President Donald Trump announced the launch of “Project Vault,” a $12 billion initiative to create a strategic reserve of rare earth elements, aiming to shield U.S. manufacturers from supply disruptions caused by China. General Motors, Stellantis, and Boeing are contributing to the $12 billion in seed funding, potentially benefiting from this government-backed metals reserve.

General Motors, a U.S.-listed auto manufacturer, reported full-year 2025 net income of $2.7 billion and EBIT-adjusted of $12.7 billion. Analysts expect EPS growth in Q1 and Q2 of 2026, with a consensus “Moderate Buy” rating and a price target of $89.20.

Stellantis, a Netherlands-based automotive group, announced an investment plan and integration with Tesla Superchargers. Analysts predict a 75.37% drop in EPS for 2025, followed by a 136.36% increase in 2026, with a consensus “Hold” rating and a price target of $10.76.

Boeing, a U.S.-based aerospace manufacturer, secured a $4.7 billion contract to build Apache helicopters for Poland. Analysts expect improving EPS in 2026, with a consensus “Strong Buy” rating and a price target of $269.52. “Project Vault” could benefit these companies in the long term.

Read more at Barchart: 3 Blue-Chip Stocks to Buy to Benefit from Trump’s ‘Project Vault’