International Stocks Outperform U.S. Markets: Is It Time to Increase Your Overseas Investments?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy USAR?
Source: Barron's
U.S. Stock Performance: The S&P 500 has had a challenging year, remaining flat due to high valuations, concentration in certain indices, and a weaker dollar.
Foreign Equities Outperforming: The iShares MSCI ACWI ex U.S. ETF has outperformed the State Street SPDR S&P 500 ETF Trust by eight percentage points in 2025 and continues to lead by over seven points this year.
Shift in Market Dynamics: This marks a significant shift after nearly two decades of U.S. stock market dominance, raising questions about the sustainability of this trend.
Investment Professionals' Perspectives: Investment professionals are being surveyed on whether they will continue to allocate more resources to foreign markets amidst these changes.
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Analyst Views on USAR
Wall Street analysts forecast USAR stock price to rise
5 Analyst Rating
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 16.600
Low
15.00
Averages
22.75
High
28.00
Current: 16.600
Low
15.00
Averages
22.75
High
28.00
About USAR
USA Rare Earth, Inc. is a supplier of sintered neo magnets and other rare earth metals. The Company is engaged in developing a NdFeB magnet manufacturing plant in Stillwater, Oklahoma, and intends to establish domestic rare earth and critical minerals supply, extraction, and processing capabilities to both supply its magnet manufacturing plant and market surplus materials to third parties. It is focused on developing domestic rare earth production that offers sustainable and secure domestic supply of materials critical to key industries. Its vertically integrated approach consists of sourcing rare earth elements (REEs), in addition to other critical minerals such as gallium, to producing finished NdFeB magnets. The Company serve a variety of industries, such as defense, robotics, electric vehicles, wind power, appliances, cordless tools and computing and semiconductors. The Company owns, Less Common Metals Ltd., which is a scaled ex-China rare earth metal and alloy manufacturer.
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.
Analysis of Stock Fluctuations for USA Rare Earth
- Funding Support: USA Rare Earth secured $1.6 billion in government funding and loans, alongside $1.5 billion from private investors, indicating the company's capability to meet its commercialization timeline and enabling rare-earth operations to commence by 2028, two years ahead of schedule, thus boosting investor confidence.
- Market Performance Decline: Despite the stock doubling in January due to positive news, it has recently fallen below $15, reflecting decreased market interest which may impact short-term capital inflows and investor sentiment.
- Acquisition Deal: The company agreed to acquire an 18.6% stake in the Round Top rare-earth mining operation from Texas Mineral Resources for $73 million, a relatively small investment that could yield significant returns, with forecasts suggesting $2.6 billion in revenue and $1.2 billion in EBITDA by 2030.
- Long-term Investment Strategy: While the company is currently well-capitalized, execution risks remain, and additional capital may be needed for expansion and short-term cash flow, prompting investors to adopt a cautious approach by gradually accumulating shares to mitigate potential market volatility.
See More
USA Rare Earth Shares Experience Significant Pullback
- Price Pullback: USA Rare Earth shares, which surged over 100% in January, have significantly retreated, with projections suggesting they may finish the month below $15 per share, indicating market caution regarding short-term performance.
- Funding Progress: Despite stock volatility, the company is advancing its commercialization efforts, having secured $1.6 billion in government funding and $1.5 billion from private investors, which is expected to enable its rare-earth metal exploration and processing operations to launch by 2028, two years ahead of schedule.
- Acquisition Deal: The company recently agreed to acquire an 18.6% stake in the Round Top rare-earth mining operation in Texas for $73 million in an all-stock deal, which could lay the groundwork for future revenue growth, with forecasts suggesting $2.6 billion in revenue and $1.2 billion in EBITDA by 2030.
- Investment Risks: While the company is well-capitalized, execution risks remain, and it may require additional funding to support expansion and cover short-term cash burn, prompting investors to consider a cautious, gradual accumulation of shares to navigate potential market fluctuations.
