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USAR Overview

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$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
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0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
22.700
Open
22.270
VWAP
21.16
Vol
22.30M
Mkt Cap
4.78B
Low
19.885
Amount
471.91M
EV/EBITDA(TTM)
--
Total Shares
228.52M
EV
3.04B
EV/OCF(TTM)
--
P/S(TTM)
--
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.
Show More

Events Timeline

(ET)
2026-06-04
11:00:00
USA Rare Earth Signs Agreements with Commerce Department, Unlocks Up to $1.6B in Funding
select
2026-06-02 (ET)
2026-06-02
09:50:00
USA Rare Earth to Establish Magnet Manufacturing Facility in South Carolina
select
2026-06-01 (ET)
2026-06-01
05:30:00
USA Rare Earth Plans Over €175M Investment in France
select
2026-05-21 (ET)
2026-05-21
14:50:00
USA Rare Earth Inc Shares Rise 7.73%
select

News

PRnewswire
7.5
12:55 PMPRnewswire
REalloys Secures Rare Earth Resource Agreement
  • Priority Resource Access: REalloys has signed an agreement with Patriot Exploration & Mining, granting it preferential access to 30% of a 2 billion-ton rare earth resource in the Appalachian region, which is crucial for supporting the domestic supply chain ahead of the Pentagon's 2027 ban on Chinese materials.
  • Production Capacity Enhancement: The company is investing approximately $20.6 million in Saskatchewan, expected to increase neodymium-praseodymium output by 25% and double dysprosium and terbium production, thereby solidifying its leadership in the North American rare earth processing market.
  • Strategic Partnership Expansion: A 15-year offtake agreement with Critical Metals Corp. secures REalloys 15% of production from the Tanbreez project in Greenland, enhancing its competitive edge in the global rare earth supply chain, particularly in heavy rare earths.
  • Increased Policy Support: The U.S. Department of Energy has allocated $67 million this week for rare earth extraction projects, reflecting the government's commitment to building a domestic supply chain, as REalloys actively positions itself to meet defense demands and secure future market share.
Globenewswire
8.5
06-09Globenewswire
Ares Strategic Mining: The Only Permitted Fluorspar Miner in the U.S.
  • Mineral Significance: Fluorspar is a critical raw material in the modern industrial economy, used in refrigerants, fluoropolymers, and aluminum smelting, with nearly all of the 445 tons consumed in the U.S. in 2024 being imported, highlighting the vulnerability of domestic supply chains.
  • Mining Development Progress: Ares Strategic Mining has commenced operations at its Lost Sheep mine in Utah, with several thousand tons of fluorspar ore mined and stockpiled in preparation for processing, marking a significant transition from development to production.
  • Financing and Expansion Plans: The company filed a US$100 million base shelf registration with the SEC in June 2026 to support its mine construction and production expansion, while also planning to list on Nasdaq to enhance market visibility.
  • Government Contract Support: Ares secured a five-year contract with the U.S. Department of Defense, potentially worth up to US$250 million, which not only boosts the company's market position but also reflects the government's increasing focus on domestic fluorspar supply chain security.
Newsfilter
8.5
06-09Newsfilter
Ares Strategic Mining: The Only Permitted Fluorspar Miner in the U.S.
  • Fluorspar Market Potential: The U.S. consumes about 445 tons of fluorspar annually, relying almost entirely on imports, while Ares Strategic Mining operates the only permitted fluorspar mine at Lost Sheep in Utah, addressing a critical gap in the domestic supply chain with significant strategic implications.
  • Capital Raising Plans: On June 8, 2026, the company filed a $100 million base shelf registration with the SEC to support its transition from development to sustained production, reflecting its ambitious growth strategy.
  • Defense Department Contract: Ares secured a five-year Indefinite Delivery/Indefinite Quantity contract with the U.S. Department of Defense, potentially worth up to $250 million in future orders, enhancing its market position in the critical minerals sector.
  • Production Targets: The company aims for an annual output of approximately 45,400 to 54,500 tons of final products, and while it has not yet achieved commercial production, these targets offer investors long-term growth potential.
Fool
8.5
06-08Fool
U.S. Faces Critical Vulnerability in Rare Earth Supply Chain
  • Market Control: Research by The Motley Fool indicates that China controls up to 90% of rare earth element processing, creating significant vulnerabilities in the U.S. supply chain, prompting government action to enhance domestic mining and processing capabilities.
  • Government Investment: The U.S. government has invested in MP Materials and USA Rare Earth, with the former securing a 10-year agreement with the Department of Defense to purchase neodymium-praseodymium products at $110 per kilogram, providing price protection and enhancing market competitiveness.
  • Production Capacity Growth: In Q1, MP Materials produced 917 metric tons of NdPr and sold 1,006 metric tons, representing year-over-year increases of 63% and 117%, while adjusted EBITDA improved from negative $2.7 million to positive $36.6 million, indicating strong business growth potential.
  • Strategic Acquisition Moves: USA Rare Earth recently acquired Serra Verde Group for $2.8 billion and plans to develop the Round Top deposit in Texas, which, despite being in early stages, could provide significant growth opportunities due to its rich heavy rare earth element resources.
NASDAQ.COM
8.5
06-08NASDAQ.COM
U.S. Rare Earth Supply Chain Vulnerability Intensifies
  • Dependence on China: The U.S. relies on China for 90% of rare earth processing, creating significant supply chain vulnerabilities that necessitate bolstering domestic production capabilities to ensure national security and economic stability.
  • Government Investment: The U.S. government has invested in MP Materials and USA Rare Earth to expand their mining and processing capabilities, with MP Materials securing a 10-year purchase agreement with the DoD at $110 per kilogram for NdPr products, enhancing its market competitiveness.
  • Production Capacity Growth: In Q1, MP Materials produced 917 metric tons of NdPr and sold 1,006 metric tons, representing year-over-year increases of 63% and 117%, while its EBITDA improved from negative $2.7 million to positive $36.6 million, indicating a strong financial recovery.
  • Market Competition Landscape: While MP Materials holds a first-mover advantage in the rare earth sector, USA Rare Earth is actively expanding its market share through acquisitions and the development of the Round Top deposit, potentially positioning itself as a significant competitor in the future.
PRnewswire
8.5
06-08PRnewswire
Quantum Space Enters Definitive Merger Agreement with Inflection Point Acquisition Corp.
  • Merger Agreement Signed: Quantum Space has entered into a definitive business combination agreement with Inflection Point Acquisition Corp. VI, expected to close in Q4 2026, with a post-merger valuation of approximately $1.2 billion, enhancing its competitive position in the orbital economy.
  • Significant Market Opportunities: Quantum Space has secured six contracts and pending proposals with the U.S. national security space enterprise, with an estimated unweighted value exceeding $5 billion, indicating strong demand and market traction in defense and commercial sectors.
  • Technological Innovation Edge: The flagship Ranger platform boasts over 4,000 kg of fuel capacity and a 15-year operational life, projected to achieve missions in geosynchronous orbit and beyond at up to 70% lower costs than conventional architectures, enhancing its technological competitiveness in the aerospace sector.
  • Strategic Investment Support: The transaction includes approximately $253 million in trust account funds and a $300 million convertible PIPE investment, which will fund accelerated production of the Ranger platform and expansion of manufacturing facilities, further solidifying its market position in national security and commercial missions.
Wall Street analysts forecast USAR stock price to rise
5 Analyst Rating
Wall Street analysts forecast USAR stock price to rise
5 Buy
0 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
15.00
Averages
22.75
High
28.00
Current: 0.000
sliders
Low
15.00
Averages
22.75
High
28.00
Roth Capital
Buy
maintain
$40
AI Analysis
2026-06-04
Reason
Roth Capital
Price Target
$40
AI Analysis
2026-06-04
maintain
Buy
Reason
Roth Capital notes that USA Rare Earth announced execution of direct funding agreements and a 15-year senior secure loan with the Department of Commerce. The firm, which believes calendar year 2026 combined public and private funding of about $3.5B is sufficient to establish a vertically integrated domestic mine-to-magnet supply chain, maintains a Buy rating and $40 price target on the shares.
Cantor Fitzgerald
Derek Soderberg
NULL
to
Overweight
maintain
$35 -> $40
2026-06-04
Reason
Cantor Fitzgerald
Derek Soderberg
Price Target
$35 -> $40
2026-06-04
maintain
NULL
to
Overweight
Reason
Cantor Fitzgerald analyst Derek Soderberg yesterday afternoon raised the firm's price target on USA Rare Earth to $40 from $35 and keeps an Overweight rating on the shares. The target bump followed USA Rare Earth's execution of agreements with the U.S. Department of Commerce to unlock access to up to $1.6B in funding under the Department of Commerce's CHIPS Program.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for USAR
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Valuation Metrics

