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Further Reading from MarketBeat Media
The Metals Company: Unlocking a Klondike-Quality Mineral Rush By Thomas Hughes. First Published: 3/30/2026. 
Key Points
- The Metals Company, Inc. is on the verge of licensing approval and commencing commercial operations.
- It is the leader in a rush to unlock a multi-trillion-dollar seafloor opportunity.
- Revenue is expected in 2027 and profits the year after.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
The Metals Company, Inc. (NASDAQ: TMC) is as futuristic a company as can be, yet it isn't involved in space or AI. The company aims to unlock a mineral rush over the coming decades by harnessing a resource once only dreamed of by scientists, politicians, and schoolchildren: deep-sea nodules. Each nodule contains manganese, nickel, cobalt, and copper (all critical for batteries), along with trace amounts of rare earth elements — and there is a lot of it on the seafloor. The Metals Company is targeting the Clarion-Clipperton Zone, a 4.5 million-square-kilometer area between Hawaii and Mexico. The nodules sit roughly 4,000 to 5,500 meters below the surface and can be worth up to $1,500 per dry metric tonne.
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A single mining site within the zone is estimated to be worth up to $1.7 billion annually; there is an estimated $19 trillion in minerals across the zone. The main obstacles are regulatory approvals, which are in progress. The Metals Company plans to collect nodules via a partnership with Allseas, a Swiss-based leader in subsea construction, pipelaying, and heavy lifting. Allseas will use a hydraulic collection vehicle that lifts nodules off the seafloor by suction, an approach that limits silt disturbance and delivers material to a floating processing ship. The Hidden Gem is a converted drilling ship and the first floating processing plant of its kind. Owned and operated by Allseas, it was commissioned by The Metals Company earlier this decade and has completed initial testing. The ship recovered 3,000 tonnes of nodules in 2022 and is awaiting regulatory approval. NOAA deemed the company’s application largely in compliance, and executives believe licensing approval will be granted before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative BuyThere isn’t extensive analyst coverage, but there is enough to form a baseline market view. The four analysts tracked by MarketBeat rate the stock a consensus Hold, with a 50% buy-side bias and 25% sell-side. Three of the four ratings were set in January 2026 and the fourth in December 2025, so they are relatively current. There is a fifth rating marked Buy, but it is more than 120 months old and therefore less relevant. Price targets imply about 165% upside at the consensus and more than 100% at the low end. One driver of sentiment is the outlook for revenue and profitability. The group forecasts initial revenue of roughly $50 million in 2027, followed by a surge to over $550 million in 2028. Earnings are also expected by 2028, as this relatively asset-light operation should begin generating cash once commercial operations commence. Operational risk is limited because the collection technology has been proven; the bigger challenge will be processing the nodules, and the company is making progress there as well. Catalysts in 2026 include advances in nodule-processing. The company plans to use rotary kiln electric arc furnace (RKEF) technology, either through contracts or in its own facility. The Metals Company is working with Japan-based Pacific Metals for testing and verification while also exploring construction of processing facilities in Texas. A feasibility study is underway for a Brownsville, TX facility that could process nodules alongside other feedstocks. RKEF technology is used globally to process nickel; in this application it would produce a high-grade nickel-copper-cobalt alloy and manganese silicate. Notably, the process eliminates solid-waste tailings — all inputs are converted into usable materials, including fertilizer-grade ammonium sulfate. TMC Stock Is Cheap, but It Can Get CheaperThe Metals Company's 2026 stock price action has been uneven. The market retreated from long-term highs and is on track to test — and potentially break — a critical support level at the 150-week exponential moving average (EMA). The 150-week EMA is an indicator of long-term, buy-and-hold sentiment and a key pivot for this market. 
If price action falls below that level, the stock may struggle to regain traction until a stronger catalyst appears. However, institutional activity shows buyers accumulating on balance, which suggests a bottom could form as selling pressure eases. |
