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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.

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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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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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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29 Jan 2026capital raising announcement▲ GoodMajor

USA Rare Earth closed the $1.5 billion private placement announced two days earlier.

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26 Jan 2026capital raising announcement▲ GoodMajor

USA Rare Earth agreed to raise about $1.5 billion in a private placement, selling 69.8 million shares at $21.50 each -- by far its largest capital raise to date, funding the mine-to-magnet buildout.

What it means for a shareholder

69.8m new shares at US$21.50 to raise about US$1.50bn. That's 32% dilution: every existing holder's slice gets 32% smaller. If you held US$1,000 of shares (47 at the issue price), your slice goes from 0.0000314% to 0.0000213% of the company. To keep it you'd need 22 more shares - about US$473 at the issue price.

Create a free account to see this worked out for your own holding.

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5 May 2025capital raising announcement▲ Good

USA Rare Earth closed the $75 million private placement it had announced days earlier.

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30 Apr 2025capital raising announcement▲ GoodMajor

Newly public USA Rare Earth agreed to raise $75 million in a private placement of stock, pre-funded warrants and warrants exercisable at $7.00/share -- its first capital raise since the SPAC merger closed.

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14 Aug 2024capital raising announcement● Neutral

As the SPAC neared its deadline to complete a deal, its CEO Michael Blitzer personally extended it a $2.5 million interest-free working-capital loan (convertible into warrants) and trimmed the sponsor's monthly service fee -- routine SPAC-extension financing a week before the merger with USA Rare Earth was announced.

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5 June 2023capital raising announcement● Neutral

Inflection Point Acquisition Corp. II, the blank-check company that would merge with USA Rare Earth over a year later, closed its IPO, raising roughly $250 million by selling 25 million units (including a 3-million-unit overallotment) at $10.00 each.

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