In this article, we will discuss 9 Fastest Growing Rare Earth Stocks to Invest In.
Rare earth stocks don’t generate the same kind of headlines as AI or even energy—but beneath the surface, they’re becoming one of the most strategically important investment themes in the market today. And unlike more crowded trades, the approach taken by billionaires and hedge fund managers here is notably different: less hype, more geopolitics, supply chains, and long-term positioning.
At its core, this is not just a commodity story; it’s a global power shift. Rare earth elements sit at the heart of critical technologies, from electric vehicles and wind turbines to semiconductors and defense systems. Yet the supply chain remains heavily concentrated, with China maintaining a dominant position in mining, processing, and refining. That imbalance has triggered a response from Western governments, which are now investing aggressively to rebuild domestic supply chains. For investors, this transforms rare earths from a niche materials play into a strategic, policy-backed opportunity.
What makes the space particularly compelling right now is positioning. Unlike AI, where capital has already flooded into mega-cap names, rare earth stocks remain relatively under-owned. Institutional interest is growing—but quietly. Instead of crowded trades, funds are selectively accumulating companies with high upside potential, often at earlier stages of development. This dynamic resembles the early innings of past commodity cycles, where the biggest gains were made before the theme became widely recognized.
At the same time, the macro backdrop is increasingly supportive. Many investors, especially those focused on global macro trends, are shifting toward hard assets and supply-constrained industries as a hedge against inflation and geopolitical uncertainty. Rare earths fit squarely into that framework. Supply disruptions, export restrictions, and limited processing capacity have already led to sharp price volatility in key materials, reinforcing the idea that tight supply paired with rising demand can create powerful pricing dynamics.
And demand is not in question. As the global economy electrifies and digitizes, rare earth elements are becoming indispensable. They are difficult to substitute, deeply embedded in advanced manufacturing, and essential to next-generation technologies. This gives the sector a structural growth profile that extends well beyond short-term commodity cycles.
But this is not an easy space to invest in. Mining and processing projects are capital-intensive, timelines are long, and outcomes are often tied to government policy and regulatory approvals. Even leading companies operate in complex environments where execution risk is significant. That’s why many sophisticated investors are focusing not just on raw materials, but on the broader ecosystem—particularly processing, refining, and magnet manufacturing, where bottlenecks (and margins) can be highest.
The result is a nuanced opportunity: high potential upside, but with equally high complexity. For investors willing to navigate that landscape, rare earth stocks offer exposure to one of the most critical—and underappreciated—themes shaping the future global economy.
In this article, we’ll take a closer look at rare earth stocks positioned to benefit from this shift—and identify where early smart money is already starting to build exposure.
Our Methodology
We used the Finviz screener to identify rare earth stocks that have achieved more than 20% sales growth over the past three years. We limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. These stocks are also popular among analysts and elite hedge funds. We have ranked the stocks in ascending order of their three-year sales growth to make the list easier to navigate.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 498.7% since May 2014, beating its benchmark by 303 percentage points (see more details here).
9 Fastest Growing Rare Earth Stocks to Invest In
9. McEwen Inc. (NYSE:MUX)
Three-year Sales Growth: 21.40%
On March 23, McEwen Inc. (NYSE:MUX) reported an updated Mineral Resource Estimate for its Tartan Mine Project in Manitoba, outlining 308,900 indicated gold ounces and 302,700 inferred ounces. The company highlighted significant upside potential through additional drilling along the Western and Eastern flanks of the Main Zone, vertical expansion at the Main and South Zones, and exploration at the adjacent Tartan West property. The project is central to McEwen’s long-term strategy of doubling production to 250,000–300,000 gold ounces by 2030, with initial annual production expected at approximately 30,000 ounces and potential expansion to 45,000–55,000 ounces through increased mill capacity.
On March 18, Roth Capital raised its price target on McEwen Inc. to $35 from $30 while maintaining a Buy rating, citing improved valuation driven by updated net present value estimates for the Los Azules copper project. Despite mixed Q4 results, the firm sees strengthening fundamentals tied to rising copper prices and long-term optionality embedded within McEwen’s diversified asset base.
