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USA Rare Earth Inc Stock Price, News & Analysis

USARW Nasdaq

Welcome to our dedicated page for USA Rare Earth news (Ticker: USARW), a resource for investors and traders seeking the latest updates and insights on USA Rare Earth stock.

Our selection of high-quality news articles is accompanied by an expert summary from Rhea-AI, detailing the impact and sentiment surrounding the news at the time of release, providing a deeper understanding of how each news could potentially affect USA Rare Earth's stock performance. The page also features a concise end-of-day stock performance summary, highlighting the actual market reaction to each news event. The list of tags makes it easy to classify and navigate through different types of news, whether you're interested in earnings reports, stock offerings, stock splits, clinical trials, fda approvals, dividends or buybacks.

Designed with both novice traders and seasoned investors in mind, our page aims to simplify the complex world of stock market news. By combining real-time updates, Rhea-AI's analytical insights, and historical stock performance data, we provide a holistic view of USA Rare Earth's position in the market.

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USA Rare Earth (NASDAQ:USAR) has announced a transformative acquisition of Less Common Metals (LCM) for $100 million in cash and 6.74 million shares of USAR common stock. LCM is the world's leading ex-China rare earth metal and alloy producer, operating a 67,000 square foot facility in Cheshire, UK.

The acquisition establishes USAR as the only Western company with a complete mine-to-magnet supply chain. LCM specializes in producing Samarium, Samarium Cobalt, Neodymium Praseodymium, and other critical rare earth metals. Additionally, USAR secured a $125 million common equity investment from an existing shareholder at $15.00 per share to support growth plans.

The transaction is expected to close in Q4 2025, positioning USAR to supply its planned 5,000-ton Oklahoma magnet facility and expand operations in both the UK and Europe.

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USA Rare Earth (NASDAQ:USAR) has appointed Barbara Humpton as its new Chief Executive Officer, effective October 1, 2025, succeeding Josh Ballard. Humpton, who previously served as President and CEO of Siemens USA, brings extensive experience in critical infrastructure, technology, and strategic national defense sectors.

During her 14-year tenure at Siemens, Humpton helped grow the company into a $20 billion revenue industrial leader in North America. Her prior experience includes executive roles at Booz Allen Hamilton and Lockheed Martin. She currently serves on the Board of Directors of the Federal Reserve Bank of Richmond and chairs the Board of the Center for Strategic and Budgetary Assessments.

The appointment comes at a strategic time as USAR aims to become the leading supplier of critical rare earth minerals and magnets, with its mine-to-magnet supply chain strategy including mining rights to domestic heavy rare earth deposits and ongoing construction of one of the largest magnet production facilities outside China.

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USA Rare Earth (NASDAQ:USAR) has signed a memorandum of understanding (MOU) with Enduro Pipeline Services for the delivery of neo magnets for pipeline cleaning "smart pigs." The agreement positions USAR to supply domestically-manufactured neodymium magnets from its Stillwater, Oklahoma facility, with production scheduled to begin in early 2026.

The MOU is part of a series of agreements involving USAR's Innovations Lab, which includes partnerships with Moog (AI/Data Centers), PolarStar (Aerospace/Defense), and StudBuddy (Residential Construction). The facility will be capable of manufacturing high-powered magnets of various shapes and sizes to serve multiple industries.

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USA Rare Earth (NASDAQ: USAR) reported its Q2 2025 financial results, highlighting progress toward commissioning its Stillwater, Oklahoma magnet facility in Q1 2026. The company has secured 12 MOUs and JDAs representing potential annual production of 300 tons with aerospace, defense, data center, and automotive customers.

Key financial metrics include a cash position of $121.8 million at quarter-end (increasing to $128.1 million by August 7, 2025) with no significant debt. However, the company reported increased losses with a Q2 2025 net loss of $142.7 million compared to $2.8 million in Q2 2024. The adjusted net loss was $7.8 million for Q2 2025.

