Added to YB: 2026-06-16
Pitch date: 2026-06-11
USAR [bullish]
USA Rare Earth, Inc.
+0.66%
current return
Author Info
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Company Info
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia.
Market Cap
$5.0B
Pitch Price
$22.87
Price Target
220.00 (+856%)
Dividend
N/A
EV/EBITDA
-45.62
P/E
-6.54
EV/Sales
447.77
Sector
Metals and Mining
Category
growth
USA Rare Earth ($USAR): The 10x National Champion the U.S. Government Is Building
USAR: Long. Vertically integrated 'mine-to-magnet' rare earth champion backed by US govt ($1.6bn CHIPS award + $1.3bn senior loan; ~$3.5bn total committed capital). Serra Verde acquisition ($2.8bn, only scaled non-Asia Nd/Pr/Dy/Tb producer) drives ~$1.8bn 2030E EBITDA at ~3.6x. Q1'26 rev just $5.7m, 1.9% GM, $1.75bn cash. 10x case hinges on Stillwater ramp, Serra Verde close, Round Top (2028), milestone funding. Risks: dilution, execution, RE pricing.
Read full article (8 min)