McEwen Inc. is a North America-focused precious metals and copper company with operations and development projects spanning Canada, Mexico, and Argentina. With a growing emphasis on scaling production and unlocking value from its copper exposure, particularly at Los Azules, the company offers investors a leveraged play on both gold and energy transition metals. As global demand for critical minerals accelerates, McEwen’s dual exposure to precious metals and copper positions it as a compelling growth story with meaningful long-term upside potential.
8. Avino Silver & Gold Mines Ltd. (NYSE AMERICAN:ASM)
Three-year Sales Growth: 24.96%
On April 6, Avino Silver & Gold Mines Ltd. (NYSE AMERICAN:ASM) announced that the Toronto Stock Exchange accepted its Normal Course Issuer Bid, allowing the company to repurchase up to 8.4 million shares, or approximately 5% of its outstanding float. The buyback program reflects management’s confidence in the company’s valuation and long-term growth prospects, while also providing a mechanism to enhance shareholder returns over the coming year.
On March 12, Roth Capital raised its price target on Avino Silver & Gold Mines Ltd. (NYSE AMERICAN:ASM) to $7.50 from $7.25 while maintaining a Neutral rating, citing stronger-than-expected Q4 results and a significantly improved balance sheet. The firm noted that the company is now well-positioned to pursue growth initiatives, including potential mill expansions and operational enhancements at its core assets.
Avino Silver & Gold Mines Ltd. (NYSE AMERICAN:ASM) is a Canadian-based producer focused on silver, gold, and copper operations, primarily at its flagship Avino property in Mexico. The company has demonstrated consistent operational improvements and capital discipline, positioning itself for scalable growth as metal prices strengthen.
7. Compañía de Minas Buenaventura S.A.A. (NYSE:BVN)
Three-year Sales Growth: 29.01%
On April 9, Morgan Stanley raised its price target on Compañía de Minas Buenaventura S.A.A. (NYSE:BVN) to $45 from $32 while maintaining an Overweight rating, citing improving operational performance and a favorable outlook for precious metals amid ongoing geopolitical tensions. The firm noted that Buenaventura’s directly controlled operations are showing continued improvement, while strategic investments, including Antofagasta’s stake, underscore the value of its asset portfolio.
On March 30, Compañía de Minas Buenaventura S.A.A. held its annual shareholders’ meeting, where it approved key governance and financial measures, including a $272.99 million dividend distribution. The dividend reflects a strong capital return strategy and signals confidence in the company’s financial position. Additionally, the appointment of a refreshed board for the 2026–2029 period highlights a continued focus on operational execution and long-term growth.
Compañía de Minas Buenaventura S.A.A. is one of Latin America’s leading mining companies, with a diversified portfolio of precious and base metal assets in Peru. The company’s exposure to gold and silver, combined with improving operational efficiency and strategic partnerships, positions it to benefit from rising commodity prices.
6. Triple Flag Precious Metals Corp. (NYSE:TFPM)
Three-year Sales Growth: 36.78%
On March 23, BofA raised its price target on Triple Flag Precious Metals Corp. (NYSE:TFPM) to $49 from $46 while maintaining a Buy rating following the company’s Q4 results and updated guidance. The firm highlighted the company’s strong portfolio performance and resilient cash flow generation, supported by a diversified stream of royalties and streaming agreements across multiple jurisdictions.
On February 26, BofA analyst Lawson Winder also raised Triple Flag Precious Metals Corp.’s price target to $46 from $44 as part of a broader update to metal price forecasts for 2026. The upward revisions reflect improving macro conditions for precious metals, particularly gold and silver, which are expected to benefit from geopolitical uncertainty and inflationary pressures.
