
China's export-control pause on rare-earth materials is set to expire Nov. 10. The U.S. is investing heavily in re-establishing rare-earth and permanent-magnet supply chains.
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals. The company is headquartered in Stillwater, Oklahoma.
| Revenue (TTM) | $13.16M |
| Gross Profit (TTM) | $-1.28M |
| EBITDA | $-107.55M |
| Operating Margin | -796.00% |
| Return on Equity | -23.60% |
| Return on Assets | -4.45% |
| Revenue/Share (TTM) | $0.08 |
| Book Value | $10.37 |
| Price-to-Book | 1.09 |
| Price-to-Sales (TTM) | 234.39 |
| EV/Revenue | 95.04 |
| EV/EBITDA | 28.04 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 0.00% |
| Shares Outstanding | $375.08M |
| Float | $182.19M |
| % Insiders | 33.65% |
| % Institutions | 37.80% |
Volatility is currently expanding

China's export-control pause on rare-earth materials is set to expire Nov. 10. The U.S. is investing heavily in re-establishing rare-earth and permanent-magnet supply chains.

STILLWATER, Okla., Nov. 02, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (the Company), today announced that it will release financial results for the quarterly period ended September 30, 2026, after U.S. markets close on Monday, November 9, 2026. Additionally, the Company will host a conference call that afternoon to discuss the results and related matters.

USAR is set to report a Q3 loss despite expected revenues of $6.5 million, as elevated raw material costs and rising expenses weigh on performance.

Rare earth stocks are sliding on a risk-off day, and Critical Metals Corp. (NASDAQ:CRML) carries an extra burden as new shares from its European Lithium deal head toward the market. Critical Metals stock trades at $7.

Buying in critical minerals stocks is spreading across the group, lifting an antimony producer, a domestic rare earth magnet builder and a Greenland-focused developer together. United States Antimony (NYSE:UAMY) stock is at $3.

USA Rare Earth has potential to deliver significant upside. The capital intensity of mining and competition from other rare-earth miners make it unlikely that USA Rare Earth will grow into a $380 billion company.

European Lithium holders voted heavily for a takeover that would give their acquirer full control of a Greenland rare earth project, and shares of the buyer are sliding anyway. Critical Metals (NASDAQ:CRML) stock is at $6.

USA Rare Earth could play an important role in America's push to reduce reliance on minerals from China. The stock remains risky even after big sell-offs, but it could be worth a close look for certain investors.

Japan has told Washington it is “months” from running out of yttrium, a rare earth used in jet engines and chipmaking equipment, and has asked the US to help push China to ease its export restrictions.

Antimony is trading on its own story as the critical minerals complex splits in two. United States Antimony (NYSEAMERICAN:UAMY) shares are up 11% to $3.18, breaking clearly from the rare earth names around it.
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