American Resources, through its minority holding in ReElement Technologies Corporation, developed commercial protocols to produce ultra-high-purity samarium for commercial and defense applications. The company has achieved samarium purity levels greater than 99.9% and has designed its commercial process flows to meet the growing market demand for samarium-cobalt magnet-grade materials necessary for defense and advanced industrial application. Mark Jensen, CEO, commented, "Demand for samarium cobalt magnets across commercial, industrial, and defense sectors continues to expand rapidly, and recent short-term supply disruptions have created urgency within our domestic supply chain. Over the past several months, we have received a wide range of recycled and ore-based feedstocks, which we've leveraged to develop commercial flow sheets aimed at partnering with both feedstock providers and customers who need this refined material today. I'm incredibly proud of our team's ability to establish these processing parameters using our industry-leading technology here in the United States to quickly address these challenges. Our focus has been on developing technical flow sheets for a broad spectrum of critical material inputs while scaling our existing production. Our innovative refining platform continues to demonstrate unmatched versatility, speed and efficiency - enabling a truly independent critical mineral supply chain - while derisking projects by more effectively matching supply and demand at scale. Over the coming year, we will be focused on expanding production at our Marion facility and across select partner facilities through our collaborative, partnership-based model."
Wall Street analysts forecast AREC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AREC is 6.00 USD with a low forecast of 5.00 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Analyst Rating
Wall Street analysts forecast AREC stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AREC is 6.00 USD with a low forecast of 5.00 USD and a high forecast of 7.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
3 Buy
0 Hold
0 Sell
Strong Buy
Current: 3.720
Low
5.00
Averages
6.00
High
7.00
Current: 3.720
Low
5.00
Averages
6.00
High
7.00
Maxim
NULL -> Buy
initiated
$7
2025-11-26
Reason
Maxim
Price Target
$7
AI Analysis
2025-11-26
initiated
NULL -> Buy
Reason
Maxim initiated coverage of American Resources with a Buy rating and $7 price target.
William Blair
Outperform
initiated
2025-10-20
Reason
William Blair
Price Target
2025-10-20
initiated
Outperform
Reason
William Blair initiated coverage of American Resources with an Outperform rating and no price target. The company's subsidiary ReElement has a unique process to separate and refine rare earth elements that achieves near 100% purity, and "the government has taken notice," the analyst tells investors in a research note. The firm believes American Resources could see significant Department of Defense funding and that the government could take a stake.
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D. Boral Capital
NULL
to
Buy
initiated
$6
2025-09-15
Reason
D. Boral Capital
Price Target
$6
2025-09-15
initiated
NULL
to
Buy
Reason
D. Boral Capital assumed coverage of American Resources with a Buy rating and $6 price target. The firm says American Resources is a holding company with strategic ownership across critical mineral refining, metallurgical coal, and royalties. The company aligns with bipartisan priorities of domestic supply chain security, energy independence, and cleaner, more efficient industrial processes, the analyst tells investors in a research note. It believes American's recent U.S. Department of Defense contracts and international activities underscore its \"growing strategic relevance.\"
About AREC
American Resources Corporation is a raw materials solutions provider in the critical materials space for the rare earth magnet, lithium-ion battery and semiconductor elements supply chain for defense and commercial applications. Its primary operations are the production of rare earth and critical mineral concentrates through its internal operations from mining waste streams as well as through investment in various mines and recyclers that produce such concentrates. It has a portfolio of operations located in the Central Appalachian basin of eastern Kentucky and southern West Virginia. Its subsidiary is American Infrastructure Corporation (AIC). Its AIC has coal mining and processing operating subsidiaries, which include McCoy Elkhorn Coal LLC, Knott County Coal LLC, Deane Mining, LLC (Deane Mining), Wyoming County Coal LLC (Wyoming County), Perry County Resources (Perry County), and ERC Mining Indiana Corporation (ERC) located in southwest Indiana within the Illinois coal basin.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
