In this article, we will be taking a look at the 7 Best Rare Earth Stocks to Buy According to Hedge Funds.By 2026, the mining industry, particularly in the context of rare earths, will have evolved from a basic extraction sector into a strategic pillar of national security. The global rare earth metals market was valued at approximately $5.73 billion as of 2025 and is projected to reach $7.79 billion by 2030, primarily driven by the green energy transition. Offshore direct-drive wind turbines require approx ...

Key Points An analyst initiated coverage of the rare-earth specialist. He flagged it as a buy. 10 stocks we like better than NioCorp Developments › Specialty mining stock NioCorp Developments (NASDAQ: NB) was able to surmount the hump of Hump Day, closing more than 2% higher in price to contrast favorably with the S&P 500 index's 0.3% decline. A bullish analyst note was an immediate catalyst for the rise. Buy, says bull Freedom Capital Markets' Vitaly Kononov initiated coverage of NioCorp stock ...

Core Insights - The article reflects on the previous market interest in rare earth minerals and mining companies, particularly due to US government investments in the sector [1] Group 1: Analyst Background - The analyst has over a decade of experience in financial markets, primarily in a hedge fund in Rotterdam, focusing on rigorous research standards [1] - The preferred sectors for analysis include technology, specifically SaaS and cloud businesses, which are noted for their significant growth opportunities and active news flow [1] Group 2: Investment Philosophy - The analyst emphasizes a high standard for personal investments, indicating a careful selection process based on thorough research [1]

Core Viewpoint - The article discusses the shares of NioCorp Developments Ltd., listed on NASDAQ under the symbol "NB", indicating an improvement over previous assessments [1]. Company Overview - NioCorp Developments Ltd. is highlighted as a company with potential investment opportunities, appealing to various types of investors, including those focused on dividends, value propositions, or growth opportunities [1].

Portal Will Establish the Mine Entrances and is a Critical First Step in Enabling Underground Mine Access and Advancing the Project Portal Project Expected to Commence in Q1 of Calendar Year 2026 CENTENNIAL, CO / ACCESS Newswire / December 22, 2025 / NioCorp Developments Ltd. ("NioCorp" or the "Company") (Nasdaq:NB), a leading U.S. critical minerals developer, today announced that its Board of Directors (the "Board") has approved the Company's Mine Portal Project (the "Portal Project"), a major initiative t ...

Core Insights - The Elk Creek Critical Minerals Project by NioCorp Developments Ltd. has garnered significant local and federal support, being highlighted as a transformative opportunity for Nebraska and the U.S. [1][4][5] Group 1: Project Support and Community Engagement - Nearly 600 attendees participated in two Town Hall events, showcasing strong community and governmental support for the Elk Creek Project [2] - Nebraska Governor Jim Pillen emphasized the project's importance, calling it "one of the greatest deposits in the United States" and highlighting its potential for national security by reducing reliance on foreign minerals [3][5] - U.S. Senator Deb Fischer described the project as a transformational investment that will diversify the tax base in southeast Nebraska and enhance national security through critical mineral production [5][6] Group 2: Economic and National Security Implications - EXIM President John Jovanovic stated that the Elk Creek Project aligns with U.S. goals for controlling critical minerals essential for various industries, which will create jobs and strengthen the industrial base [4] - U.S. Senator Pete Ricketts noted that the project is crucial for national defense and will benefit the local community, the state, and the country as a whole [7] Group 3: Company Progress and Future Outlook - NioCorp executives provided updates on the company's progress in 2025 and outlined key steps for 2026, focusing on financing efforts necessary for construction [8][10] - CEO Mark A. Smith expressed optimism about 2026 being a pivotal year for the company and the southeast Nebraska community [3][9]

Core Viewpoint - NioCorp Developments Ltd. is set to present at the RedChip Metals & Mining Virtual Investor Conference, focusing on the Elk Creek Critical Minerals Project and its potential to enhance U.S. production of critical minerals [1][2]. Company Overview - NioCorp is developing the Elk Creek Project, which aims to produce niobium, scandium, and titanium, with potential for rare earth elements [4]. - Niobium is utilized in specialty alloys and high-strength, low-alloy steel, while scandium enhances aluminum alloys and is crucial for advanced fuel cells. Titanium is important for lightweight alloys and various industrial applications [4]. Event Details - CEO Mark A. Smith will participate in a 20-minute presentation on December 10, 2025, followed by a 10-minute Q&A session with Director of Investor Relations Alex Guthrie [2]. - The conference will feature multiple presentations from industry leaders, allowing investors to engage directly with company executives [3].

Core Viewpoint - NioCorp Developments is gaining attention from investors due to its potential in extracting rare earths, with a recent analyst price target increase contributing to a stock gain of over 2% [1]. Group 1: Analyst Insights - H.C. Wainwright's analyst Heiko Ihle raised the fair value assessment for NioCorp from $8.25 to $9.50 per share while maintaining a buy recommendation [2]. - The price target increase is attributed to a rise in the company's net asset value multiple, driven by the growing popularity of rare-earth materials and the company's satisfactory liquidity [5]. Group 2: Company Events and Community Engagement - The price target adjustment followed two town hall events hosted by NioCorp near its Elk Creek mine in Nebraska, which included a speech from the state's governor and a comprehensive community Q&A session [4]. Group 3: Market Performance and Potential - NioCorp's current stock price is $6.67, with a market capitalization of $1 billion and a 52-week price range of $1.36 to $12.58 [6][7]. - The company is positioned favorably in the market, as successful development of rare-earth assets domestically could lead to significant financial success, especially given that most rare earths are currently mined and processed abroad, primarily in China [7].

Core Insights - NioCorp has completed the acquisition of manufacturing assets and intellectual property from FEA Materials, positioning the company to produce aluminum-scandium master alloy in the U.S. as demand increases [1] Group 1: Acquisition Details - The acquisition includes manufacturing assets and IP from FEA Materials LLC, a Massachusetts-based company [1] - This strategic move is expected to enable NioCorp to meet the growing market demand for aluminum-scandium master alloy [1] Group 2: Market Positioning - Once the Elk Creek Critical Minerals Project is fully financed and operational, NioCorp will be able to operate a vertically integrated domestic supply chain for scandium [1] - The company is also exploring the feasibility of producing finished aluminum-scandium alloy parts through casting, forging, and machining for OEM manufacturers in both defense and commercial markets [1]

Core Viewpoint - The rare earth sector in the U.S. stock market experienced a collective rise in share prices on Friday, indicating positive market sentiment towards this industry [1] Company Summaries - TMC the metals (TMC.US) saw a significant increase of over 14% in its stock price [1] - Critical Metals (CRML.US) experienced a rise of more than 3.8% [1] - American Resources (AREC.US) reported a stock price increase of 1.9% [1] - NioCorp Developments (NB.US) had a stock price increase of over 2.3% [1]