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Can These 3 Rare Earth Stocks Gain From Iran War Disruption?
Reported by Nathan Reiff. Published: 3/23/2026.
Key Points
- Domestic production of rare earth elements could become increasingly important amid surging geopolitical tensions surrounding the war in Iran.
- MP Materials is likely the best-established and most popular of the rare earth producers based in the United States, with an estimated 6,000 tons of mining capacity expected by the end of the year.
- USA Rare Earth and Energy Fuels are both up-and-coming rare earths companies worth a closer look as demand shifts.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
Weeks into the war in Iran, many investors have focused on oil prices and the potential disruption to global energy supplies. But looking only at energy risks missing another important consequence: the conflict could disrupt the rare-earth and critical minerals markets. According to estimates by the Iranian government, the country holds more than $27 trillion in mineral reserves. Further, with China still dominant in global rare-earth production, any closer alignment between China and Iran could further interrupt the flow of these materials to the United States and other markets.
The U.S. does have domestic rare-earth producers, but it has historically relied heavily on imports. Notably, the U.S. military announced in late February that securing domestic rare-earth elements is a national security priority. The companies below may be best positioned to help meet that objective.
MP Materials' Infrastructure and Scale Put It in a Leading Position
The REAL Reason Trump is Invading Iran (Ad)
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Forget about Trump's ties to Israel.
Forget about reports of Iran's nuclear program.
Because my research has led me to believe we're risking World War 3 with Iran for a completely different reason.
Click here to find out what it is.There's a reason MP Materials Corp. (NYSE: MP) is one of the first names investors mention when discussing domestic rare-earth operations. The company is the largest producer in the western hemisphere and is the only fully integrated rare-earth producer in the United States. Fifteen of 16 Wall Street analysts covering the stock rate it a Buy. Despite a roughly 115% gain over the past year, consensus price targets imply about another 37% of upside.
Supported by military financing and a price-floor arrangement for certain rare-earth metals, revenue grew 10% year-over-year in 2025, and the company swung to net income in the final quarter of the year, compared with a loss in the prior-year period. Adjusted EBITDA also improved markedly on a year-over-year basis in the most recent quarter.
A central advantage for MP is scale. The firm expects to reach roughly 6,000 tons of refining capacity by year-end, and heavy rare-earth separation facilities are scheduled to be commissioned by mid-year. That infrastructure gives potential competitors a significant challenge.
USA Rare Earth: High Risk, High Reward Supported by Government Investment
USA Rare Earth (NASDAQ: USAR) presents perhaps the most pronounced risk/reward profile among U.S. rare-earth names. As of the latest quarter, the company was pre-revenue and reported net losses approaching $157 million, with management expecting higher adjusted operating expenses as buildout continues. Those losses reflect heavy investment in infrastructure and acquisitions, including the announced acquisition of Texas Mineral Resources Corp. (OTCMKTS: TMRC) in early March 2026.
The TMRC deal is significant because it gives USA Rare Earth sole-operator access to the Round Top deposit—North America's richest known source of terbium and dysprosium, two elements critical for defense applications.
Another important factor is substantial U.S. government support: the government acquired a roughly 10% equity stake in the firm, providing capital and a degree of stability during this pre-revenue phase. Still, investors attracted by the stock's 87% upside potential should remember the risks remain high.
Energy Fuels: Exposure to Both Rare Earths and Uranium
Diversified critical-minerals producer Energy Fuels Inc. (NYSEAMERICAN: UUUU) offers exposure to both uranium and rare-earth elements, giving investors participation in two strategic markets. The company faces some top- and bottom-line pressure: it posted a loss of $0.38 per share for 2025, wider than the $0.28 loss in 2024.
At the same time, production is accelerating and analysts are generally bullish. Energy Fuels expanded uranium mining, production, and sales last year, lowered unit costs year-over-year, and generated $48 million in uranium revenue.
Investors focused specifically on rare earths should note Energy Fuels is an emerging producer in that segment. In January 2026 the company announced positive results from a feasibility study for a Phase 2 expansion into both light and heavy rare-earth elements. Energy Fuels is worth watching for its neodymium-praseodymium (NdPr) oxide capabilities — NdPr is used to make high-performance magnets for electric and hybrid vehicles.
Analyst Optimism: MarketBeat's Most Upgraded Stocks of 2026
Written by Leo Miller. First Published: 3/26/2026.
Key Points
- A few months into 2026, Wall Street analysts are loving these three stocks.
- All have received more than 30 upgrades during the year.
- This includes two names that have benefited significantly from artificial intelligence tailwinds, and a giant shipping stock persisting through headwinds.
