Business overview
USA Rare Earth, Inc. operates as a vertically integrated domestic producer of rare earth elements and critical minerals. The company focuses on the development, extraction, and processing of materials essential for modern technology and defense applications.
Valuation
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Update log
| Date | News | Impact |
|---|---|---|
| 9/10/2026 | USA Rare Earth, Inc. completed the acquisition of Serra Verde, adding the Pela Ema mine in Brazil to its existing operations. | |
| 9/10/2026 | USA Rare Earth shares fell amid market reaction to shifting U.S.-China diplomatic relations impacting the rare earth sector. | |
| 9/9/2026 | Yahoo Finance | |
| 9/9/2026 | Yahoo Finance | |
| 9/8/2026 | Why USA Rare Earth Stock Surged 19.2% Last Month Yahoo Finance | Yahoo Finance |
| 9/7/2026 | Yahoo Finance | |
| 9/5/2026 | Yahoo Finance | |
| 9/4/2026 | REGISTRATION RIGHTS AGREEMENT, DATED SEPTEMBER 3, 2026, BY AND AMONG USAR, SERRA VERDE RARE EARTHS LTD., AS THE SELLER REPRESENTATIVE, AND CERTAIN SVRE SHAREHOLDERS — Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Unregistered sale of securities · Officer / director departure or appointment · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 9/4/2026 | UNAUDITED PRO FORMA CONDENSED COMBINED FINANCIAL INFORMATION OF USAR AS OF AND FOR THE SIX MONTHS ENDED JUNE 30, 2026 AND FOR THE YEAR ENDED DECEMBER 31, 2025 — Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Unregistered sale of securities · Officer / director departure or appointment · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 9/4/2026 | Yahoo Finance | |
| 9/4/2026 | AMENDMENT NO. 2 TO AGREEMENT AND PLAN OF MERGER, DATED SEPTEMBER 3, 2026 — Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Unregistered sale of securities · Officer / director departure or appointment · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 9/4/2026 | BOARD APPOINTMENT AGREEMENT, DATED SEPTEMBER 3, 2026, BY AND BETWEEN USAR AND VB (RARE EARTHS) LIMITED — Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Unregistered sale of securities · Officer / director departure or appointment · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 9/4/2026 | Yahoo Finance | |
| 9/4/2026 | Entry into a material agreement · Completed acquisition or disposition · Material new financial obligation · Unregistered sale of securities · Officer / director departure or appointment · Regulation FD disclosure · Other material events · Financial statements and exhibits | |
| 9/2/2026 | Yahoo Finance | |
| 9/2/2026 | Yahoo Finance | |
| 9/1/2026 | Yahoo Finance | |
| 8/31/2026 | FORM 8-K - ITEM 5.07 — Shareholder vote | |
| 8/29/2026 | Event outcome: Unknown event_outcome | Merger closing following stockholder meeting — While USA Rare Earth, Inc. scheduled a special stockholder meeting for August 28, 2026, to vote on the proposed merger with SVRE Holdings Ltd., there is no public confirmation available as of August 29, 2026, regarding the outcome of the vote or the formal closing of the merger. |
| 8/28/2026 | Yahoo Finance | |
| 8/28/2026 | Yahoo Finance | |
| 8/28/2026 | Prediction: USA Rare Earth Doubles Before 2028 Yahoo Finance | Yahoo Finance |
| 8/25/2026 | Timing improves on major government-backed funding catalyst AI review | The timing score rose significantly due to the successful completion of an upsized $1.55 billion government-backed special purpose vehicle (SPV) funding. This concrete event triggered the catalysts pillar, as it secures essential capital for the Serra Verde offtake agreement and provides a clear operational milestone. |
| 8/24/2026 | Yahoo Finance | |
| 8/24/2026 | PRESS RELEASE, DATED AUGUST 24, 2026, ISSUED BY SERRA VERDE — Other material events · Financial statements and exhibits | |
| 8/24/2026 | Other material events · Financial statements and exhibits | |
| 8/24/2026 | PRESS RELEASE, DATED AUGUST 24, 2026, ISSUED BY USA RARE EARTH, INC — Other material events · Financial statements and exhibits | |
| 8/24/2026 | Yahoo Finance | |
| 8/24/2026 | Yahoo Finance | |
| 8/24/2026 | Yahoo Finance | |
| 8/21/2026 | Is USA Rare Earth Under $20 a Bargain or a Trap? Yahoo Finance | Yahoo Finance |
| 8/21/2026 | Yahoo Finance | |
| 8/18/2026 | Yahoo Finance | |
| 8/17/2026 | Yahoo Finance | |
| 8/14/2026 | USA Rare Earth stock is rising alongside other rare earth sector players following news of new tariffs on drone imports and broader industry support. | |
| 8/14/2026 | Yahoo Finance | |
| 8/14/2026 | Yahoo Finance | |
| 8/13/2026 | Event outcome: Confirmed event_outcome | Second quarter 2026 financial results release and conference call — USA Rare Earth, Inc. released its second quarter 2026 financial results and held its scheduled conference call on August 10, 2026. The company reported quarterly revenue of $5.82 million and an adjusted net loss of $33.5 million, or 15 cents per share, missing analyst expectations. |