Notable operational achievements include successful extraction of gallium and heavy rare earth concentrates from the Round Top deposit and team expansion in engineering, sales, manufacturing, and finance roles.

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USA Rare Earth (NASDAQ:USAR) announced its participation in the upcoming Canaccord Genuity 45th Annual Growth Conference. The company's Chief Financial Officer, W. Robert Steele, will deliver a presentation on Tuesday, August 12, 2025, at 3:30 PM ET.

Investors can access the presentation through the "Presentations & Events" section of USAR's investor relations website. The webcast recording will remain available for 90 days after the event.

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USA Rare Earth (NASDAQ:USAR) has entered into a joint development agreement with ePropelled, Inc. to supply sintered neo magnets for drone technology. The agreement focuses on developing magnets for ePropelled's motors, controllers, generators, and power management systems used in uncrewed air, land, and sea vehicles.

USAR will begin prototyping neo magnets at its Stillwater manufacturing facility, targeting 2026 pipeline fulfillment. ePropelled serves aerospace, defense, industrial automation, and maritime industries, specializing in applications like surveillance drones, robotic ground vehicles, and autonomous marine vessels. The partnership aims to establish a Made-in-USA supply chain for high-performance magnets compliant with international defense standards.

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USA Rare Earth (NASDAQ: USAR) has scheduled its second quarter 2025 financial results announcement for Monday, August 11, 2025, after market close. The company will host a conference call the same day at 2:00 PM PT / 5:00 PM ET to discuss the quarterly results.

Investors can access the conference call through various channels, including US toll-free at +1 (866) 652-5200 or international at +1 (412) 317-6060. A replay will be available until September 11, 2025, accessible via multiple toll-free numbers with access code 9281230. The company will also provide a webcast option for both the live call and replay.

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USA Rare Earth (NASDAQ: USAR) has appointed Ron Fogarty as Vice President of Sales to lead global sales efforts for their sintered neodymium magnet production facility in Stillwater, Oklahoma. Fogarty brings over 35 years of experience in sales and business development, previously serving as VP of Sales at ABB. The appointment follows multiple customer MOU announcements in May and June 2025, with USAR aiming to deliver neo magnets to customers in 2026. CEO Joshua Ballard emphasized that Fogarty's appointment aligns with their 2025 objective of securing supply agreements for 2026 delivery and building a robust sales organization. Fogarty, who holds an MBA and a bachelor's in electrical engineering from the University of Missouri, plans to leverage local talent around Stillwater operations to support the company's growth initiatives.
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USA Rare Earth (NASDAQ: USAR) has signed a memorandum of understanding with Moog Electric Motion Solutions to supply neo magnets for data center cooling solutions. USAR will begin prototyping magnets for use in Moog's CoreMotion™ liquid coolant distribution pumps, with production scheduled to start in early 2026. The agreement follows USAR's March 2025 commissioning of its Innovations Lab in Stillwater, Oklahoma, which replicates the capabilities of their upcoming commercial manufacturing facility. The partnership aims to strengthen the domestic rare earth supply chain and support the growing demand for high-performance cooling solutions in AI data centers. The collaboration will focus on designing and testing permanent Neodymium magnets specifically for Moog's data center cooling technology.
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USA Rare Earth (NASDAQ: USAR) has appointed David Bushi as Senior Vice President of Manufacturing to lead operations at its Stillwater, Oklahoma sintered neodymium magnet production facility. Bushi brings over 25 years of large-scale manufacturing experience, most recently serving as VP of Manufacturing at CoorsTek. His background includes expertise in high-volume manufacturing across automotive, defense, and aerospace sectors. CEO Joshua Ballard emphasized the strategic timing of Bushi's appointment as the company prepares to scale up production in early 2026. The appointment aligns with broader U.S. efforts to establish a domestic supply chain for critical minerals and neo magnets.
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FAQ

What is the current stock price of USA Rare Earth (USARW)?

The current stock price of USA Rare Earth (USARW) is $7.72 as of October 1, 2025.
USA Rare Earth Inc

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