- Special Report: The Biggest IPO Ever: Claim Your Stake Today
With just under three months of 2026 in the books, the stock market has been anything but predictable. Investors have punished many software stocks, and notably, every name in the Magnificent Seven is in the red. Overall, the S&P 500 Index is down more than 3% and recently broke an important technical level by falling below its 200-day simple moving average.
Still, there are clear pockets of strength. Some names are extending impressive 2025 runs, while others are staging meaningful recoveries. And although the market hasn't rewarded it yet, analysts have grown increasingly bullish on one of the Magnificent Seven.
The REAL Reason Trump is Invading Iran (Ad)
For a moment…
Forget about Trump's ties to Israel.
Forget about reports of Iran's nuclear program.
Because my research has led me to believe we're risking World War 3 with Iran for a completely different reason.
Click here to find out what it is.Early in 2026, MarketBeat identified three stocks that rank among the most upgraded by Wall Street analysts, with price targets implying notable upside ahead.
Micron Takes Crown as Most Upgraded Stock of 2026
At the top of the list is memory chip maker Micron Technology (NASDAQ: MU), which has received the most analyst upgrades so far. MarketBeat has tracked 40 analyst upgrades for MU, reflecting the stock's strong start to 2026. Micron is already up more than 30% this year, after a roughly 240% gain in 2025.
Analysts remain broadly bullish. The MarketBeat consensus price target sits near $453, implying roughly 20% upside.
Although Micron shares dipped after its most recent earnings release, analysts who updated targets afterward pushed expectations notably higher. The average target among those updates was about $548, suggesting more than 40% upside, though MU did receive two Hold-equivalent ratings after the report.
Micron's big gains are tied to a shortage of a key component used in AI data centers: high-bandwidth memory (HBM). Micron is one of just three companies—along with South Korea's Samsung Electronics (OTCMKTS: SSNLF) and SK Hynix—that produce HBM. All three are effectively sold out of HBM capacity for 2026, giving them pricing power with customers. That dynamic helped Micron's revenue rise about 196% year over year in the most recent quarter, while gross margin expanded roughly 1,800 basis points.
Historic Market Share Gains Help Lead FDX Shares and Price Targets Higher
A somewhat unexpected name on the list is FedEx (NYSE: FDX). With 35 upgrades, it is MarketBeat's second most upgraded stock of 2026. In 2025, FedEx returned just 5%, significantly underperforming the S&P 500's nearly 18% gain, hurt in part by tariff concerns and other trade headwinds. In April 2025—after President Trump's so-called "Liberation Day" announcement—FedEx shares plunged as much as 31%.
The stock has since rallied. FedEx returned 28% in the second half of 2025 and is up more than 20% in 2026 as the company has gained U.S. market share and managed costs effectively. In its latest quarter, FedEx said it achieved its "strongest profitable market share growth" in over 20 years.
On valuation, the MarketBeat consensus price target for FedEx is near $394, implying just over 10% upside. The average of targets updated after the recent earnings report is modestly higher at $411, or about 15% upside.
That said, among roughly a dozen analysts who updated targets, about a quarter rated the stock Hold or equivalent, and Morgan Stanley maintained an Underweight rating.
Updated Targets Eye +30% Gains in GOOGL
Also on the list is Google parent Alphabet (NASDAQ: GOOGL), the fourth most upgraded stock of 2026 with 31 upgrades. (Seagate Technology (NASDAQ: STX) ranks slightly higher with 32 upgrades, but analysts project less upside for Seagate versus Alphabet.)
Alphabet delivered an impressive 66% total return in 2025, with much of the gain coming in the second half of the year as several business lines expanded and excitement grew around the company's Gemini AI model.
The MarketBeat consensus price target on Alphabet is about $367, implying more than 20% upside. Yet the stock has diverged from analyst targets since its last earnings report: despite beating sales and adjusted EPS estimates, GOOGL is down more than 10% since the report.
Part of the sell-off reflected Alphabet's elevated 2026 capital expenditures guidance of $175 billion to $185 billion, which came in well above expectations.
Analysts updating targets after the report moved their average to about $383, implying more than 30% upside. Of 32 updated targets, four were Hold-equivalent while 28 were Buy-equivalent.
MU, FDX, and GOOGL Are Winning the Hearts of Analysts
Micron, FedEx, and Alphabet are clearly receiving substantial analyst support. That trend is notable, but investors should not treat price targets as certainties—targets can and do change quickly as new information arrives. Price targets also typically reflect a 12-month outlook and may not capture longer-term considerations that matter for many investors.
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