View ValuationUSA Rare Earth 将来の成長Future 基準チェック /56USA Rare Earthは、65.7%と55.6%でそれぞれ年率65.7%で利益と収益が成長すると予測される一方、EPSはgrowで73%年率。主要情報65.7%収益成長率72.98%EPS成長率Metals and Mining 収益成長11.2%収益成長率55.6%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日11 Aug 2026今後の成長に関する最新情報Price Target Changed • Jun 01Price target increased by 8.8% to US$38.88Up from US$35.71, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$29.43. Stock is up 212% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$3.31 last year.Major Estimate Revision • May 21Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$89.2m to US$72.8m. Forecast losses increased from -US$0.455 to -US$0.48 per share. Metals and Mining industry in the US expected to see average net income growth of 44% next year. Consensus price target up from US$35.71 to US$37.43. Share price fell 11% to US$22.57 over the past week.Breakeven Date Change • May 20Forecast to breakeven in 2028The 5 analysts covering USA Rare Earth expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 19% per year to 2027. The company is expected to make a profit of US$200.4m in 2028. Average annual earnings growth of 68% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesライブニュース • Aug 11USA Rare Earth Secures $1.6B CHIPS Act Funding and Plans Serra Verde AcquisitionUSA Rare Earth entered definitive agreements for up to $1.6b in CHIPS Act funding with the U.S. Department of Commerce and announced its intent to acquire Serra Verde Group, which is described as the only scaled producer of all four magnetic rare earths outside Asia. The company reported second quarter 2026 financial and operational progress that included commissioning a hydrometallurgical demonstration facility in Wheat Ridge, Colorado, and choosing Blacksburg, South Carolina, for a second U.S. metal-making and magnet manufacturing facility. USA Rare Earth shares trade at $19.04, with the stock up 34.6% year to date, while the past 90 days show a decline of 25.5%. This combination of large-scale federal funding, an international acquisition, and new U.S. facilities points to a company expanding its rare earth value chain. At the same time, the mixed share performance highlights ongoing execution and integration risk.お知らせ • Aug 07USA Rare Earth, Inc. to Report Q2, 2026 Results on Aug 10, 2026USA Rare Earth, Inc. announced that they will report Q2, 2026 results After-Market on Aug 10, 2026Seeking Alpha • Jul 28USA Rare Earth: Milestones Delivered, Multiple Reset - But The Serra Verde Ramp Is Now The Whole StorySummary USA Rare Earth remains rated Hold as profitability post-merger and operational ramp remain unproven despite a 23% stock decline. USAR's acquisition of Serra Verde fills the upstream supply gap, but SV's weak FY25 results and ambitious ramp targets inject execution risk. Robust funding from government grants and loans secures build-out but restricts capital returns and gives Commerce significant governance rights. Valuation is now discounted at 5.6x FY2028E EBITDA, but proof of operational delivery and macro stability are required for a more constructive stance. Read the full article on Seeking Alphaお知らせ • Jul 21Usa Rare Earth, Inc. Announces CEO Changes"USA Rare Earth, Inc. announced that Barbara Humpton retired as Chief Executive Officer and as a director of the Company, effective on October 1, 2026. Ms. Humpton’s retirement as Chief Executive Officer was not due to any disagreement with the Company or any matter relating to the Company’s operations, policies or practices. On July 19, 2026, the Company’s Board of Directors approved appointing Thrasyvoulos Moraitis, age 63, and current CEO of the Serra Verde Group, as Chief Executive Officer of the Company on October 1, 2026, or if later, upon the closing of the previously announced business combination between the Company and Serra Verde. Mr. Moraitis was previously announced as the intended President of the Company upon the closing of the Serra Verde Merger and will serve as President of the Company from such closing until October 1, 2026 (if closing occurs sooner). Mr. Moraitis has served as CEO of the Serra Verde Group since January 2023. Prior to joining Serra Verde, Mr. Moraitis was the co-founder of X2 Resources and served on the Executive Committee of Xstrata, led by CEO Sir Mick Davis, ultimately selling it to Glencore in 2013. At Xstrata he was responsible for strategic development, post-acquisition integration, leadership development, external affairs and investor relations as well as Xstrata’s technology business. While at Xstrata, he was involved in some 40 transactions. Mr. Moraitis began his career in the early 1980s as an engineer on the South African gold mines of General Mining Union Corporation (Gencor), followed by a series of entrepreneurial activities and, prior to joining Xstrata, was a global partner at the Monitor Group, a global advisory and merchant banking group. Mr. Moraitis was previously the Chief Development Officer and a member of the Executive Board of EuroChem Group AG, a global fertilizer company and, prior to this, an Executive Director at Brilliant Planet, a growth company developing a scalable method for producing microalgae for food solutions and carbon sequestration. Mr. Moraitis holds an honors BSc in Electrical Engineering, a postgraduate qualification in Computer Science and an MBA.ナラティブ更新 • Jul 21USAR: CHIPS Funding And New Leadership Will Drive Mine To Magnet ChainAnalysts now see fair value for USA Rare Earth at $30, down from $32. The change reflects updated sector valuation inputs along with continued confidence that new leadership and recently secured funding support the company’s mine to magnet build out.ライブニュース • Jul 20USA Rare Earth Names New CEO and Executive Chairman Following Serra Verde AcquisitionUSA Rare Earth announced that CEO and Board Director Barbara Humpton plans to retire on October 1, 2026. Thras Moraitis, currently CEO of Serra Verde Group, is set to become CEO of USA Rare Earth on the same date, while Michael Blitzer has been appointed Executive Chairman effective immediately. The leadership transition follows the recently announced acquisition of Serra Verde and aligns USA Rare Earth’s governance with its integration plans by bringing Serra Verde’s current CEO into the top role. USA Rare Earth shares trade at US$15.65, with the stock down 36.5% over the past 30 days. This leadership reshuffle concentrates operational and board-level influence around the Serra Verde transaction, which may affect how capital is allocated and how integration risks are handled over the next two years.お知らせ • Jul 14USA Rare Earth, Inc. Produces Commercial Grade Dysprosium Oxide and Neodymium-Praseodymium Oxide Samples from Recycled Magnet Material at Wheat Ridge FacilityUSA Rare Earth, Inc. announced that its hydrometallurgical facility in Wheat Ridge, Colorado, has produced commercial-grade dysprosium oxide and neodymium-praseodymium oxide samples from recycled rare earth magnet scrap, known in the industry as swarf. The oxides produced at Wheat Ridge are expected to be sent to Less Common Metals, USA Rare Earth’s subsidiary in the United Kingdom, for qualification and for conversion into rare earth metals and strip cast. The output from Less Common Metals, which is one of the few commercial scale metal, alloy and strip cast producers outside of Asia, is expected to serve as feedstock for the Company’s magnet manufacturing facilities in the United States.ライブニュース • Jul 14USA Rare Earth Unveils French JV Gains $3.1b Funding and Acquires Serra Verde GroupUSA Rare Earth announced a partnership to develop a metals and alloys production facility in France, advanced a feasibility study for its Texas project with Fluor, secured about $3.1b in combined federal and private funding, and agreed to acquire Serra Verde Group. Management views the Serra Verde deal as adding earnings potential and reducing project risk by bringing in an operating business alongside USA Rare Earth’s development pipeline. USA Rare Earth shares trade at $17.21, with the stock up 21.6% year to date, despite recent pullbacks over the past month. This combination of funding, international expansion and the Serra Verde acquisition shifts USA Rare Earth toward a more diversified model. However, it also concentrates execution risk around integrating a large deal and delivering on multiple complex projects at once.ライブニュース • Jul 09Democrats Open Inquiry Into USA Rare Earth $1.6 Billion Deal With Cantor FitzgeraldDemocratic lawmakers are investigating whether a US$1.6b deal involving USA Rare Earth created a conflict of interest by benefiting Cantor Fitzgerald, which acted as placement agent and is operated by the adult sons of Commerce Secretary Howard Lutnick, raising questions about potential exposure to federal conflicts of interest and bribery laws. The probe introduces regulatory and reputational risk for USA Rare Earth, given the focus on possible conflicts tied to a key government official and the role of Cantor Fitzgerald in arranging the financing. USA Rare Earth shares trade at US$18.45, with the stock up 30.4% year to date, after a period of mixed shorter term performance. Regulatory scrutiny of a large financing package can affect how USA Rare Earth engages with government programs, counterparties and new capital providers. The outcome and scope of this inquiry matter for both future funding options and perception of governance strength.ライブニュース • Jul 03MP Materials Sues USA Rare Earth for Alleged Misuse of Proprietary TechnologyMP Materials has filed a lawsuit against USA Rare Earth, alleging misappropriation of proprietary grain boundary diffusion technology through former engineer Kevin Elkins, while USA Rare Earth has rejected the claims as baseless and maintains the technology can be independently developed. The case raises the risk of intellectual property disputes for USA Rare Earth at a time when it is working to build a fully integrated rare earth supply chain and has access to up to US$1.6b in potential CHIPS Program funding from the U.S. Department of Commerce. USA Rare Earth’s stock trades at US$19.15, with the share price down 37.6% over the past 30 days. This lawsuit introduces legal and reputational risk for USA Rare Earth, and the outcome could affect its ability to commercialize key technology and capture future government and private investment in the U.S. rare earth supply chain.New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$130m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$130m free cash flow). Shareholders have been substantially diluted in the past year (141% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).お知らせ • Jun 29+ 4 more updatesUSA Rare Earth, Inc.(NasdaqGM:USAR) dropped from Russell 3000 Value BenchmarkUSA Rare Earth, Inc.(NasdaqGM:USAR) dropped from Russell 3000 Value Benchmarkライブニュース • Jun 27USA Rare Earth Moves to Acquire $2.8 Billion Serra Verde Mine for Supply Chain ExpansionUSA Rare Earth is moving ahead with a planned US$2.8 billion acquisition of the Serra Verde rare earths mine in Brazil, a deal expected to close in 2026 and backed by government-supported funding and a long-term offtake agreement. The Serra Verde purchase is intended to add immediate production capacity to USA Rare Earth’s portfolio and support its expanding magnet production, recycling lines and customer contracts across the rare earth value chain. USA Rare Earth shares trade at US$20.47, with the stock up 44.7% year to date, following a recent pullback over the past month. The key question is whether USA Rare Earth can execute on the Serra Verde integration and its broader vertical build-out quickly enough to translate today’s capital commitments into reliable production and cash flow.ナラティブ更新 • Jun 26USAR: CHIPS Funding And Magnet Buildout Will Drive Future Mine To Magnet ChainUSA Rare Earth's analyst price target has edged slightly lower, with a fair value move from $33.00 to $32.00, as analysts factor in updated assumptions around discount rates, revenue growth, profit margins and a very high implied future P/E, while also highlighting new Department of Commerce funding agreements and broader support for the mine to magnet supply chain buildout. Analyst Commentary Recent Street research around USA Rare Earth shows a mix of optimism on the long term mine to magnet opportunity and caution around execution, funding deployment, and how to justify current valuation targets.