olivLaw · US equity research
USA Rare Earth, Inc. USAR
Metal Mining · SIC 1000 · Vertical: Metal Mining (SIC 1000)
USA Rare Earth (USAR) is building an integrated mine-to-magnet value chain outside China, at a time when Western supply of heavy rare earths is heavily dependent on Chinese processing. The company is still at an early stage: revenue in the second quarter of 2026 was 5.8 million USD, and the net loss of 298.5 million USD in 2025 shows the scale of the investment required.
At the close of 04 Nov 2026, USA Rare Earth, Inc. (USAR) stock was 8.20 USD (−5.86% on the day), with market capitalisation 1.1 bn USD, beta 1.21, 52-week range 8.20–30.70 USD. Latest reported quarter (Q2 2026): revenue of 5.8 m USD, net income of -10.3 m USD, diluted EPS -0.05 USD.
Data as of · AI analysis dated · Source: SEC filings and closing prices, computed by olivLaw.
Price history
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Technical reading
- RSI (14)
- 26.9
- oversold (≤ 30)
- Bollinger (20, 2)
- 7.92 – 12.61
- in the lower half of the band · %B 0.06 · band width 45.7%
- SMA 50 / 200
- 13.68 / 18.74
- downtrend (price < SMA50 < SMA200)
- MACD (12, 26, 9)
- -1.37 / -1.38
- MACD above signal
Indicators describe past prices; on their own they do not predict direction. On our history the RSI ≤ 40 filter added no return (see the signals methodology).
Performance
| Company | S&P 500 | vs S&P 500 | Vertical median | |
|---|---|---|---|---|
| 1 month | −39.9% | −2.0% | −37.9 pp | — |
| 3 months | −52.2% | −2.2% | −50.0 pp | — |
| 6 months | −71.3% | +4.3% | −75.6 pp | — |
| Year to date | −31.1% | +10.6% | −41.7 pp | — |
| 1 year | −49.8% | +10.5% | −60.3 pp | −9.4% |
| 3 years | −19.9% | +73.7% | −93.6 pp | +102.6% |
| 5 years | unavailable | +61.7% | unavailable | — |
Price returns, dividends excluded.
Quarterly results
Latest quarter: Q2 2026 · 30 Jun 2026
Quarterly margins
Quarterly statements · USD
| Fiscal year | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | — | — | 0 | 0 | — | — | 5.7 m | 5.8 m |
| Cost of revenue | — | — | 0 | 0 | — | — | 5.6 m | 7.4 m |
| Gross profit | — | — | 0 | 0 | — | — | 106.0 k | -1.6 m |
| Research & development | 1.2 m | 1.4 m | 1.7 m | 2.6 m | 4.5 m | 7.2 m | 14.2 m | 10.8 m |
| Operating income | -2.0 m | -5.9 m | -8.7 m | -8.8 m | -15.9 m | -26.1 m | -36.7 m | -46.3 m |
| Depreciation & amortisation | 66.0 k | 6.0 k | 33.0 k | 169.0 k | 170.0 k | 391.0 k | 690.0 k | 1.0 m |
| Interest expense | — | — | 54.0 k | 0 | — | — | 35.0 k | 0 |
| Pre-tax income | — | — | 51.7 m | -142.7 m | — | — | -68.6 m | -12.5 m |
| Income tax | — | — | 0 | 0 | — | — | -577.0 k | -513.0 k |
| Net income | -1.9 m | -6.8 m | 51.8 m | -142.5 m | -156.7 m | -50.2 m | -67.0 m | -10.3 m |
| Diluted EPS | -0.03 | -0.11 ≈ | 0.58 | -1.54 | -1.64 | -0.48 ≈ | -0.34 | -0.05 |
| Operating cash flow | -1.2 m ≈ | -3.5 m | -10.3 m | -7.9 m ≈ | -2.8 m ≈ | -27.9 m | -18.5 m | -56.9 m ≈ |
| Capex | 1.2 m ≈ | 851.0 k | 2.0 m | 4.3 m ≈ | 7.1 m ≈ | 24.0 m | 38.6 m | 69.7 m ≈ |
≈ derived quarter (cumulative difference / share-days average)
E/P over time
E/P = trailing-12-month diluted EPS / price at quarter end. E/P is the inverse of P/E and stays defined when earnings are negative.
