinnhub.io
- Lithium Americas: Q3 Earnings Snapshotfinnhub.io
Our call
Sell somedated Nov 12, 2026
Lithium Americas fell 23% over the past five trading days after its Nov 12 report, and analysts expect profit to fall 86% next year. We'd stop selling if Lithium Americas' next report beats profit forecasts.
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