分析記事 • Jun 19USA Rare Earth (USAR) Stock Price Jumps on DOE Funding but Is Valuation Still Hard to Justify?USA Rare Earth (USAR) has drawn fresh attention after recent trading showed sharp short term gains, with the stock up 8.3% in a day and 15.8% over the past week. See our latest analysis for USA Rare Earth. The latest moves come on top of a strong run for USA Rare Earth, with a 30 day share price return of 10.69%, a 90 day share price return of 32.23%, and a year to date share price return of 66.43%. The 1 year total shareholder return of 85.87% suggests momentum has been building rather than...お知らせ • Jun 19USA Rare Earth, Inc. Decides to End Its Relationship with David Kronenfeld, General Counsel, Effective August 7, 2026On June 16, 2026, USA Rare Earth, Inc. decided to end its relationship with David Kronenfeld, the Company's general counsel, pursuant to a transition and separation agreement according to which Mr. Kronenfeld's employment will end on August 7, 2026, followed by a six-month transition period during which he will provide consulting services to the Company to assist with the transition of his knowledge and duties.ライブニュース • Jun 18USA Rare Earth Stock Eyes Growth With New US Processing and Magnet Facilities for 2026USA Rare Earth has commissioned a hydrometallurgical demonstration facility in Wheat Ridge, Colorado, aimed at producing separated heavy rare earth oxides such as dysprosium, terbium and yttrium, with first output targeted for Q3 2026. The company has secured up to US$1.6b in contingent CHIPS Program funding and plans a further US$1.2b investment for a larger processing facility in South Carolina. USA Rare Earth has also begun Phase 1a commercial NdFeB magnet production at its Stillwater, Oklahoma plant, with plans to double capacity through a Phase 1b expansion by early 2027. Taken together, these steps show USA Rare Earth moving from project planning toward an integrated rare earth supply chain that spans mining, processing, and magnet manufacturing inside the U.S. The key questions for investors focus on execution and capital efficiency, as the company scales multiple facilities and depends in part on federal funding and long lead-time projects to reach full commercial potential.ライブニュース • Jun 11USA Rare Earth Secures US$1.6 Billion to Build Mine-to-Magnet Supply Chain and Expand GloballyUSA Rare Earth has secured definitive agreements with the U.S. Department of Commerce for access to up to US$1.6 billion in funding under the CHIPS and Science Act to accelerate its mine-to-magnet supply chain. The funding package, a mix of grants and secured loan capacity, is tied to development of the Round Top rare earth and critical minerals project in Texas and expansion of metal refining and magnet manufacturing facilities in Oklahoma and South Carolina. The company is also acquiring Brazil’s Serra Verde rare earth project and has brought the U.S. government in as a partner through share and warrant issuance, while reporting initial revenues from its UK subsidiary and targeting rare earth magnet capacity of 10,000 metric tons per year by the early 2030s. This level of government involvement positions USA Rare Earth as a key player in efforts to localize and diversify rare earth supply for defense, clean energy and semiconductor applications. At the same time, investors need to weigh the benefits of substantial public funding and global assets against the risks of equity dilution, project execution and the company’s earlier development stage compared with established competitors such as MP Materials.ライブニュース • Jun 04USA Rare Earth Commits Over $1.4 Billion to Rare Earth Expansion in US and EuropeUSA Rare Earth plans to invest US$1.2b in a new magnet manufacturing and refined rare earth metals facility in Blacksburg, South Carolina, targeting commissioning in 2028 and about 490 new high-skill jobs. The company also plans to invest over €175m (around US$200 to US$204m) in France by 2030 to expand rare earth metal, alloy and permanent magnet production, with more than 300 new jobs expected. USA Rare Earth has been selected for up to US$19.3m in U.S. Department of Energy funding to build a pilot-scale rare earth separation facility, supporting domestic processing capacity. These moves point to an aggressive buildout of a vertically integrated mine-to-magnet supply chain across the U.S. and Europe, supported by both government incentives and large internal capital commitments. Investors should weigh the long lead times, high upfront spending and ongoing legal dispute with MP Materials against the potential benefits of government backing and growing policy focus on secure rare earth supply chains.Price Target Changed • Jun 01Price target increased by 8.8% to US$38.88Up from US$35.71, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$29.43. Stock is up 212% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$3.31 last year.お知らせ • May 23USA Rare Earth, Inc. Receives Up to USD 19.3 Million Funding from U.S. Department of Energy Under Critical Materials Innovation ProgramUSA Rare Earth, Inc. announced that the U.S. Department of Energy (DOE) has selected it to receive up to USD 19.3 million in funding, subject to final negotiation, under DOE’s “Critical Materials Innovation, Efficiency and Alternatives” program. The award will support the development of a pilot-scale rare earth element (“REE”) separations project advancing domestic processing capacity for materials essential to U.S. energy, defense and advanced manufacturing supply chains. The project will advance essential technology for processing REEs from domestic resources and specifically support the development of pre-commercial separations capacity in the United States. Final project scope, budget and timeline will be determined through negotiations with DOE. The total project value is approximately USD 50.5 million, including up to USD 19.3 million in DOE funding and USD 31.2 million in non-DOE funding. Final amounts will be set in the negotiated award. Selection for award negotiations does not constitute a binding commitment of federal funding. Any award is subject to successful completion of negotiations with DOE and the execution of a definitive funding agreement.新しいナラティブ • May 21USAR Secures $19.3M Boost to Develop an Independent Rare Earth Supply ChainUSA Rare Earth (USAR) is trading higher in early Thursday action, up $1.13 per share , after announcing it has been selected by the U.S. Department of Energy to receive up to $19.3M in federal funding , pending final negotiations. The award comes through the DOE’s Critical Materials Innovation, Efficiency and Alternatives program and is aimed at advancing a pilot‑scale rare earth element (REE) separations project within the United States.Major Estimate Revision • May 21Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$89.2m to US$72.8m. Forecast losses increased from -US$0.455 to -US$0.48 per share. Metals and Mining industry in the US expected to see average net income growth of 44% next year. Consensus price target up from US$35.71 to US$37.43. Share price fell 11% to US$22.57 over the past week.Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Tom Caulfield was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Breakeven Date Change • May 20Forecast to breakeven in 2028The 5 analysts covering USA Rare Earth expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 19% per year to 2027. The company is expected to make a profit of US$200.4m in 2028. Average annual earnings growth of 68% is required to achieve expected profit on schedule.お知らせ • May 14USA Rare Earth, Inc. Receives USD 14.2 Million Grant from the State of TexasUSA Rare Earth, Inc. announced that the State of Texas has awarded the Company a USD 14,177,600 grant from the Texas Semiconductor Innovation Fund (TSIF) to accelerate development of its Round Top Mountain heavy rare earth project in Hudspeth County, Texas. The award supports a project expected to generate approximately 260 new jobs and to represent more than USD 1,400 million in capital investment in West Texas. The Texas Semiconductor Innovation Fund was established under the Texas CHIPS Act, signed into law by Governor Abbott in 2023, to advance the state’s leadership in semiconductor research, design, and manufacturing. The TSIF is administered by the Texas CHIPS Office within the Texas Economic Development & Tourism Office in the Office of the Governor.お知らせ • May 07USA Rare Earth, Inc. to Report Q1, 2026 Results on May 13, 2026USA Rare Earth, Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026お知らせ • Apr 21USA Rare Earth, Inc. (NasdaqGM:USAR) announced a definitive agreement to acquire Serra Verde Pesquisa E Mineracao Ltda for $2.83 billion.USA Rare Earth, Inc. (NasdaqGM:USAR) announced a definitive agreement to acquire Serra Verde Group for $2.83 billion on April 19, 2026. A cash consideration of $300 million will be paid by USA Rare Earth, Inc. The consideration consists of 126.85 million common equity of USA Rare Earth, Inc. to be issued for common equity of Serra Verde Group. USAR’s and Serra Verde’s shareholders will own ~66% and ~34% of the combined company, respectively. The Merger Agreement further provides that, in the event that the Merger Agreement is terminated by either party because USAR Stockholder Approval has not been obtained, USAR shall pay SVRE a termination fee equal to (i) $75 million if USAR’s board of directors has made an adverse recommendation change as described in the Merger Agreement prior to such termination, or (ii) $25 million if no such recommendation change has been made prior to such termination. Thras Moraitis current Chief Executive Officer of Serra Verde, former leadership roles at X2 Resources and Xstrata will also join USAR as President and Mick Davis current Chair of Serra Verde, former CEO of Xstrata plc and Chief Financial Officer of BHP Billiton and Ricardo Grossi will become President of USAR Brazil and remain Chief Operations Officer of Serra Verde's operations. The transaction is subject to the Clear regulatory path to closing in Brazil and U.S., with no requirements beyond standard U.S. Hart-Scott-Rodino approval, deal is Unanimously approved by both USAR’s and Serra Verde’s Boards, Closing only subject to USAR shareholder approval and other customary closing conditions, Closing is expected in Q3 2026. Moelis & Company LLC is acting as exclusive financial advisor and Steven B. Stokdyk, David A. Zaheer, Eric Cho, Bryan J. Monson, Maj Vaseghi, Aron Potash, Jessica N. Cohen, Robert Brown, Joshua N. Holian, Kyra K. Bromley, Patrick Campbell English, Philipp Studt, Wesley Lepla, Paul M. Rosen, Andrew P. Galdes, Zachary N. Eddington, Harrison White, and Enrique Covarrubias of Latham & Watkins LLP is acting as legal counsel for USA Rare Earth.Goldman Sachs & Co. LLC is acting as exclusive financial advisor and Keith Hallam,Thomas Pate and Adam Cieply of White & Case LLP is acting as legal counsel for Serra Verde. Bill Nelson and Michael Walraven of Allen Overy Shearman Sterling US LLP is acting as legal counsel for the shareholders of Serra Verde.