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United States Antimony jumps 11% on defense contract growth while rare earth peers fall.

Market News
19 Oct 2026
24/7 Wall Street
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Neutral
United States Antimony jumps 11% on defense contract growth while rare earth peers fall.

United States Antimony shares surged 11% to $3.18, driven by increased deliveries under a $245 million Defense Logistics Agency contract for military-specification antimony ingots. This rise contrasts with declines in rare earth stocks like USA Rare Earth and Critical Metals, which fell 3% and 4% respectively. Despite the rally, United States Antimony remains down 37% year-to-date but benefits from expanding smelter operations and planned mining projects. The company’s margins are supported by premium contract pricing, though it lowered its full-year revenue guidance to $60-$75 million amid expected stable antimony prices around $10 per pound.

While United States Antimony shares jump on contract news, USA Rare Earth trades lower on Pluang, priced at USD 10.28 and down 2.47% as of Oct 19, 2026 23:02 WIB. The stock holds a substantial market cap of $3.96 billion on the platform, with investors typically holding it for about 2 days. This shows a divergence in investor sentiment within the rare earth and critical metals sector at this time.

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