Fiscal years
| Fiscal year | 2024 | 2025 |
|---|---|---|
| Revenue | 0 | 1.6 m |
| Revenue YoY | unavailable | unavailable |
| Net income | -15.7 m | -297.6 m |
| Net income YoY | unavailable | unavailable |
| Diluted EPS | -0.40 | -3.31 |
| Diluted EPS YoY | unavailable | unavailable |
| net % | unavailable | -18,110.7% |
| Free cash flow | -16.1 m | -86.3 m |
Reported results vs expectations
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Balance sheet & financial health
Fiscal year 2025 · 31 Dec 2025
- Cash
- 359.9 m USD
- Financial debt
- unavailable USD
- Net debt
- unavailable USD
- Equity
- 494.3 m USD
- Total assets
- 695.0 m USD
- Debt / equity
- unavailable
- Current ratio
- 10.17x
- ROE
- -112.6%
- ROA
- -77.9%
- FCF margin
- -5,255.3%
Financial statements (source on every figure)
Revenue and net income (USD)
Income statement · USD
| Line | 2024 | 2025 | Source (latest year) |
|---|---|---|---|
| Revenue | 0 | 1.6 m | SEC (XBRL)· 30 Mar 2026verified |
| Cost of revenue | 0 | 1.4 m | SEC (XBRL)· 30 Mar 2026verified |
| Gross profit | 0 | 195.0 k | SEC (XBRL)· 30 Mar 2026verified |
| Research & development | 6.3 m | 15.9 m | SEC (XBRL)· 30 Mar 2026verified |
| Operating income | -15.6 m | -59.5 m | SEC (XBRL)· 30 Mar 2026verified |
| Depreciation & amortisation | 235.0 k | 763.0 k | SEC (XBRL)· 30 Mar 2026verified |
| EBITDA | -15.4 m ≈ | -58.7 m ≈ | SEC (XBRL)· 30 Mar 2026derived |
| Pre-tax income | -16.4 m | -298.7 m | SEC (XBRL)· 30 Mar 2026verified |
| Income tax | 0 | -160.0 k | SEC (XBRL)· 30 Mar 2026verified |
| Net income | -15.7 m | -297.6 m | SEC (XBRL)· 30 Mar 2026verified |
| Diluted EPS | -0.40 | -3.31 | SEC (XBRL)· 30 Mar 2026verified |
| Weighted average diluted shares | 59.5 m | 98.0 m | SEC (XBRL)· 30 Mar 2026verified |
≈ computed by olivLaw from the reported lines of the same year: Operating income + Depreciation & amortisation.
Balance sheet · USD
| Line | 2024 | 2025 | Source (latest year) |
|---|---|---|---|
| Cash | 16.8 m | 359.9 m | SEC (XBRL)· 30 Mar 2026verified |
| Inventories | 0 | 18.5 m | SEC (XBRL)· 30 Mar 2026verified |
| Current assets | 22.3 m | 385.4 m | SEC (XBRL)· 30 Mar 2026verified |
| Property, plant & equipment, net | 26.5 m | 85.4 m | SEC (XBRL)· 30 Mar 2026verified |
| Goodwill | 0 | 134.8 m | SEC (XBRL)· 30 Mar 2026verified |
| Intangibles (excl. goodwill) | — | 68.6 m | SEC (XBRL)· 30 Mar 2026verified |
| Total assets | 69.1 m | 695.0 m | SEC (XBRL)· 30 Mar 2026verified |
| Accounts payable | 1.8 m | 11.1 m | SEC (XBRL)· 30 Mar 2026verified |
| Current liabilities | 6.9 m | 37.9 m | SEC (XBRL)· 30 Mar 2026verified |
| Total liabilities | 15.1 m | 191.8 m | SEC (XBRL)· 30 Mar 2026verified |
| Equity | 34.0 m | 494.3 m | SEC (XBRL)· 30 Mar 2026verified |
Cash flow · USD
| Line | 2024 | 2025 | Source (latest year) |
|---|---|---|---|
| Operating cash flow | -13.0 m | -49.0 m | SEC (XBRL)· 30 Mar 2026verified |
| Capex | 3.1 m | 37.4 m | SEC (XBRL)· 30 Mar 2026verified |
| Free cash flow | -16.1 m ≈ | -86.3 m ≈ | SEC (XBRL)· 30 Mar 2026derived |
| Investing cash flow | -3.3 m | -139.6 m | SEC (XBRL)· 30 Mar 2026verified |
| Financing cash flow | 19.8 m | 531.7 m | SEC (XBRL)· 30 Mar 2026verified |
| Share repurchases | 246.9 m | — | SEC (XBRL)· 31 Mar 2025verified |
≈ computed by olivLaw from the reported lines of the same year: Operating cash flow − Capex.
