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USA Rare Earth Inc Stock Price, News & Analysis

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Welcome to our dedicated page for USA Rare Earth news (Ticker: USAR), a resource for investors and traders seeking the latest updates and insights on USA Rare Earth stock.

USA Rare Earth, Inc. (Nasdaq: USAR) generates news that spans mining, materials processing, and advanced magnet manufacturing, reflecting its stated goal of building a vertically integrated rare earth and critical minerals supply chain. Company announcements frequently highlight progress at its Stillwater, Oklahoma rare earth sintered neo (NdFeB) magnet manufacturing facility, development milestones at the Round Top heavy rare earth and critical minerals deposit in West Texas, and advances in processing and separation work at its Wheat Ridge, Colorado lab.

Investors following USAR news can expect updates on project timelines, such as the company’s stated acceleration of its Round Top commercialization schedule and plans for a Hydromet demonstration facility with multiple solvent-extraction circuits targeting heavy rare earth elements like dysprosium and terbium. News releases also cover technical and organizational developments, including appointments to key mining and engineering roles intended to support the transition from project development to planned production.

Another recurring theme in USAR’s news flow is corporate and strategic activity. The company has reported on the acquisition of Less Common Metals Ltd. (LCM), a UK-based producer of rare earth metals and alloys, and on related regulatory approvals, integration plans, and the role of LCM in supplying metal and strip-cast alloy to the Stillwater magnet facility. Press releases detail LCM’s customer and government relationships across defense, automotive, electric vehicle, industrial, aerospace, and technology sectors in multiple countries.

USAR’s news also addresses financing and capital markets events, including private placements, equity investments, warrant redemptions, and registration statements, as well as index-related developments such as preliminary inclusion in the Russell 2000 Index. Readers can use the USAR news page on Stock Titan to monitor these operational, strategic, and financial updates in one place and to track how the company’s mine-to-magnet plans and partnerships evolve over time.

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USA Rare Earth (NASDAQ: USAR) has scheduled its second quarter 2025 financial results announcement for Monday, August 11, 2025, after market close. The company will host a conference call the same day at 2:00 PM PT / 5:00 PM ET to discuss the quarterly results.

Investors can access the conference call through various channels, including US toll-free at +1 (866) 652-5200 or international at +1 (412) 317-6060. A replay will be available until September 11, 2025, accessible via multiple toll-free numbers with access code 9281230. The company will also provide a webcast option for both the live call and replay.

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USA Rare Earth (NASDAQ: USAR) has appointed Ron Fogarty as Vice President of Sales to lead global sales efforts for their sintered neodymium magnet production facility in Stillwater, Oklahoma. Fogarty brings over 35 years of experience in sales and business development, previously serving as VP of Sales at ABB. The appointment follows multiple customer MOU announcements in May and June 2025, with USAR aiming to deliver neo magnets to customers in 2026. CEO Joshua Ballard emphasized that Fogarty's appointment aligns with their 2025 objective of securing supply agreements for 2026 delivery and building a robust sales organization. Fogarty, who holds an MBA and a bachelor's in electrical engineering from the University of Missouri, plans to leverage local talent around Stillwater operations to support the company's growth initiatives.
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USA Rare Earth (NASDAQ: USAR) has signed a memorandum of understanding with Moog Electric Motion Solutions to supply neo magnets for data center cooling solutions. USAR will begin prototyping magnets for use in Moog's CoreMotion™ liquid coolant distribution pumps, with production scheduled to start in early 2026. The agreement follows USAR's March 2025 commissioning of its Innovations Lab in Stillwater, Oklahoma, which replicates the capabilities of their upcoming commercial manufacturing facility. The partnership aims to strengthen the domestic rare earth supply chain and support the growing demand for high-performance cooling solutions in AI data centers. The collaboration will focus on designing and testing permanent Neodymium magnets specifically for Moog's data center cooling technology.
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USA Rare Earth (NASDAQ: USAR) has appointed David Bushi as Senior Vice President of Manufacturing to lead operations at its Stillwater, Oklahoma sintered neodymium magnet production facility. Bushi brings over 25 years of large-scale manufacturing experience, most recently serving as VP of Manufacturing at CoorsTek. His background includes expertise in high-volume manufacturing across automotive, defense, and aerospace sectors. CEO Joshua Ballard emphasized the strategic timing of Bushi's appointment as the company prepares to scale up production in early 2026. The appointment aligns with broader U.S. efforts to establish a domestic supply chain for critical minerals and neo magnets.
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USA Rare Earth (NASDAQ: USAR) has signed a memorandum of understanding (MOU) with PolarStar Magnetics, a manufacturer of programmable magnets and Tier 2 supplier for aerospace projects requiring DFARS-compliant magnets. The partnership follows USAR's recent commissioning of its Innovations Lab in Stillwater, Oklahoma on March 31. Through this collaboration, PolarStar will participate in early-round testing of US-made magnets at USAR's facilities, with discussions progressing toward a detailed multi-year supply agreement. This partnership represents another step in USAR's mission to establish a domestic rare earth magnet supply chain for both critical U.S. industries and consumer products.