お知らせ • Apr 18USA Rare Earth, Inc. Appoints Chaitan Kansal As Chief Commercial OfficerUSA Rare Earth, Inc. announced the appointment of Chaitan Kansal as Chief Commercial Officer. In this newly created role, Kansal will oversee the Company’s global commercial strategy, including customer engagement, market development, offtake agreements, pricing, and go-to-market execution across the Company’s integrated mine-to-magnet platform. An experienced industry leader, Kansal joins USA Rare Earth at a significant inflection point as the Company accelerates execution across its global value chain. The company recently announced the commission of Phase 1a commercial magnet production at its Stillwater, Oklahoma facility, as well as a strategic investment in Carester SAS, a leading French rare earth separation and processing company. These milestones mark USA Rare Earth’s transition from development to active production, signaling the need for dedicated go-to-market leadership to capture the significant commercial opportunities ahead. Kansal brings more than 25 years of experience across the critical minerals, specialty chemicals, and advanced materials sectors. Most recently, he served as Chief Commercial Officer at Ecobat, a global leader in battery recycling and lead production, where he drove strategic growth initiatives across the company’s international portfolio. Prior to Ecobat, Kansal served as Chief Marketing Officer at Albemarle Corporation, where he led the Energy Storage Global Business Unit Growth Platforms, developing and executing a comprehensive lithium go-to-market strategy during a period of rapid market expansion. Earlier in his career, Kansal spent seven years at Eastman Chemical Company, holding increasingly senior roles, including Global General Manager of the Specialty Fluids & Energy division, Global Business Director for Adhesive Resins, and Director of Corporate Strategy. He also served as Director of Strategy at Ashland Inc. and spent seven years as a management consultant at Kearney (formerly A.T. Kearney). Kansal began his career as an Engineering Team Lead and Senior Software Design Engineer at MicroStrategy Inc. Kansal holds an MBA in Corporate Strategy and Finance from the Stephen M. Ross School of Business at the University of Michigan and a Bachelor of Engineering in Computer Engineering from the Thapar Institute of Engineering & Technology.新しいナラティブ • Apr 03Magnet Capacity Expansion And Heavy Rare Earth Supply Will Reshape Long Term Ex China ChainCatalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth mining, processing, metals and magnet manufacturing platform focused on ex China supply for the U.S. and allies. What are the underlying business or industry changes driving this perspective?お知らせ • Mar 28USA Rare Earth, Inc. Commissions Phase 1a Magnet Production Line At Stillwater FacilityUSA Rare Earth, Inc. announced the successful commissioning of its commercial magnet production line (Phase 1a) at its facility in Stillwater, Oklahoma. This enables the Company to begin fulfilling customer orders for sintered neodymium-iron-boron (NdFeB) permanent magnets in the second quarter of 2026. Commissioning is a critical step in validating any manufacturing line for commercial production at scale. In this case, it represents the consistent, successful achievement of a complex, multi-step process to make commercial-grade permanent magnets. It begins with the formation of rare earth and metallic elements into a powder, then jet milling this powder to 3-5 microns in size (around 20 times finer than a human hair) in an oxygen-restricted environment. This extremely fine powder is “wet pressed” into large blocks, which are then machined, coated and magnetized to form the final product: high-grade permanent magnets that are essential to the aerospace and defense, semiconductor, energy, data center, physical AI, mobility, healthcare and numerous industrial sectors, particularly where reliability at very high temperatures is required. This process is managed from start to finish by the more than 100 employees of USAR’s Stillwater facility. Phase 1a is expected to ramp to a run rate capacity of 600 mtpa by the end of Fourth Quarter 2026. Combined with the production expected from the next line (Phase 1b), USAR anticipates total active production capacity at Stillwater of 1,200 mtpa in First Quarter 2027.新しいナラティブ • Mar 20Heavy Rare Earth Supply Risks Will Test Magnet Ramp Before Long Term Potential EmergesCatalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth mining, processing, metals, and magnet manufacturing platform focused on ex China supply for U.S. and allied customers. What are the underlying business or industry changes driving this perspective?お知らせ • Mar 13USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026.お知らせ • Mar 12USA Rare Earth, Inc. Announces Board ChangesUSA Rare Earth, Inc. announced the appointment of Dr. Thomas Caulfield to its Board of Directors, effective March 9, 2026. Dr. Caulfield currently serves as Executive Chairman of GlobalFoundries and brings decades of experience spanning engineering, executive management, and global operations at leading technology companies. Most recently, from 2018-2025, he was President and Chief Executive Officer of GlobalFoundries, where he led the company from a startup through its successful IPO and current profitable growth in a rapidly evolving semiconductor industry and external environment. He has deep experience in operations, process development, and the expansion and ramp-up of semiconductor manufacturing production. Dr. Caulfield also serves as a board member at Sandisk Corp. Dr. Caulfield succeeds Ms. Tready A. Smith, after her five years of distinguished service on the board. Following this transition, the company’s board continues to have eight members. Dr. Thomas Caulfield brings decades of experience spanning engineering, executive management and global operations at leading technology companies. From 2018-2025, he was President and Chief Executive Officer of GlobalFoundries, where he led operations, process development, and the expansion and ramp-up of semiconductor manufacturing production, including the company’s successful 2021 IPO, the largest semiconductor IPO in history at that time. Prior to joining GlobalFoundries, Dr. Caulfield was President and COO of Soraa, the world’s leading developer of solid-state lighting technology, and President and COO of Ausra, a provider of large-scale power generation technology. He has also held various leadership roles at Novellus Systems Inc. and IBM. Dr. Caulfield currently serves as Executive Chairman of GlobalFoundries and is a board member at Sandisk Corp., following its spin-off from Western Digital Corp; he was previously a board member at Western Digital. Dr. Caulfield holds a B.S. in physics from St. Lawrence University, as well as B.S., M.S. and Doctor of Engineering degrees in materials science and engineering from Columbia University. Dr. Caulfield was also a postdoctoral fellow at Columbia’s Engineering Center for Strategic Materials.お知らせ • Mar 10USA Rare Earth, Inc. Announces Executive AppointmentsUSA Rare Earth, Inc. announced the appointment of Valerie Ford Jacob as Chief Legal Officer, Gregory Bowman as Chief Global Policy Officer and Head of External Relations. Valerie Ford Jacob will oversee all legal, regulatory, compliance, and corporate policy matters. She joins the Company from Freshfields US LLP, where she served as partner and co-head of both the Financial Institutions Group and Global Capital Markets over a period of 10 years. Previously, she was Chairperson and Senior Partner at Fried, Frank, Harris, Shriver & Jacobson LLP. Jacob holds a B.S. from Boston University and a J.D. from Cornell Law School. She is also a member of The Committee of 200 (C200), an invitation-only organization of leading women executives. She has been consistently recognized as a leading lawyer by numerous independent organizations. Gregory Bowman will lead public policy, corporate affairs, government relations, and strategic communications. He brings decades of experience across national security policy, legislation, global strategy, and complex infrastructure programs. Most recently, he served in senior leadership roles at Siemens Government Technologies, including Chief Corporate Strategy Officer and Senior Vice President, National Security Solutions. Before Siemens, Bowman spent more than 25 years in senior leadership and legal roles in the U.S. Army. He holds a J.D. from the University of Virginia School of Law, a master’s degree from the U.S. Army Command and General Staff College, and an LL.M. from the Judge Advocate General’s Legal Center and School. He previously served on the U.S. Army Science Board and the U.S. Department of Defense Business Board, and currently serves on the Founding Council of PRISM, the Strategic Council of the Silverado Policy Accelerator, and the Board of Directors of Hope for the Warriors.お知らせ • Mar 06USA Rare Earth, Inc. (NasdaqGM:USAR) signed a definitive agreement to acquire Texas Mineral Resources Corp. (OTCPK:TMRC) for $72.3 million.USA Rare Earth, Inc. (NasdaqGM:USAR) signed a definitive agreement to acquire Texas Mineral Resources Corp. (OTCPK:TMRC) for $72.3 million on March 4, 2026. In case of termination of transaction, seller will pay a termination fee of $3.25 million. The transaction is subject to approval by regulatory board, approval of offer by target shareholders and registration statement effectiveness(S-4 / F-4). The transaction has been approved by the board of directors. The expected completion of the transaction in the third calendar quarter of 2026. Joel Rubinstein; Gregory Pryor; Joseph F. Rosati of White & Case LLP acted as legal advisor for USA Rare Earth, Inc. Mitchell Nussbaum; Megan Stombock of Loeb & Loeb LLP acted as legal advisor for Texas Mineral Resources Corp. Moelis & Company LLC acted as financial advisor for USA Rare Earth, Inc. ROTH Capital Partners, LLC acted as financial advisor for Texas Mineral Resources Corp.新しいナラティブ • Mar 05Magnet Capacity Ramp And Vertical Integration Will Reshape Long Term Rare Earth Supply ChainsCatalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth supply chain, from mining and processing to metal, alloy and magnet manufacturing, focused on ex China customers. What are the underlying business or industry changes driving this perspective?お知らせ • Jan 26USA Rare Earth, Inc. announced that it expects to receive $3.076437003 billion in funding from National Institute of Standards and Technology, Cantor Fitzgerald & Co. and other investors.USA Rare Earth, Inc. announced that it had entered into a non-binding letter of intent to issue equity and debt for gross proceeds of $1,600,000,000 of which The total equity is worth $277 million, The federal government will take a 10% stake in the miner through 16.1 million shares priced at $17.17 each for proceeds of $276,437,000, and warrants for another 17.6 million at the price of $17.17. and is also raising over $1 billion in private equity through a separate deal for aggregate proceeds of $2,576,437,000 on January 26, 2026. The total equity is worth $277 million, but the government is already looking at an implied profit of $490 million based on the company’s current stock price of $24.77 and A separate $1.3 billion in senior secured debt. The office operates under the National Institute of Standards and Technology. USA Rare Earth is also raising over $1 billion in private equity through a separate deal. That effort is being handled by Cantor Fitzgerald. On the same day the company announced that it has entered into a securities purchase agreement for the private placement of 69,767,442 common shares par value $0.0001 per share at an issue price of $21.50 for gross proceeds of $1,500,000,003. The transaction includes participation from Inflection Point and other fundamental and strategic investors and from large mutual fund complexes. Subject to the satisfaction of customary closing conditions, the Company intends to close the Private Placement and issue the Shares on January 28, 2026. The Private Placement is exempt from the registration requirements of the Securities Act pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and in reliance on similar exemptions under applicable state laws. Each Purchaser represented that it is an accredited investor within the meaning of Rule 501(a) of Regulation D and is acquiring the Shares as principal for its own account and not with a view to or for distributing or reselling the Shares. The Shares were offered without any general solicitation by the Company or its representatives. The Shares sold and issued in the Private Placement have not been registered under the Securities Act or any state securities laws and may not be offered or sold in the United States absent registration with the SEC or an applicable exemption from the registration requirements of the Securities Act. The Purchase Agreement contains customary representations, warranties, covenants and agreements by the Company, indemnification obligations of the Company and the Purchasers, including for liabilities under the Securities Act of 1933, as amended (the “ Securities Act ”), and other obligations of the parties. Securities issued in the proposed PIPE will be restricted securities and will not be registered upon issuance and therefore will be subject to securities law restrictions on transferability until such time as the resale of such securities is registered under the Securities Act or an exemption from the registration requirements of the Securities Act is available. The PIPE transaction, together with the proposed U.S. Government funding and loan, would bring the total amount of capital to $3.1 billion.