| 8/12/2026 | Event outcome: Confirmed event_outcome | USA Rare Earth, Inc. — quarterly earnings release — USA Rare Earth, Inc. (NASDAQ: USAR) released its financial and operational results for the second quarter ended June 30, 2026, on August 10, 2026, as scheduled. The company reported quarterly revenue of approximately $5.8 million and a net loss attributable to common stockholders of $10.3 million, or $0.05 per share. |
| 8/11/2026 | USA Rare Earth Inc Q2 2026 Earnings Call Summary Yahoo Finance | Yahoo Finance |
| 8/11/2026 | Rating revision: Rating 2 → Rating 3 AI review | The company's significant cash burn of $183 million in the first half of the year against minimal revenue highlights substantial financial execution risks. While the strategic focus on a non-China supply chain remains important, the revenue miss and market volatility justify a more conservative rating. Consequently, the rating is downgraded to reflect the heightened operational and fiscal pressures currently facing the company. |
| 8/11/2026 | Yahoo Finance | |
| 8/11/2026 | Yahoo Finance | |
| 8/11/2026 | USA Rare Earth Q2 Earnings Call Highlights Yahoo Finance | Yahoo Finance |
| 8/11/2026 | USA Rare Earth Burned $183 Million in Cash This Half Yahoo Finance | Yahoo Finance |
| 8/10/2026 | EXHIBIT 10.10 - KRONENFELD, DAVID SEPARATION AGREEMENT — Period: 2026-06-30 | |
| 8/10/2026 | Rating revision: Rating 3 → Rating 2 AI review | The acquisition of the Serra Verde Group and the receipt of $1.60 billion in CHIPS Act funding significantly de-risk the company's long-term supply chain and infrastructure expansion. While the company missed revenue estimates for the second quarter, the strategic scaling of manufacturing capabilities warrants an improvement in the rating. The new capital provides the necessary runway to advance toward a more stable production profile. |
| 8/10/2026 | Yahoo Finance | |
| 8/10/2026 | Yahoo Finance | |
| 8/10/2026 | Yahoo Finance | |
| 8/10/2026 | EXHIBIT 32.1 - CEO AND CFO 906 CERTIFICATION — Period: 2026-06-30 | |
| 8/10/2026 | FORM 8-K - ITEM 2.02 — Results of operations released · Financial statements and exhibits | |
| 8/10/2026 | EXHIBIT 99.1 - Q2'2026 EARNINGS RELEASE — Results of operations released · Financial statements and exhibits | |
| 8/10/2026 | FORM 10-Q Q2'2026 — Period: 2026-06-30 | |
| 8/7/2026 | Completed acquisition or disposition · Financial statements and exhibits | |
| 8/6/2026 | Yahoo Finance | |
| 8/3/2026 | Rating revision: Rating 4 → Rating 3 AI review | The company has demonstrated progress in executing its mine-to-magnet strategy through the acquisition of Serra Verde and strategic partnerships in Europe. These milestones significantly de-risk the previously speculative infrastructure development phase, justifying an upgrade to a speculative rating. While volatility and market competition remain, the firm is successfully building a robust, integrated supply chain network. |
| 7/30/2026 | The article discusses USA Rare Earth as an investment option compared to Freeport-McMoRan. | |
| 7/24/2026 | USA Rare Earth and its subsidiary LCM Europe have agreed to acquire a minority stake in France-based Carester to access output from its Caremag facility. | |
| 7/24/2026 | The article evaluates the stock performance and market valuation of USA Rare Earth in the context of its integrated supply chain push. | |
| 7/24/2026 | USA Rare Earth is expanding its mine-to-magnet strategy through the acquisition of Serra Verde. | |
| 7/23/2026 | USA Rare Earth has formalized a strategic investment in Carester, strengthening its midstream rare earth platform in Europe and connecting it to feedstock from Serra Verde and Round Top. | |
| 6/8/2026 | Trabuco Carolyn (Dir) — Sell -$295,984 Insider Form 4 | S - Sale transaction of -13,000 shares at $22.77 |
| 5/14/2026 | FORM 10-Q Q1'2026 — Period: 2026-03-31 | |
| 3/30/2026 | EXHIBIT 99.1 - Q4'2025 EARNINGS RELEASE — Results of operations released · Financial statements and exhibits | |
| 1/29/2026 | Blitzer Michael (Dir) — Buy +$2,143,860 Insider Form 4 | P - Purchase transaction of +100,000 shares at $21.44 |
| 1/29/2026 | Trabuco Carolyn (Dir) — Buy +$29,379 Insider Form 4 | P - Purchase transaction of +1,300 shares at $22.60 |
| 11/6/2025 | EXHIBIT 99.1 - Q3'2025 EARNINGS RELEASE — Results of operations released · Financial statements and exhibits | |
| 11/6/2025 | FORM 10-Q Q3'2025 — Period: 2025-09-30 | |
| 8/13/2025 | Blitzer Michael (Dir, 10%) — Sell -$32,946,622 Insider Form 4 | S - Sale+OE transaction of -2,091,849 shares at $15.75 |
| 8/11/2025 | FORM 10-Q Q2'2025 — Period: 2025-06-30 | |
| 6/30/2022 | OFFSHORE PATROL CUTTER (OPC) STAGE 2 CONTRACT: DETAILED DESIGN AND PRODUCTION (DD&P) OF 11 OPCS. | |
| 10/16/2018 | EXPEDITIONARY FAST TRANSPORT (EPF) 13 | |
| 6/23/2017 | CONSTRUCTION OF LCS FLIGHT 0+ SHIP | |
| 12/29/2010 | BASIC CONTRACT | |
| 1/31/2008 | PHASE I: PRELIMINARY CONCEPT DESIGN FOR THE JOINT HIGH SPEED VESSEL. |