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3 Rare Earth Stocks to Watch Following Washington's Latest Trade Moves
Written by Thomas Hughes. First Published: 1/26/2026.
Article Highlights
- 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 the push for Greenland, is creating volatility in rare-earth mining stocks. Still, these names look well-positioned for 2026 because many have domestically focused production strategies and government backing that insulate them from broader macroeconomic concerns.
Government support—through deregulation and assistance from agencies including the Department of Defense (DoD)—is helping accelerate timelines to revenue and profit.
MP Materials Is in Rebound Mode
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Watch the video to get the ticker nowMP Materials' (NYSE: MP) stock price reflects a market rebound. A late-2025 correction appears to be over, and with support near the 30-day EMA in early 2026, a retest of the all-time highs is likely. Technical indicators, including 2025 MACD convergence, suggest a retest of the highs is a minimum target and that higher highs are possible. The primary catalyst is a partnership with the DoD announced in 2025, which puts the company on track to begin construction of its 10x rare-earth magnet facility this year and to start commissioning in early 2028. Until then, upstream and downstream activities are ramping up (activity are ramping up).
Analyst sentiment is bullish. MarketBeat tracks 15 analysts covering the stock; 14 rate it a Buy, implying roughly 15% upside relative to early January's peak. That consensus moves toward the high-end range — about a 50% gain if reached — and several near-term catalysts could propel the stock higher. The company is forecast to report revenue growth of more than 25% in its Q4 2025 earnings, and the low expectations create an opportunity for significant outperformance.
Energy Fuels Stock on Track for Breakout
Energy Fuels' (NYSEAMERICAN: UUUU) stock is leading the rare-earth group, up about 100% from the late-2025 lows and on pace to retest all-time highs in H1 2026. The catalysts include acquisitions of critical assets, ramping uranium and yellowcake production, and its conversion into an integrated fuel company central to the domestic nuclear fuel supply chain. The growth forecast projects a surge of more than 150% in 2026 and a continued high-double-digit compound annual growth rate (CAGR) over the following two years or more.
Analyst coverage is light—only three tracked—so consensus has lagged the price action. Those analysts rate the stock a Hold but have been revising estimates upward. The freshest price target, set in January 2026 at $27, implies roughly a 10% upside from the current resistance level and would establish a new all-time high. From a technical perspective, $27 is a conservative target; a move to $36 or higher would be indicated once a fresh high is confirmed.
Lynas Rare Earths: This Rebound Is Accelerating
Lynas Rare Earths (OTCMKTS: LYSCF) is an Australia-based miner supported by government policy and negotiated price floors. The catalysts in 2026 include production ramp-ups that stabilize revenue, development of new revenue streams, and partnerships that strengthen its role in U.S. and Western rare-earth supply chains.
Coverage is limited because the stock trades on OTC markets, but it is present and bullish. The three analysts tracked by MarketBeat rate the company a Buy, with a consensus target implying about 50% upside. A move to that target would set a new all-time high and could open the door to a larger advance. The company is already in production and profitable, although aggressive expansion plans are currently compressing margins.
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