お知らせ • Dec 13USA Rare Earth Accelerates Timeline for Round Top Deposit Commercial Production by Two YearsUSA Rare Earth, Inc. announced a significant acceleration of the commercialization timeline for its Round Top heavy rare earth deposit in Texas. The Company now plans to begin commercial production in late 2028, two years earlier than previously anticipated. Round Top is the United States' richest known deposit of heavy rare earth elements,gallium, and beryllium, and is a cornerstone of USAR's integrated mine-to-magnet value chain. That value chain also includes a 310,000 sq ft. magnet manufacturing facility in Stillwater, Oklahoma, which is expected to be the largest metal-and-alloy-making and strip-casting capability outside of China, and a processing and separation laboratory in Wheat Ridge, Colorado. USAR has accelerated the planned commercialization timeline for Round Top because it expects to begin operating its Hydromet demonstration facility in Colorado early in 2026, based on the promising results of its recent and ongoing SX piloting. The Hydromet facility will operate five solvent-extraction (SX) circuits continuously, for 2,000 to 4,000 hours, to generate the operational data required to proceed with commercial plant design. These circuits will target heavy rare earth elements, particularly dysprosium (Dy) and terbium (Tb), which are essential for high-performance permanent magnets, while also extracting additional critical minerals includingafnium and zirconium. This novel parallel-process approach is expected to save the Company tens of millions of dollars, while enabling USAR to complete its definitive feasibility study (DFS) by early 2027. Earlier completion of the DFS would allow USAR to move into commercial production at Round Top by late 2028. Accelerating these milestones allows USAR to extract value from the Round Top deposit sooner and underscores its disciplined execution, technical leadership, and commitment to building a resilient, fully integrated U.S. rare earth supply chain.お知らせ • Nov 13USA Rare Earth, Inc. Announces UK Regulatory Approval for Acquisition of Less Common Metals (LCM)USA Rare Earth, Inc. announced that it has received regulatory approval from the UK Minister of State for its acquisition of LCM. Having now received the only regulatory approval required, the Company expects to close the acquisition in a timely manner, in line with its stated target of fourth quarter of calendar year 2025. The acquisition represents a significant acceleration of USAR's magnet-to-mine strategy, establishing an end-to-end rare earth supply chain. As a result of this transaction, LCM will be able to continue to expand and serve its global customer base with a broad portfolio of rare earth and critical metals and alloys, while also supplying Neodymium Iron Boron (NdFeB) metal and strip cast alloy to USAR's Stillwater, Oklahoma magnet facility once production begins.お知らせ • Oct 07USA Rare Earth, Inc. to Report Q3, 2025 Results on Nov 06, 2025USA Rare Earth, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025お知らせ • Sep 30+ 2 more updatesUSA Rare Earth, Inc. Announces CEO Changes, Effective October 1, 2025USA Rare Earth, Inc. announced that its Board of Directors has appointed Barbara Humpton as the Company’s Chief Executive Officer to succeed Josh Ballard, effective October 1, 2025. Humpton most recently served as President and CEO of Siemens USA. Prior to being named President and CEO of Siemens USA in 2018, Humpton served as President and CEO of Siemens Government Technologies, responsible for implementing Siemens products and services for federal government agencies and departments. Prior to joining Siemens in 2011, Humpton served as a vice president at Booz Allen Hamilton and was a Vice President and Director at Lockheed Martin Corporation. Humpton serves on the Board of Directors of the Federal Reserve Bank of Richmond. She is also Chair of the Board of the Center for Strategic and Budgetary Assessments (CSBA). She has served on the boards of the National Association of Manufacturers (NAM), Chief Executives for Corporate Purpose (CECP), and the Economic Club of Washington, D.C. Humpton also served on the Board of Directors of Triumph Group until its acquisition in 2025 by Warburg Pincus and Berkshire Partners. Humpton succeeds Joshua Ballard, who has agreed to remain with the Company in a consulting capacity through October 31, 2025.お知らせ • Sep 29USA Rare Earth, Inc. announced that it has received $124.999995 million in fundingOn September 29, 2025, USA Rare Earth, Inc. closed the transaction.お知らせ • Jul 22USA Rare Earth, Inc. to Report Q2, 2025 Results on Aug 11, 2025USA Rare Earth, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025お知らせ • Jul 10USA Rare Earth, Inc. Announces Retirement of Steve Ridge as Chief Operating Officer, Effective July 4, 2025On July 4, 2025, Steve Ridge, the chief operating officer of USA Rare Earth, Inc., retired from the Company, effective immediately. In connection with his retirement, the Company and Mr. Ridge entered into a separation agreement dated as of July 5, 2025, pursuant to which Mr. Ridge will continue to provide services to the Company for a three-month period as a consultant on a part-time basis to assist in the transition of his duties. Pursuant to the Separation Agreement, upon a general release of claims, Mr. Ridge will receive a lump sum cash payment of $5,000 and a grant of restricted stock units (RSUs), which RSUs will have a grant date value equal to $450,000 and will vest in full on January 1, 2026.お知らせ • Jun 05USA Rare Earth, Inc Announces Appointment of David Bushi as Senior Vice President of ManufacturingUSA Rare Earth, Inc. announced the appointment of David Bushi as Senior Vice President of Manufacturing. In this role, Mr. Bushi will lead the Company’s manufacturing operations at its Stillwater, Oklahoma, sintered neodymium magnet (neo magnet) production facility.Mr. Bushi has over 25 years of large-scale manufacturing experience and most recently served as Vice President of Manufacturing for CoorsTek, a ceramics manufacturer in Golden, Colorado – experience directly applicable to magnet manufacturing. Mr. Bushi has a strong background in heading high volume manufacturing operations and a record of success across multiple industries, including automotive, defense, and aerospace. Mr. Bushi holds an MBA from Wayne State University and a BS in Electrical Engineering from Kettering University.お知らせ • May 05USA Rare Earth, Inc. announced that it has received $74.97 million in fundingOn May 5, 2025, USA Rare Earth, Inc closed the transaction.お知らせ • Apr 30USA Rare Earth, Inc. announced that it expects to receive $74.97 million in fundingUSA Rare Earth, Inc. announced that it has entered into a securities purchase agreement with a new fundamental institutional investor to issue equity shares of the company for the aggregate gross proceeds of up to $74,970,000 on April 30, 2025. Under the terms of the securities purchase agreement, the Company will issue, for an aggregate purchase price of $75 million, an aggregate of approximately 8.55 million shares of common stock, pre-funded warrants to purchase an aggregate of approximately 2.16 million shares of common stock and warrants to purchase shares of common stock, in an amount equal to 100% of the Aggregate Shares at a strike price of $7 per share, with an expiry date of 6-years from the issue date of the PIPE Warrants. The Shares and the PIPE Warrant Shares are entitled to customary resale registration rights. The Company will hold a special meeting of stockholders to approve the issuance of the Warrant Shares. The closing of the PIPE also is subject to other customary closing conditions for financing of this nature. The securities being sold in the private placement have not been registered under the Securities Act of 1933, as amended.お知らせ • Apr 21USA Rare Earth, Inc. to Report Q1, 2025 Results on May 14, 2025USA Rare Earth, Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025お知らせ • Mar 31USA Rare Earth, Inc. Commissions Advanced Innovations Lab in Stillwater, OklahomaUSA Rare Earth, Inc. announced it has commissioned its advanced Innovations Lab at its manufacturing facility in Stillwater, Oklahoma, and will begin prototyping permanent neo magnets for customers in the second quarter. The lab is designed to replicate the complete magnet production process, enabling rapid prototyping, customized magnet recipe development, and innovative processing techniques including grain boundary diffusion. This facility marks a significant milestone in establishing one of the largest rare earth, sintered neo magnet manufacturing facilities in the United States. The lab will accelerate the Company's customer qualification process and play a critical role in USAR's research and development efforts, supporting customers, proprietary intellectual property advancements, quality control, and production optimization ahead of the commissioning of the plant's first production line in early 2026. The lab is staffed by a team of experts with deep experience in metal and magnet technology, manufacturing, and sales. USAR will offer flexible finishing capabilities for a wide-range of magnet compositions, sizes, andapes. As USAR secures offtake agreements, future production lines could be customized to meet the specific needs of key customers. The Company remains committed to strengthening the domestic rare earth supply chain and driving innovation in magnet manufacturing.お知らせ • Mar 20+ 1 more updateUSA Rare Earth, Inc. Announces Executive ChangesUSA Rare Earth, Inc. announced that William Robert Steele Jr. will be the Company’s principal financial officer and principal accounting officer. Mr. Steele, 59, has served as the Global Chief Financial Officer of Mujin Corp., a physical AI industrial robotics software platform, since October 2024, and he will cease serving in such position prior to the commencement of his service with the Company. Prior to his role at Mujin Corp., Mr. Steele spent six years at Bank of America Securities as a Managing Director from 2018 to October 2024. He also previously served as Managing Director at Stifel from 2005 to 2018, Director and Managing Director at SC Cowen Securities Corporation from 2000 to 2005, and Principal at Banc of America Securities, Inc. from 1993 to 1996. Mr. Steele received his bachelor’s degree from University of California, Santa Barbara and a Master of Business Administration from the Anderson School at UCLA. Upon Mr. Steele’s commencement of service, Christopher Boling, will remain the Controller of the Company but will cease to serve as the Company’s principal financial officer and principal accounting officer.業績と収益の成長予測NasdaqGM:USAR - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,47952-755510412/31/2027676-228-1,982140512/31/202673-174-1,162-14066/30/202613-311-246-106N/A3/31/20267-440-130-57N/A12/31/20252-325-86-49N/A9/30/2025N/A-274-39-25N/A6/30/2025N/A-108-31-23N/A3/31/2025N/A32-24-19N/A12/31/2024N/A-24-16-13N/A9/30/2024N/A-17-16-13N/A6/30/2024N/A-4-18-17N/A3/31/2024N/A-9-24-20N/A12/31/2023N/A-13-28-22N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: USARは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.7% ) よりも高い成長率であると考えられます。収益対市場: USAR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: USAR今後 3 年以内に収益を上げることが予想されます。収益対市場: USARの収益 ( 55.6% ) US市場 ( 12.9% ) よりも速いペースで成長すると予測されています。高い収益成長: USARの収益 ( 55.6% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: USARの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/12 15:23終値2026/08/12 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋USA Rare Earth, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Subhasish ChandraBenchmark CompanyGeorge GianarikasCanaccord GenuityDerek SoderbergCantor Fitzgerald & Co.5 その他のアナリストを表示
Price Target Changed • Jun 01Price target increased by 8.8% to US$38.88Up from US$35.71, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$29.43. Stock is up 212% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$3.31 last year.