Computed indicators
Growth
Profitability
Returns
Balance sheet
Liquidity
Cash
Efficiency
Market and valuation
Risk
Valuation
olivLaw classification
- indicators available: 3 of at least 6
- score weight coverage: 18.8% of at least 60%
- valuation methods computed: 0 of at least 1
A scoring methodology on indicators and valuation, not investment advice.
Closing price
04 Nov 2026Source: olivLaw, closing series
Market cap: 1.1 bn USD
Key indicators
Coverage and freshness
Score by group
19% · Insufficient data
Estimated value range
unavailable — no valuation method could be computed
Valuation assumptions are editorial choices, not measured; beta is not measured.
Valuation methods
- DCF (discounted cash flow)unavailable · input data missing
- Peers: EV/EBITDAunavailable · net debt missing: EV cannot be bridged to equity (missing debt is not zero)
- Peers: P/Eunavailable · the base of the ratio is not positive
- Dividend discount (DDM)unavailable · the company pays no dividend: a dividend model needs an explicit initiation assumption
no valuation method could be computed
Classification (SIC) comparables group by industry code, not by economic activity; the direct group is an editorial selection by activity. Members' multiples are on their own trailing twelve months, at their own latest close.
Assumptions (illustrative, editorial)
- Risk-free rate
- 4.3%
- Equity risk premium
- 5.0%
- Beta (default)
- 1.00
- Cost of equity
- 9.3%
- Terminal growth
- 2.5%
Factor scorecard
Insufficient data
Minimum-evidence gate: indicators available: 3 of at least 6; score weight coverage: 18.8% of at least 60%; valuation methods computed: 0 of at least 1
| Factor | Value | Score | Weight used |
|---|---|---|---|
| ROIC · Quality | unavailable | unavailable | — |
| Net margin · Quality | -2,159.3% | 5 (vs peers) | 33% |
| FCF conversion · Quality | unavailable | unavailable | — |
| Revenue CAGR 3Y · Growth | unavailable | unavailable | — |
| EPS CAGR 3Y · Growth | unavailable | unavailable | — |
| Net debt / EBITDA · Balance sheet | unavailable | unavailable | — |
| Interest coverage · Balance sheet | unavailable | unavailable | — |
| Current ratio · Balance sheet | 32.8x | 100 (on a fixed band) | 22% |
| P/E (TTM) · Valuation | unavailable | unavailable | — |
| EV/EBITDA · Valuation | unavailable | unavailable | — |
| FCF yield · Valuation | -22.6% | 0 (on a fixed band) | 44% |
| Shareholder yield (distributions) · Returns | unavailable | unavailable | — |
| Payout ratio (FCF) · Returns | unavailable | unavailable | — |
Factors without a value were dropped; the remaining weights were renormalised.
Score groups
- Balance sheet· partial100/100 · 1/3 factors with a value
- Growth· partialunavailable · 0/2 factors with a value
- Quality· partial5/100 · 1/3 factors with a value
- Returns· partialunavailable · 0/2 factors with a value
- Valuation· partial0/100 · 1/3 factors with a value
A «partial» group is computed from under half of its weight or from one factor: it is not a full assessment of the group.
