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More Reading from MarketBeat Media
The Metals Company: Unlocking a Klondike-Quality Mineral Rush Authored by Thomas Hughes. Originally Published: 3/30/2026. 
Key Points
- The Metals Company, Inc. is on the verge of licensing approval and commencing commercial operations.
- It is the leader in a rush to unlock a multi-trillion-dollar seafloor opportunity.
- Revenue is expected in 2027 and profits the year after.
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The Metals Company, Inc. (NASDAQ: TMC) is as futuristic a company as can be, yet not involved in space or AI. The company aims to unlock a mineral rush over the coming decades by harvesting a resource once only imagined by scientists, politicians, and schoolchildren: deep-sea nodules. Each nodule contains manganese, nickel, cobalt and copper (all critical for battery production), plus trace amounts of rare-earth elements — and there are vast quantities on the seafloor. The Metals Company targets the Clarion-Clipperton Zone, a 4.5 million-square-kilometer area between Hawaii and Mexico. The nodules lie roughly 4,000 to 5,500 meters below the surface, and can be worth up to $1,500 per dry metric tonne.
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Estimates put a single mining site within the zone at up to $1.7 billion in annual value, and as much as $19 trillion in minerals across the entire area. The main remaining hurdles are regulatory approvals, which are in progress and moving forward. The Metals Company plans to collect nodules through a partnership with Allseas, the Swiss-based subsea construction, pipelaying, and heavy-lifting specialist. Allseas will use a hydraulic collection vehicle that lifts nodules from the seafloor by suction, which limits silt disturbance and delivers material to a floating processing ship. The Hidden Gem is a converted drilling ship and the first floating processing plant of its kind. Owned and operated by Allseas and commissioned by The Metals Company earlier this decade, the vessel completed initial testing and successfully recovered 3,000 tonnes of nodules in 2022. It is awaiting regulatory approval: NOAA deemed the company’s application largely in compliance, and executives believe licensing approval will be granted before the end of Q1 2027. Analysts Like the Numbers, but The Metals Company Is a Speculative BuyAnalyst coverage is limited but sufficient to provide a baseline view. The four analysts tracked by MarketBeat rate the stock at a consensus Hold, with a 50% Buy-side bias and a 25% Sell-side component. Three of the four ratings were set in January 2026 and the fourth in December 2025, so the outlooks are fairly current. There is an additional fifth rating, pegged at Buy, but it is more than 120 months old and therefore less relevant. Price targets at the consensus level imply about 165% upside, with the low-end forecasts still projecting more than 100% upside. One driver of sentiment is the outlook for revenue and profitability. The analyst group expects initial revenue of roughly $50 million in 2027, followed by a quadruple-digit percentage jump to over $550 million in 2028. Earnings are forecast to arrive by 2028, as this asset-light operation begins generating cash soon after commercial operations commence. Operational risk is viewed as limited because the collection technology has been proven; the main constraint will be nodule processing, where the company is also making progress. Key catalysts in 2026 include advances in nodule-processing. The company plans to use rotary kiln electric arc furnace (RKEF) technology, either through contracts or its own facility. The Metals Company is already working with Japan-based Pacific Metals for testing and verification while exploring construction of processing facilities in Texas. A feasibility study is underway for a Brownsville, TX facility that could process nodules alongside other feedstocks. RKEF is widely used to process nickel and, in this application, would produce a high-grade nickel-copper-cobalt alloy and manganese silicate. Importantly, the process eliminates solid-waste tailings — all inputs are converted into usable materials, including fertilizer-grade ammonium sulfate. TMC Stock Is Cheap, but It Can Get CheaperThe Metals Company's 2026 stock price action has been uneven. The market retreated from long-term highs and is on track to test — and potentially break — a critical support level at the 150-week exponential moving average (EMA). The 150-week EMA is commonly used as an indicator of long-term, buy-and-hold sentiment and serves as a key pivot point for this market. 
If price action falls below that level, the shares may struggle to regain traction until a stronger catalyst appears. However, institutional activity indicates buyers are accumulating on balance and increasing activity as the price declines, suggesting a bottom could be found soon. |
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