Major Estimate Revision • May 21Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$89.2m to US$72.8m. Forecast losses increased from -US$0.455 to -US$0.48 per share. Metals and Mining industry in the US expected to see average net income growth of 44% next year. Consensus price target up from US$35.71 to US$37.43. Share price fell 11% to US$22.57 over the past week.
Breakeven Date Change • May 20Forecast to breakeven in 2028The 5 analysts covering USA Rare Earth expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 19% per year to 2027. The company is expected to make a profit of US$200.4m in 2028. Average annual earnings growth of 68% is required to achieve expected profit on schedule.
ライブニュース • Aug 11USA Rare Earth Secures $1.6B CHIPS Act Funding and Plans Serra Verde AcquisitionUSA Rare Earth entered definitive agreements for up to $1.6b in CHIPS Act funding with the U.S. Department of Commerce and announced its intent to acquire Serra Verde Group, which is described as the only scaled producer of all four magnetic rare earths outside Asia. The company reported second quarter 2026 financial and operational progress that included commissioning a hydrometallurgical demonstration facility in Wheat Ridge, Colorado, and choosing Blacksburg, South Carolina, for a second U.S. metal-making and magnet manufacturing facility. USA Rare Earth shares trade at $19.04, with the stock up 34.6% year to date, while the past 90 days show a decline of 25.5%. This combination of large-scale federal funding, an international acquisition, and new U.S. facilities points to a company expanding its rare earth value chain. At the same time, the mixed share performance highlights ongoing execution and integration risk.
お知らせ • Aug 07USA Rare Earth, Inc. to Report Q2, 2026 Results on Aug 10, 2026USA Rare Earth, Inc. announced that they will report Q2, 2026 results After-Market on Aug 10, 2026
Seeking Alpha • Jul 28USA Rare Earth: Milestones Delivered, Multiple Reset - But The Serra Verde Ramp Is Now The Whole StorySummary USA Rare Earth remains rated Hold as profitability post-merger and operational ramp remain unproven despite a 23% stock decline. USAR's acquisition of Serra Verde fills the upstream supply gap, but SV's weak FY25 results and ambitious ramp targets inject execution risk. Robust funding from government grants and loans secures build-out but restricts capital returns and gives Commerce significant governance rights. Valuation is now discounted at 5.6x FY2028E EBITDA, but proof of operational delivery and macro stability are required for a more constructive stance. Read the full article on Seeking Alpha
お知らせ • Jul 21Usa Rare Earth, Inc. Announces CEO Changes"USA Rare Earth, Inc. announced that Barbara Humpton retired as Chief Executive Officer and as a director of the Company, effective on October 1, 2026. Ms. Humpton’s retirement as Chief Executive Officer was not due to any disagreement with the Company or any matter relating to the Company’s operations, policies or practices. On July 19, 2026, the Company’s Board of Directors approved appointing Thrasyvoulos Moraitis, age 63, and current CEO of the Serra Verde Group, as Chief Executive Officer of the Company on October 1, 2026, or if later, upon the closing of the previously announced business combination between the Company and Serra Verde. Mr. Moraitis was previously announced as the intended President of the Company upon the closing of the Serra Verde Merger and will serve as President of the Company from such closing until October 1, 2026 (if closing occurs sooner). Mr. Moraitis has served as CEO of the Serra Verde Group since January 2023. Prior to joining Serra Verde, Mr. Moraitis was the co-founder of X2 Resources and served on the Executive Committee of Xstrata, led by CEO Sir Mick Davis, ultimately selling it to Glencore in 2013. At Xstrata he was responsible for strategic development, post-acquisition integration, leadership development, external affairs and investor relations as well as Xstrata’s technology business. While at Xstrata, he was involved in some 40 transactions. Mr. Moraitis began his career in the early 1980s as an engineer on the South African gold mines of General Mining Union Corporation (Gencor), followed by a series of entrepreneurial activities and, prior to joining Xstrata, was a global partner at the Monitor Group, a global advisory and merchant banking group. Mr. Moraitis was previously the Chief Development Officer and a member of the Executive Board of EuroChem Group AG, a global fertilizer company and, prior to this, an Executive Director at Brilliant Planet, a growth company developing a scalable method for producing microalgae for food solutions and carbon sequestration. Mr. Moraitis holds an honors BSc in Electrical Engineering, a postgraduate qualification in Computer Science and an MBA.
ナラティブ更新 • Jul 21USAR: CHIPS Funding And New Leadership Will Drive Mine To Magnet ChainAnalysts now see fair value for USA Rare Earth at $30, down from $32. The change reflects updated sector valuation inputs along with continued confidence that new leadership and recently secured funding support the company’s mine to magnet build out.
ライブニュース • Jul 20USA Rare Earth Names New CEO and Executive Chairman Following Serra Verde AcquisitionUSA Rare Earth announced that CEO and Board Director Barbara Humpton plans to retire on October 1, 2026. Thras Moraitis, currently CEO of Serra Verde Group, is set to become CEO of USA Rare Earth on the same date, while Michael Blitzer has been appointed Executive Chairman effective immediately. The leadership transition follows the recently announced acquisition of Serra Verde and aligns USA Rare Earth’s governance with its integration plans by bringing Serra Verde’s current CEO into the top role. USA Rare Earth shares trade at US$15.65, with the stock down 36.5% over the past 30 days. This leadership reshuffle concentrates operational and board-level influence around the Serra Verde transaction, which may affect how capital is allocated and how integration risks are handled over the next two years.
お知らせ • Jul 14USA Rare Earth, Inc. Produces Commercial Grade Dysprosium Oxide and Neodymium-Praseodymium Oxide Samples from Recycled Magnet Material at Wheat Ridge FacilityUSA Rare Earth, Inc. announced that its hydrometallurgical facility in Wheat Ridge, Colorado, has produced commercial-grade dysprosium oxide and neodymium-praseodymium oxide samples from recycled rare earth magnet scrap, known in the industry as swarf. The oxides produced at Wheat Ridge are expected to be sent to Less Common Metals, USA Rare Earth’s subsidiary in the United Kingdom, for qualification and for conversion into rare earth metals and strip cast. The output from Less Common Metals, which is one of the few commercial scale metal, alloy and strip cast producers outside of Asia, is expected to serve as feedstock for the Company’s magnet manufacturing facilities in the United States.
ライブニュース • Jul 14USA Rare Earth Unveils French JV Gains $3.1b Funding and Acquires Serra Verde GroupUSA Rare Earth announced a partnership to develop a metals and alloys production facility in France, advanced a feasibility study for its Texas project with Fluor, secured about $3.1b in combined federal and private funding, and agreed to acquire Serra Verde Group. Management views the Serra Verde deal as adding earnings potential and reducing project risk by bringing in an operating business alongside USA Rare Earth’s development pipeline. USA Rare Earth shares trade at $17.21, with the stock up 21.6% year to date, despite recent pullbacks over the past month. This combination of funding, international expansion and the Serra Verde acquisition shifts USA Rare Earth toward a more diversified model. However, it also concentrates execution risk around integrating a large deal and delivering on multiple complex projects at once.
ライブニュース • Jul 09Democrats Open Inquiry Into USA Rare Earth $1.6 Billion Deal With Cantor FitzgeraldDemocratic lawmakers are investigating whether a US$1.6b deal involving USA Rare Earth created a conflict of interest by benefiting Cantor Fitzgerald, which acted as placement agent and is operated by the adult sons of Commerce Secretary Howard Lutnick, raising questions about potential exposure to federal conflicts of interest and bribery laws. The probe introduces regulatory and reputational risk for USA Rare Earth, given the focus on possible conflicts tied to a key government official and the role of Cantor Fitzgerald in arranging the financing. USA Rare Earth shares trade at US$18.45, with the stock up 30.4% year to date, after a period of mixed shorter term performance. Regulatory scrutiny of a large financing package can affect how USA Rare Earth engages with government programs, counterparties and new capital providers. The outcome and scope of this inquiry matter for both future funding options and perception of governance strength.
ライブニュース • Jul 03MP Materials Sues USA Rare Earth for Alleged Misuse of Proprietary TechnologyMP Materials has filed a lawsuit against USA Rare Earth, alleging misappropriation of proprietary grain boundary diffusion technology through former engineer Kevin Elkins, while USA Rare Earth has rejected the claims as baseless and maintains the technology can be independently developed. The case raises the risk of intellectual property disputes for USA Rare Earth at a time when it is working to build a fully integrated rare earth supply chain and has access to up to US$1.6b in potential CHIPS Program funding from the U.S. Department of Commerce. USA Rare Earth’s stock trades at US$19.15, with the share price down 37.6% over the past 30 days. This lawsuit introduces legal and reputational risk for USA Rare Earth, and the outcome could affect its ability to commercialize key technology and capture future government and private investment in the U.S. rare earth supply chain.
New Risk • Jul 01New major risk - Financial positionThe company has less than a year of cash runway based on its current free cash flow trend. Free cash flow: -US$130m This is considered a major risk. With less than a year's worth of cash, the company will need to raise capital or take on debt unless its cash flows improve. This would dilute existing shareholders or increase balance sheet risk. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$130m free cash flow). Shareholders have been substantially diluted in the past year (141% increase in shares outstanding). Minor Risk Share price has been volatile over the past 3 months (15% average weekly change).
お知らせ • Jun 29+ 4 more updatesUSA Rare Earth, Inc.(NasdaqGM:USAR) dropped from Russell 3000 Value BenchmarkUSA Rare Earth, Inc.(NasdaqGM:USAR) dropped from Russell 3000 Value Benchmark
ライブニュース • Jun 27USA Rare Earth Moves to Acquire $2.8 Billion Serra Verde Mine for Supply Chain ExpansionUSA Rare Earth is moving ahead with a planned US$2.8 billion acquisition of the Serra Verde rare earths mine in Brazil, a deal expected to close in 2026 and backed by government-supported funding and a long-term offtake agreement. The Serra Verde purchase is intended to add immediate production capacity to USA Rare Earth’s portfolio and support its expanding magnet production, recycling lines and customer contracts across the rare earth value chain. USA Rare Earth shares trade at US$20.47, with the stock up 44.7% year to date, following a recent pullback over the past month. The key question is whether USA Rare Earth can execute on the Serra Verde integration and its broader vertical build-out quickly enough to translate today’s capital commitments into reliable production and cash flow.