Memo
USA Rare Earth, Inc. (USAR). Latest full fiscal year: 2025; data up to 2026-06-30.
Figures computed from the financial statements: revenue 1.6 m USD in 2025; net margin -2,159.3%; ROE -23.6%.
Valuation cannot be computed from the available data.
Insufficient data for a verdict (indicators available: 3 of at least 6; score weight coverage: 18.8% of at least 60%; valuation methods computed: 0 of at least 1).
Text generated deterministically from the figures shown; no language model. Not investment advice.
What supports the thesis
- Current ratio: 32.8x
What contradicts it
- Net margin: -2,159.3%
- FCF yield: -22.6%
Not assessed (insufficient data or a ratio without meaning): ROIC, FCF conversion, Revenue CAGR 3Y, EPS CAGR 3Y, Net debt / EBITDA, Interest coverage, P/E (TTM), EV/EBITDA, Shareholder yield (distributions), Payout ratio (FCF).
Versus the vertical median
Metal Mining (SIC 1000) · same industry (4-digit SIC) · compared with 26 companies
Multiples and returns vs the median
Price rebased to 100 (monthly, 5 years)
Companies in the vertical
| Market cap | P/E | ROE | Net margin | Revenue YoY | 1A / 3A | |
|---|---|---|---|---|---|---|
| BHPBhp Group Limited | 406.8 bn | 45.2 | 19.5% | 17.6% | −7.9% | +46% / +31% |
| SCCOSouthern Copper Corp | 146.5 bn | 22.6 | 53.2% | 37.3% | +17.4% | +33% / +158% |
| RIORio Tinto PLC | 106.2 bn | 13.9 | 17.0% | 17.3% | +7.4% | +18% / +22% |
| FCXFreeport-McMoRan Inc. | 88.7 bn | 28.8 | 21.8% | 16.2% | +1.8% | +44% / +66% |
| HBMHudbay Minerals Inc. | 8.8 bn | 15.4 | 19.7% | 25.7% | +9.4% | +31% / +388% |
| CLFCleveland-Cliffs Inc. | 7.3 bn | — | -8.5% | -2.4% | −3.0% | −2% / −25% |
| BVNBuenaventura Mining Co Inc | 7.3 bn | 18.1 | 12.6% | 34.9% | +40.1% | +16% / +202% |
| MPMP Materials Corp. | 6.4 bn | — | -4.1% | -19.9% | +10.1% | −42% / +126% |
| EROEro Copper Corp | 3.2 bn | 12.2 | 34.6% | 33.6% | +67.1% | +21% / +150% |
| NEXANexa Resources S.A. | 1.6 bn | 11.9 | 14.6% | 4.4% | +8.5% | +70% / +103% |
| IEIvanhoe Electric Inc. | 1.2 bn | — | -8.4% | -1,138.7% | +11.8% | −46% / −32% |
| USARUSA Rare Earth, Inc. | 1.1 bn | — | -23.6% | -2,159.3% | unavailable | −50% / −20% |
| TMCTMC the metals Co Inc. | 1.0 bn | 4.2 | -1,123.2% | — | unavailable | −67% / +103% |
| USASAmericas Gold And Silver Corporation | 986.9 m | — | -61.6% | -74.1% | +17.7% | −31% / +413% |
| ASMAvino Silver & Gold Mines Ltd. | 769.3 m | 79.0 | 7.0% | 12.2% | +50.8% | −15% / +746% |
| LARLithium Argentina AG | 682.1 m | — | -9.5% | — | +12.9% | −24% / −21% |
| SGMLSigma Lithium Corporation | 626.1 m | — | -67.4% | -45.6% | −27.3% | −50% / −81% |
| GSMFerroglobe PLC | 547.5 m | — | -25.9% | -12.8% | −18.8% | −34% / −49% |
| ALOYRealloys Inc. | 459.5 m | — | -155.8% | -5,144.4% | −5.3% | −5% / +68% |
| THMInternational Tower Hill Mines Ltd | 455.2 m | — | -2.8% | — | unavailable | −10% / +222% |
| LZMLifezone Metals Limited | 336.9 m | — | -16.7% | -1,289.2% | +652.2% | +1% / −60% |
| USAUU.s. Gold Corp. | 186.4 m | — | -55.2% | — | −30.9% | −35% / +239% |
| PZGParamount Gold Nevada Corp. | 83.9 m | — | -46.1% | — | −54.7% | −20% / +146% |
| WWRWestwater Resources, Inc. | 52.5 m | — | -19.1% | — | unavailable | −57% / −33% |
| COPRIdaho Copper Corporation | 25.7 m | — | -187.5% | — | −63.5% | unavailable / unavailable |
1- and 3-year price returns: for USAR from daily closes (the same as the performance table), for the other companies from month-end closes.
