USA Rare Earth Inc Stock Price, News & Analysis

USA Rare Earth (NASDAQ: USAR) reported its Q2 2025 financial results, highlighting progress toward commissioning its Stillwater, Oklahoma magnet facility in Q1 2026. The company has secured 12 MOUs and JDAs representing potential annual production of 300 tons with aerospace, defense, data center, and automotive customers.

Key financial metrics include a cash position of $121.8 million at quarter-end (increasing to $128.1 million by August 7, 2025) with no significant debt. However, the company reported increased losses with a Q2 2025 net loss of $142.7 million compared to $2.8 million in Q2 2024. The adjusted net loss was $7.8 million for Q2 2025.

Notable operational achievements include successful extraction of gallium and heavy rare earth concentrates from the Round Top deposit and team expansion in engineering, sales, manufacturing, and finance roles.

USA Rare Earth (NASDAQ:USAR) announced its participation in the upcoming Canaccord Genuity 45th Annual Growth Conference. The company's Chief Financial Officer, W. Robert Steele, will deliver a presentation on Tuesday, August 12, 2025, at 3:30 PM ET.

Investors can access the presentation through the "Presentations & Events" section of USAR's investor relations website. The webcast recording will remain available for 90 days after the event.

USA Rare Earth (NASDAQ:USAR) has entered into a joint development agreement with ePropelled, Inc. to supply sintered neo magnets for drone technology. The agreement focuses on developing magnets for ePropelled's motors, controllers, generators, and power management systems used in uncrewed air, land, and sea vehicles.

USAR will begin prototyping neo magnets at its Stillwater manufacturing facility, targeting 2026 pipeline fulfillment. ePropelled serves aerospace, defense, industrial automation, and maritime industries, specializing in applications like surveillance drones, robotic ground vehicles, and autonomous marine vessels. The partnership aims to establish a Made-in-USA supply chain for high-performance magnets compliant with international defense standards.

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.

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.

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.

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.

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.

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.