ナラティブ更新 • Jun 26USAR: CHIPS Funding And Magnet Buildout Will Drive Future Mine To Magnet ChainUSA Rare Earth's analyst price target has edged slightly lower, with a fair value move from $33.00 to $32.00, as analysts factor in updated assumptions around discount rates, revenue growth, profit margins and a very high implied future P/E, while also highlighting new Department of Commerce funding agreements and broader support for the mine to magnet supply chain buildout. Analyst Commentary Recent Street research around USA Rare Earth shows a mix of optimism on the long term mine to magnet opportunity and caution around execution, funding deployment, and how to justify current valuation targets.
分析記事 • Jun 19USA Rare Earth (USAR) Stock Price Jumps on DOE Funding but Is Valuation Still Hard to Justify?USA Rare Earth (USAR) has drawn fresh attention after recent trading showed sharp short term gains, with the stock up 8.3% in a day and 15.8% over the past week. See our latest analysis for USA Rare Earth. The latest moves come on top of a strong run for USA Rare Earth, with a 30 day share price return of 10.69%, a 90 day share price return of 32.23%, and a year to date share price return of 66.43%. The 1 year total shareholder return of 85.87% suggests momentum has been building rather than...
お知らせ • Jun 19USA Rare Earth, Inc. Decides to End Its Relationship with David Kronenfeld, General Counsel, Effective August 7, 2026On June 16, 2026, USA Rare Earth, Inc. decided to end its relationship with David Kronenfeld, the Company's general counsel, pursuant to a transition and separation agreement according to which Mr. Kronenfeld's employment will end on August 7, 2026, followed by a six-month transition period during which he will provide consulting services to the Company to assist with the transition of his knowledge and duties.
ライブニュース • Jun 18USA Rare Earth Stock Eyes Growth With New US Processing and Magnet Facilities for 2026USA Rare Earth has commissioned a hydrometallurgical demonstration facility in Wheat Ridge, Colorado, aimed at producing separated heavy rare earth oxides such as dysprosium, terbium and yttrium, with first output targeted for Q3 2026. The company has secured up to US$1.6b in contingent CHIPS Program funding and plans a further US$1.2b investment for a larger processing facility in South Carolina. USA Rare Earth has also begun Phase 1a commercial NdFeB magnet production at its Stillwater, Oklahoma plant, with plans to double capacity through a Phase 1b expansion by early 2027. Taken together, these steps show USA Rare Earth moving from project planning toward an integrated rare earth supply chain that spans mining, processing, and magnet manufacturing inside the U.S. The key questions for investors focus on execution and capital efficiency, as the company scales multiple facilities and depends in part on federal funding and long lead-time projects to reach full commercial potential.
ライブニュース • Jun 11USA Rare Earth Secures US$1.6 Billion to Build Mine-to-Magnet Supply Chain and Expand GloballyUSA Rare Earth has secured definitive agreements with the U.S. Department of Commerce for access to up to US$1.6 billion in funding under the CHIPS and Science Act to accelerate its mine-to-magnet supply chain. The funding package, a mix of grants and secured loan capacity, is tied to development of the Round Top rare earth and critical minerals project in Texas and expansion of metal refining and magnet manufacturing facilities in Oklahoma and South Carolina. The company is also acquiring Brazil’s Serra Verde rare earth project and has brought the U.S. government in as a partner through share and warrant issuance, while reporting initial revenues from its UK subsidiary and targeting rare earth magnet capacity of 10,000 metric tons per year by the early 2030s. This level of government involvement positions USA Rare Earth as a key player in efforts to localize and diversify rare earth supply for defense, clean energy and semiconductor applications. At the same time, investors need to weigh the benefits of substantial public funding and global assets against the risks of equity dilution, project execution and the company’s earlier development stage compared with established competitors such as MP Materials.
ライブニュース • Jun 04USA Rare Earth Commits Over $1.4 Billion to Rare Earth Expansion in US and EuropeUSA Rare Earth plans to invest US$1.2b in a new magnet manufacturing and refined rare earth metals facility in Blacksburg, South Carolina, targeting commissioning in 2028 and about 490 new high-skill jobs. The company also plans to invest over €175m (around US$200 to US$204m) in France by 2030 to expand rare earth metal, alloy and permanent magnet production, with more than 300 new jobs expected. USA Rare Earth has been selected for up to US$19.3m in U.S. Department of Energy funding to build a pilot-scale rare earth separation facility, supporting domestic processing capacity. These moves point to an aggressive buildout of a vertically integrated mine-to-magnet supply chain across the U.S. and Europe, supported by both government incentives and large internal capital commitments. Investors should weigh the long lead times, high upfront spending and ongoing legal dispute with MP Materials against the potential benefits of government backing and growing policy focus on secure rare earth supply chains.
Price Target Changed • Jun 01Price target increased by 8.8% to US$38.88Up from US$35.71, the current price target is an average from 8 analysts. New target price is 32% above last closing price of US$29.43. Stock is up 212% over the past year. The company is forecast to post a net loss per share of US$0.48 next year compared to a net loss per share of US$3.31 last year.
お知らせ • May 23USA Rare Earth, Inc. Receives Up to USD 19.3 Million Funding from U.S. Department of Energy Under Critical Materials Innovation ProgramUSA Rare Earth, Inc. announced that the U.S. Department of Energy (DOE) has selected it to receive up to USD 19.3 million in funding, subject to final negotiation, under DOE’s “Critical Materials Innovation, Efficiency and Alternatives” program. The award will support the development of a pilot-scale rare earth element (“REE”) separations project advancing domestic processing capacity for materials essential to U.S. energy, defense and advanced manufacturing supply chains. The project will advance essential technology for processing REEs from domestic resources and specifically support the development of pre-commercial separations capacity in the United States. Final project scope, budget and timeline will be determined through negotiations with DOE. The total project value is approximately USD 50.5 million, including up to USD 19.3 million in DOE funding and USD 31.2 million in non-DOE funding. Final amounts will be set in the negotiated award. Selection for award negotiations does not constitute a binding commitment of federal funding. Any award is subject to successful completion of negotiations with DOE and the execution of a definitive funding agreement.
新しいナラティブ • May 21USAR Secures $19.3M Boost to Develop an Independent Rare Earth Supply ChainUSA Rare Earth (USAR) is trading higher in early Thursday action, up $1.13 per share , after announcing it has been selected by the U.S. Department of Energy to receive up to $19.3M in federal funding , pending final negotiations. The award comes through the DOE’s Critical Materials Innovation, Efficiency and Alternatives program and is aimed at advancing a pilot‑scale rare earth element (REE) separations project within the United States.
Major Estimate Revision • May 21Consensus revenue estimates fall by 18%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$89.2m to US$72.8m. Forecast losses increased from -US$0.455 to -US$0.48 per share. Metals and Mining industry in the US expected to see average net income growth of 44% next year. Consensus price target up from US$35.71 to US$37.43. Share price fell 11% to US$22.57 over the past week.
Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Tom Caulfield was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Breakeven Date Change • May 20Forecast to breakeven in 2028The 5 analysts covering USA Rare Earth expect the company to break even for the first time. New consensus forecast suggests losses will reduce by 19% per year to 2027. The company is expected to make a profit of US$200.4m in 2028. Average annual earnings growth of 68% is required to achieve expected profit on schedule.
お知らせ • May 14USA Rare Earth, Inc. Receives USD 14.2 Million Grant from the State of TexasUSA Rare Earth, Inc. announced that the State of Texas has awarded the Company a USD 14,177,600 grant from the Texas Semiconductor Innovation Fund (TSIF) to accelerate development of its Round Top Mountain heavy rare earth project in Hudspeth County, Texas. The award supports a project expected to generate approximately 260 new jobs and to represent more than USD 1,400 million in capital investment in West Texas. The Texas Semiconductor Innovation Fund was established under the Texas CHIPS Act, signed into law by Governor Abbott in 2023, to advance the state’s leadership in semiconductor research, design, and manufacturing. The TSIF is administered by the Texas CHIPS Office within the Texas Economic Development & Tourism Office in the Office of the Governor.
お知らせ • May 07USA Rare Earth, Inc. to Report Q1, 2026 Results on May 13, 2026USA Rare Earth, Inc. announced that they will report Q1, 2026 results After-Market on May 13, 2026
お知らせ • Apr 21USA Rare Earth, Inc. (NasdaqGM:USAR) announced a definitive agreement to acquire Serra Verde Pesquisa E Mineracao Ltda for $2.83 billion.USA Rare Earth, Inc. (NasdaqGM:USAR) announced a definitive agreement to acquire Serra Verde Group for $2.83 billion on April 19, 2026. A cash consideration of $300 million will be paid by USA Rare Earth, Inc. The consideration consists of 126.85 million common equity of USA Rare Earth, Inc. to be issued for common equity of Serra Verde Group. USAR’s and Serra Verde’s shareholders will own ~66% and ~34% of the combined company, respectively. The Merger Agreement further provides that, in the event that the Merger Agreement is terminated by either party because USAR Stockholder Approval has not been obtained, USAR shall pay SVRE a termination fee equal to (i) $75 million if USAR’s board of directors has made an adverse recommendation change as described in the Merger Agreement prior to such termination, or (ii) $25 million if no such recommendation change has been made prior to such termination. Thras Moraitis current Chief Executive Officer of Serra Verde, former leadership roles at X2 Resources and Xstrata will also join USAR as President and Mick Davis current Chair of Serra Verde, former CEO of Xstrata plc and Chief Financial Officer of BHP Billiton and Ricardo Grossi will become President of USAR Brazil and remain Chief Operations Officer of Serra Verde's operations. The transaction is subject to the Clear regulatory path to closing in Brazil and U.S., with no requirements beyond standard U.S. Hart-Scott-Rodino approval, deal is Unanimously approved by both USAR’s and Serra Verde’s Boards, Closing only subject to USAR shareholder approval and other customary closing conditions, Closing is expected in Q3 2026. Moelis & Company LLC is acting as exclusive financial advisor and Steven B. Stokdyk, David A. Zaheer, Eric Cho, Bryan J. Monson, Maj Vaseghi, Aron Potash, Jessica N. Cohen, Robert Brown, Joshua N. Holian, Kyra K. Bromley, Patrick Campbell English, Philipp Studt, Wesley Lepla, Paul M. Rosen, Andrew P. Galdes, Zachary N. Eddington, Harrison White, and Enrique Covarrubias of Latham & Watkins LLP is acting as legal counsel for USA Rare Earth.Goldman Sachs & Co. LLC is acting as exclusive financial advisor and Keith Hallam,Thomas Pate and Adam Cieply of White & Case LLP is acting as legal counsel for Serra Verde. Bill Nelson and Michael Walraven of Allen Overy Shearman Sterling US LLP is acting as legal counsel for the shareholders of Serra Verde.
