USAR
USA RARE EARTH-A (USAR)
NASDAQ
$9.32-$0.01 (-0.14%)
Price as of Oct 23, 2026 8:00 PM EDT
  • $3.6B
    Market Cap
  • -60.42%
    1-Year Change
  • Other Industrial Metals & Mining
    Industry

Key Performance

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  • Earnings Score: N/A
  • Momentum Score: 36
  • True Yield: N/A
  • Financial Health Score: N/A
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Latest Research & News

Could Investing $10,000 in USA Rare Earth Make You a Millionaire?

While USA Rare Earth has potential as a rare-earth mining company with domestic supply chain advantages, a $10,000 investment is unlikely to turn into $1 million. The company would need to reach a $380 billion valuation to deliver a 100-fold return, which is unrealistic given market demand constraints and competition from MP Materials. However, the stock could still provide solid long-term returns as part of a diversified portfolio.

10/23/2026, 9:05 AM • The Motley Fool

Is USA Rare Earth Stock a Once-in-a-Generation Reshoring Opportunity?

USA Rare Earth (USAR) is positioned to help the U.S. reduce reliance on Chinese rare-earth minerals amid geopolitical tensions. While China's export bans demonstrate real demand for domestic sourcing, USAR remains a high-risk, pre-revenue business (excluding recent Brazil acquisition). The stock has fallen 74% from its October 2025 peak but may offer compelling risk-reward for investors betting on critical minerals reshoring, with the company targeting $1.8B in EBITDA by 2030.

10/22/2026, 10:30 AM • The Motley Fool

USA Rare Earth: Millionaire Maker or Market Hype? The Honest Truth.

USA Rare Earth, a U.S.-based rare-earth mining company with government backing of up to $1.6 billion, aims to build a vertically integrated supply chain from mining to magnet manufacturing. While the company has valuable assets including the Round Top deposit in Texas and strong government support, it remains unprofitable and pre-revenue. The article concludes that while USA Rare Earth has potential, calling it a 'millionaire maker' is premature given it hasn't yet proven operational success or profitability.

10/19/2026, 8:30 AM • The Motley Fool

MP Materials vs. USA Rare Earth: Which Rare Earth Stock Is the Better Buy?

MP Materials and USA Rare Earth offer complementary but distinct investment profiles in the rare earth sector. MP Materials represents a lower-risk option with an operational mine, secured customer contracts (including a 10-year DoD agreement), and an established magnet production facility. USA Rare Earth offers higher-risk/higher-return potential, focusing on heavy rare-earth elements and planning to commission its Round Top mine in 2028, but faces greater operational challenges and smaller customer commitments. The market's valuation disparity reflects skepticism about USA Rare Earth's ability to achieve its ambitious revenue and cash flow targets.

10/17/2026, 9:55 AM • The Motley Fool

What $10,000 Invested in USA Rare Earth 1 Year Ago Is Worth Today

USA Rare Earth stock has declined significantly over the past year, with a $10,000 investment from October 2025 now worth approximately $5,300—a 47% loss. The stock peaked last October amid geopolitical optimism and federal support prospects, but enthusiasm faded after a U.S.-China trade truce and as investors realized the substantial capital requirements for the company's mine-to-magnet ambitions. The author recommends rare-earth ETFs over direct investment in USA Rare Earth.

10/11/2026, 2:03 PM • The Motley Fool

I'm Not Buying USA Rare Earth Yet. Here's the 1 Thing I'm Waiting to See.

Despite strong political support for domestic rare-earth production and a recent U.S.-China trade agreement addressing supply chain concerns, analyst Scott Levine remains cautious about USA Rare Earth stock. While the company's Round Top deposit in Texas is promising and has secured 30 potential customers, Levine is waiting for the completion of the definitive feasibility study (expected early 2027) before investing, citing the project's current speculative nature.

10/01/2026, 7:15 AM • The Motley Fool

MP Materials and USA Rare Earth Rallied on a Greenland Deal Neither Company Has Any Exposure To. Here's the Reality Check.

MP Materials and USA Rare Earth stocks surged on news of a U.S.-Denmark-Greenland defense agreement, but neither company has any assets or direct exposure to Greenland's rare-earth resources. The real beneficiaries are Critical Metals Corp. and REalloys, which have active projects in Greenland. Both MP Materials and USA Rare Earth have solid long-term growth prospects through their mine-to-magnet strategies, but these are independent of the Greenland deal.

09/30/2026, 5:30 AM • The Motley Fool

USA Rare Earth Is Breaking Ground on Its $1.2 Billion South Carolina Facility. Is It Time to Buy the Critical Minerals Stock?

USA Rare Earth announced groundbreaking on its $1.2 billion South Carolina facility to expand production of rare-earth elements and permanent magnets, aiming to reduce U.S. dependence on China. The company targets 10,000 metric tons annually each of magnets and strip-cast metal by 2029 through its South Carolina and Oklahoma facilities. However, the stock remains high-risk as the company scales operations and relies on CHIPS Act funding that dilutes equity investors.

09/24/2026, 9:30 AM • The Motley Fool

Should You Ignore MP Materials and Buy This Rare-Earth Stock Instead?

