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5 Rare Earth Stocks to Buy with High Upside

In this article we will list the 5 Rare Earth Stocks to Buy with High Upside. Please visit 10 Rare Earth Stocks to Buy with High Upside if you’d like see an extended list and how we came up with the list of best value stocks.

5. American Rare Earths Ltd (OTCQX:ARRNF)

Number of Hedge Fund Holders: N/A

Stock’s Upside Potential: 73.81%

American Rare Earths Ltd (OTCQX:ARRNF) is among the rare earth stocks to buy with high upside. On March 16, American Rare Earths Ltd (OTCQX:ARRNF) announced that it has been selected to provide feedstock to a Department of Energy program. This program is focused on minerals to materials supply chain research, and it’s part of an effort to establish a domestic supply chain of critical minerals and materials.

The company says it provided around 5 tons of ore to the program from the Cowboy State Mine test pit. According to American Rare Earths Ltd, the DoE research program uses nine national labs to “validate, improve, and help commercialize technologies developed by domestic entities.” Part of this work involves using American Rare Earths’ processing methods.

According to American Rare Earth, this arrangement benefits by having third-parties affirm its processes. Additionally, the company is able to discover more efficient processing methods through the research program.

In other news, American Rare Earths Ltd (OTCQX:ARRNF) announced on March 2 that it decided to consolidate the president and CEO roles. It said Mark Wall assumed the combined position, and that unifying the roles would sharpen decision-making and enhance strategic alignment.

American Rare Earths Ltd (OTCQX:ARRNF) is an Australian mining company focused on producing rare-earth elements and other critical minerals. The company’s flagship projects in the US are the Halleck Creek project in Wyoming. This project is aimed at reshaping the rare-earths industry by creating a domestic supply chain for the US market.

4. USA Rare Earth Inc (NASDAQ:USAR)

Number of Hedge Fund Holders: 23

Stock’s Upside Potential: 90.13%

USA Rare Earth Inc (NASDAQ:USAR) is among the rare earth stocks to buy with high upside. On March 12, USA Rare Earth Inc (NASDAQ:USAR) announced that it had appointed Thomas Caulfield to its board of directors. Caulfield led semiconductor company GlobalFoundries (NASDAQ:GFS) as chief executive before transitioning to the executive chairman role. According to USA Rare Earth, Caulfield brings many years of experience in areas like engineering, management, and global operations.

Previously on March 9, USA Rare Earth announced an expansion of its leadership team following a funding agreement with the US federal government. It said that it had picked Valerie Ford Jacob as chief legal officer, Gregory Bowman as chief global policy officer, and J.B. Lowe as head of investor relations. The company said these appointments will help deepen its engagement with policymakers and investors. Back in January, USA Rare Earth Inc (NASDAQ:USAR) struck a $1.6 billion funding deal with the US government to support its rare-earths production.

On March 5, William Blair reiterated an Outperform rating on USA Rare Earth Inc, emphasizing the company’s Round Top rare earth project as a key driver of value. Analyst Neal Dingmann noted conservative assumptions on project timelines but highlighted that USAR trades at just 4.2x EV/EBITDAX versus a peer average of 7.8x, with potential to reach a 10x multiple supported by sector valuations. The firm set a fair value of $42 per share, implying 120% upside, underscoring the strategic importance of rare earth production in meeting future demand.

Oklahoma-based USA Rare Earth Inc (NASDAQ:USAR) is engaged in mining and manufacturing operations. It focuses on the production of rare-earth elements and permanent magnets. Its products have application in things like defense systems, electric cars, and renewable energy technologies. USA Rare Earth is one of those companies aiming to develop a domestic American supply chain of rare-earth materials.

3. Critical Metals Corp (NASDAQ:CRML)

Number of Hedge Fund Holders: 24

Stock’s Upside Potential: 120.99%

Critical Metals Corp (NASDAQ:CRML) is among the rare earth stocks to buy with high upside. On March 16, Critical Metals Corp (NASDAQ:CRML) announced that it has appointed Chang Oh Turkmani to its advisory board. Turkmani is the managing director of The Mega Company, a private development and investment firm based in Washington, D.C. According to Tony Sage, CEO of Critical Metals Corp, Turkmani brings a special blend of legal expertise, global leadership, and extensive experience in international commodities business.

