Recent discussions on X about Lithium Americas Corp (LAC) have been buzzing with excitement following news of the U.S. government's involvement in the company. Reports of a potential 5-10% equity stake by the Department of Energy, alongside a $435 million loan approval for the Thacker Pass project, have driven significant attention. Many users are highlighting the strategic importance of domestic lithium production for electric vehicle supply chains.
The stock saw dramatic premarket surges, with some posts noting jumps of up to 95% in response to these developments. Conversations also touch on the long-term potential of lithium demand, though concerns about price volatility linger in the discourse. This unfolding story continues to captivate investors tracking the energy transition narrative.
Note: This discussion summary was generated from an AI condensation of post data.
Lithium Americas Corp Insider Trading Activity
Lithium Americas Corp insiders have traded $LAC stock on the open market 4 times in the past 6 months. Of those trades, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LAC stock by insiders over the last 6 months:
- MICHAEL JOHN BROWN has made 3 purchases buying 2,100 shares for an estimated $5,831 and 0 sales.
- EDWARD GRANDY (Sr VP, GC & Secretary) sold 23 shares for an estimated $61
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lithium Americas Corp Hedge Fund Activity
We have seen 75 institutional investors add shares of Lithium Americas Corp stock to their portfolio, and 86 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GK WEALTH MANAGEMENT LLC removed 1,198,961 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $3,213,215
- TOWNSQUARE CAPITAL LLC removed 1,045,384 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $2,801,629
- UBS GROUP AG added 856,215 shares (+47.8%) to their portfolio in Q2 2025, for an estimated $2,294,656
- DECADE RENEWABLE PARTNERS LP removed 680,100 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $1,822,668
- CITADEL ADVISORS LLC added 567,310 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,520,390
- RENAISSANCE TECHNOLOGIES LLC added 491,800 shares (+inf%) to their portfolio in Q2 2025, for an estimated $1,318,024
- LEGAL & GENERAL GROUP PLC removed 476,731 shares (-33.0%) from their portfolio in Q2 2025, for an estimated $1,277,639
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lithium Americas Corp Analyst Ratings
Wall Street analysts have issued reports on $LAC in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 09/24/2025
- Canaccord Genuity issued a "Buy" rating on 08/15/2025
To track analyst ratings and price targets for Lithium Americas Corp, check out Quiver Quantitative's $LAC forecast page.
Lithium Americas Corp Price Targets
Multiple analysts have issued price targets for $LAC recently. We have seen 4 analysts offer price targets for $LAC in the last 6 months, with a median target of $6.75.
Here are some recent targets:
- Daniel Ives from Wedbush set a target price of $8.0 on 10/01/2025
- David Deckelbaum from TD Cowen set a target price of $5.0 on 09/25/2025
- Laurence Alexander from Jefferies set a target price of $7.0 on 09/24/2025
- Katie Lachapelle from Canaccord Genuity set a target price of $6.5 on 08/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
