October 14, 2025 - Interest in Ramaco Resources (METC) has spiked following China’s decision to tighten export restrictions on rare earth elements. This move puts the spotlight on Ramaco’s Brook Mine in Wyoming, which is the first new U.S. rare earth operation in decades.

See our latest analysis for Ramaco Resources.

All eyes have been on Ramaco’s rapid rise, with recent moves like high-profile CEO interviews, new leadership in critical minerals, and increased visibility at international conferences all fueling investor confidence. The momentum is striking. After a one-month share price return of nearly 95% and a staggering 340% total return over the past year, Ramaco is commanding attention as a standout in the rare earth and coal space.

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But with Ramaco’s spectacular rally and analysts rapidly hiking price targets, the question now is whether the stock is still trading at a bargain or if the market has already priced in all the expected future growth.

Most Popular Narrative: 42% Overvalued

Ramaco Resources’ widely-followed narrative assigns a fair value that lands far beneath the current closing price. This highlights a major gap between market optimism and the fundamental outlook. As investors weigh the implications, a key catalyst stands out in the narrative’s projections for future growth and federal support.

Ramaco's advancement of the Brook Mine into America's first new rare earth mine in over 70 years, bolstered by extensive federal government collaboration and potential policy support amid rising U.S. demand for domestic critical minerals, positions the company to unlock new, high-margin revenue streams beyond metallurgical coal, with initial commercial oxide production targeted as soon as 2027.

Read the complete narrative.

Want to understand why this potential “rare earths revolution” results in a valuation that’s far lower than the current share price? The narrative hinges on bold profit turnaround forecasts and an aggressive expansion into new markets. However, the playbook behind these numbers is anything but typical. What do analysts see as the financial springboard for this future value? Dive in to discover the key revenue levers, margin assumptions, and a profit multiple that’s critical to the fair value math.

Result: Fair Value of $33.25 (OVERVALUED)

However, unexpected shifts in government support or a prolonged downturn in commodity prices could challenge Ramaco’s ambitious growth outlook and disrupt investor expectations.