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

USA Rare Earth Is Burning Through Cash at $57 Million a Quarter. At That Rate, Here's How Long the Money Lasts.

USA Rare Earth (USAR) is burning through cash at an accelerating rate of $56.7 million in Q2 2026, up from $19 million in Q1. With $1.5 billion in cash on hand, the company has roughly 27 quarters of runway at current burn rates. However, accounting for capital expenditures ($108 million in H1 2026), a potential $300 million acquisition of Serra Verde, and ongoing construction of mining and magnet facilities, the company likely has only about three years of capital. USAR has access to $277 million in federal funding and $1.3 billion in secured financing capacity, providing additional financial flexibility.

08/28/2026, 1:30 PM • The Motley Fool

Here's What a $1,000 Bet on USA Rare Earth a Year Ago Looks Like Today

A $1,000 investment in USA Rare Earth (USAR) made a year ago would have grown 13% to approximately $1,140 today. Despite extreme volatility, all eight analysts covering the stock rate it a strong buy with a $37.50 price target. The company is developing rare-earth mining and production facilities to reduce U.S. dependence on Chinese supplies, but remains years away from profitability and meaningful output.

08/24/2026, 2:30 PM • The Motley Fool

Is USA Rare Earth Under $20 a Bargain or a Trap?

USA Rare Earth (USAR) trades around $18, down 50% from its 52-week high, but analyst Matt DiLallo argues it's not a bargain despite the discount. While the company has ambitious plans to become a global rare-earth leader through acquisitions like Serra Verde ($2.8B) and federal funding support ($1.6B), it faces significant challenges: only $5.8M in Q2 revenue, $46.3M operating loss, and substantial execution and financing risks. The $4.5B market cap appears expensive for a pre-revenue company years away from profitability.

08/21/2026, 6:34 AM • The Motley Fool

Top Rare-Earths Stocks Poised to Ride the U.S. Reshoring Wave

MP Materials and USA Rare Earth are positioned to benefit from U.S. government efforts to reshore rare-earth magnet production and reduce dependence on Chinese suppliers. Recent developments include a major DOD partnership with MP Materials securing a 10-year price floor and $1.55 billion in commitments, plus a $500 million Apple supply agreement. However, both companies face significant risks and reshoring success is not guaranteed.

08/07/2026, 10:05 AM • The Motley Fool

USA Rare Earth Announces Leadership Transition

USA Rare Earth announced a leadership transition with Barbara Humpton retiring as CEO on October 1, 2026, to be succeeded by Thras Moraitis, current CEO of Serra Verde Group. Michael Blitzer was elected Executive Chairman effective immediately. The changes follow the anticipated completion of USAR's combination with Serra Verde by end of August 2026, positioning the company to create the first fully integrated Western mine-to-magnet rare earth supply chain.

07/20/2026, 7:00 AM • GlobeNewswire

Here's Why Shares in USA Rare Earth Slumped 23% in June

USA Rare Earth's stock fell 23% in June due to three factors: an SEC filing revealing potential share overhang of 93.8 million shares (35.2% of outstanding stock), China's blacklisting of the company restricting access to Chinese technology and components, and a legal dispute with competitor MP Materials over alleged theft of proprietary technology.

07/05/2026, 8:16 AM • The Motley Fool

What Rare Earths Stock Can Best Deliver Gains From America's Reshoring Boom?

As the U.S. seeks to reduce dependence on China for rare-earth metals due to geopolitical concerns and national security needs, three companies are positioning themselves to capitalize on reshoring opportunities. MP Materials operates an established mine and processing facilities, USA Rare Earth is aggressively expanding through acquisitions and mine development, while TMC The Metals Company pursues a riskier undersea mining strategy. All three are long-term plays with varying risk profiles.

07/04/2026, 11:15 PM • The Motley Fool

Could Buying These 3 Rare Earth Stocks Make You Rich?

Three rare earth metal companies—TMC The Metals Company, USA Rare Earth, and MP Materials—are positioned to capitalize on growing demand for rare earth metals driven by renewable energy, AI, and electric vehicles, as well as supply diversification away from China. However, only MP Materials is currently profitable on an adjusted basis, making these high-risk investments suitable only for aggressive investors.

06/26/2026, 3:15 PM • The Motley Fool