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 inbox Gmail 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 subscription Click 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.
Saturday's Bonus Article The Metals Company: Unlocking a Klondike-Quality Mineral Rush Submitted by Thomas Hughes. Publication Date: 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 as a company can get without working in space or AI. It aims to unlock a mineral rush by harvesting deep-sea nodules — a resource once only imagined by scientists and schoolchildren — to advance mineral independence. Each nodule contains manganese, nickel, cobalt, and copper (critical for batteries), plus trace rare-earth elements — and there is a lot of it on the seafloor. The Metals Company is focused on the Clarion-Clipperton Zone, a roughly 4.5 million-square-kilometer area between Hawaii and Mexico. The zone lies about 4,000 to 5,500 meters below the surface, and its nodules have been valued at up to $1,500 per dry metric tonne. Estimates suggest a single mining site within the zone could be worth as much as $1.7 billion annually, and there may be as much as $19 trillion in minerals across the region. The primary remaining hurdle is regulatory approval, which the company says is underway and progressing. The Metals Company plans to collect nodules through a partnership with Allseas, a Swiss subsea-construction, pipelaying, and heavy-lifting specialist. Allseas will deploy a hydraulic collection vehicle to lift nodules from the seafloor by suction, which limits silt disturbance and enables delivery to a floating processing vessel. 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 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 Buy Analyst coverage is limited but sufficient to form a baseline view. The four analysts tracked by MarketBeat show a consensus rating of Hold, with a roughly 50% buy-side bias and about 25% sell-side. Three of those ratings were issued in January 2026 and the fourth in December 2025, so they are fairly current. There is an additional fifth rating (Buy), but it is more than 120 months old and less relevant. Price targets imply about 165% upside at the consensus and more than 100% at the low end. Revenue and profitability expectations are notable drivers of sentiment. The group forecasts initial revenue of roughly $50 million in 2027, rising to over $550 million in 2028 — a quadruple-digit percentage increase. Earnings are projected to begin by 2028 as the operation, relatively asset-light, starts generating meaningful cash once commercial operations commence. Operational risk is considered limited because the technology has been demonstrated; the principal challenge will be processing the nodules, but the company is progressing on that front as well. Catalysts in 2026 include advances in nodule-processing methods. The Metals Company aims to use rotary kiln electric arc furnace (RKEF) technology, either via contractors or in its own facility. The company is working with Japan-based Pacific Metals for testing and verification while also exploring construction of facilities in Texas. A feasibility study is underway for a Brownsville, Texas facility that could process nodules alongside other feedstocks. RKEF technology is used globally to process nickel; in this use case 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 Cheaper The Metals Company's 2026 stock price action has been uneven. After retreating from long-term highs, the shares are approaching a critical support level at the 150-week exponential moving average (EMA), a commonly used indicator of long-term buy-and-hold sentiment and a pivot point for the market. 
If price falls below that EMA, the stock may struggle to regain traction without a stronger catalyst. That said, institutional activity suggests a bottom could be near: institutions are accumulating on balance and increasing activity as the price declines. | 
