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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
22 since 2023
Last event
7 Aug 2026

Announcements, explained

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

21 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Michael Blitzer exercised stock options for 30,483 shares and disposed of 30,483 shares.

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21 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Kern Paul J exercised stock options for 30,483 shares and disposed of 30,483 shares.

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21 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Trabuco Carolyn exercised stock options for 30,483 shares and disposed of 30,483 shares.

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21 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Gutnick Mordechai Zev exercised stock options for 30,483 shares and disposed of 30,483 shares.

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21 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Otto C Schwethelm exercised stock options for 30,483 shares and disposed of 30,483 shares.

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21 May 2026director interest notice● Neutral

USA Rare Earth, Inc. Chief Financial Officer Steele William Robert Jr. exercised stock options for 75,827 shares and disposed of 109,652 shares.

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15 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Paul J Kern acquired 11,211 shares and disposed of 11,211 in a set of related equity transactions.

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15 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Mordechai Zev Gutnick acquired 939,618 shares and disposed of 939,618 in a set of related equity transactions.

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15 May 2026director interest notice● Neutral

USA Rare Earth, Inc. director Mordechai Zev Gutnick acquired 939,618 shares and disposed of 939,618 in a set of related equity transactions.

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15 May 2026substantial holder notice● Neutral

Alyeska Investment Group, L.P. reported a USA Rare Earth, Inc. shareholding of 7.60% of votes in a periodic institutional filing.

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14 May 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.

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13 May 2026securities registration● Neutral

USA Rare Earth, Inc. registered a securities offering with the SEC using its shelf eligibility.

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13 May 2026business combination● Neutral

USA Rare Earth filed updated risk factors and Serra Verde's audited financials alongside its preliminary merger proxy, as required disclosure ahead of the Serra Verde shareholder vote.

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13 May 2026business combination● NeutralMajor

USA Rare Earth registered 3,823,328 of its own shares to buy Texas Mineral Resources, its 20% minority partner in Round Top Mountain Development -- consolidating full ownership of the West Texas deposit for stock worth roughly $100 million at the $26.30 price quoted in the filing. The same document discloses, separately, USAR's 19 April agreement to buy Serra Verde and its Pela Ema rare earth mine in Goias, Brazil for $300 million cash and 126,849,307 new shares.

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13 May 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.

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12 May 2026substantial holder notice● Neutral

STATE STREET CORPORATION disclosed a new substantial USA Rare Earth, Inc. shareholding (5.50% of votes).

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27 Apr 2026substantial holder notice● Neutral

BlackRock, Inc. disclosed a new substantial USA Rare Earth, Inc. shareholding (5.90% of votes).

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23 Apr 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).

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23 Apr 2026business combination● Neutral

USA Rare Earth's board shrank from eight to six directors as two members chose not to stand for re-election (described as unrelated to any disagreement), with plans to add two Serra Verde nominees once that acquisition closes, expected in the third quarter of 2026.

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23 Apr 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).

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23 Apr 2026substantial holder notice● Neutral

Bayshore Capital Advisors, LLC reported a USA Rare Earth, Inc. shareholding of 3.89% of votes in a periodic institutional filing.

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22 Apr 2026director interest notice● Neutral

USA Rare Earth, Inc. director Mordechai Zev Gutnick acquired 939,618 shares and disposed of 939,618 in a set of related equity transactions.

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21 Apr 2026director interest notice● Neutral

USA Rare Earth, Inc. director Paul J Kern acquired 11,211 shares and disposed of 11,211 in a set of related equity transactions.

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20 Apr 2026business combination▲ GoodMajor

USA Rare Earth agreed to acquire Serra Verde (via SVRE Holdings Ltd), the Brazilian operator of the Palomar mine - the world's only scaled ionic rare earth producer outside Asia supplying all four magnetic rare earths - its most significant acquisition yet, pairing USARE's U.S. mine-to-magnet buildout with an already-operating overseas mine.

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20 Apr 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).

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20 Apr 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).

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20 Apr 2026capital raising announcement▲ Good

A companion filing to the Serra Verde merger announcement, confirming USAR shares will be issued as unregistered stock consideration under the all-stock acquisition of Serra Verde Rare Earths.

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1 Apr 2026director interest notice● Neutral

USA Rare Earth, Inc. Chief Financial Officer Steele William Robert Jr. received a stock option grant for 63,493 shares.

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30 Mar 2026quarterly activities report▼ Bad

USA Rare Earth, Inc. reported quarterly revenue of $5.7 million and a net loss of $67.0 million for the period ended 2026-03-31.

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23 Mar 2026director interest notice● Neutral

USA Rare Earth, Inc. director Caulfield Thomas received a stock option grant for 2,548 shares.

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