Rare Earth Stocks Surge: CRML Doubles in Price Since Start of 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Source: Benzinga
- Bull Market in Rare Earths: The first two weeks of 2026 have seen a bull run in rare earth stocks driven by geopolitical tensions and aggressive industrial policies, with CRML's stock price doubling since the year's start, indicating strong market interest in the sector.
- Policy Support: The Trump administration has flagged rare earth mining as critical to national security, leading investors to flock to related companies, with MP Materials and USA Rare Earth rising 27% and 45% respectively, reflecting confidence in U.S. rare earth production.
- China's Export Restrictions: China's tightening of export restrictions on rare earth materials to Japan in early January, as retaliation for Tokyo's stance on Taiwan, has heightened tensions in global tech and defense sectors, showcasing China's dominance in the rare earth market.
- Strategic Significance: The rally in rare earth minerals underscores the urgency for the U.S. government to break away from reliance on Chinese control, with the sector poised to become one of the hottest trades of 2026, attracting increased investor attention.
Analyst Views on CRML
Wall Street analysts forecast CRML stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for CRML is 14.00 USD with a low forecast of 14.00 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 17.250
Low
14.00
Averages
14.00
High
14.00
Current: 17.250
Low
14.00
Averages
14.00
High
14.00
About CRML
Critical Metals Corp. is a mining development company. The Company is focused on mining critical metals and minerals and producing strategic products essential to electrification and technologies for Europe and its partners. Its flagship Project, Tanbreez, consists of rare earth deposits and is located in Southern Greenland. The Wolfsberg Lithium Project is located 270 km southwest of Vienna, in Austria’s Carinthia region. The Wolfsberg Lithium Project is a fully permitted mine in Europe and is strategically located with access to established road and rail infrastructure. With its strategic asset portfolio, the Company supplies critical minerals essential for defense applications, the clean energy transition, and technologies.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.





