In my opinion, one stock wins over the other in terms of risk-adjusted returns.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
MP Materials Corp. (NYSE:MP) is among the Most Promising Stocks. On June 28, The Wall Street Journal reported that MP Materials Corp. (NYSE:MP) sued USA Rare Earth, alleging the company misappropriated proprietary grain boundary diffusion technology through former engineer Kevin Elkins. However, Kevin denies the allegations. MP seeks at least $5 million in damages. The firm […]
Rare-earth metals are in high demand, and these three companies aim to meet market demand.
USA Rare Earth received a major boost earlier this year when it agreed to a deal with the U.S. government for up to $1.6 billion in funding.
USA Rare Earth is establishing a fully integrated, domestic mine-to-magnet supply chain to reduce the U.S. dependence on foreign suppliers.
The United States is scrambling to build up its rare-earth element mining and processing supply chains, and these two companies have received substantial funding to do so.
Rare earth stocks and copper plays are flashing buy signals or close to it amid multiple catalysts. MP Materials and USA Rare Earth are both near buy points, as is S&P 500 copper giant Freeport-McMoRan. The copper price has rallied near an all-time high as markets brace for potential Trump tariffs news, with demand already outpacing supply.
MP Materials and Rare Earths Americas picked up new Buy ratings. Both names have Buy ratings from all the analysts who cover them.
Two U.S. rare-earth players take different paths, one with established output and major clients, the other betting big on a future supply chain from scratch.
USA Rare Earth is crushing the market in 2026. It has millionaire-maker potential, but execution risks abound.
Rare earth stocks continued to snap back early Thursday after a sharp recent sell-off tied to President Donald Trump's China visit and news that Beijing would address U.S. concerns that its export restrictions have resulted in shortages. USA Rare Earth, which announced new funding from the Department of Energy, MP Materials, Critical Metals and REalloys are all climbing. Beijing's export restrictions, especially for military uses of rare earths, have fueled pricing of some rare earths that is around 400% higher outside of China than within, William Blair analyst Neal Dingmann noted in a Wednesday report.
USA Rare Earth Inc. (NASDAQ:USAR) is one of the 10 Stocks With Insane Returns Right Now. USA Rare Earth rebounded on Wednesday, soaring 13.05 percent to finish at $22.57 apiece, as investors resorted to bargain-hunting while repositioning portfolios amid uncertainties over a rare earth deal between the US and China. The rally was a bounce […]
USA Rare Earth is shaping up as the go-to rare earth stock in the West, according to Cantor Fitzgerald. The firm's analysts, Derek Soderberg and Drew Nordquist, raised their 12-month price targets to $35 from $30, reiterating an Overweight rating....
USA Rare Earth shares jump 70.5% in six months as the company advanced U.S. rare earth magnet production and secured major funding support.
The company ended the quarter with $1.75 billion in cash
USA Rare Earth Inc. (USAR) delivered earnings and revenue surprises of +26.52% and +35.67%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
USA Rare Earth Inc. (NASDAQ:USAR) posted its first-quarter results after Wednesday’s closing bell, beating analyst estimates on the top and bottom lines. Here's a look at the details inside the report. USAR stock is moving. Watch the price action here. USAR Q1 Details USA Rare Earth reported quarterly adjusted losses of 12 cents per share, which beat the analyst estimate for losses of 14 cents, according to Benzinga Pro data. Quarterly revenue clocked in at $5.7 million, blowing past the $4.23 m
The need to secure a domestic supply of rare earth materials and magnets is driving the long-term case for MP Materials.
Why USA Rare Earth is on investors’ radars USA Rare Earth (USAR) has drawn attention after a sharp recent share price move, with returns of about 30% over the past week and around 87% over the past month. See our latest analysis for USA Rare Earth. Beyond the recent spike, USA Rare Earth’s share price return of 102.12% year to date and 38.83% over 90 days points to strong momentum. The 168.80% 1 year total shareholder return highlights how sustained that interest has been. If you are looking...
USA Rare Earth Inc. (NASDAQ:USAR) is one of the 10 Stocks Delivering Eye-Popping Gains. Shares in USA Rare Earth jumped by 17.88 percent on Thursday to close at $25.97 apiece, as investors positioned portfolios in high-growth stocks, supported by a broader market optimism. USA Rare Earth Inc. (NASDAQ:USAR) mirrored the rally in the wider market […]
Investors may be asking whether the recent excitement around USA Rare Earth is already reflected in the share price, or if the current valuation still leaves room when viewed through the lens of fundamentals. The stock closed at US$22.03, with returns of 45.6% over the past 30 days and 128.1% over the last year, although the last 7 days saw a 4.6% pullback. Recent attention on USA Rare Earth has centered on its role in the materials space and its potential exposure to demand for rare earth...
USA Rare Earth Inc. stock saw a sharp surge in its momentum score, jumping from 14.46 to 90.22 on a week-over-week basis. A momentum score is a measure that tracks the strength of a stock's price trend over time, based on recent price changes and trading volume, helping indicate how strong the current upward or downward movement is. Stillwater Magnet Production USA Rare Earth announced that it has transitioned from development into active production following the commissioning of Phase 1a of its
USA Rare Earth Inc. (NASDAQ:USAR) is one of the 10 Stocks Racking Up Monster Gains. USA Rare Earth surged by 7.50 percent on Monday to finish at $23.51 apiece, as investors loaded portfolios ahead of the results of its earnings performance in the first quarter of the year. Based on its earnings report for the […]
Today, April 27, 2026, investors are weighing how an $835 million lithium deal reshapes a fast-growing rare earths portfolio.
By acquiring Serra Verde, USA Rare Earth accelerates its mission to build an independent rare-earth supply chain.
Is USAR a good stock to buy? We came across a bullish thesis on USA Rare Earth, Inc. on r/ValueInvesting by data-with-dada. In this article, we will summarize the bulls’ thesis on USAR. USA Rare Earth, Inc.’s share was trading at $22.58 as of April 20th. USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals […]
USA Rare Earth (NASDAQ:USAR) outlined details of its planned acquisition of Serra Verde Group during a conference call, describing the deal as a step toward building an integrated, non-Asian rare earth supply chain spanning mining through magnet production. The company said it has entered into a def