尽管现金储备充足,项目进展顺利, 但美洲股价下跌了5%, Lithium Americas shares fell 5% after missing profit estimates despite strong cash reserves and major project progress.

美洲 (LAC) 的股价下跌了5%,至3.80美元,此前该公司报告季度每股亏损0.37美元,预期的利率为0.33美元. Lithium Americas (LAC) shares dropped 5% to $3.80 after reporting a quarterly loss of $0.37 per share, missing estimates by $0.33. 该公司专注于开发内华达州的Thacker Pass项目和阿根廷Cauchari-Olaroz项目,在2025年结束时拥有9.056亿美元现金,93%的详细工程完成了. The company, focused on developing the Thacker Pass lithium project in Nevada and the Cauchari-Olaroz project in Argentina, ended 2025 with $905.6 million in cash and 93% of detailed engineering complete at Thacker Pass. 尽管有强大的财政支持,包括223亿美元的能源部贷款和通用汽车和猎户座的投资,但分析师仍然谨慎地对待执行风险和建筑延误,并保持共识"持久"评级. Despite strong financial backing, including a $2.23 billion DOE loan and investments from GM and Orion, analysts remain cautious due to execution risks and construction delays, maintaining a consensus "hold" rating.