Deep-Sea Mining Talks: Recent chatter on X about The Metals Company (TMC) has focused heavily on its role in U.S. deep-sea mining negotiations. Many users are buzzing about a significant stock surge, with some pointing to regulatory progress as a key driver. The potential to access critical minerals like cobalt and nickel has sparked notable interest.
Market Momentum: Beyond regulatory updates, posts on X highlight TMC’s recent stock gains, with some noting impressive percentage increases over a short period. Discussions also touch on positive analyst updates and rising demand for rare earth metals. Investors appear captivated by the company’s strategic positioning in a high-demand sector.
Note: This discussion summary was generated from an AI condensation of post data.
The Metals Company Insider Trading Activity
The Metals Company insiders have traded $TMC stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $TMC stock by insiders over the last 6 months:
- ERIKA ILVES (Chief Strategy Officer) sold 1,591,485 shares for an estimated $9,182,868
- ANTHONY O'SULLIVAN (Chief Development Officer) has made 0 purchases and 5 sales selling 585,110 shares for an estimated $3,499,670.
- BRENDAN MAY has made 0 purchases and 2 sales selling 69,204 shares for an estimated $521,433.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
The Metals Company Hedge Fund Activity
We have seen 100 institutional investors add shares of The Metals Company stock to their portfolio, and 79 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MILLENNIUM MANAGEMENT LLC removed 3,401,447 shares (-64.2%) from their portfolio in Q3 2025, for an estimated $21,667,217
- SOURCEROCK GROUP LLC added 2,532,895 shares (+inf%) to their portfolio in Q3 2025, for an estimated $16,134,541
- DRIEHAUS CAPITAL MANAGEMENT LLC added 2,001,254 shares (+inf%) to their portfolio in Q3 2025, for an estimated $12,747,987
- MORGAN STANLEY added 1,298,345 shares (+334.8%) to their portfolio in Q3 2025, for an estimated $8,270,457
- JUMP FINANCIAL, LLC removed 941,821 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $5,999,399
- VOLORIDGE INVESTMENT MANAGEMENT, LLC removed 855,866 shares (-84.3%) from their portfolio in Q3 2025, for an estimated $5,451,866
- OLD WEST INVESTMENT MANAGEMENT, LLC added 662,200 shares (+49.6%) to their portfolio in Q3 2025, for an estimated $4,218,214
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
The Metals Company Analyst Ratings
Wall Street analysts have issued reports on $TMC in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wedbush issued a "Outperform" rating on 06/25/2025
To track analyst ratings and price targets for The Metals Company, check out Quiver Quantitative's $TMC forecast page.
The Metals Company Price Targets
Multiple analysts have issued price targets for $TMC recently. We have seen 2 analysts offer price targets for $TMC in the last 6 months, with a median target of $9.25.
Here are some recent targets:
- Heiko F. Ihle from HC Wainwright & Co. set a target price of $7.5 on 11/14/2025
- Daniel Ives from Wedbush set a target price of $11.0 on 06/25/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
