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. (NYSE:MUX) 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. (NYSE:MUX) 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. (NYSE:BVN) 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. (NYSE:BVN) 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. (NYSE:TFPM)’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. (NYSE:TFPM) 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.
While we acknowledge the potential of TFPM as an investment, 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 TFPM and that has 100x upside potential, check out our report about the cheapest AI stock.
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