USA Rare Earth
USARMarket price data through October 13, 2026.
Performance
Jul 2023 – Oct 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- -51%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$23
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- April 2026
- The month this stock first became a Benson pick.
- Tracking duration
- 5 months
- How long Benson has been tracking this pick.
About USA Rare Earth
USA Rare Earth wants to build an all-American supply chain for the metals inside magnets, the tiny but powerful parts in electric motors, missiles, and robots. It digs rare earths from a mine in Brazil, turns them into metals in the UK, and is building a magnet factory in Oklahoma. Think of it as trying to be the one-stop shop that China has been for decades.
The case for and against
Both sides of the story, in plain English.
- Government Backed
Washington is a customer, lender, and shareholder. A 15 year deal sets minimum prices for key metals, including 110 dollars per kilogram for neodymium and praseodymium, rising 2 percent a year. The company also holds about 1.53 billion dollars in cash.
- Real Mine Now
The Serra Verde deal closed in September and gave the company a working mine in Brazil that makes both light and heavy rare earths outside of Asia. Management targets about 1.8 billion dollars of yearly EBITDA by the end of 2030. The Oklahoma magnet plant already has 2,500 metric tons of customer interest.
- Burning Cash
Sales were only 5.8 million dollars last quarter and the company lost money on each sale, with costs higher than revenue. The first half net loss was 80 million dollars. Plans call for raising about 1.55 billion dollars in new shares by 2027, which could shrink your slice.
- Execution Risk
Round Top in Texas is not expected to produce until late 2028, and that date could slip. The company needs to run mines, metal plants, and magnet factories across four countries at once, under a brand new CEO. China has also put the company on an export control list, which makes some supplies harder to get.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-10-13. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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