|
Hello, Thanks for signing up for MarketBeat Daily Ratings—we’re excited to have you on board. Every weekday, you’ll get a curated summary of new “Buy” and “Sell” ratings from Wall Street’s top-rated analysts, the latest stock news, and bonus investing content—all delivered straight to your inbox. You’re just two quick steps away from completing your sign-up: 1. Make sure our emails go to your inboxGmail users:
Mobile: Tap the three dots (…) in the top right and select Move to Inbox or Move to Primary
Desktop: Click the folder icon at the top and select Move to Inbox or Primary Apple Mail users:
Tap our email address at the top (next to From: on mobile), then select Add to VIP Other providers:
Reply to this message and add newsletters@analystratings.net to your contacts 2. Confirm your subscriptionClick this link to confirm your subscription. This verifies your account and ensures you receive your newsletters without interruption instead of getting stuck in your spam filter. Confirm your subscription here. After you confirm, feel free to download our popular free report, "7 Stocks to Buy and Hold Forever" with this link. Thanks again for subscribing—we look forward to being part of your investing journey. 
Matthew Paulson
Founder and CEO, MarketBeat. P.S. If you didn’t mean to subscribe, no problem—you can unsubscribe here.
This Week's Featured Content
The Metals Company: Unlocking a Klondike-Quality Mineral Rush Authored by Thomas Hughes. Originally 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’s $1 Quadrillion AI IPO
The Metals Company, Inc. (NASDAQ: TMC) is about as futuristic a company as you can find that isn’t in space or AI. It aims to unlock a developing mineral rush by harvesting deep-sea nodules — a resource once only imagined by scientists, policymakers and schoolchildren. Each nodule contains manganese, nickel, cobalt and copper (all critical for batteries), along with trace amounts of rare earth elements, and there is a great deal of it on the seafloor. The Metals Company is targeting the Clarion-Clipperton Zone (CCZ), a 4.5 million-square-kilometer region between Hawaii and Mexico. The nodules sit roughly 4,000 to 5,500 meters below the surface, and dry nodules in parts of the CCZ are estimated to be worth up to $1,500 per metric tonne.
Navellier Warns: This Could Leapfrog Elon's SpaceX IPO
Elon Musk could take SpaceX public in 2026, at an estimated $1.75 trillion valuation. The IPO would include Elon's AI model, Grok. But according to Louis Navellier, a radical new AI model will launch this year… over 1,000 times more powerful than Elon's. And the company behind it could outperform SpaceX in the process. Click here for full details (including Louis' new pick — free).
One prospective mining site within the zone is estimated to be worth up to $1.7 billion annually, and some estimates put the total in-place mineral value in the CCZ at around $19 trillion. The primary obstacles are regulatory approvals, which are underway and appear to be progressing. The Metals Company plans to collect nodules in 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, limiting silt disturbance and delivering material to a floating processing ship. The Hidden Gem is a converted drilling vessel and the first floating processing plant of its kind. Owned and operated by Allseas and commissioned by The Metals Company earlier this decade, initial testing has been completed. The ship recovered 3,000 tonnes of nodules in 2022 and is awaiting regulatory approval. NOAA has deemed the company’s application largely in compliance, and executives expect licensing approval before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative BuyThere isn’t extensive analyst coverage, but enough to form a baseline view. Four analysts tracked by MarketBeat give the stock a consensus Hold, with half of those ratings at Buy, 25% at Sell and the remainder at Hold. Three of the four ratings were issued in January 2026 and the fourth in December 2025, so they are relatively recent. There is an additional fifth rating marked Buy, but it is more than 10 years old and therefore less relevant. Consensus price targets imply about 165% upside, with even the low-end forecasts projecting more than 100% upside. One driver of sentiment is the revenue and profitability outlook. The analyst group forecasts initial revenue of roughly $50 million in 2027, rising to more than $550 million in 2028 — an order-of-magnitude increase year over year. Earnings are expected to begin by 2028, since this asset-light business could generate cash soon after commercial operations start. Operational risk is considered limited because the collection technology has been proven; the more challenging piece will be processing the nodules, but the company is making progress there as well. Near-term catalysts in 2026 include advances in nodule-processing. The company plans to use rotary kiln electric-arc furnace (RKEF) technology, either under contract or at its own facility. It is working with Japan-based Pacific Metals for testing and verification while also exploring construction of processing capacity in Texas. A feasibility study is underway for a Brownsville, TX facility that could process nodules alongside other feedstocks. RKEF is widely used to process nickel; in this application it would produce a high-grade nickel-copper-cobalt alloy and manganese silicate. Importantly, 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 action has been volatile. The market has pulled back from long-term highs and appears poised to test — and potentially break — a key support at the 150-week exponential moving average (EMA). The 150-week EMA is an indicator of long-term buy-and-hold sentiment and a common pivot point for this market. 
If the price falls below that level, it could struggle to regain upward momentum until a stronger catalyst appears. However, institutional activity suggests a bottom may be forming, as institutions have been net buyers and increasing their activity as the price has declined. |
