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Lynas Rare Earths: 9 FY EPS cuts, zero upgrades, consensus down 18% in 30 days — yet stock rises on Japan visit
- Lynas Rare Earths (LYC.AX) recorded 9 FY EPS cuts vs zero upgrades in the May 11 snapshot; the current-year EPS consensus has fallen to A$0.302 from A$0.368 thirty days ago — an 18% drop in a month.
- The stock gained 4.3% on May 10 to close at A$20.08, recovering from a recent low of A$18.57, but is still 10% below its 52-week high of A$22.37.
- Japan's PM visited Australia on May 11 to strengthen critical minerals supply ties, creating a near-term sentiment catalyst that diverges sharply from the deteriorating earnings picture.
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Conclusion
eps_revisions 2026-05-11: LYC.AX period '0y', down_last_7_days=9, up_last_7_days=0; period '+1y', down_last_7_days=8, up_last_7_days=1. eps_trend 2026-05-11: FY '0y' current A$0.302 vs thirty_days_ago A$0.368 (–17.9%). daily_prices: close A$20.08 on 2026-05-10 (+4.3%); 52w high A$22.37, 52w low A$7.22. News: Japan-Australia critical minerals visit (Investing.com, 2026-05-03). tickers_metadata: Basic Materials, ASX, market cap A$20.2B.