See More
USA Rare Earth Partners with Arnold for Magnet Distribution Expansion
- Partnership Agreement: USA Rare Earth (USAR) has signed a sales and distribution agreement with Arnold Magnetic Technologies, a subsidiary of Compass Diversified, aimed at expanding the availability of U.S.-manufactured rare earth magnets, which is expected to enhance both companies' market competitiveness.
- Product Exchange Authorization: Under the non-exclusive partnership, USAR will sell Arnold's finished permanent magnets made from samarium-cobalt and neodymium-iron-boron, while Arnold will provide USAR's processed and refined NdFeB feedstock and finished magnets, further enriching their product offerings.
- Government Investment Controversy: U.S. Representative Zoe Lofgren has accused U.S. Commerce Secretary Howard Lutnick of structuring the Trump administration's $1.6 billion investment in USAR in a
See More
Critical Metals and USA Rare Earth Announce Key Developments
- Stock Price Surge: Following crucial developments, Critical Metals Corp. (CRML) saw its stock rise nearly 4% in pre-market trading, while USA Rare Earth (USAR) shares jumped 5%, reflecting market optimism about the rare earth sector's prospects.
- Acquisition of New Assets: Critical Metals announced its acquisition of a majority stake in 60° North Greenland ApS, a move that not only adds new exploration assets but also supports the further development of its Tanbreez rare earth project, enhancing its market position in Greenland.
- Strategic Partnership Agreement: USA Rare Earth entered into a sales and distribution agreement with Arnold Magnetic Technologies, a unit of Compass Diversified, allowing both companies to market each other's rare earth magnet products, which is expected to enhance their competitive edge in the market.
- Product Innovation Focus: The collaboration will focus on producing samarium-cobalt (SmCo) and neodymium-iron-boron (NdFeB) magnets, further driving the application of rare earth materials to meet the growing market demand.
See More
USA Rare Earth Stock Increases by 2.4% Following Agreement with Arnold Magnetic Technologies
- Earth Shares Rise: U.S. Earth shares have increased by 2.4%.
- Deal with Arnold Magnetic Technologies: The rise follows a deal with Arnold Magnetic Technologies.
See More
Two Rare Earth Stocks See Pre-Market Gains – Here's the Reason
Stock Performance: Critical Metals Corp. (CRML) and USA Rare Earth (USAR) saw significant stock gains, with CRML increasing nearly 4% and USAR jumping 5% in pre-market trading following positive developments in their rare-earth pipelines.
Acquisition Announcement: CRML announced plans to strengthen its presence in Greenland by acquiring a majority stake in the construction, exploration, and logistics firm 60° North Greenland ApS, enhancing its exploration assets and supporting its Tanbreez rare earth project.
Partnership Agreement: USA Rare Earth entered a sales and distribution agreement with Compass Diversified's (CODI) unit, allowing both companies to market each other's rare earth magnet products, which is expected to boost their market reach.
Production Collaboration: The partnership will focus on producing magnets from samarium-cobalt (SmCo) and neodymium-iron-boron (NdFeB), with CODI shares experiencing an 8% increase following the announcement.
See More
Analysis of Stock Fluctuations for USA Rare Earth
- Funding Support: USA Rare Earth secured $1.6 billion in government funding and loans, alongside $1.5 billion from private investors, indicating the company's capability to meet its commercialization timeline and enabling rare-earth operations to commence by 2028, two years ahead of schedule, thus boosting investor confidence.
- Market Performance Decline: Despite the stock doubling in January due to positive news, it has recently fallen below $15, reflecting decreased market interest which may impact short-term capital inflows and investor sentiment.
- Acquisition Deal: The company agreed to acquire an 18.6% stake in the Round Top rare-earth mining operation from Texas Mineral Resources for $73 million, a relatively small investment that could yield significant returns, with forecasts suggesting $2.6 billion in revenue and $1.2 billion in EBITDA by 2030.
- Long-term Investment Strategy: While the company is currently well-capitalized, execution risks remain, and additional capital may be needed for expansion and short-term cash flow, prompting investors to adopt a cautious approach by gradually accumulating shares to mitigate potential market volatility.
