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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 Aug 2026director interest notice● Neutral

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

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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.

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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.

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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.

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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.

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23 July 2026capital raising announcement▲ GoodMajor

USA Rare Earth took a roughly EUR22.5 million minority stake in Carester SAS, a French rare-earth magnet and separation company, alongside co-investor InfraVia CMF Invest -- paid partly in cash and partly in USAR stock -- extending its supply chain into Europe.

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20 July 2026director interest notice● Neutral

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

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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).

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20 July 2026merger communication● NeutralMajor

USA Rare Earth announced that CEO Barbara Humpton will retire as CEO and director effective October 1, 2026; Serra Verde's own CEO, Thras Moraitis, will join USARE as President once the Serra Verde deal closes and is positioned to succeed her.

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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.

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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).

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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.

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7 July 2026director interest notice● Neutral

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

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29 June 2026securities registration● Neutral

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

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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.

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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.

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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).

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8 June 2026director interest notice● Neutral

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

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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.

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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).

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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.

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4 June 2026director interest notice● Neutral

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

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4 June 2026director interest notice● Neutral

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

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4 June 2026director interest notice● Neutral

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

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4 June 2026director interest notice● Neutral

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

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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).

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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.

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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.

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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.

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21 May 2026director interest notice● Neutral

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

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