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Exclusive News

3 Rare Earth Stocks to Watch Following Washington’s Latest Trade Moves

Written by Thomas Hughes. First Published: 1/26/2026. 

What You Need to Know

• Rare earth stocks like MP Materials, Energy Fuels, and Lynas Rare Earths are rebounding in 2026, supported by domestic production strategies and U.S. government backing.
• MP Materials is advancing its DoD-backed magnet facility; Energy Fuels is expanding into nuclear fuel; Lynas is gaining from stable revenues and strategic partnerships.
• Technical indicators and analyst trends point to potential new highs for all three stocks as momentum accelerates into H1 2026.

Trade-related news from Washington—including a renewed push for Greenland—is creating volatility in rare-earth mining stocks. Despite that volatility, these names are well positioned for 2026: domestically focused production strategies and government support help insulate them from broader macroeconomic headwinds.

Government support, delivered through deregulation and targeted assistance from key agencies such as the Department of Defense (DoD), is underpinning an accelerated timeline to revenue and profits.

MP Materials Is in Rebound Mode

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MP Materials (NYSE: MP) is showing classic rebound price action. The late-2025 correction appears to be over, and with support holding near the 30-day EMA in early 2026, a retest of the all-time highs looks likely. Technical indicators, including 2025 MACD convergence, suggest a retest of the highs is a minimum target and that higher highs are possible. This momentum was catalyzed by a 2025 partnership with the DoD, which put the company on track to begin construction of its 10x rare-earth magnet facility in 2026 and to start commissioning in early 2028. In the meantime, upstream and downstream activity is ramping up.

Analyst trends are bullish. MarketBeat tracks 15 analysts; 14 rate the stock a Buy, with roughly 15% upside relative to early January’s peak. The high-end targets imply about a 50% gain, and there are catalysts ahead. The company is forecast to report revenue growth of more than 25% for Q4 2025; with low expectations, that creates an opportunity for significant outperformance. 

Energy Fuels Stock on Track for Breakout

Energy Fuels (NYSEAMERICAN: UUUU) is leading the rare-earth group, up roughly 100% from the late-2025 lows and on track to retest all-time highs in H1 2026. Catalysts include acquisitions of critical assets, ramping uranium and yellowcake production, and the company’s evolution into an integrated fuel provider central to the domestic nuclear fuel supply chain. The linked growth forecastprojects a surge of more than 150% in 2026, followed by a continued high-double-digit compound annual growth rate (CAGR) for the subsequent two years or longer.

Analyst coverage and institutional interest provide a bullish, strengthening tailwind. Coverage is limited—only three analysts are tracked by MarketBeat—and the consensus has lagged the price action. Those analysts currently rate the stock a Hold but have been leading the market with upward revisions. The most recent target, set in January 2026 at $27, implies roughly 10% upside from current resistance and would establish a new all-time high. Technically, $27 may be conservative; momentum could push the stock to $36 or higher once a fresh high is confirmed. 

Lynas Rare Earths: This Rebound Is Accelerating

Lynas Rare Earths (OTCMKTS: LYSCF)is an Australian miner supported by government policy and negotiated price floors. Catalysts for 2026 include production ramps that should improve revenue stability, the development of new revenue streams, and partnerships that bolster its role in the U.S. and Western rare-earth supply chains. 

Coverage is limited because the stock trades on OTC exchanges, but the existing analyst coverage is bullish. All three analysts tracked by MarketBeat rate the company a Buy, with a consensus target implying roughly 50% upside. Reaching that consensus would set a new all-time high and could open the door to a much larger move. The company is currently in production and profitable, although its aggressive expansion plansare weighing on near-term earnings.  

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We are not securities dealers or brokers, investment advisers or financial advisers, and you should not rely on the information herein as investment advice. Any investment should be made only after consulting a professional investment advisor and only after reviewing the financial statements and other pertinent corporate information. Further, readers are advised to read and carefully consider the Risk Factors identified and discussed in the profiled company’s SEC and/or other government filings. Investing in securities, particularly microcap securities, is speculative and carries a high degree of risk.


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