USA Rare Earth's Q1 Print Seen Showing Continued Mine-to-Magnet Momentum, Wedbush Says

MT Newswires Live05-11

USA Rare Earth's (USAR) Q1 earnings report is expected to show continued momentum across its expanding mine-to-magnet heavy rare earth value chain amid an accelerating policy backdrop and rising urgency around supply chain sovereignty, Wedbush Securities said in a Monday note.

The company is scheduled to report its Q1 results Wednesday after market close.

The brokerage said it expects management to provide updates on the Stillwater phase 1a ramp toward 600 metric tons per annum by Q4 and phase 1b reaching 1,200 MTPA in the first quarter of 2027.

USA Rare Earth is well-positioned to capture a strong share of Western demand, supported by bipartisan backing for domestic supply chain reshoring and a Defense Federal Acquisition Regulation restriction that will bar the Department of Defense and its contractors from acquiring NdFeB and SmCo magnets containing Chinese-origin material.

Wedbush reiterated its outperform rating and raised its price target on USA Rare Earth to $35 from $29, citing immediate upstream scale from the Serra Verde acquisition, Stillwater commercial magnet shipment ramp-up and the integrated mine-to-magnet platform taking shape across the US, UK, France and Brazil.

Price: 26.60, Change: -0.37, Percent Change: -1.35

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