olivLaw engine forecast
The world engine ran after the company's latest material disclosure. Probabilities are of TOUCHING a level within the horizon (not closing there) and sit next to the random walk (p_rw), the no-information benchmark.
The engine has no published run for this company yet.
Valuation scenarios (editable assumptions)
Illustrative scenarios
Scenarios are not available. input data missing
AI analysis
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
In brief
USA Rare Earth (USAR) is building an integrated mine-to-magnet value chain outside China, at a time when Western supply of heavy rare earths is heavily dependent on Chinese processing. The company is still at an early stage: revenue in the second quarter of 2026 was 5.8 million USD 3, and the net loss of 298.5 million USD in 2025 1 shows the scale of the investment required.
SWOT
Strengths
- The company is building an integrated mine-to-magnet chain and acquisitions add non-Chinese metal making and processing 12.
- The Round Top deposit is described by the company as among the richest heavy rare earth deposits in North America 1.
- The cash balance and announced government financing could provide a firmer financial base than many peers in the sector 13.
Weaknesses
- The company has not begun commercial magnet or mineral production and has no operating history on which to judge performance 1.
- Revenue is very small compared with net losses and the investment required 123.
- The Round Top deposit has no declared mineral resources, and without a definitive feasibility study cost estimates remain uncertain 1.
Opportunities
- US procurement rules and Chinese export controls could create demand for non-Chinese suppliers 1.
- The Serra Verde acquisition could bring an operating mine with offtake contracts and price floors 2.
- Projects in France and South Carolina could extend processing and magnet capacity across several countries 23.
Threats
- The agreement with the US government remains conditional on negotiations and milestones, and failure to meet them could lead to withheld funds 1.
- Chinese producers could cut prices or dump product, which could weigh on project returns 1.
- New share issuances for acquisitions and financing could dilute existing shareholders 12.
Risks
- Lack of operating historyhigh
The company has no revenue from magnet or mineral production, so assessing future performance relies on uncertain estimates 1.
- Dependence on government financinghigh
Funds under the US government agreement depend on definitive contracts, milestone achievement and final approvals, and failure could lead to withheld or clawed-back funds 13.
- Large capital needs and dilutionhigh
The estimated capital needs and share issues for acquisitions could significantly dilute existing shareholders 12.
- Mining development riskmedium
The Round Top deposit is at the exploration stage, and obtaining permits, water and power could delay or block the project 1.
- Acquisition integration riskmedium
The Less Common Metals, Serra Verde and Carester deals involve operational and management integration, and transactions could be delayed or not completed 12.
Investment thesis
What would need to be true (bull case)
- If magnet and metal production starts on schedule, the company could become one of the few Western sources of heavy rare earths at commercial scale 13.
- Public policy in the US and France, including the DFARS rules, could support demand and investment in non-Chinese supply chains 12.
- The Serra Verde acquisition could add revenue from an operating mine and could accelerate cash generation 23.
What would break the thesis
- The company could face technical or cost delays in building its plants, which could extend the period of losses 1.
- Financing of over 4 billion USD could require new share issues, with significant dilution for shareholders 12.
- Chinese producers could keep prices low, which could make non-Chinese projects unprofitable over the medium term 1.
