NASDAQ:USAR News 5 October 2025 - 3 February 2026

USA Rare Earth shares rose 1.4% to $22.37 Friday after chairman Michael Blitzer disclosed buying 100,000 shares on Jan. 29. The company this week raised $1.5 billion through a PIPE led by Inflection Point. Trading volume topped 26 million shares amid shifting U.S. signals on critical-minerals price support. The stock briefly jumped nearly 12% before paring gains.

USA Rare Earth shares fell 6.3% to $24.70 by midday Wednesday after the company announced a $1.6 billion federal package and a $1.5 billion private placement. The Commerce Department offered up to $277 million in direct funding and a $1.3 billion loan, plus equity, for projects in Texas and Oklahoma. Investors raised concerns over dilution and deal terms. The private placement is set to close Jan. 28.

USA Rare Earth shares fell 4.9% to $25.42 Tuesday, reversing a Monday rally after news of a $1.6 billion non-binding U.S. government funding letter and a $1.5 billion private share sale. The company’s PIPE is priced at $21.50 and closes Jan. 28. The government package includes a $1.3 billion loan and $277 million in proposed awards. Investors weighed dilution risks and deal terms.

USA Rare Earth shares rose 7.9% to $26.72 Monday, then fell 1% after hours following news of a $1.5 billion PIPE and a non-binding $277 million federal funding plan tied to the CHIPS program. The Commerce Department may take a 10% stake. The PIPE is set to close Jan. 28, pending conditions. Trading volume surged to 122 million shares.

USA Rare Earth shares jumped 38% to $34.20 in premarket trading after reports the Trump administration will take a 10% stake in the company as part of a $1.6 billion debt-and-equity deal. The funding, tied to the CHIPS Act, aims to support a U.S. rare earths mine and magnet plant. An official announcement is expected Monday. Investors await details on financing terms and possible share dilution.

USA Rare Earth shares surged 18.9% to $14.15 on Friday, with volume topping 11.2 million, as U.S. stocks rallied to start 2026. The company aims to begin commercial production of neodymium-iron-boron magnets in Oklahoma in the first half of the year. Investors await key U.S. labor data next week and the firm’s next earnings report, tentatively set for February 5.

Company Background & Operations USA Rare Earth, Inc. is a U.S.-based critical minerals company focused on establishing a fully domestic rare-earth supply chain – from mining and processing raw rare earth elements to manufacturing finished rare-earth magnets. The company’s flagship asset is the Round Top Mountain rare-earth deposit in Texas, which contains a broad range of critical rare earth elements (including heavy REEs like dysprosium and terbium)ts2.tech. Through a joint venture (with Texas Mineral Resources), USAR controls the Round Top deposit, which is still under development but is central to securing the raw materials for its magnet production plansts2.tech. On the downstream side, USA Rare Earth