USA Rare Earth Jumps 11% as It Rebounds From Post-Earnings Sell-Off; MP Materials Climbs 4%, United States Antimony Edges Higher

USA Rare Earth (USAR) shipped its first commercial product from Brazil to the U.S. government, which set guaranteed prices for rare earths. The Pentagon agreed to buy 100% of the mine's Phase I output for 15 years, with fixed prices for neodymium, dysprosium, and terbium. This follows a similar deal with MP Materials, indicating a U.S. policy to secure rare earth supplies outside China. USAR's stock fell on earnings but secured its first government payments.

USA Rare Earth (USAR) began shipping rare earth carbonate to the Pentagon under a 15-year offtake agreement. Commercial-scale shipments started in October, with sales expected this month. The company aims to reach 4,000 tpa TREO production by Q2 2027. Shares rose 10.8% to $8.78, valuing the company at $3.1 billion. The agreement includes floor prices for key rare earths, with premiums for non-China market prices.

USA Rare Earth (USAR) fell 11% after missing Q3 2026 revenue estimates ($3M vs. $13.55M) and reporting a wider adjusted loss ($0.44 per share vs. expected $0.146). Management highlighted first magnet sales and Brazil shipments. Energy Fuels (UUUU) and MP Materials (MP) also declined 8% and 5%, respectively. USAR's stock has dropped 38% over the past month.

USA Rare Earth (USAR) reported Q3 2026 earnings, highlighting $1.2B in cash reserves. The company completed a merger with Serra Verde, began commercial shipments, and made progress on several projects, including Round Top and LCM. The CEO emphasized the company's strategic position in the rare earth supply chain and its focus on integration and execution.

USA Rare Earth, Inc. (USAR) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 USA Rare Earth Reports Third Quarter 2026 Financial Results STILLWATER, Okla. - November 9, 2026 – USA Rare Earth, Inc. (Nasdaq: USAR) (the “Company” or “USA Rare Earth”), an integrated rare earth, critical minerals and advanced materials company, today announced its

United States Antimony (UAMY) surged 19% to $3.36 ahead of its Q3 2026 earnings report. USA Rare Earth (USAR) and Critical Metals (CRML) also rose 7% and 4%, respectively. UAMY's jump is attributed to anticipation of its earnings and broader market interest in critical minerals. The company's Q2 2026 report showed a GAAP EPS of $0.00, beating estimates, but sales missed expectations. Management expects margin improvements in the second half of 2026.