ETFs on the Move This Monday: REMX, LSVD
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 13 2025
0mins
Should l Buy LAR?
Source: NASDAQ.COM
VanEck Rare Earth/Strategic Metals ETF Performance: The VanEck Rare Earth/Strategic Metals ETF is leading the market with a 14.9% increase, driven by strong performances from MP Materials (up 24.8%) and Lithium Argentina (up 15.7%).
LSV Disciplined Value ETF Underperformance: In contrast, the LSV Disciplined Value ETF is down 2.9%, with Altria Group and Pepsico showing declines of 2.5% and 1.6%, respectively.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy LAR?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on LAR
Wall Street analysts forecast LAR stock price to fall
4 Analyst Rating
2 Buy
2 Hold
0 Sell
Moderate Buy
Current: 6.630
Low
3.27
Averages
4.76
High
6.00
Current: 6.630
Low
3.27
Averages
4.76
High
6.00
About LAR
Lithium Argentina AG is a Switzerland based company, operating in the mining industry. The Company is a resource and materials company focused on lithium production, which involves pumping the lithium into ponds allowing for the water to evaporate and the mineral fall out of suspension. Lithium is a material used primarily in lithium-ion batteries, which have applications in personal electronic devices electric cars among other products. The Company has stakes in multiple lithium-ion production facilities located primarily in Argentina such as the Cauchari-Olaroz lithium brine operation, the Cauchari-Olaroz Project, which is located in Jujuy, Argentina, the Pastos Grandes project, located in Salta Province, and the Sal de la Puna Project.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- ETF Decline: The Invesco Semiconductor ETF fell approximately 3.4% during Monday afternoon trading, indicating market concerns regarding the semiconductor sector, which may impact investor confidence and lead to capital outflows.
- Weak Individual Stocks: Within the ETF, Nlight's shares dropped about 12.2%, while Tower Semiconductor fell approximately 6.3%, reflecting specific challenges these companies face that could affect their future profitability.
- Market Sentiment Fluctuation: The negative sentiment surrounding the semiconductor sector may prompt investors to reassess their portfolios, leading to further sell-offs of related stocks and exacerbating market instability.
- Uncertain Industry Outlook: The poor performance of the semiconductor sector could affect the financing capabilities and expansion plans of related companies, prompting investors to closely monitor industry dynamics to adjust their investment strategies.
See More
- Stock Price Decline: Lithium Argentina (LAR) shares fell over 6% in morning trading on Friday, primarily driven by concerns over block trade pricing, indicating market apprehension regarding its short-term performance.
- Block Trade Details: The company is involved in a 15-million-share block trade, with pricing indicated between $6.15 and $6.50 per share, which is below market expectations and may undermine investor confidence.
- Disappointing Earnings Report: Lithium Argentina reported a GAAP EPS of -$0.47 for 2025, missing expectations by $0.50, reflecting challenges in profitability that could impact future investment decisions.
- Production Guidance Outlook: Despite disappointing 2025 results, the company maintains an optimistic production guidance for 2026, indicating long-term potential in the lithium market that may attract bargain-hunting investors.
See More
- Market Indicator Decline: The NASDAQ 100 Pre-Market Indicator has dropped by 150.28 points to 23,436.71, indicating weakened market sentiment that could impact investor confidence and lead to further selling pressure.
- Active Stock Performance: ProShares UltraPro QQQ (TQQQ) fell by $0.74 to $40.49 with a trading volume of 9,484,281 shares, representing a 131.37% increase from its 52-week low, demonstrating strong investor interest in this ETF.
- ETF Trading Dynamics: Direxion Daily TSLA Bull 2X ETF (TSLL) decreased by $0.16 to $12.09, with 6,547,620 shares traded, reflecting a 92.21% increase from its 52-week low, indicating market expectations of volatility in Tesla's stock.
- Stock Recommendation Status: OnKure Therapeutics, Inc. (OKUR) declined by $0.44 to $4.15, with a trading volume of 3,653,160 shares, and Zacks reports its current mean recommendation is in the 'buy range', potentially attracting more investor attention.
See More
- Production Capacity Boost: Lithium Argentina achieved over 34,000 tonnes of lithium carbonate production in 2025, reaching the high end of its guidance range, indicating strong market performance and future growth potential.
- Significant Cost Reduction: Cash costs in Q4 decreased from over $8,000 per tonne in early 2024 to approximately $5,600 per tonne, a 30% drop that not only enhances profitability but also strengthens the company's position in the competitive lithium market.
- Enhanced Financial Stability: The company secured a $130 million loan facility with Ganfeng, further solidifying its balance sheet, while cash reserves increased to around $95 million in Q1, providing funding security for future expansions.
- Long-Term Growth Outlook: Production guidance for 2026 is set at 35,000 to 40,000 tonnes, with projected EBITDA of around $460 million based on a market price of $20,000 per tonne, showcasing the company's robust growth potential in the future market.
See More
- Earnings Miss: Lithium Argentina reported a GAAP EPS of -$0.47 for Q4 2025, missing expectations by $0.50, indicating challenges in profitability that may affect investor confidence.
- Production Growth: Approximately 9,700 tonnes of lithium carbonate were produced in Q4 2025, with total production for the year reaching 34,100 tonnes, marking a 34% increase over 2024, suggesting improvements in production capacity but necessitating attention to market demand fluctuations.
- Revenue and Price Surge: Q4 2025 revenue totaled $92 million, with an average realized price of approximately $9,049 per tonne of lithium carbonate, while the first quarter of 2026 is expected to see prices rise to $17,000 per tonne, reflecting significant market price increases that could enhance future financial performance.
- Future Guidance: The 2026 production guidance is set at 35,000 to 40,000 tonnes of lithium carbonate, with expected increases in production volumes due to ongoing optimization efforts aimed at supporting long-term operational performance, although the market may have already priced in this growth.
See More
- Earnings Announcement Date: Lithium Argentina is set to release its Q4 earnings on March 23 before market open, with a consensus EPS estimate of $0.04, reflecting a substantial year-over-year growth of 144.4%, indicating strong performance in the lithium market.
- Upward Revisions: Over the past three months, EPS estimates for Lithium Argentina have seen two upward revisions with no downward adjustments, suggesting increased analyst confidence in the company's future profitability, which could positively impact stock prices.
- Market Reaction Analysis: Despite the solid fundamentals, the market appears to have already priced in these positive developments, and with a rating downgrade, investors should carefully assess the potential stock price trajectory moving forward.
- Historical Financial Data: Historical earnings data for Lithium Argentina provides crucial insights for investors, aiding in understanding the company's competitive position within the lithium industry and its future growth potential.
See More









