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) | $7.34M |
| Gross Profit (TTM) | 301,000 |
| EBITDA | $-72.24M |
| Operating Margin | -644.00% |
| Return on Equity | -44.80% |
| Return on Assets | -4.27% |
| Revenue/Share (TTM) | $0.06 |
| Book Value | $3.33 |
| Price-to-Book | 2.50 |
| Price-to-Sales (TTM) | 592.57 |
| EV/Revenue | 400.4 |
| EV/EBITDA | 28.04 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 0.00% |
| Shares Outstanding | $244.66M |
| Float | $191.45M |
| % Insiders | 16.14% |
| % Institutions | 50.58% |
Volatility is currently contracting
Critical minerals stocks are ripping higher this morning on the back of a powerful macro catalyst: unprecedented direct US military-industrial integration. On July 7th, the US Army said it has selected REalloys (ALOY) to build and operate the first-ever commercial critical mineral processing facility directly on a US military installation.
USA Rare Earth, Inc. is positioned as a future rare earth industry leader with a developing mine-to-magnet supply chain. The company now plans to control 2 rare earth mines by the end of the decade. The business is forecast to throw off $1.8+ billion in adjusted EBITDA by FY29 when expansion plans are fully operational, while the Serra Verde mine adds $600 million in 2028.
Among the various corners of the stock market, few have attracted as much attention as rare-earth element companies. This comes as the global economy looks to loosen China's grip on this market by investing in non-Chinese supply chains.
The physical economy is undergoing a structural shift. The global race to secure critical minerals sits squarely at the center of this transformation.
USA Rare Earth remains a Strong Buy, driven by rapid midstream buildout and significant government funding de-risking execution. USAR secured $1.6 billion in low-cost government funding, and with $1.7 billion in cash, USAR is now very well-capitalized. Serra Verde is expected to deliver $550–$650 million annualized EBITDA by 2027, with USAR trading at a 24% EV/EBITDA discount to sector averages.
USA Rare Earth, Inc. (USAR) Presents at J.P. Morgan Natural Resources Conference 2026 Transcript
USA Rare Earth commissions its Wheat Ridge hydromet facility, advancing U.S. rare earth processing and targeting separated oxides output by Q3 2026.
USA Rare Earth and Teck Resources are expanding critical minerals output through new projects, acquisitions and copper growth plans tied to electrification demand.
STILLWATER, Okla., June 19, 2026 (GLOBE NEWSWIRE) -- On June 23, 2026, William Robert Steele Jr., the Chief Financial Officer of USA Rare Earth, Inc. (the “Company”), will be presenting at the J.P. Morgan Natural Resources Conference at 10:55 a.m. Eastern Time. Following the conference, a replay of the presentation will be made available on the investor relations section of the Company's website at https://investors.usare.com/.
USA Rare Earth is scaling fast but faces rising costs and losses. A key magnet production milestone could help drive revenues as customer orders begin.
