Diversified Metals and Mining

USA Rare Earth

Wall Street Zen Upgrades US Rare Earths to Sell, Target Price Divergence Evident

Roth MKM Analyst De Silva Maintains Buy Rating on USA Rare Earth with $30 Price Target

USA Rare Earth released FY2026 Q1 earnings on May 13 After-Market EST, actual revenue USD 5.698 M (forecast USD 3.629 M), actual EPS USD -0.4524 (forecast USD -0.254)

USA Rare Earth Updates Risks of Merger with SVRE

US Rare Earth Company Receives $14.2 Million Grant from Texas Semiconductor Fund

USA Rare Earth to Release FY2026 Q1 Earnings on May 13 After-Market EST, Forecast Revenue USD 3.629 M, EPS USD -0.254

Jennison Associates LLC Invests About $1.59 Million in USA Rare Earth Inc.

USA Rare Earth Acquires Serra Verde Group for $2.8 Billion

USA Rare Earth Acquires Brazil's Serra Verde to Enhance Rare Earth Supply Chain

USA Rare Earth Enters into Merger Agreement with SVRE

Brazilian Rare Earth Miner Signs 15-Year Purchase Agreement with Consortium

USA Rare Earth to Acquire Serra Verde for $2.8 Billion

USA Rare Earth Subsidiary Successfully Produces First Commercial Rare Earth Yttrium

USA Rare Earth CEO Assures Shareholders of Project Potential

USA Rare Earth Considers Building Magnet Plant in France

USA Rare Earth Acquires Carester Shares and Signs Long-term Raw Material Supply Agreement

USA Rare Earth released FY2025 earnings on March 30 (EST), actual revenue USD 1.643 M (forecast USD 0), actual EPS USD -3.3106 (forecast USD -2.7466)

USA Rare Earth released FY2025 Q4 earnings on March 30 (EST), actual revenue USD 1.643M, actual EPS USD -0.5139 (forecast EPS USD -0.1233)

USARareEarthBeginsMagnetCommercialShipmentsAndPlansToIncreaseCapacity

Democratic Representative Criticizes Commerce Secretary's Rare Earth Investment

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Musk vows to appeal OpenAI verdict, House lawmakers water down housing affordability bill, the world needs more rare earth mines, and more news to start your day.

USA Rare Earth - CW300313

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Stock markets now shrug at Trump’s Iran rhetoric. That’s a big worry.

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Design Therapeutics(DSGN) fell 25.54%, with a trading turnover 90.0 Million USD, and a year-to-date rose 14.1%. Rackspace Tech(RXT) fell 17.53%, with a trading turnover 149.9 Million USD, and a year-to-date rose 394.4%. FuelCell Energy(FCEL) fell 16.95%, with a trading turnover 280.1 Million USD, and a year-to-date rose 142.7%.

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Top 10 US Stock Losers (5.18)

USA Rare Earth fell 12.71%; MP Materials fell 8.54%, with a transaction volume of USD 366 million; Rio Tinto fell 0.21%, with a transaction volume of USD 125 million; BHP fell 0.15%, with a transaction volume of USD 118 million; Teck Resources fell 1.68%, with a market value of USD 29.4 billion

Price Alert

MP Materials

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U.S. Stock Market Midday Update: Dual Impact of Middle East Conflict and Rating Pressure, USA Rare Earth Stock Price Plummets 12.71%

US rare earth miners, including MP Materials and USA Rare Earth, are facing significant declines due to falling global commodity prices, geopolitical shifts, and supply-side risks. Stocks are down over 10% amid speculation of a potential US-China rare earth agreement. Additionally, insider selling and a global risk-off sentiment are contributing to the downturn. Despite these challenges, experts believe the structural foundation for domestic rare earth companies remains strong, supported by long-term contracts and agreements.

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Why are Trump's rare earth stocks crashing today?

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During a recent summit, US President Trump and Chinese leader Xi Jinping agreed to establish a 'board of trade' and a 'board of investment' to enhance economic ties. China committed to purchasing at least $17 billion annually in US agricultural products and an initial order of 200 Boeing aircraft. While these agreements signal a desire for cooperation, they lack specifics and do not resolve ongoing trade tensions, particularly regarding tariffs and technology issues.

- President Trump concluded a three-day visit to Beijing amid unresolved issues regarding agreements with Chinese leader Xi Jinping.  
- The U.S. and China are set to establish two new councils to manage economic relations, with China agreeing to purchase at least $17 billion in U.S. agricultural products annually and 200 Boeing planes.  
- However, significant trade discrepancies and questions about tariff reductions remain, as negotiations regarding technology competition and specific trade details continue.

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From a ‘board of trade’ to Boeing planes, what did Xi and Trump actually agree to?

Wall Street Zen has upgraded USA Rare Earth (NASDAQ:USAR) from a 'strong sell' to a 'sell' rating. Analysts have mixed views, with some setting target prices as high as $45. The stock has a consensus rating of 'Moderate Buy' and a target price of $35.40. Despite a recent earnings report that beat expectations, shares have softened as investors rotate out.

Market Beat

PNC Financial Services

Wall Street Zen Upgrades USA Rare Earth (NASDAQ:USAR) to "Sell"

USA Rare Earth (NASDAQ:USAR) shares fell 1.8% to $24.39 amid a broader market selloff, despite positive analyst ratings and strong Q1 results. Cantor Fitzgerald raised its price target to $35, while other analysts also issued favorable ratings. The company is progressing with its strategic plans, including a new magnet line in Oklahoma. However, investor sentiment appears cautious, leading to a decline in stock price despite bullish fundamentals.

SEI Investments

USA Rare Earth (NASDAQ:USAR) Trading Down 1.8%  - Here's Why

USA Rare Earth Inc. shares fell 0.60% to $24.68 amid a broad market selloff, despite a bullish analyst update from Cantor Fitzgerald, which raised the price target to $35. The company reported adjusted losses of 12 cents per share on $5.7 million in revenue, exceeding expectations. Analysts maintain a Buy rating, with a focus on scaling production and securing government funding to enhance its rare earth magnet supply chain.

benzinga_article

Invesco DB TR Base Metals ETF

USA Rare Earth Shares Fall As Broad Market Selloff Overshadows Bullish Outlook

Vanguard Group Inc. increased its stake in USA Rare Earth Inc. (NASDAQ:USAR) by 533.3% in Q4, owning 6,036,486 shares valued at $71.8 million. Other institutional investors also boosted their stakes. Analysts have a 'Moderate Buy' rating on the stock, with an average price target of $35.40. Despite a Q1 operating loss of $37 million, the company shows strategic progress and financial flexibility with $1.75 billion in cash.

USA Rare Earth Inc. $USAR Shares Bought by Vanguard Group Inc.

Shares of USA Rare Earth (USAR) fell 3% to $24.54 despite reporting first-quarter revenue of $5.7 million, exceeding expectations. The company posted a larger-than-expected operating loss of $37 million. Analysts remain optimistic, projecting $3.2 billion in revenue by 2030, driven by the company's strategy to build a domestic supply chain for rare earths. Cantor Fitzgerald raised its price target to $35, citing progress in operations and acquisitions. Investors are focusing on long-term growth potential rather than short-term losses, with the stock up 114% year-to-date.

Factset Research

USA Rare Earth stock dips: why analysts are still bullish on the stock

USA Rare Earth(USAR.US)