What to watch
- Completion of the Serra Verde acquisition, subject to shareholder approvalQ3 2026
- Publication of the Round Top definitive feasibility studyQ1 2027
- Start of magnet deliveries from Stillwater and the volumes achieved2026
- Meeting the milestones required by the US government agreement and any equity raise2027
Products, market & competition
AI-generatedAI-generated analysis (Claude) from cited public sources; it may contain errors. Not investment advice. As of 27 Oct 2026 · Model: claude-haiku-5-5.
The business
USA Rare Earth, Inc. aims to be a global leader in critical minerals and advanced materials, focused on rare earth elements, oxides, metals and magnets 1. Its strategy spans four links: the Round Top deposit in Texas, separation and extraction in Colorado, metal and alloy making through Less Common Metals acquired in November 2025, and NdFeB magnet manufacturing at Stillwater, Oklahoma 1. So far revenue comes only from metal making, and commercial magnet and mineral production has not yet begun 12.
The company was listed on Nasdaq as USAR in March 2025 after its merger with Inflection Point Acquisition Corp. II 1. It expanded through the Less Common Metals acquisition in November 2025 and a planned metal making plant in Lacq, France 1. In July 2026 it announced the Serra Verde acquisition in Brazil and plans for a facility in Blacksburg, South Carolina 23.
Funding is largely conditional: the agreement with the U.S. Department of Commerce, of up to 1.6 billion USD, depends on meeting technical and financial milestones 13. A 1.5 billion USD private placement in January 2026 provided part of the capital, and the cash balance as of June 30 2026 was about 1.53 billion USD 13.
Segments
Market context
Trends
- Chinese export controls on rare earthstailwind
During 2025 China imposed and expanded export controls on certain rare earths, requiring special licences even for products with small amounts of Chinese-origin material 1. These restrictions could support demand for alternative sources in the US and allied countries 1.
- DFARS magnet sourcing rules from 2027tailwind
The ban on Department of War purchases of Chinese-origin magnets, effective 2027, creates a protected segment for compliant producers, but it requires volume deliveries that do not yet exist 1.
- Consolidation in Europe and Brazilmixed
The Serra Verde acquisition in Brazil and the stake in Carester in France could extend access to feedstock and processing, but both transactions depend on approvals and shareholder votes 23.
Competitive position
Competition comes mainly from Chinese producers, which control most processing and magnet production 1. The company also notes risks of aggressive pricing, dumping or material substitution, which could affect profitability 1. Outside China there are only a few commercial-scale players 1.
The company's stated advantage is vertical integration and non-Chinese metal making capacity, but this advantage depends on project execution rather than a consolidated market position today 12.
- Chinese rare earth producers
They control most global processing and almost all heavy rare earth processing, making them the main structural competitor 1.
- Commercial operators outside China
Only a few mines produce meaningful volumes, and the company regards these sources as limited relative to demand 1.
- Serra Verde Group (Pela Ema, Brazil)
An operating commercial producer that the company intends to acquire, making it a potential source of integration 2.
- Carester SAS (France)
A French rare earth processing and separation specialist in which the company is taking a minority stake 23.
Links, dependencies and risks
Who the company is tied to, from its own SEC filings (customers, suppliers, production, partners, competitors, countries, regulation), from the 5 %+ holders' statements (13D/13G) and from what other companies say about it. Click a node for its evidence; on a listed company the graph moves to it.