Triple Flag Precious Metals Corp. is a leading streaming and royalty company that provides upfront financing to mining operators in exchange for a percentage of future production or revenue. With over 75 assets in its portfolio, the company offers diversified exposure to gold, silver, and other metals without the operational risks associated with mining. This asset-light business model allows for strong margins and consistent cash flow generation. As precious metals continue to play a critical role in both safe-haven investing and industrial applications, Triple Flag’s scalable and low-risk structure supports a compelling long-term investment thesis with significant upside potential.
5. Uranium Energy Corp. (NYSE AMERICAN:UEC)
Three-year Sales Growth: 42.37%
Uranium Energy Corp. (NYSE AMERICAN:UEC) is rapidly scaling its production footprint at a time when nuclear energy is regaining global importance, indirectly reinforcing demand for uranium alongside broader critical mineral supply chains. On April 8, the company announced the commencement of production at its Burke Hollow project—the first new in-situ recovery (ISR) uranium mine in the U.S. in over a decade. This milestone, combined with expansion at its Christensen Ranch operations in Wyoming, positions UEC as the only U.S. uranium company with two active ISR hub-and-spoke platforms. The scale-up reflects a clear trajectory of accelerating output capacity.
Further supporting this growth narrative, Uranium Energy Corp. (NYSE AMERICAN:UEC) continues to expand wellfield development in Wyoming, with additional header houses boosting production throughput. These operational advancements suggest a meaningful ramp in near-term output, aligning with tightening global uranium supply and increasing emphasis on domestic sourcing.
UEC’s ISR model provides a cost-efficient and environmentally favorable production method, enhancing margins as production scales. In a market increasingly focused on energy security and critical mineral independence, UEC’s expanding U.S.-based operations offer a compelling growth profile.
Uranium Energy Corp. (NYSE AMERICAN:UEC) is a North American uranium mining company specializing in environmentally responsible in-situ recovery extraction methods. Headquartered in Texas and founded in 2003, the company is focused on building a scalable, low-cost production platform.
4. United States Antimony Corporation (NYSE:UAMY)
Three-year Sales Growth: 52.61%
On April 2, United States Antimony Corporation (NYSE:UAMY) announced the restart of mining operations at its Stibnite Hill property in Montana following a seasonal pause, allowing the company to resume ore extraction earlier than anticipated due to favorable weather conditions. The restart supports the transportation of antimony ore to its Radersburg Flotation Facility for processing, followed by smelting at its Thompson Falls facility, reinforcing the company’s vertically integrated production model and its ability to deliver finished antimony products to its existing customer base.
On March 24, B. Riley analyst Nick Giles raised the firm’s price target on United States Antimony Corporation to $13 from $11 while maintaining a Buy rating, citing increased scope of feedstock procurement and continued prioritization of domestic antimony supply chains. While the analyst noted that delays in expansion projects remain a near-term consideration, the broader outlook is supported by rising demand for antimony and the strategic importance of securing U.S.-based sources of this critical mineral amid tightening global supply.
United States Antimony Corporation is a mining and smelting company that produces antimony oxide as well as gold and silver, operating the only significant antimony smelter in the United States. Founded in 1968 and headquartered in Dallas, Texas, the company maintains operations across Montana and Mexico. As antimony plays a key role in industrial applications, energy storage, and defense technologies, UAMY’s domestic production capabilities and integrated processing infrastructure position it to benefit from increasing demand and a growing emphasis on supply chain security.
3. Elemental Royalty Corporation (NASDAQ:ELE)
Three-year Sales Growth: 65.44%
On March 26, Canaccord raised its price target on Elemental Royalty Corporation (NASDAQ:ELE) to C$38 from C$37 while maintaining a Buy rating, reflecting continued confidence in the company’s growing portfolio of royalty assets and its ability to generate long-term cash flow as production ramps across its underlying mining operations. The firm views Elemental’s diversified exposure to multiple mining projects as a key strength, providing leverage to rising commodity prices without the operational risks typically associated with mining companies.
