USA Rare Earth, Inc.
No SEC Form 4 filings for $USAR in the last 30 days.
See all $USAR insider activity →USA Rare Earth (USAR) rose on tariff-related attention and reported second-quarter results. The company said the U.S. Department of Energy selected it for up to $19.3M in federal funding for a pilot rare earth separations project, pending final negotiations. The article cites recent share gains and valuation/fair-value estimates versus P/B peers.
USA Rare Earth (NASDAQ:USAR) rose 7.5% to $20.00 on Friday after the U.S. announced new drone tariffs. The company is pre-revenue, reporting Q2 gross margin of -27.2% and Q2 revenue of $5.8M. It has $1.53B cash after a $1.50B PIPE. Investors will watch magnet qualification and production targets.
Rare earth stocks rose Friday midday on trader speculation about potential U.S. tariff support. MP Materials (NYSE:MP) was up about 7.8% to ~$60.02, USA Rare Earth (NASDAQ:USAR) up about 8.5% to ~$20.20, and NioCorp Developments (NASDAQ:NB) up earlier. The article cites no confirmed rare-earth catalyst and highlights policy-driven volatility.
Over the past 7 days, alphai's AI scored 16 news stories mentioning USAR (USA Rare Earth, Inc.). Coverage has skewed bullish: 8 bullish, 2 neutral, and 6 bearish.
Recent USAR coverage spans earnings, sector analysis and financial news.
DOE selection and tariff-driven rare-earth magnet demand narrative can support near-term sentiment, but execution and cash-runway risks remain central.
Tariff-driven demand narrative is colliding with weak near-term manufacturing economics, creating a high-volatility setup around follow-through on orders and margins.
USAR is trading as a high-beta policy proxy, making it sensitive to any disappointment in tariff probability.
M&A expands USAR’s feedstock access, which could improve downstream separation economics if funding and execution proceed.
Q2 miss and wider operating loss reinforce near-term cash burn risk, partially offset by large PIPE cash inflow and upcoming acquisition close.
alphai scores every news story that mentions USAR with an AI model for sentiment and relevance, and aggregates insider trades from USA Rare Earth, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
USA Rare Earth (USAR) rose on tariff-related attention and reported second-quarter results. The company said the U.S. Department of Energy selected it for up to $19.3M in federal funding for a pilot rare earth separations project, pending final negotiations. The article cites recent share gains and valuation/fair-value estimates versus P/B peers.
4 min readUSA Rare Earth (NASDAQ:USAR) rose 7.5% to $20.00 on Friday after the U.S. announced new drone tariffs. The company is pre-revenue, reporting Q2 gross margin of -27.2% and Q2 revenue of $5.8M. It has $1.53B cash after a $1.50B PIPE. Investors will watch magnet qualification and production targets.
5 min readRare earth stocks rose Friday midday on trader speculation about potential U.S. tariff support. MP Materials (NYSE:MP) was up about 7.8% to ~$60.02, USA Rare Earth (NASDAQ:USAR) up about 8.5% to ~$20.20, and NioCorp Developments (NASDAQ:NB) up earlier. The article cites no confirmed rare-earth catalyst and highlights policy-driven volatility.
5 min readFinanceWire reports that China dominates primary gallium and leads scandium and rare-earth production, with export restrictions tightening supply. It highlights Spark Energy Minerals (CSE: SPRK) drilling at Cruzeta, including 91.4 g/t gallium oxide over 2 m and scandium up to 21.5 g/t. It also cites Alcoa’s Wagerup gallium plant FID, Rio Tinto scandium expansion, MP Materials revenue ($126.1m) and Brazil funding for Serra Verde and other projects.
9 min readUSA Rare Earth (USAR) shares fell 3.62% after Q2 results. Revenue was $5.8M versus $7.4M cost of product revenue, and operating loss widened to $46.3M from $8.8M. Net loss was $10.3M ($0.05/share). Operating cash burn was $75.3M in H1, with $108.4M capex. Cash was $1.53B after $1.5B in PIPE proceeds. Serra Verde acquisition expected to close by end-August.
4 min readAccording to USA Rare Earth, Inc. (USAR), Q2 revenue was $6M and net loss was $10.3M, with $1.5B in cash. The company cited supply constraints, progress on the Serra Verde acquisition, facility buildouts, and first commercial production from recycling. It said heavy rare earth scarcity is supporting pricing and demand, with magnet sales expected by year-end.
1 min readUSA Rare Earth Inc. (USAR) reported Q2 adjusted EPS loss of $0.15 per share, wider than the Zacks Consensus loss of $0.07. Revenue was $5.82 million for the quarter ended June 2026, down from zero a year ago and 25.13% below consensus. The article cites a Zacks Rank #3 (Hold) and notes next-quarter consensus EPS of -$0.09.
4 min readInvesting.com reports USA Rare Earth Inc. (USAR) shares fell 9.1% in after-hours after its Q2 2026 results. The company posted an adjusted loss of $0.15 per share, but revenue was $5.82 million versus about $8 million expected. Operating loss was $46.3 million and operating cash use $56.9 million. Investors also weighed a pending ~$2.8 billion Serra Verde acquisition and up to $1.6 billion Commerce funding.
5 min readUSA Rare Earth (NASDAQ: USAR) shares fell 9.4% after Q2 2026 results missed expectations. Revenue was $5.821M vs $8.05M estimate, and adjusted net loss was $(0.15) per share vs $(0.13) expected. Operating loss widened to $(46.314)M. Cash was $1.53B, supported by CHIPS Act funding agreements up to $1.6B.
6 min readUSA Rare Earth (USAR) shares fell after the company reported Q2 results. According to Benzinga Pro, revenue was $5.82 million versus $8.05 million expected, and the adjusted loss was 15 cents per share versus 13 cents expected. The company ended the quarter with about $1.53 billion in cash and expects the Round Top definitive feasibility study by Q4 2026.
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