Loading the links…
News & filings
In the press
- Putin advierte que Rusia está dispuesta a usar todas sus armas para proteger Kaliningrado , incluidas las nuclearesSurge — GDELT DOC · 02 Oct 2026 · RO
- El Gobierno recorta un 21 % un plan de vivienda social financiado por fondos europeos tras usar la partida para pagar pensionesSurge — GDELT DOC · 01 Oct 2026 · RO
- Riesgos de usar celulares en tormentas : lo que debes saberSurge — GDELT DOC · 27 Sept 2026 · RO
- USAR Stock Alert: USA Rare Earths Jumps on Trump's Greenland Deal AnnouncementYahoo Finance — News · 21 Sept 2026 · EN
- Critical Metals Surges 25% as Greenland Security Pact Puts Tanbreez Rare Earth Permit in Focus; USA Rare Earth Climbs 6%, MP Materials Rises 4%Yahoo Finance — News · 21 Sept 2026 · EN
- The Metals Company vs. USA Rare Earth: Which Speculative Materials Bet Actually Pays Off First?Yahoo Finance — News · 14 Sept 2026 · EN
- USA Rare Earth (USAR) Acquired Serra Verde. Can it Manage the Debt and Production Ramp?Yahoo Finance — News · 10 Sept 2026 · EN
- Rare Earth Stocks Tumble on U.S.-China Thaw Hopes: USA Rare Earth Sinks 4%, MP Materials Drops 5%, Critical Metals SlipsYahoo Finance — News · 10 Sept 2026 · EN
- USA Rare Earth Stock Is Down 60% -- Is September the Month to Buy the Dip?Yahoo Finance — News · 09 Sept 2026 · EN
- Why USA Rare Earth Stock Surged 19.2% Last MonthYahoo Finance — News · 08 Sept 2026 · EN
- Here's Why USA Rare Earth Is a Buy Before Its Next Earnings ReportYahoo Finance — News · 05 Sept 2026 · EN
- Stocks making the biggest moves premarket: AMC, USA Rare Earth, Lululemon, Adobe & moreCNBC — Top News · 04 Sept 2026 · EN
- United States Antimony Jumps 8%, USA Rare Earth Ticks Up: Is Insider Buying Behind the Move?Yahoo Finance — News · 02 Sept 2026 · EN
- $10,000 in USA Rare Earth Stock at Its High Is Worth About $4,650 TodayYahoo Finance — News · 02 Sept 2026 · EN
- USA Rare Earth Sits on $1.5 Billion in Cash and Almost No Revenue. Here's How to Value ThatYahoo Finance — News · 01 Sept 2026 · EN
- USA Rare Earth Is Burning Through Cash at $57 Million a Quarter. At That Rate, Here's How Long the Money Lasts.Yahoo Finance — News · 28 Aug 2026 · EN
- Here's What a $1,000 Bet on USA Rare Earth a Year Ago Looks Like TodayYahoo Finance — News · 24 Aug 2026 · EN
- USA Rare Earth Falls 5% Despite $1.55B Government-Backed Funding, United States Antimony Drops 9%Yahoo Finance — News · 24 Aug 2026 · EN
- USA Rare Earth Completes $1.55 Billion SPV Funding for Serra Verde OfftakeYahoo Finance — News · 24 Aug 2026 · EN
- USA Rare Earth Rebuts MP Materials Lawsuit as Rivalry DeepensBloomberg Markets · 22 Jun 2026 · EN
SEC filings
- Current report01 Oct 2026Regulation FD disclosure · Financial statements and exhibits
- Current report15 Sept 2026Other events · Financial statements and exhibits
- Current report04 Sept 2026Material agreement · Acquisition or disposition of assets · Creation of a direct financial obligation · Item 3.02 · Departure or appointment of officers · Regulation FD disclosure · Other events · Financial statements and exhibits
- Current report31 Aug 2026Shareholder vote
- Current report24 Aug 2026Other events · Financial statements and exhibits
- Quarterly report10 Aug 2026
- Current report10 Aug 2026Results of operations · Financial statements and exhibits
- Current report07 Aug 2026Acquisition or disposition of assets · Financial statements and exhibits
- Current report23 Jul 2026Item 3.02 · Regulation FD disclosure · Other events · Financial statements and exhibits
- Current report20 Jul 2026Departure or appointment of officers · Regulation FD disclosure · Financial statements and exhibits
Sources
- [1] Form 10-K, fiscal year ended 2025-12-31 · SEC / USA Rare Earth, Inc. · 30 Mar 2026
- [2] Form 10-Q, quarter ended 2026-06-30 · SEC / USA Rare Earth, Inc. · 10 Aug 2026
- [3] Form 8-K, results release (exhibit 99.1) · SEC / USA Rare Earth, Inc. · 10 Aug 2026
Figures computed by olivLaw from SEC filings and closing prices; the qualitative analysis is AI-generated from cited sources. Not investment advice.