On March 16, H.C. Wainwright initiated coverage on Elemental Royalty Corporation with a Buy rating and a $32.50 price target, highlighting the company’s asset-light business model, which involves providing upfront capital to mining operators in exchange for a percentage of future production or revenue. This model allows Elemental to scale its portfolio efficiently while maintaining low overhead and avoiding direct exposure to operational challenges such as cost overruns or production disruptions.
Elemental Royalty Corporation is a gold-focused streaming and royalty company headquartered in Vancouver, Canada, with a portfolio of royalty interests spanning multiple mining jurisdictions. While its primary focus is on precious metals, its exposure to a broad range of mining activities provides indirect leverage to the broader critical minerals and rare earth supply chain. As demand for these materials continues to grow, Elemental’s scalable and low-risk business model positions it as a unique and compelling way to gain exposure to the long-term upside in the mining sector.
2. Energy Fuels Inc. (NYSEAMERICAN:UUUU)
Three-year Sales Growth: 73.99%
On March 25, Energy Fuels Inc. (NYSEAMERICAN:UUUU) announced it had successfully produced its first kilogram of high-purity terbium oxide at its White Mesa Mill in Utah, achieving a purity level of 99.9% at pilot scale. This milestone represents a significant advancement in the company’s efforts to establish a domestic rare earth processing capability, particularly for heavy rare earth elements such as terbium and dysprosium, which are critical inputs for high-performance magnets used in advanced technologies and are currently subject to supply constraints due to global concentration of production.
Energy Fuels Inc. also outlined a roadmap to expand its rare earth element production capacity, including plans to scale pilot operations into commercial-level production by as early as 2027, followed by a Phase 2 expansion that could further increase output of key rare earth oxides such as neodymium-praseodymium (NdPr), terbium, and dysprosium. These expansions are expected to significantly enhance the company’s ability to process monazite feedstock into high-value rare earth products, positioning Energy Fuels as a key player in building a secure, domestic “mine-to-metal” supply chain for critical minerals in the United States.
Energy Fuels Inc. is a leading U.S. producer of uranium, rare earth elements, and vanadium, anchored by its ownership of the White Mesa Mill—the only conventional uranium mill operating in the United States. Headquartered in Lakewood, Colorado, the company is leveraging its unique infrastructure to diversify into rare earth processing, creating a vertically integrated platform with significant growth potential.
1. Ur-Energy Inc. (NYSEAMERICAN:URG)
Three-year Sales Growth: 1027.13%
On April 2, Canaccord analyst Anthony Taglieri initiated coverage on Ur-Energy Inc. (NYSEAMERICAN:URG) with a Buy rating and a C$3.25 price target, highlighting the company’s strong positioning as a U.S.-based uranium producer with a clear path to near-term production growth. The firm emphasized the ramp-up of operations at the Lost Creek facility and the expected contribution from the Shirley Basin satellite mine as key catalysts that could significantly enhance the company’s production profile, making it an increasingly attractive option for investors seeking exposure to domestically sourced critical energy minerals.
On March 10, Ur-Energy Inc. (NYSE AMERICAN:URG) reported its full-year 2025 operational and financial results, showcasing a 65% increase in U3O8 production at its Lost Creek project, driven by improved plant performance and operational efficiencies that reduced per-pound production costs and strengthened margins. The company also made substantial progress in advancing Shirley Basin toward commissioning, including wellfield development and infrastructure installation, while simultaneously strengthening its balance sheet through a combination of cash reserves, convertible note issuance, and anticipated warrant proceeds. In addition, updated technical reports expanded measured and indicated resources and extended mine life, reinforcing long-term production visibility and scalability.
Ur-Energy Inc. (NYSE AMERICAN:URG) is a uranium mining company focused on ISR operations in Wyoming, with its flagship Lost Creek project serving as a cornerstone asset and Shirley Basin representing a key growth driver. Founded in 2004 and headquartered in Littleton, Colorado, the company is strategically positioned to scale production in a capital-efficient manner while benefiting from increasing demand for domestically sourced uranium.
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