Analyst Boosts TMC Target to $12.25, Cites First-Mover Advantage

We recently published an article titled 11 Best Canadian Growth Stocks to Buy According to Hedge Funds.

On January 23, Alliance Global increased its price target on TMC the metals company Inc. (NASDAQ:TMC) to $12.25 from $6.50 while maintaining a Buy rating, reflecting growing confidence in the company’s regulatory and operational progress. The revision follows the announcement of a significant permitting milestone tied to its deep-sea mining initiatives, which the analyst characterized as a pivotal step toward commercial development. Alliance Global also pointed to evolving regulatory frameworks as a structural tailwind for the industry, suggesting that clearer oversight could accelerate project timelines and enhance investor visibility. Importantly, the firm believes TMC retains a first-mover advantage in the emerging deep-sea mining sector, positioning it to capitalize on early-stage supply opportunities in critical minerals essential for global electrification trends.

During its third-quarter 2025 earnings conference call, TMC the metals company Inc. (NASDAQ:TMC) outlined several operational and financial metrics that underscore its long-term development potential. The company reported approximately $165 million in liquidity, with the possibility of securing more than $400 million in additional proceeds through warrant exercises, reinforcing its near- to mid-term funding runway. Management highlighted an estimated in-situ resource value exceeding $23 billion and projected revenues of nearly $600 per dry ton of nodules during steady-state production anticipated between 2031 and 2043. Furthermore, the participation of TMC’s Hidden Gem vessel in Japanese nodule collection trials signals expanding international collaboration and potential commercial validation. Collectively, these updates suggest that the company is strengthening both its balance sheet and strategic partnerships as it advances toward large-scale production.

Founded in 2011 and headquartered in Vancouver, Canada, TMC the metals company Inc. (NASDAQ:TMC) is focused on the exploration and development of polymetallic nodules in the Clarion Clipperton Zone of the Pacific Ocean. An impressive EPS growth of 28.26% in the past 3 years ranks TMC 7th in the list of 11 best Canadian growth stocks to buy according to hedge funds.

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