These 3 ASX 200 stocks have already soared 20% to 30% in 2026

The commodities boom has fuelled strong price growth for some stocks.

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The S&P/ASX 200 Index (ASX: XJO) closed 0.03% lower on Tuesday afternoon. For the year-to-date the index is still 1.6% higher and is 4.53% above this time last year. The gains so far this year are sturdy, but there are some stocks which have already significantly outperformed the ASX 200 index.

Here are three of them.

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Deep Yellow Ltd (ASX: DYL)

Uranium development company, Deep Yellow, has had a fantastic start to 2026. It was one of the best stock performers on the ASX 200 index in January as tailwinds from its solid quarterly update and overall improving sentiment in the uranium sector drove the share price higher.

The company reported a strong cash balance of A$187.1 million for the quarter ending 31st of December. The company also revealed that engineering and infrastructure at its Tumas project is on track. 

Demand for uranium is expected to continue quietly climbing this year as governments ramp up activity on nuclear power.

Deep Yellow shares jumped 7.14% higher on Tuesday to close the day at $2.55 a piece. And for the year-to-date the shares are now an impressive 30.77% higher.

Paladin Energy Ltd (ASX: PDN)

Paladin is another uranium production company that focuses on developing and operating uranium mines globally. Its share price has also been pushed higher off the back of surging demand for uranium so far in 2026. 

The company's production and financials are very strong too. In its December 2025 quarterly report, Paladin announced a 16% quarter-on-quarter increase in uranium production and reaffirmed full-year FY26 production guidance of between 4 and 4.4 million pounds of uranium. The ASX 200 miner is also on track for full mining and processing operations by FY27.

Paladin Energy share closed Tuesday 5.48% higher at $12.13 a piece. The gain pulled the ASX 200 stock's share price up 19.74% for 2026 so far.

Greatland Resources Ltd (ASX: GGP)

Greatland Resources is an ASX 200-listed gold and copper mining stock. It focuses on discovery, development, extraction, processing, and sale of precious and base metals. 

The miner's share price has surged this year as copper shares rally. Demand comes from a jump in demand for safe haven commodities amid global geopolitical uncertainty and a rapid decline in the US dollar. Greatland has also benefited from a gold price rally this year. 

It wasn't the commodity boom which pushed the ASX 200 stock higher though, it also posted record drilling and grades at its Telfer site, a strong Q4 cash flow and progress in its mine expansion plans in January. 

At the close of the ASX on Tuesday, Greatland Resources shares were 3.47% higher at $12.82. For the year-to-date the share price has jumped 21.4%.

Motley Fool contributor Samantha Menzies has no position in any of the stocks mentioned. The Motley Fool Australia's parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

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