On March 9, Critical Metals Corp (NASDAQ:CRML) reported significant rare earth findings at its Tanbreez project in Greenland. It said this was revealed by final assay results from a 2025 drilling program. The drilling was focused on what the company called Area B and the Fjord Deposit, and the results confirmed significant mineralization in multiple zones. The company said the drilling revealed Total Rare Earth Oxide grades in the range of 0.40% to 0.47%, adding that rare earth oxides comprised 26% to 27% of the total.

According to Critical Metals Corp, the 2025 drilling also revealed that other strategic metals are present across the project area. It mentioned gallium, cerium, hafnium, and yttrium. The company is planning additional drilling programs in 2026 that will focus on optimizing pit designs and advancing resource studies.

New York-based Critical Metals Corp (NASDAQ:CRML) is an emerging leader in rare earth supply. The company has a project called the Tanbreez in Greenland, which it believes has one of the world’s richest untapped rare earth deposits. Critical Metals is among the companies working to build alternative rare earth supply chains to reduce the West’s dependence on China for these materials.

2. Ucore Rare Metals Inc (OTCQX:UURAF)

Number of Hedge Fund Holders: N/A

Stock’s Upside Potential: 158.06%

Ucore Rare Metals Inc (OTCQX:UURAF) is among the rare earth stocks to buy with high upside. On March 6, Ucore Rare Metals Inc (OTCQX:UURAF) provided updates regarding its samarium and gadolinium rare earth oxides production project. This project is focused on producing these rare-earths for aerospace, defense, and strategic industrial supply chains.

According to Ucore Rare Metals, the Pentagon on March 1 requested proposals to boost domestic production of these rare-earths and other critical minerals. Additionally, the company says that US defense procurement restrictions regarding certain magnets are set to tighten significantly from January 2027. In light of these, defense contractors are in a rush to qualify Western-aligned sources of these rare-earths.

According to Ucore Rare Metals Inc (OTCQX:UURAF), its rare-earths production technology dubbed RapidSX is just what US defense contractors are looking for. It says RapidSX doesn’t rely on Chinese equipment or technology.

Ucore Rare Metals Inc (OTCQX:UURAF) has received around $22.4 million in Pentagon funding to support domestic production of heavy rare-earths. Last month, the company highlighted the sharp difference in rare-earth prices inside and outside China. It noted that some rare-earth prices were five times more outside China than inside. According to the company, this indicates a short supply of these elements, and that this situation enhances its rare-earths refining strategy.

Ucore Rare Metals Inc (OTCQX:UURAF) is a heavy rare-earth elements processing company. It’s headquartered in Canada but has projects in the US. Its flagship rare-earths project is in Alexandria, Louisiana, where the company is deploying its proprietary RapidSX separation technology.

1. NioCorp Developments Ltd (NASDAQ:NB)

Number of Hedge Fund Holders: 28

Stock’s Upside Potential: 177.48%

NioCorp Developments Ltd (NASDAQ:NB) is among the rare earth stocks to buy with high upside. On March 4, NioCorp Developments Ltd (NASDAQ:NB) announced groundbreaking at its Elk Creek Critical Minerals Project in southeast Nebraska, a site expected to produce niobium, scandium, titanium, and rare earth elements. The event was attended by US representative Adrian Smith, who operated “a 117-ton excavator to start the first official excavation of the mine’s portal,” the company said in a press release.

NioCorp Developments is initially developing the main entrance portal to the project’s underground mine. The portal will function as the main access point for equipment and personnel. Moreover, it will be used to bring ore from the underground mine to the surface processing plant.

The portal construction is a nearly $44.6 million effort that advances the Nebraska project from planning to development phase. The company said last month that it had been able to raise $500 million in capital investments between 2025 and year-to-date. It said this enables it to more intensively advance the Nebraska project.

In its 2025 year review report, NioCorp Developments said the progress it made in 2025 strengthened the foundation of its Elk Creek Project. It said 2026 could be a watershed year for its efforts to move the project to construction and bring it closer to commercial operation.

NioCorp Developments Ltd (NASDAQ:NB) is an American company focused on producing critical minerals, including rare earth elements. Through its Elk Creek Project in southeast Nebraska, the company aims to produce rare-earths from ore as well as from recycling post-consumer products. Producing permanent rare-earth magnets is a key part of the company’s business plan.

While we acknowledge the potential of NB to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NB and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 and 10 Best Silver Stocks to Watch for in 2026.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email below.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

My name is Inan Dogan. I’m the co-founder and Research Director of Insider Monkey. I have an important message for you today.

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