USAR

USA Rare Earth advances commercial NdFeB magnet production at its Oklahoma Stillwater facility while expanding capacity and building a vertically integrated supply chain.

Shares of USA Rare Earth (NASDAQ:USAR) rose but then retreated Friday morning after Reuters reported that some Chinese suppliers have refused to ship rare earth materials to U.S. customers, sharpening the case for a domestic non-China supply chain.

MP Materials (NYSE:MP) is up 4% to trade at $55,80 this morning, after a Reuters report indicated China has been reportedly declining rare earth shipments  to the U.S. The move has domestic rare earth suppliers  MP and USA Rare Earth (USAR) higher, with the latter also up 5.3%.

Shares of US rare earth companies rose in premarket trading Friday after a Reuters report said some Chinese suppliers have declined to ship rare earth materials to US customers despite receiving export licenses. The developments come weeks before Chinese President Xi Jinping is scheduled to visit Washington, putting critical mineral supply chains back in focus.

Combines Serra Verde's world-class upstream heavy-rare earth operation with USA Rare Earth's processing, metallization, and magnet-making capabilities Creates one of the only fully integrated rare earth and permanent magnet platforms outside Asia Industry veterans Sir Mick Davis and Thras Moraitis join the USA Rare Earth Board STILLWATER, Okla. and GOIÁS, Brazil, Sept.

USA Rare Earth offers high-upside exposure to critical rare earths, with national security and defense demand as a key driver. USAR's Round Top mine is set to supply essential elements like Nd, Pr, Dy, and gallium, supporting vertical integration and domestic supply chains. Financially, USAR holds $1.53B in cash and manageable liabilities, but is pre-revenue, burning cash, and faces execution and dilution risks.

USA Rare Earth is rapidly scaling a vertically integrated rare earths business, yet the market remains skeptical of its long-term profitability. The recent quarterly results weren't impressive, but the numbers aren't relevant; focus on operational milestones, customer pipeline, and magnet production ramp at Stillwater and future expansions. USAR's valuation appears compelling, targeting $1.85B adjusted EBITDA by 2030 and ~80% free cash flow conversion, with debt expected to be generally covered by 2030.

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.

STILLWATER, Okla., Aug. 24, 2026 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (“USAR,” “USA Rare Earth,” or the “Company”) today announced the special purpose vehicle (the “SPV”) that will purchase 100% of the Phase 1 production of rare earth materials (“the Offtake Agreement”) produced by Serra Verde Group (“Serra Verde”) has completed its capitalization arrangements.

Shares of USA Rare Earth Inc. (NASDAQ:USAR) are surging Friday afternoon, joining a broad rally across critical metal and mineral processing equities.