USA Rare Earth's stock fell 11% following a Q3 revenue miss of $3 million versus an expected $13.55 million, impacted by raw material shortages due to China's export restrictions. Despite this, the company achieved milestones with first commercial magnet sales in Oklahoma and shipments from its Brazilian Serra Verde mine. The company holds $1.2 billion in cash and expects to ramp up sales in Q4, but investors remain cautious due to rising losses and supply bottlenecks. The broader rare earth sector also declined amid market pressure from higher inflation data and potential Fed rate hikes.
USA Rare Earth's shares are down 10.62% at USD 7.83 on Pluang, with a market cap of $3.29 billion and a high sell order activity of 78% as of Nov 11, 2026 02:11 WIB. Energy Fuels and MP Materials also declined, trading at USD 6.73 and USD 36.15 respectively, with Energy Fuels showing 100% buy orders and MP Materials 77% buy orders at the same time.
USA Rare Earth has begun commercial-scale shipments of mixed rare earth carbonate (MREC) from its Serra Verde facility to US SIIE, LLC under a 15-year, 100% offtake agreement funded by the U.S. government. Production is ramping toward an initial targ...
USA Rare Earth has produced and delivered its first yttrium oxide samples from its Wheat Ridge demonstration facility to a major defense and medical coatings company for preliminary testing. This milestone positions the company as one of the few outs...
USA Rare Earth announced its Q3 2026 financial results, reporting $3 million in revenue and significant operational progress including first commercial magnet sales and the start of commercial-scale rare earth carbonate shipments from its Serra Verde...
United States Antimony's stock surged 19% as investors anticipate its Q3 2026 earnings report, driven by optimism over a $245 million defense contract with the Defense Logistics Agency. The company, which mines antimony used in flame retardants and a...