お知らせ • Apr 18USA Rare Earth, Inc. Appoints Chaitan Kansal As Chief Commercial OfficerUSA Rare Earth, Inc. announced the appointment of Chaitan Kansal as Chief Commercial Officer. In this newly created role, Kansal will oversee the Company’s global commercial strategy, including customer engagement, market development, offtake agreements, pricing, and go-to-market execution across the Company’s integrated mine-to-magnet platform. An experienced industry leader, Kansal joins USA Rare Earth at a significant inflection point as the Company accelerates execution across its global value chain. The company recently announced the commission of Phase 1a commercial magnet production at its Stillwater, Oklahoma facility, as well as a strategic investment in Carester SAS, a leading French rare earth separation and processing company. These milestones mark USA Rare Earth’s transition from development to active production, signaling the need for dedicated go-to-market leadership to capture the significant commercial opportunities ahead. Kansal brings more than 25 years of experience across the critical minerals, specialty chemicals, and advanced materials sectors. Most recently, he served as Chief Commercial Officer at Ecobat, a global leader in battery recycling and lead production, where he drove strategic growth initiatives across the company’s international portfolio. Prior to Ecobat, Kansal served as Chief Marketing Officer at Albemarle Corporation, where he led the Energy Storage Global Business Unit Growth Platforms, developing and executing a comprehensive lithium go-to-market strategy during a period of rapid market expansion. Earlier in his career, Kansal spent seven years at Eastman Chemical Company, holding increasingly senior roles, including Global General Manager of the Specialty Fluids & Energy division, Global Business Director for Adhesive Resins, and Director of Corporate Strategy. He also served as Director of Strategy at Ashland Inc. and spent seven years as a management consultant at Kearney (formerly A.T. Kearney). Kansal began his career as an Engineering Team Lead and Senior Software Design Engineer at MicroStrategy Inc. Kansal holds an MBA in Corporate Strategy and Finance from the Stephen M. Ross School of Business at the University of Michigan and a Bachelor of Engineering in Computer Engineering from the Thapar Institute of Engineering & Technology.
新しいナラティブ • Apr 03Magnet Capacity Expansion And Heavy Rare Earth Supply Will Reshape Long Term Ex China ChainCatalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth mining, processing, metals and magnet manufacturing platform focused on ex China supply for the U.S. and allies. What are the underlying business or industry changes driving this perspective?
お知らせ • Mar 28USA Rare Earth, Inc. Commissions Phase 1a Magnet Production Line At Stillwater FacilityUSA Rare Earth, Inc. announced the successful commissioning of its commercial magnet production line (Phase 1a) at its facility in Stillwater, Oklahoma. This enables the Company to begin fulfilling customer orders for sintered neodymium-iron-boron (NdFeB) permanent magnets in the second quarter of 2026. Commissioning is a critical step in validating any manufacturing line for commercial production at scale. In this case, it represents the consistent, successful achievement of a complex, multi-step process to make commercial-grade permanent magnets. It begins with the formation of rare earth and metallic elements into a powder, then jet milling this powder to 3-5 microns in size (around 20 times finer than a human hair) in an oxygen-restricted environment. This extremely fine powder is “wet pressed” into large blocks, which are then machined, coated and magnetized to form the final product: high-grade permanent magnets that are essential to the aerospace and defense, semiconductor, energy, data center, physical AI, mobility, healthcare and numerous industrial sectors, particularly where reliability at very high temperatures is required. This process is managed from start to finish by the more than 100 employees of USAR’s Stillwater facility. Phase 1a is expected to ramp to a run rate capacity of 600 mtpa by the end of Fourth Quarter 2026. Combined with the production expected from the next line (Phase 1b), USAR anticipates total active production capacity at Stillwater of 1,200 mtpa in First Quarter 2027.
新しいナラティブ • Mar 20Heavy Rare Earth Supply Risks Will Test Magnet Ramp Before Long Term Potential EmergesCatalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth mining, processing, metals, and magnet manufacturing platform focused on ex China supply for U.S. and allied customers. What are the underlying business or industry changes driving this perspective?
お知らせ • Mar 13USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026.
お知らせ • Mar 12USA Rare Earth, Inc. Announces Board ChangesUSA Rare Earth, Inc. announced the appointment of Dr. Thomas Caulfield to its Board of Directors, effective March 9, 2026. Dr. Caulfield currently serves as Executive Chairman of GlobalFoundries and brings decades of experience spanning engineering, executive management, and global operations at leading technology companies. Most recently, from 2018-2025, he was President and Chief Executive Officer of GlobalFoundries, where he led the company from a startup through its successful IPO and current profitable growth in a rapidly evolving semiconductor industry and external environment. He has deep experience in operations, process development, and the expansion and ramp-up of semiconductor manufacturing production. Dr. Caulfield also serves as a board member at Sandisk Corp. Dr. Caulfield succeeds Ms. Tready A. Smith, after her five years of distinguished service on the board. Following this transition, the company’s board continues to have eight members. Dr. Thomas Caulfield brings decades of experience spanning engineering, executive management and global operations at leading technology companies. From 2018-2025, he was President and Chief Executive Officer of GlobalFoundries, where he led operations, process development, and the expansion and ramp-up of semiconductor manufacturing production, including the company’s successful 2021 IPO, the largest semiconductor IPO in history at that time. Prior to joining GlobalFoundries, Dr. Caulfield was President and COO of Soraa, the world’s leading developer of solid-state lighting technology, and President and COO of Ausra, a provider of large-scale power generation technology. He has also held various leadership roles at Novellus Systems Inc. and IBM. Dr. Caulfield currently serves as Executive Chairman of GlobalFoundries and is a board member at Sandisk Corp., following its spin-off from Western Digital Corp; he was previously a board member at Western Digital. Dr. Caulfield holds a B.S. in physics from St. Lawrence University, as well as B.S., M.S. and Doctor of Engineering degrees in materials science and engineering from Columbia University. Dr. Caulfield was also a postdoctoral fellow at Columbia’s Engineering Center for Strategic Materials.
お知らせ • Mar 10USA Rare Earth, Inc. Announces Executive AppointmentsUSA Rare Earth, Inc. announced the appointment of Valerie Ford Jacob as Chief Legal Officer, Gregory Bowman as Chief Global Policy Officer and Head of External Relations. Valerie Ford Jacob will oversee all legal, regulatory, compliance, and corporate policy matters. She joins the Company from Freshfields US LLP, where she served as partner and co-head of both the Financial Institutions Group and Global Capital Markets over a period of 10 years. Previously, she was Chairperson and Senior Partner at Fried, Frank, Harris, Shriver & Jacobson LLP. Jacob holds a B.S. from Boston University and a J.D. from Cornell Law School. She is also a member of The Committee of 200 (C200), an invitation-only organization of leading women executives. She has been consistently recognized as a leading lawyer by numerous independent organizations. Gregory Bowman will lead public policy, corporate affairs, government relations, and strategic communications. He brings decades of experience across national security policy, legislation, global strategy, and complex infrastructure programs. Most recently, he served in senior leadership roles at Siemens Government Technologies, including Chief Corporate Strategy Officer and Senior Vice President, National Security Solutions. Before Siemens, Bowman spent more than 25 years in senior leadership and legal roles in the U.S. Army. He holds a J.D. from the University of Virginia School of Law, a master’s degree from the U.S. Army Command and General Staff College, and an LL.M. from the Judge Advocate General’s Legal Center and School. He previously served on the U.S. Army Science Board and the U.S. Department of Defense Business Board, and currently serves on the Founding Council of PRISM, the Strategic Council of the Silverado Policy Accelerator, and the Board of Directors of Hope for the Warriors.
お知らせ • Mar 06USA Rare Earth, Inc. (NasdaqGM:USAR) signed a definitive agreement to acquire Texas Mineral Resources Corp. (OTCPK:TMRC) for $72.3 million.USA Rare Earth, Inc. (NasdaqGM:USAR) signed a definitive agreement to acquire Texas Mineral Resources Corp. (OTCPK:TMRC) for $72.3 million on March 4, 2026. In case of termination of transaction, seller will pay a termination fee of $3.25 million. The transaction is subject to approval by regulatory board, approval of offer by target shareholders and registration statement effectiveness(S-4 / F-4). The transaction has been approved by the board of directors. The expected completion of the transaction in the third calendar quarter of 2026. Joel Rubinstein; Gregory Pryor; Joseph F. Rosati of White & Case LLP acted as legal advisor for USA Rare Earth, Inc. Mitchell Nussbaum; Megan Stombock of Loeb & Loeb LLP acted as legal advisor for Texas Mineral Resources Corp. Moelis & Company LLC acted as financial advisor for USA Rare Earth, Inc. ROTH Capital Partners, LLC acted as financial advisor for Texas Mineral Resources Corp.
新しいナラティブ • Mar 05Magnet Capacity Ramp And Vertical Integration Will Reshape Long Term Rare Earth Supply ChainsCatalysts About USA Rare Earth USA Rare Earth is building an integrated rare earth supply chain, from mining and processing to metal, alloy and magnet manufacturing, focused on ex China customers. What are the underlying business or industry changes driving this perspective?
お知らせ • Jan 26USA Rare Earth, Inc. announced that it expects to receive $3.076437003 billion in funding from National Institute of Standards and Technology, Cantor Fitzgerald & Co. and other investors.USA Rare Earth, Inc. announced that it had entered into a non-binding letter of intent to issue equity and debt for gross proceeds of $1,600,000,000 of which The total equity is worth $277 million, The federal government will take a 10% stake in the miner through 16.1 million shares priced at $17.17 each for proceeds of $276,437,000, and warrants for another 17.6 million at the price of $17.17. and is also raising over $1 billion in private equity through a separate deal for aggregate proceeds of $2,576,437,000 on January 26, 2026. The total equity is worth $277 million, but the government is already looking at an implied profit of $490 million based on the company’s current stock price of $24.77 and A separate $1.3 billion in senior secured debt. The office operates under the National Institute of Standards and Technology. USA Rare Earth is also raising over $1 billion in private equity through a separate deal. That effort is being handled by Cantor Fitzgerald. On the same day the company announced that it has entered into a securities purchase agreement for the private placement of 69,767,442 common shares par value $0.0001 per share at an issue price of $21.50 for gross proceeds of $1,500,000,003. The transaction includes participation from Inflection Point and other fundamental and strategic investors and from large mutual fund complexes. Subject to the satisfaction of customary closing conditions, the Company intends to close the Private Placement and issue the Shares on January 28, 2026. The Private Placement is exempt from the registration requirements of the Securities Act pursuant to the exemption for transactions by an issuer not involving any public offering under Section 4(a)(2) of the Securities Act and in reliance on similar exemptions under applicable state laws. Each Purchaser represented that it is an accredited investor within the meaning of Rule 501(a) of Regulation D and is acquiring the Shares as principal for its own account and not with a view to or for distributing or reselling the Shares. The Shares were offered without any general solicitation by the Company or its representatives. The Shares sold and issued in the Private Placement have not been registered under the Securities Act or any state securities laws and may not be offered or sold in the United States absent registration with the SEC or an applicable exemption from the registration requirements of the Securities Act. The Purchase Agreement contains customary representations, warranties, covenants and agreements by the Company, indemnification obligations of the Company and the Purchasers, including for liabilities under the Securities Act of 1933, as amended (the “ Securities Act ”), and other obligations of the parties. Securities issued in the proposed PIPE will be restricted securities and will not be registered upon issuance and therefore will be subject to securities law restrictions on transferability until such time as the resale of such securities is registered under the Securities Act or an exemption from the registration requirements of the Securities Act is available. The PIPE transaction, together with the proposed U.S. Government funding and loan, would bring the total amount of capital to $3.1 billion.
