USAR USA Rare Earth, Inc.
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Daily prices, adjusted for splits. P/E and P/S value each day on the results published by then; a gap in P/E means the trailing year had no profit.
Other Industrial Metals & Mining · Stillwater, OK · 132 employees · usare.com
USA Rare Earth focuses on exploring, refining, and distributing critical minerals used across industries such as defense, energy, and semiconductors. The company holds mineral rights in Texas and collaborates with technical partners to advance specialized rare earth separation capabilities.
Why it is on our list: Building a US plant for the rare-earth magnets used in motors, robots and defence systems, and developing a rare-earth deposit in Texas.
Bull case
The company stands to gain if efforts to rebuild Western critical-mineral supply chains materialize. It also experiences a minor tailwind from providing materials needed for the expansion of artificial intelligence infrastructure.
- Its sector cycle (Physical & Commodity) is in expansion.
Bear case
Substantial dilution presents a primary headwind, as ongoing issuance steadily erodes each share's claim on the business.
- Heavy dilution is eroding each share's claim.
- The share price trend is still falling.
Features
- F-UPSIDE Analyst upside Analysts' average target is 183% above the price.
AI impact
Supplies what AI runs on Tailwind
The company develops rare earth elements and permanent magnets used in hardware for data centers and physical artificial intelligence. It benefits from demand for these critical materials, while the reports do not show any artificial intelligence risks to its business.
Where AI helps it
- Supplies the fuel or materials the AI build-out needs (minor)
In the company's words
We are developing a leading globally integrated mine to magnet platform, which is a U.S.-anchored value chain essential for the aerospace, defense, semiconductors, data centers, physical artificial intelligence (“AI”), energy, mobility, healthcare, and numerous industrial sectors.
Assessed by AI from the company's own annual report filed 30 Mar 2026 and quarterly report filed 10 Aug 2026. A reading of the business, not a forecast or a recommendation.
Measurement status
Too little reported history, No usable valuation history, Too little cash-flow data
Current analyst snapshot
Shown for reference only; not used in any measurement.
What would have to break
- Not available — Revenue decline
- Not available — Margin break
- Not available — Cash burn with rising debt
- Triggered — Heavy dilution
- Not triggered — Warning language in filings
News
No recent brief on this company.