ETF Movers on Thursday: LIT and QCLN
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Should l Buy LAR?
Source: NASDAQ.COM
ETF Performance: The First Trust NASDAQ Clean Edge Green Energy Index Fund ETF is down approximately 4.7% in Thursday afternoon trading.
Underperforming Stocks: Key components of the ETF, such as Bloom Energy and Solaredge Technologies, experienced significant declines, with Bloom Energy down about 19.7% and Solaredge Technologies down about 13.6%.
Market Context: The article highlights the performance of specific ETFs and their components, indicating a challenging day for clean energy investments.
Author's Perspective: The views expressed in the article are those of the author and do not necessarily represent the opinions of Nasdaq, Inc.
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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: 6.270
Low
3.27
Averages
4.76
High
6.00
Current: 6.270
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.
Lithium Argentina Reports Q4 2025 Financial Results
- 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
Lithium Argentina Achieves Over 34,000 Tonnes Production in 2025
- 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
Lithium Argentina to Announce Q4 Earnings on March 23
- 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
Lithium Argentina to Release 2025 Earnings Results
- Earnings Release Schedule: Lithium Argentina will announce its fourth quarter and full year 2025 earnings results before market open on March 23, 2026, providing investors with crucial financial data and operational performance insights.
- Webcast Details: The company will hold a webcast and conference call at 10:00 AM ET on the same day to discuss the earnings report in detail, enhancing transparency and engaging with investors directly.
- Replay Information: A replay of the webcast will be available after the event through the company's News and Events page, ensuring that investors who cannot attend live can still access the relevant information.
- Partnership Overview: Lithium Argentina operates the Cauchari-Olaroz lithium brine project in partnership with Ganfeng, advancing additional lithium resources in the region, which underscores the company's strategic positioning in the global lithium market.
See More
U.S. Rare Earth Stocks Continue to Rise, with USA Rare Earth Surging 22%, Critical Metals 20%, TMC 11%, and MP Materials Increasing by Over 8%.
U.S. Rare Earth Stocks Performance: U.S. listed rare earth stocks have shown significant gains, with an increase of over 22%.
Critical Metals Surge: Critical metals have risen by more than 20%, indicating strong market demand.
TMC Metals Growth: TMC Metals has experienced an 11% increase, reflecting positive trends in the sector.
MP Materials Rise: MP Materials has seen an increase of more than 8%, driven by project progress news.
See More
HSBC Upgrades Albemarle and Lithium Argentina to Buy with Price Targets of $200 and $9.60
- Rating Upgrade: HSBC upgraded Albemarle from Hold to Buy, raising the price target from $117 to $200, reflecting its sensitivity to rising lithium prices and future profit potential.
- Market Outlook: Analysts expect the lithium market to shift to a deficit in the medium term, revising 2026-2029 China BG lithium carbonate price forecasts upward by 12%-48%, indicating strong expectations for lithium demand growth.
- Price Trends: Since the June trough, BG China lithium carbonate prices have surged approximately 180%, while spodumene prices have increased by 226%, suggesting that the upward trend in lithium prices may be sustainable, further boosting Albemarle's market performance.
- Financial Improvement: Albemarle has enhanced its free cash flow and balance sheet by cutting capital expenditures, selling non-core businesses, and fostering efficiency, which is expected to benefit from rising lithium prices in upcoming contract negotiations over the next 18-24 months.
See More
Lithium Argentina Reports Q4 2025 Financial Results
- 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
Lithium Argentina Achieves Over 34,000 Tonnes Production in 2025
- 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
Lithium Argentina to Announce Q4 Earnings on March 23
- 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
Lithium Argentina to Release 2025 Earnings Results
- Earnings Release Schedule: Lithium Argentina will announce its fourth quarter and full year 2025 earnings results before market open on March 23, 2026, providing investors with crucial financial data and operational performance insights.
- Webcast Details: The company will hold a webcast and conference call at 10:00 AM ET on the same day to discuss the earnings report in detail, enhancing transparency and engaging with investors directly.
- Replay Information: A replay of the webcast will be available after the event through the company's News and Events page, ensuring that investors who cannot attend live can still access the relevant information.
- Partnership Overview: Lithium Argentina operates the Cauchari-Olaroz lithium brine project in partnership with Ganfeng, advancing additional lithium resources in the region, which underscores the company's strategic positioning in the global lithium market.
See More
U.S. Rare Earth Stocks Continue to Rise, with USA Rare Earth Surging 22%, Critical Metals 20%, TMC 11%, and MP Materials Increasing by Over 8%.
U.S. Rare Earth Stocks Performance: U.S. listed rare earth stocks have shown significant gains, with an increase of over 22%.
Critical Metals Surge: Critical metals have risen by more than 20%, indicating strong market demand.
TMC Metals Growth: TMC Metals has experienced an 11% increase, reflecting positive trends in the sector.
MP Materials Rise: MP Materials has seen an increase of more than 8%, driven by project progress news.
See More
HSBC Upgrades Albemarle and Lithium Argentina to Buy with Price Targets of $200 and $9.60
- Rating Upgrade: HSBC upgraded Albemarle from Hold to Buy, raising the price target from $117 to $200, reflecting its sensitivity to rising lithium prices and future profit potential.
- Market Outlook: Analysts expect the lithium market to shift to a deficit in the medium term, revising 2026-2029 China BG lithium carbonate price forecasts upward by 12%-48%, indicating strong expectations for lithium demand growth.
- Price Trends: Since the June trough, BG China lithium carbonate prices have surged approximately 180%, while spodumene prices have increased by 226%, suggesting that the upward trend in lithium prices may be sustainable, further boosting Albemarle's market performance.
- Financial Improvement: Albemarle has enhanced its free cash flow and balance sheet by cutting capital expenditures, selling non-core businesses, and fostering efficiency, which is expected to benefit from rising lithium prices in upcoming contract negotiations over the next 18-24 months.
See More