MP Materials and USA Rare Earth represent different investment approaches to securing domestic rare-earth supply. MP Materials focuses on light rare-earth elements and is operationally advanced with existing magnet production and major customers. USA Rare Earth targets high-value heavy rare-earth elements with greater strategic importance but higher execution risk, as it's earlier in its production ramp. The article suggests a diversified approach holding both stocks may be optimal for rare-earth sector exposure.

09/12/2026, 1:13 PM • The Motley Fool

Why USA Rare Earth Stock Surged 19.2% Last Month

USA Rare Earth stock gained 19.2% in August, driven primarily by the announcement of a $1.55 billion government-backed special purpose vehicle deal to support its acquisition of Brazilian rare-earth mining company Serra Verde. The company's Q2 earnings missed expectations, but the subsequent completion of the Serra Verde acquisition in September transformed its financial profile and positioned it for rapid scaling in the critical minerals sector.

09/08/2026, 7:16 AM • The Motley Fool

Here's Why USA Rare Earth Is a Buy Before Its Next Earnings Report

USA Rare Earth is positioned for significant growth following its pending acquisition of Serra Verde, a Brazilian rare-earth mine expected to generate $550-650 million in annualized EBITDA by end of 2027. The acquisition, which should close before the next earnings report in early November, includes a 15-year government-backed purchase agreement with price protections, potentially transforming USA Rare Earth from a pre-revenue company into one with substantial cash flow.

09/05/2026, 10:30 AM • The Motley Fool

USA Rare Earth Completes Combination with Serra Verde Group

USA Rare Earth (Nasdaq: USAR) completed its combination with Serra Verde Group on September 3, 2026, creating one of the only fully integrated rare earth and permanent magnet platforms outside Asia. Serra Verde's Brazilian mining and processing operation is expected to reach approximately 4,000 tons per annum of rare earth oxide production by end of 2026, with Phase 2 expansion targeting 6,400 tpa. Industry veterans Sir Mick Davis and Thras Moraitis joined the board, with Moraitis set to become CEO on October 1, 2026.

09/04/2026, 7:00 AM • GlobeNewswire

$10,000 in USA Rare Earth Stock at Its High Is Worth About $4,650 Today

USA Rare Earth (USAR) stock has declined over 53% from its October 2025 peak, with a $10,000 investment at that high now worth approximately $4,650. Despite government backing (10% stake) and a planned $2.8 billion acquisition of Brazilian rare-earth specialist Serra Verde, the company remains early-stage with only $11.5 million in revenue for the first half of 2026 and a $4.4 billion market cap. Analysts view it as a speculative bet with growth potential but significant risks.

09/02/2026, 9:08 AM • The Motley Fool

USA Rare Earth Sits on $1.5 Billion in Cash and Almost No Revenue. Here's How to Value That

USA Rare Earth, which went public via SPAC merger in 2025, holds $1.53 billion in cash but generated only $5.8 million in Q2 revenue. With a $4.4 billion market cap, the company is positioned to benefit from U.S. efforts to reduce reliance on China for critical minerals. The planned $2.8 billion acquisition of Brazilian rare-earth specialist Serra Verde, backed by $1.55 billion in DoD support, is expected to drive significant growth, with projections of $550-650 million EBITDA by end of 2027 and $1.8 billion by 2030.

09/01/2026, 6:37 AM • The Motley Fool

Prediction: USA Rare Earth Doubles Before 2028

USA Rare Earth (USAR) is positioned to benefit significantly starting in 2027 when Chinese rare-earth magnets will be barred from U.S. military systems. The company owns Round Top, one of the largest rare-earth deposits in the U.S., and is building magnet factories in Oklahoma and South Carolina. While the mine won't be operational until 2028, defense contractors are expected to lock in future supply agreements before the 2027 mandate takes effect, potentially driving the stock higher from its current depressed levels.

08/28/2026, 2:05 PM • The Motley Fool

Peers

Statistics

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Day Range
$9.26
$9.58
$9.33
1-Year Range
$9.33
$30.70
$9.33
Latest Close$9.33
Change
-$0.30 (-3.22%)
Volume9,691,565
Market Cap$3.6B
Shares Outstanding375.4M
P/E (TTM)-5.44
Diluted EPS (TTM)-$1.77
Enterprise Value$2.1B

Information as of 10/23/2026

Company Profile

USA RARE EARTH INC
USA RARE EARTH INC
https://www.usare.com
$3.6B
Market Cap
-$284.2M
Net Income
Sector: Basic Materials
Industry: Other Industrial Metals & Mining
100 West Airport Road, Stillwater, OK, United States, 74075
813 867 6155

USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia. It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, oxides, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. It products are used in aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, healthcare, and numerous industrial sectors. It has a hydrometallurgical demonstration facility in Wheat Ridge, Colorado. USA Rare Earth, Inc. has a strategic partnership with Pasqal and Riven Systems to develop next-generation separation technology for the rare earth value chain. USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahoma.

Key Executives

  • William Robert Steele Jr.
  • Barbara W. Humpton
  • David Kronenfeld
  • Michael Blitzer
  • Thrasyvoulos Moraitis

Current Ownership Distribution

  • Institutions415.2M (65.33%)
  • Mutual Funds146.7M (23.09%)
  • Insiders73.6M (11.58%)
  • Other0 (0.00%)