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Critical Minerals

USA Rare Earth, Inc.

USARNASDAQpure-play
Market cap$5.9B
Conviction2/ 5
HQStillwater, Oklahoma, USA
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For informational purposes only. Not financial advice, not a recommendation to buy or sell any security. Standing Order is a directory and research project, not an advisory service.

Price · 1Y

$15.83

+67.7%

Thesis

USA Rare Earth is developing the Round Top deposit in Texas and a domestic magnet plant in Oklahoma. It is an early-stage bet on building a vertically integrated U.S. rare-earth magnet supply chain.

Catalysts

  • Commissioning of the Oklahoma magnet facility
  • Offtake and government supply agreements
  • Rare-earth pricing and decoupling policy

Recent events

Material filings, federal awards, and regulatory activity. Impact is scored against market cap.

  • Sep 17
    Securities offeringSEC

    Filed 424B3 prospectus for securities offering.

  • Sep 4
    Securities offeringSEC

    Filed S-3 registration statement for potential securities offering.

  • Sep 4
    OtherSEC

    8-K filing disclosing multiple items including material agreements, acquisition completion, direct financial obligations, equity securities sales, and officer/director changes.

  • Sep 4
    Securities offeringSEC

    S-3 registration statement filed for securities offering.

  • Aug 24
    OtherSEC

    USA Rare Earth filed SEC Form 8-K covering other events (item 8.01) and exhibits (item 9.01).

  • Aug 10
    Financial resultsSEC

    USA Rare Earth filed 8-K with Item 2.02 results of operations on 2026-08-10.

  • Jul 24
    M&ASEC

    DEFM14A definitive proxy statement filed for proposed merger or acquisition.

  • Jul 20
    M&ASEC

    SEC Form 425 filing for business combination communications.

Not financial advice — research and opinion only. Disclosures