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USA Rare Earth (NASDAQ: USAR) reported its Q1 2025 financial results, highlighting several key achievements. The company merged with Inflection Point and began trading on Nasdaq on March 14. They commissioned their Innovations Lab at their Stillwater, Oklahoma magnet facility and signed their first customer MOU for rare earth sintered magnet production in 2026. The company successfully produced dysprosium oxide from the Round Top deposit with over 99% purity. CEO Joshua Ballard emphasized that USAR has raised over $100 million since the start of 2025 to support operations. The company is advancing processing technologies in Colorado and developing their 310,000-square-foot magnet facility, positioning themselves to address domestic rare earth supply chain needs for defense, industrial, and technology sectors.
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USA Rare Earth (NASDAQ: USAR) has successfully closed a previously announced private investment in public equity (PIPE) financing worth $75 million with a single institutional investor. The proceeds will be allocated to fund capital expenditures for the company's magnet manufacturing facility in Stillwater, Oklahoma, along with working capital and operating expenses.

The PIPE transaction was facilitated by Cantor Fitzgerald & Co. as lead placement agent, with Cohen Capital Markets serving as placement agent. Roth Capital Partners and Jett Capital Advisors acted as advisors. The securities sold in this private placement are not registered under the Securities Act of 1933 and are subject to registration requirements or applicable exemptions for sale in the United States.

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USA Rare Earth has secured a $75 million private investment in public equity (PIPE) from a major institutional investor. The funding will support capital expenditures for its rare earth magnet manufacturing facility in Stillwater, Oklahoma, along with working capital and operating expenses.

The deal structure includes issuing approximately 8.55 million common stock shares, 2.16 million pre-funded warrants, and PIPE warrants at a $7.00 strike price with a 6-year expiry. The PIPE warrants cover 100% of the aggregate shares.

CEO Joshua Ballard emphasized this investment's strategic timing, highlighting the company's mission to establish one of the largest domestic sintered rare earth magnet facilities in the United States. The facility aims to serve defense, consumer, technology, and industrial sectors. Cantor Fitzgerald & Co. led the placement, with Cohen Capital Markets as co-placement agent.

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USA Rare Earth (NASDAQ: USAR) has signed a memorandum of understanding (MOU) with The StudBuddy®, a magnetic stud finder tool manufacturer, to supply U.S.-made neo magnets. The partnership follows USAR's recent commissioning of its Innovations Lab in Stillwater, Oklahoma on March 31.

The agreement aims to establish a domestic rare earth magnet supply chain, with USAR planning to deliver approximately 20 metric tons of finished sintered neodymium magnets annually to StudBuddy. This collaboration represents USAR's first customer announcement and aligns with both companies' commitment to domestic manufacturing and production.

The partnership will progress toward a detailed multi-year supply agreement, supporting StudBuddy's goal of maintaining a fully domestic supply chain for their magnetic stud finder tools, which use neodymium magnets for locating nails and screws behind drywall.

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USA Rare Earth (NASDAQ: USAR) has scheduled its first quarter 2025 financial results release for Wednesday, May 14, 2025, after U.S. markets close. The company will host a conference call the same day at 2 p.m. PT / 5 p.m. ET to discuss the results.

Investors can access the call through toll-free numbers for US/Canada (+1 866-652-5200) or international lines (+1 412-317-6060). A replay will be available until June 14, 2025, accessible via US toll-free (+1 877-344-7529), Canada toll-free (855-669-9658), or international toll (+1 412-317-0088) using access code 2627439. The call and replay will also be available via webcast.

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FAQ

What is the current stock price of USA Rare Earth (USAR)?

The current stock price of USA Rare Earth (USAR) is $17.45 as of March 6, 2026.

What is the market cap of USA Rare Earth (USAR)?

The market cap of USA Rare Earth (USAR) is approximately 4.2B.

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USAR Stock Data

4.16B
159.86M
Other Industrial Metals & Mining
Metal Mining
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