The current forward P/E ratio for USA Rare Earth Inc (USAR.O) is 0.00, compared to its 5-year average forward P/E of -36.54. For a more detailed relative valuation and DCF analysis to assess USA Rare Earth Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PE
-36.54
Current PE
0.00
Overvalued PE
-17.50
Undervalued PE
-55.58

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
-61.58
Current EV/EBITDA
-0.86
Overvalued EV/EBITDA
-19.85
Undervalued EV/EBITDA
-103.30

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average PS
87.97
Current PS
8.12
Overvalued PS
177.46
Undervalued PS
-1.52

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Whales Holding USAR

A
Alyeska Investment Group, L.P.
Holding
USAR
+5.57%
3M Return

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Frequently Asked Questions

What is USA Rare Earth Inc (USAR) stock price today?

The current price of USAR is 20.9 USD — it has decreased -5.9

What is USA Rare Earth Inc (USAR)'s business?

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.

What is the price predicton of USAR Stock?

Wall Street analysts forecast USAR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for USAR is22.75 USD with a low forecast of 15.00 USD and a high forecast of 28.00 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.

What is USA Rare Earth Inc (USAR)'s revenue for the last quarter?

USA Rare Earth Inc revenue for the last quarter amounts to 5.70M USD, decreased

What is USA Rare Earth Inc (USAR)'s earnings per share (EPS) for the last quarter?

USA Rare Earth Inc. EPS for the last quarter amounts to -0.34 USD, decreased -154.84

How many employees does USA Rare Earth Inc (USAR). have?

USA Rare Earth Inc (USAR) has 132 emplpoyees as of June 10 2026.

What is USA Rare Earth Inc (USAR) market cap?

Today USAR has the market capitalization of 4.78B USD.