UAMY

United States Antimony is rated Buy, with a $10-11 target, as the market overreacts to weak antimony prices and trailing revenue. Q2 volumes rose 26% YoY despite a 52% drop in realized antimony prices, indicating operational strength masked by commodity headwinds. A $245M government contract is ramping up, with revenue conversion just beginning and significant upside potential as deliveries accelerate.

"The Critical Minerals and ZEO Company" ~ Antimony, Gold, Tungsten, and Zeolite ~ DALLAS, TX / ACCESS Newswire / August 25, 2026 / United States Antimony Corporation ("USAC," "US Antimony," or the "Company"), (NYSE:UAMY)(NYSE Texas:UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, is pleased to announce the successful continuation of mining operations at its Stibnite Hill property in Thompson Falls, Montana. Since resuming mining operations this past spring in April, USAC has continued to advance its domestic antimony mining program at Stibnite Hill in Montana.

Something is definitely going on with critical-mineral stocks today. USA Rare Earth (NASDAQ:USAR) stock is down 5% to $18.26 in Monday midday trading, even after the company cleared a major closing condition for its Serra Verde acquisition with heavy U.S.

United States Antimony (NYSE:UAMY) stock is up 8% midday Wednesday to $5.63 after the board authorized a share repurchase program of up to $100 million.

"The Critical Minerals and ZEO Company" ~ Antimony, Gold, Tungsten, and Zeolite ~ DALLAS, TX / ACCESS Newswire / August 19, 2026 / United States Antimony Corporation ("USAC," "US Antimony," or the "Company"), (NYSE:UAMY)(NYSE Texas:UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, announced today that the Company's Board of Directors has approved and authorized a share repurchase program under which the Company may repurchase up to $100 million of its existing and outstanding common stock. Repurchases under the program may be made in the open market, in privately negotiated transactions, or otherwise, with the amount and timing of repurchases to be determined at the discretion of the Company's Finance Committee as authorized by the Board of Directors, depending on market conditions and corporate needs.

The critical-minerals theme has a compelling strategic foundation, but strategic importance doesn't automatically translate into attractive stock returns.

Shares of United States Antimony (NYSE:UAMY) are plunging Wednesday afternoon, with UAMY stock down 25% to $4.92 after the domestic antimony producer slashed its full-year 2026 revenue guidance.

United States Antimony NYSE: UAMY reported lower second-quarter revenue as antimony selling prices declined sharply from a year earlier, while the company expanded volumes, built inventory for government deliveries and advanced mining and processing projects in North America.

United States Antimony Corporation (UAMY) Q2 2026 Earnings Call Transcript

Second Quarter 2026 Revenues of $7.9 Million; Net Income of $0.1 Million Antimony pounds sold up 26% in the quarter (exclusive of DLA) Zeolite revenues grew 110% year-over-year Antimony Inventory up 178% from year-end Working Capital Doubled to $70.0 Million from $35.0 Million at March 31, 2026 Positioned for a Stronger Second Half as DLA Shipments Continue to Increase "The Critical Minerals and ZEO Company" ~ Antimony, Gold, Tungsten, and Zeolite ~ DALLAS, TX / ACCESS Newswire / August 11, 2026 / United States Antimony Corporation ("USAC," "US Antimony Corporation," or the "Company") (NYSE:UAMY)(NYSE Texas:UAMY), a leading producer and processor of antimony, zeolite, and other critical minerals, and the only fully integrated antimony company in the world outside of China and Russia, today reported its financial and operating results for the second quarter and six months ended June 30, 2026. Second Quarter 2026 Highlights Revenue of $7.9 million, compared to revenue of $10.5 million in the 2025 quarter.