View Financial HealthUSA Rare Earth 배당 및 자사주 매입배당 기준 점검 0/6USA Rare Earth 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률-35.3%자사주 매입 수익률총 주주 수익률-35.3%미래 배당 수익률n/a배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updatesSeeking Alpha • May 23USA Rare Earth - Strategic Importance Does Not Guarantee Attractive Equity ReturnsSummary USA Rare Earth is strategically positioned in domestic rare earth supply chains amid multi-decade demand tailwinds from EVs, AI, and defense. I assign a Hold rating to USAR, as current prices overvalue long-term intrinsic value given capital intensity, dilution, and execution risks. USAR's ambitious vertical integration magnifies industrial scaling, regulatory, and financing risks, with realistic revenue potential capped by supply-side constraints. Generous base case modeling yields thin margin for safety at ~$25/share, making USAR unattractive for long-term value investors unless significant corrections occur. Read the full article on Seeking Alpha공시 • 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.새로운 내러티브 • 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.속보 • May 19USA Rare Earth Advances Magnet Facility and Expands Global Footprint With Over US$3b in New FundingUSA Rare Earth reported Q1 2026 revenue of US$5.7 million, with a loss of US$0.12 per share, which was narrower than the loss of US$0.14 per share expected by analysts. The company advanced its mine-to-magnet plan by commissioning Phase 1a of its Stillwater, Oklahoma magnet facility and is targeting initial commercial neodymium magnet shipments in Q2 2026, with plans to produce 200 to 500 metric tons this year. USA Rare Earth secured US$1.5 billion in PIPE financing and is finalizing US$1.6 billion in U.S. Department of Commerce funding. It has also completed acquisitions of the Round Top project and Brazil’s Serra Verde Group, while its stock has faced pressure from a broad market selloff, rare earth price signals from China, and insider selling. The setup reflects a company that currently has early revenue, significant funding in place, and a wider project footprint, but remains in a build-out phase that involves ongoing losses and reliance on external capital. Analyst projections indicate that potential positive cash flow and profitability are expected only much later this decade, and sector sentiment can be highly sensitive to geopolitics, rare earth pricing moves from China, and changes in risk appetite.공시 • 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.공시 • 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, 2026공시 • 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.공시 • 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.새로운 내러티브 • Apr 08USA Rare Earth Inc. (USAR): Building the "Mine-to-Magnet" Fortress for U.S. National SecurityUSA Rare Earth Inc. (USAR) , a development-stage leader in the domestic critical minerals sector, closed the April 8, 2026, session at $16.78 USD on the NASDAQ.새로운 내러티브 • 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?공시 • 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.새로운 내러티브 • 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?공시 • Mar 13USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026.공시 • 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.공시 • 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.공시 • 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.새로운 내러티브 • 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?공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 USAR 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: USAR 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장USA Rare Earth 배당 수익률 vs 시장USAR의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (USAR)n/a시장 하위 25% (US)1.4%시장 상위 25% (US)4.2%업계 평균 (Metals and Mining)1.5%분석가 예측 (USAR) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 USAR 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 USAR 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 USAR 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: USAR 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 22:23종가2026/05/22 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스USA Rare Earth, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Subhasish ChandraBenchmark CompanyGeorge GianarikasCanaccord GenuityDerek SoderbergCantor Fitzgerald & Co.4명의 분석가 더 보기
Seeking Alpha • May 23USA Rare Earth - Strategic Importance Does Not Guarantee Attractive Equity ReturnsSummary USA Rare Earth is strategically positioned in domestic rare earth supply chains amid multi-decade demand tailwinds from EVs, AI, and defense. I assign a Hold rating to USAR, as current prices overvalue long-term intrinsic value given capital intensity, dilution, and execution risks. USAR's ambitious vertical integration magnifies industrial scaling, regulatory, and financing risks, with realistic revenue potential capped by supply-side constraints. Generous base case modeling yields thin margin for safety at ~$25/share, making USAR unattractive for long-term value investors unless significant corrections occur. Read the full article on Seeking Alpha
공시 • 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.
새로운 내러티브 • 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.
속보 • May 19USA Rare Earth Advances Magnet Facility and Expands Global Footprint With Over US$3b in New FundingUSA Rare Earth reported Q1 2026 revenue of US$5.7 million, with a loss of US$0.12 per share, which was narrower than the loss of US$0.14 per share expected by analysts. The company advanced its mine-to-magnet plan by commissioning Phase 1a of its Stillwater, Oklahoma magnet facility and is targeting initial commercial neodymium magnet shipments in Q2 2026, with plans to produce 200 to 500 metric tons this year. USA Rare Earth secured US$1.5 billion in PIPE financing and is finalizing US$1.6 billion in U.S. Department of Commerce funding. It has also completed acquisitions of the Round Top project and Brazil’s Serra Verde Group, while its stock has faced pressure from a broad market selloff, rare earth price signals from China, and insider selling. The setup reflects a company that currently has early revenue, significant funding in place, and a wider project footprint, but remains in a build-out phase that involves ongoing losses and reliance on external capital. Analyst projections indicate that potential positive cash flow and profitability are expected only much later this decade, and sector sentiment can be highly sensitive to geopolitics, rare earth pricing moves from China, and changes in risk appetite.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
새로운 내러티브 • Apr 08USA Rare Earth Inc. (USAR): Building the "Mine-to-Magnet" Fortress for U.S. National SecurityUSA Rare Earth Inc. (USAR) , a development-stage leader in the domestic critical minerals sector, closed the April 8, 2026, session at $16.78 USD on the NASDAQ.
새로운 내러티브 • 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?
공시 • 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.
새로운 내러티브 • 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?
공시 • Mar 13USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026USA Rare Earth, Inc., Annual General Meeting, Jun 03, 2026.
공시 • 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.
공시 • 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.
공시 • 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.
새로운 내러티브 • 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?
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