See More
USA Rare Earth Shares Experience Significant Pullback
- Price Pullback: USA Rare Earth shares, which surged over 100% in January, have significantly retreated, with projections suggesting they may finish the month below $15 per share, indicating market caution regarding short-term performance.
- Funding Progress: Despite stock volatility, the company is advancing its commercialization efforts, having secured $1.6 billion in government funding and $1.5 billion from private investors, which is expected to enable its rare-earth metal exploration and processing operations to launch by 2028, two years ahead of schedule.
- Acquisition Deal: The company recently agreed to acquire an 18.6% stake in the Round Top rare-earth mining operation in Texas for $73 million in an all-stock deal, which could lay the groundwork for future revenue growth, with forecasts suggesting $2.6 billion in revenue and $1.2 billion in EBITDA by 2030.
- Investment Risks: While the company is well-capitalized, execution risks remain, and it may require additional funding to support expansion and cover short-term cash burn, prompting investors to consider a cautious, gradual accumulation of shares to navigate potential market fluctuations.
See More
USA Rare Earth Partners with Arnold for Magnet Distribution Expansion
- Partnership Agreement: USA Rare Earth (USAR) has signed a sales and distribution agreement with Arnold Magnetic Technologies, a subsidiary of Compass Diversified, aimed at expanding the availability of U.S.-manufactured rare earth magnets, which is expected to enhance both companies' market competitiveness.
- Product Exchange Authorization: Under the non-exclusive partnership, USAR will sell Arnold's finished permanent magnets made from samarium-cobalt and neodymium-iron-boron, while Arnold will provide USAR's processed and refined NdFeB feedstock and finished magnets, further enriching their product offerings.
- Government Investment Controversy: U.S. Representative Zoe Lofgren has accused U.S. Commerce Secretary Howard Lutnick of structuring the Trump administration's $1.6 billion investment in USAR in a
See More
Critical Metals and USA Rare Earth Announce Key Developments
- Stock Price Surge: Following crucial developments, Critical Metals Corp. (CRML) saw its stock rise nearly 4% in pre-market trading, while USA Rare Earth (USAR) shares jumped 5%, reflecting market optimism about the rare earth sector's prospects.
- Acquisition of New Assets: Critical Metals announced its acquisition of a majority stake in 60° North Greenland ApS, a move that not only adds new exploration assets but also supports the further development of its Tanbreez rare earth project, enhancing its market position in Greenland.
- Strategic Partnership Agreement: USA Rare Earth entered into a sales and distribution agreement with Arnold Magnetic Technologies, a unit of Compass Diversified, allowing both companies to market each other's rare earth magnet products, which is expected to enhance their competitive edge in the market.
- Product Innovation Focus: The collaboration will focus on producing samarium-cobalt (SmCo) and neodymium-iron-boron (NdFeB) magnets, further driving the application of rare earth materials to meet the growing market demand.
See More
USA Rare Earth Stock Increases by 2.4% Following Agreement with Arnold Magnetic Technologies
- Earth Shares Rise: U.S. Earth shares have increased by 2.4%.
- Deal with Arnold Magnetic Technologies: The rise follows a deal with Arnold Magnetic Technologies.
See More
Two Rare Earth Stocks See Pre-Market Gains – Here's the Reason
Stock Performance: Critical Metals Corp. (CRML) and USA Rare Earth (USAR) saw significant stock gains, with CRML increasing nearly 4% and USAR jumping 5% in pre-market trading following positive developments in their rare-earth pipelines.
Acquisition Announcement: CRML announced plans to strengthen its presence in Greenland by acquiring a majority stake in the construction, exploration, and logistics firm 60° North Greenland ApS, enhancing its exploration assets and supporting its Tanbreez rare earth project.
Partnership Agreement: USA Rare Earth entered a sales and distribution agreement with Compass Diversified's (CODI) unit, allowing both companies to market each other's rare earth magnet products, which is expected to boost their market reach.
Production Collaboration: The partnership will focus on producing magnets from samarium-cobalt (SmCo) and neodymium-iron-boron (NdFeB), with CODI shares experiencing an 8% increase following the announcement.
See More
