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Rare earth stocks have been, well, bad lately. USA Rare Earth stock was up 2.1% at $17.62 in premarket trading, while and futures were up 0.1% and 0.2%, respectively. Rare Earth leader MP Materials is also perfect, with 17 out of 17 analysts covering the stock rating it Buy.

USA Rare Earth is a speculative play and a difficult company to value by traditional metrics, but that doesn't mean it lacks promise.

Access to rare-earth minerals has become a growing focal point in U.S.-China geopolitical positioning

USA Rare Earth has delivered a strong 89.4% three year return, yet current valuation checks paint a more mixed picture while recent policy driven excitement continues to influence the stock. The 89.4% gain over the past three years suggests USA Rare Earth has already priced in a meaningful amount of optimism about its rare earths and battery materials ambitions. The completed US$1.55b capitalization of the government backed Serra Verde offtake SPV and broader federal support for critical...

Starting in 2027, USA Rare Earth will become one of the most important miners in the U.S. Here's why.

USA Rare Earth has costly ambitions. Here's how long the company's cash could last.

On Monday, the Trump administration finalized a $1.55-billion funding package aimed at building domestic supply chains and reducing reliance on China.

Critical Metals is surging nearly 20% while its rare earth peers sit flat or slide lower, and no company announcement explains the gap. One unverified catalyst keeps surfacing in trader circles, and it has nothing to do with the ground under Greenland.

A bid ran through the whole critical-resources complex on Friday, while the milestones that decide what this company earns sit on a slower calendar.

It's been difficult to stick with, but it's also been worth it for investors who can stomach the wild ride.

A $1.55 billion government-backed deal that should signal strength is somehow sending USA Rare Earth shares lower, and the sharpest selloff belongs to a company with no news at all.

USA Rare Earth, Inc. (NASDAQ:USAR) has completed the $1.

Critical minerals stocks are surging while the broader market barely twitches, and the forces driving the move have less to do with company news than with a shift happening deep inside the bond market and the dollar.

Shares of the rare-earth miner have fallen more than 50% below their 52-week high.

IPO Edge hosted a fireside chat with Tactical Resources Corp. Common Shares (Nasdaq: TREO) Chief Executive Officer and a Director Ranjeet Sundher, moderated by IPO Edge Editor-in-Chief John Jannarone and Editor-at-Large […]

IPO Edge hosted a fireside chat with Tactical Resources Corp. Common Shares (Nasdaq: TREO) Chief Executive Officer and a Director Ranjeet Sundher, moderated by IPO Edge Editor-in-Chief John Jannarone and Editor-at-Large […]

A $100 million buyback authorization from United States Antimony landed just days after a badly missed quarter and a guidance cut that nearly halved the full-year outlook, raising a pointed question about whether management is signaling confidence or buying time.

The latest analyst work on USA Rare Earth trims the fair value estimate from about US$38.60 to roughly US$37.38, signalling a slightly lower price target in current models. This adjustment aligns with recent research that weighs fresh funding support and leadership changes against execution risk in the next build out phase. As you read on, you will see how these shifting targets and the evolving analyst narrative may influence how you track USA Rare Earth from here. Analyst Price Targets...

AI spending doubts are rippling far beyond chipmakers, dragging rare earth miners into Tuesday's selloff even as government contracts and defense deals set these stocks apart from the rest of the carnage.

Execution is replacing expectations.

Today's move appears linked to President Donald Trump's late-Thursday announcement of tariffs on drone imports and components. Drones are becoming a significant source of demand for rare earth magnets. Sentiment has been turning positive for rare earth stocks, driven by Trump administration support, corporate milestones, and agreements to supply defense contractors.

U.S. rare earth stocks are surging Friday with no confirmed catalyst in sight, and the reason traders are piling in reveals something important about how this volatile sector actually works.

Rare earth stocks are surging across the board today, and the catalyst is bigger than any single headline. Here is what is driving traders into critical minerals right now and what separates the speculative plays from the more established names.

United States Antimony just watched most of its 2026 gains evaporate in a single session, and the guidance cut behind the collapse raises a bigger question: is this an isolated antimony-price shock or a warning sign for the entire domestic critical-minerals trade?

Adjusted loss widens as production costs outrun early magnet sales

USA Rare Earth is scaling a non-China rare earth chain, with Serra Verde, Stillwater magnet sales and Round Top milestones driving its next phase.

Moby summary of USA Rare Earth Inc's Q2 2026 earnings call

Despite USA Rare Earth’s second-quarter revenue miss, strong cash reserves, government funding, and expansion plans stoked optimism.

USA Rare Earth (NASDAQ:USAR) reported second-quarter revenue of approximately $6 million, generated by third-party sales from its Less Common Metals metal and alloy-making business, while outlining progress on its mine-to-magnet supply chain strategy outside China. The company reported a net loss a

USA Rare Earth has reported its Q2 2026 results, confirming definitive agreements with the U.S. Department of Commerce that unlock up to US$1.60 billion in CHIPS Act funding, alongside a deal to acquire Serra Verde Group and plans for a second U.S. magnet manufacturing facility in Blacksburg, South Carolina. Together, the CHIPS Act funding, Serra Verde acquisition and new U.S. facility materially advance USA Rare Earth’s goal of an integrated, ex‑China rare earths and magnet supply...