お知らせ • Dec 13USA Rare Earth Accelerates Timeline for Round Top Deposit Commercial Production by Two YearsUSA Rare Earth, Inc. announced a significant acceleration of the commercialization timeline for its Round Top heavy rare earth deposit in Texas. The Company now plans to begin commercial production in late 2028, two years earlier than previously anticipated. Round Top is the United States' richest known deposit of heavy rare earth elements,gallium, and beryllium, and is a cornerstone of USAR's integrated mine-to-magnet value chain. That value chain also includes a 310,000 sq ft. magnet manufacturing facility in Stillwater, Oklahoma, which is expected to be the largest metal-and-alloy-making and strip-casting capability outside of China, and a processing and separation laboratory in Wheat Ridge, Colorado. USAR has accelerated the planned commercialization timeline for Round Top because it expects to begin operating its Hydromet demonstration facility in Colorado early in 2026, based on the promising results of its recent and ongoing SX piloting. The Hydromet facility will operate five solvent-extraction (SX) circuits continuously, for 2,000 to 4,000 hours, to generate the operational data required to proceed with commercial plant design. These circuits will target heavy rare earth elements, particularly dysprosium (Dy) and terbium (Tb), which are essential for high-performance permanent magnets, while also extracting additional critical minerals includingafnium and zirconium. This novel parallel-process approach is expected to save the Company tens of millions of dollars, while enabling USAR to complete its definitive feasibility study (DFS) by early 2027. Earlier completion of the DFS would allow USAR to move into commercial production at Round Top by late 2028. Accelerating these milestones allows USAR to extract value from the Round Top deposit sooner and underscores its disciplined execution, technical leadership, and commitment to building a resilient, fully integrated U.S. rare earth supply chain.
お知らせ • Nov 13USA Rare Earth, Inc. Announces UK Regulatory Approval for Acquisition of Less Common Metals (LCM)USA Rare Earth, Inc. announced that it has received regulatory approval from the UK Minister of State for its acquisition of LCM. Having now received the only regulatory approval required, the Company expects to close the acquisition in a timely manner, in line with its stated target of fourth quarter of calendar year 2025. The acquisition represents a significant acceleration of USAR's magnet-to-mine strategy, establishing an end-to-end rare earth supply chain. As a result of this transaction, LCM will be able to continue to expand and serve its global customer base with a broad portfolio of rare earth and critical metals and alloys, while also supplying Neodymium Iron Boron (NdFeB) metal and strip cast alloy to USAR's Stillwater, Oklahoma magnet facility once production begins.
お知らせ • Oct 07USA Rare Earth, Inc. to Report Q3, 2025 Results on Nov 06, 2025USA Rare Earth, Inc. announced that they will report Q3, 2025 results After-Market on Nov 06, 2025
お知らせ • Sep 30+ 2 more updatesUSA Rare Earth, Inc. Announces CEO Changes, Effective October 1, 2025USA Rare Earth, Inc. announced that its Board of Directors has appointed Barbara Humpton as the Company’s Chief Executive Officer to succeed Josh Ballard, effective October 1, 2025. Humpton most recently served as President and CEO of Siemens USA. Prior to being named President and CEO of Siemens USA in 2018, Humpton served as President and CEO of Siemens Government Technologies, responsible for implementing Siemens products and services for federal government agencies and departments. Prior to joining Siemens in 2011, Humpton served as a vice president at Booz Allen Hamilton and was a Vice President and Director at Lockheed Martin Corporation. Humpton serves on the Board of Directors of the Federal Reserve Bank of Richmond. She is also Chair of the Board of the Center for Strategic and Budgetary Assessments (CSBA). She has served on the boards of the National Association of Manufacturers (NAM), Chief Executives for Corporate Purpose (CECP), and the Economic Club of Washington, D.C. Humpton also served on the Board of Directors of Triumph Group until its acquisition in 2025 by Warburg Pincus and Berkshire Partners. Humpton succeeds Joshua Ballard, who has agreed to remain with the Company in a consulting capacity through October 31, 2025.
お知らせ • Sep 29USA Rare Earth, Inc. announced that it has received $124.999995 million in fundingOn September 29, 2025, USA Rare Earth, Inc. closed the transaction.
お知らせ • Jul 22USA Rare Earth, Inc. to Report Q2, 2025 Results on Aug 11, 2025USA Rare Earth, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
お知らせ • Jul 10USA Rare Earth, Inc. Announces Retirement of Steve Ridge as Chief Operating Officer, Effective July 4, 2025On July 4, 2025, Steve Ridge, the chief operating officer of USA Rare Earth, Inc., retired from the Company, effective immediately. In connection with his retirement, the Company and Mr. Ridge entered into a separation agreement dated as of July 5, 2025, pursuant to which Mr. Ridge will continue to provide services to the Company for a three-month period as a consultant on a part-time basis to assist in the transition of his duties. Pursuant to the Separation Agreement, upon a general release of claims, Mr. Ridge will receive a lump sum cash payment of $5,000 and a grant of restricted stock units (RSUs), which RSUs will have a grant date value equal to $450,000 and will vest in full on January 1, 2026.
お知らせ • Jun 05USA Rare Earth, Inc Announces Appointment of David Bushi as Senior Vice President of ManufacturingUSA Rare Earth, Inc. announced the appointment of David Bushi as Senior Vice President of Manufacturing. In this role, Mr. Bushi will lead the Company’s manufacturing operations at its Stillwater, Oklahoma, sintered neodymium magnet (neo magnet) production facility.Mr. Bushi has over 25 years of large-scale manufacturing experience and most recently served as Vice President of Manufacturing for CoorsTek, a ceramics manufacturer in Golden, Colorado – experience directly applicable to magnet manufacturing. Mr. Bushi has a strong background in heading high volume manufacturing operations and a record of success across multiple industries, including automotive, defense, and aerospace. Mr. Bushi holds an MBA from Wayne State University and a BS in Electrical Engineering from Kettering University.
お知らせ • May 05USA Rare Earth, Inc. announced that it has received $74.97 million in fundingOn May 5, 2025, USA Rare Earth, Inc closed the transaction.
お知らせ • Apr 30USA Rare Earth, Inc. announced that it expects to receive $74.97 million in fundingUSA Rare Earth, Inc. announced that it has entered into a securities purchase agreement with a new fundamental institutional investor to issue equity shares of the company for the aggregate gross proceeds of up to $74,970,000 on April 30, 2025. Under the terms of the securities purchase agreement, the Company will issue, for an aggregate purchase price of $75 million, an aggregate of approximately 8.55 million shares of common stock, pre-funded warrants to purchase an aggregate of approximately 2.16 million shares of common stock and warrants to purchase shares of common stock, in an amount equal to 100% of the Aggregate Shares at a strike price of $7 per share, with an expiry date of 6-years from the issue date of the PIPE Warrants. The Shares and the PIPE Warrant Shares are entitled to customary resale registration rights. The Company will hold a special meeting of stockholders to approve the issuance of the Warrant Shares. The closing of the PIPE also is subject to other customary closing conditions for financing of this nature. The securities being sold in the private placement have not been registered under the Securities Act of 1933, as amended.
お知らせ • Apr 21USA Rare Earth, Inc. to Report Q1, 2025 Results on May 14, 2025USA Rare Earth, Inc. announced that they will report Q1, 2025 results After-Market on May 14, 2025
お知らせ • Mar 31USA Rare Earth, Inc. Commissions Advanced Innovations Lab in Stillwater, OklahomaUSA Rare Earth, Inc. announced it has commissioned its advanced Innovations Lab at its manufacturing facility in Stillwater, Oklahoma, and will begin prototyping permanent neo magnets for customers in the second quarter. The lab is designed to replicate the complete magnet production process, enabling rapid prototyping, customized magnet recipe development, and innovative processing techniques including grain boundary diffusion. This facility marks a significant milestone in establishing one of the largest rare earth, sintered neo magnet manufacturing facilities in the United States. The lab will accelerate the Company's customer qualification process and play a critical role in USAR's research and development efforts, supporting customers, proprietary intellectual property advancements, quality control, and production optimization ahead of the commissioning of the plant's first production line in early 2026. The lab is staffed by a team of experts with deep experience in metal and magnet technology, manufacturing, and sales. USAR will offer flexible finishing capabilities for a wide-range of magnet compositions, sizes, andapes. As USAR secures offtake agreements, future production lines could be customized to meet the specific needs of key customers. The Company remains committed to strengthening the domestic rare earth supply chain and driving innovation in magnet manufacturing.
お知らせ • Mar 20+ 1 more updateUSA Rare Earth, Inc. Announces Executive ChangesUSA Rare Earth, Inc. announced that William Robert Steele Jr. will be the Company’s principal financial officer and principal accounting officer. Mr. Steele, 59, has served as the Global Chief Financial Officer of Mujin Corp., a physical AI industrial robotics software platform, since October 2024, and he will cease serving in such position prior to the commencement of his service with the Company. Prior to his role at Mujin Corp., Mr. Steele spent six years at Bank of America Securities as a Managing Director from 2018 to October 2024. He also previously served as Managing Director at Stifel from 2005 to 2018, Director and Managing Director at SC Cowen Securities Corporation from 2000 to 2005, and Principal at Banc of America Securities, Inc. from 1993 to 1996. Mr. Steele received his bachelor’s degree from University of California, Santa Barbara and a Master of Business Administration from the Anderson School at UCLA. Upon Mr. Steele’s commencement of service, Christopher Boling, will remain the Controller of the Company but will cease to serve as the Company’s principal financial officer and principal accounting officer.
