Stockle - the stock oracle

USA Rare Earth, Inc.

NYSE:USAR
US$13.23Close 7 Oct 2026 · delayed

Past year: ▼ 32%(11.90 – 28.01 USD)

Market cap
A$4.58bn
Shares on issue
245m
Story beats
24 since 2023
Last event
7 Aug 2026

Announcements, explained

Each one in plain English, with the numbers worked through for a shareholder.

21 Aug 2026director interest notice● Neutral

USA Rare Earth, Inc. director Trabuco Carolyn received a stock option grant for 2,059 shares.

Discuss in chat

14 Aug 2026substantial holder notice● Neutral

Alyeska Investment Group, L.P. reported a USA Rare Earth, Inc. shareholding of 4.61% of votes in a periodic institutional filing.

Discuss in chat

10 Aug 2026quarterly activities report▼ Bad

USA Rare Earth, Inc. reported quarterly revenue of $5.8 million and a net loss of $10.3 million for the period ended 2026-06-30.

Discuss in chat

10 Aug 2026quarterly activities report▼ Bad

USA Rare Earth, Inc. reported quarterly revenue of $5.8 million and a net loss of $10.3 million for the period ended 2026-06-30.

Discuss in chat

7 Aug 2026business combination▲ GoodMajor

USA Rare Earth completed its acquisition of Texas Mineral Resources Corp, giving USAR full, 100% ownership of the Round Top rare earth project.

Discuss in chat

24 July 2026business combination● NeutralMajor

USA Rare Earth filed the final proxy statement for the Serra Verde (SVRE Holdings) merger, setting a virtual shareholder vote on 28 August 2026 (record date 22 July 2026) on issuing 126,849,307 new shares. Once the merger completes, former SVRE holders would own about 34.1% of USAR's common stock, so existing shareholders would be diluted to that extent. The document also adds an Amendment No. 1 to the merger agreement, whose terms are not shown in the excerpt provided.

Discuss in chat

23 July 2026capital raising announcement▲ GoodMajor

USA Rare Earth agreed to take a stake of about 13.6% in French rare-earth processing firm Carester, alongside InfraVia. It will subscribe EUR22.5 million for new shares, part in cash and part in USAR stock, and buy about EUR17.5 million of existing shares.

Discuss in chat

20 July 2026director interest notice● Neutral

USA Rare Earth, Inc. director Michael Blitzer received a stock option grant for 164,780 shares.

Discuss in chat

20 July 2026agm notice● Neutral

USA Rare Earth, Inc. announced its upcoming annual shareholder meeting, covering the routine agenda (director elections, auditor ratification, executive-pay advisory vote).

Discuss in chat

20 July 2026merger communication● NeutralMajor

USA Rare Earth announced that CEO Barbara Humpton will retire as CEO and director effective 1 October 2026. The board approved Serra Verde CEO Thras Moraitis as her successor from that date or the Serra Verde closing if later, and named Michael Blitzer Executive Chair.

Discuss in chat

17 July 2026merger communication● Neutral

Same Serra Verde merger-agreement amendment (protecting the government-linked offtake agreement) as the same-day 8-K, re-filed under Rule 425.

Discuss in chat

16 July 2026agm notice● Neutral

USA Rare Earth, Inc. announced its upcoming annual shareholder meeting, covering the routine agenda (director elections, auditor ratification, executive-pay advisory vote).

Discuss in chat

16 July 2026business combination● Neutral

USA Rare Earth and Serra Verde amended their merger agreement to make it a closing condition that Serra Verde's existing long-term supply agreement with a U.S. government-backed critical-minerals purchasing vehicle stays fully in force - protecting a key downstream customer relationship through the deal's close.

Discuss in chat

7 July 2026director interest notice● Neutral

USA Rare Earth, Inc. director Caulfield Thomas received 271 shares as part of the equity award.

Discuss in chat

29 June 2026securities registration● Neutral

USA Rare Earth, Inc. filed the final prospectus for a registered offering.

Discuss in chat

23 June 2026business combination▼ BadMajor

The amendment set the Texas Mineral vote for a 2 June 2026 record date across 88,339,693 shares, and disclosed litigation that was not in the original: on 22 May 2026 MP Materials sued USA Rare Earth, its director of magnet operations Kevin Elkins and FOM Technologies for trade-secret misappropriation, breach of contract and tortious interference, seeking an injunction against further use of the technology as well as damages. USAR disputes the claims. Its own share price had fallen from $26.30 to $24.64 over the same weeks.

Discuss in chat

15 June 2026business combination● Neutral

USA Rare Earth filed an amended preliminary proxy statement for the Serra Verde deal with further-updated pro forma financials - continued routine SEC review process, no new terms.

Discuss in chat

15 June 2026agm notice● Neutral

USA Rare Earth, Inc. announced its upcoming annual shareholder meeting, covering the routine agenda (director elections, auditor ratification, executive-pay advisory vote).

Discuss in chat

8 June 2026director interest notice● Neutral

USA Rare Earth, Inc. director Trabuco Carolyn sold 13,000 shares at $22.77.

Discuss in chat

5 June 2026business combination● Neutral

USA Rare Earth filed updated pro forma financial statements reflecting the pending Serra Verde acquisition, covering the first quarter of 2026 and full-year 2025 - a routine disclosure update, no new terms.

Discuss in chat

5 June 2026agm notice● Neutral

USA Rare Earth, Inc. announced its upcoming annual shareholder meeting, covering the routine agenda (director elections, auditor ratification, executive-pay advisory vote).

Discuss in chat

5 June 2026securities registration● Neutral

USA Rare Earth, Inc. amended a filing by which it registered a securities offering with the SEC using its shelf eligibility.

Discuss in chat

4 June 2026director interest notice● Neutral

USA Rare Earth, Inc. director Senft Michael F received a stock option grant for 6,438 shares.

Discuss in chat

4 June 2026director interest notice● Neutral

USA Rare Earth, Inc. director Trabuco Carolyn received a stock option grant for 6,438 shares.

Discuss in chat

4 June 2026director interest notice● Neutral

USA Rare Earth, Inc. director Otto C Schwethelm received a stock option grant for 6,438 shares.

Discuss in chat

4 June 2026director interest notice● Neutral

USA Rare Earth, Inc. director Michael Blitzer received a stock option grant for 6,438 shares.

Discuss in chat

4 June 2026agm notice● Neutral

USA Rare Earth, Inc. shareholders approved the routine matters put to a vote at the company's annual meeting (director elections, auditor ratification, and the executive-pay advisory vote).

Discuss in chat

4 June 2026director interest notice● Neutral

USA Rare Earth, Inc. director Thomas Caulfield acquired 9,393 shares and disposed of 2,548 in a set of related equity transactions.

Discuss in chat

3 June 2026capital raising announcement▲ GoodMajor

USA Rare Earth finalized up to $1.6 billion in U.S. government financing with the Department of Commerce under the CHIPS Act -- $277 million in direct funding awards plus a $1.3 billion Federal Financing Bank loan guarantee -- spread across the Round Top mine, the Stillwater magnet and metal facilities, and two new plants, making Washington a direct financier of USAR's mine-to-magnet buildout.

Discuss in chat

2 June 2026debt financing▲ GoodMajor

USA Rare Earth signed a 20-year lease for an 800,000-square-foot rare earth magnet manufacturing facility to be built in Blacksburg, South Carolina - a second production site beyond its original Stillwater, Oklahoma plant.

Discuss in chat