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Additional Reading from MarketBeat
USA Rare Earth Posts Strong Q1 2026 as Massive Serra Vera Deal LoomsAuthored by Leo Miller. Article Posted: 5/20/2026. 
Key Points
- USA Rare Earth is making big moves as it looks to shake up the rare earth industry outside of China
- The firm posted better-than-expected Q1 financials and provided an update on its $1.6 billion government funding proposal
- Meanwhile, the company is working to close its Serra Verde acquisition, which would provide access to one of the world's top rare-earth assets outside China
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USA Rare Earth (NASDAQ: USAR) is looking to fill a gap in the market created by geopolitical uncertainty. Along with mining companies like MP Materials (NYSE: MP), USA Rare Earth is helping the United States loosen China’s chokehold on rare earth elements (REEs). China controls the majority of the world’s REE mines and 94% of permanent magnet production, the vital end product of REEs. This is a pressing issue, as permanent magnets are essential to building many modern technologies. That includes advanced weaponry, and the United States does not want to find itself in a position where China can cut off its production capabilities.
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Ultimately, USA Rare Earth’s goal is to become a vertically integrated mine-to-magnet producer. Recently, the company delivered its latest earnings report, offering insight into how it is progressing toward that goal. USA Rare Earth Posts Beats, Government Funding Deal Sees a DelayAs an early-stage company, showing operational improvement is far more important than near-term revenue or profit generation. However, that does not mean the company’s financials do not matter at all—investors certainly want to see it stay on budget and avoid burning cash unnecessarily. Luckily, in its latest quarter, the firm posted better-than-expected results. USA Rare Earth generated revenue of $5.7 million in Q1 2026. It recorded no revenue a year ago. This figure comfortably beat estimates of $4.2 million. The company also exceeded expectations on its bottom line. Adjusted loss per share was 12 cents, significantly better than the 16-cent loss analysts had forecast. However, it is important to note that loss per share can be a misleading metric. Because USA Rare Earth issues a large amount of stock, its loss per share can decline even if actual losses grow, which is exactly what happened in Q1. Adjusted loss per share improved from 14 cents a year ago, but the company’s adjusted net loss more than doubled to $24.1 million. The takeaway is that USA Rare Earth’s profitability is worsening, not improving. Still, this is fully expected for early-stage companies, and USA Rare Earth has plenty of capital to absorb losses. The firm ended the quarter with $1.75 billion in cash after receiving $1.5 billion in proceeds from a private investment offering. Additionally, the company said it expects to complete the definitive documentation for its $1.6 billion Department of Commerce funding in May. That is a delay from earlier expectations that the process would wrap up in April, but ultimately, securing the funding is what matters. Importantly, the firm notes that the terms of the deal have not deteriorated. USA Rare Earth Presses Forward, Looks to Enhance Position With Serra VerdeThe company also remained on track with several operational milestones. It continues to expect to begin fulfilling sales of sintered magnets in Q2 2026. USA Rare Earth also still expects its Stillwater magnet capacity to reach 600 metric tons per annum (MTPA) by the end of 2026. Expectations for 1,200 MTPA in Q1 2027 remain intact as well. However, its planned $2.8 billion acquisition of Serra Verde is by far the biggest development in recent months. The company notes that Serra Verde is the first and only scaled producer of all four magnetic rare earth elements outside of Asia. These elements are neodymium (Nd), praseodymium (Pr), dysprosium (Dy), and terbium (Tb). Securing this asset would be a clear win for USA Rare Earth, accelerating its mine-to-magnet buildout and providing a key advantage over MP Materials. MP’s mines are rich in only light rare earth elements like Nd and Pr—not heavy rare earths like Dy and Tb. Notably, producing advanced technologies like missile guidance systems requires adding heavy rare earths. With Serra Verde, USA Rare Earth would have access to both light and heavy REEs, a strategic advantage over MP. The combined company is targeting an EBITDA run rate of $550 million to $650 million by the end of 2027. Additionally, USA Rare Earth says the combined firm would have a cash position of $3.2 billion, significantly higher than its current balance. However, the acquisition is set to be highly dilutive for shareholders. USA Rare Earth plans to issue 127 million shares to help fund the deal. That is a substantial amount compared to its current share count of nearly 233 million. Nonetheless, shares surged 13% on the day of the announcement, indicating that investors prioritized the strategic value of the deal over dilution concerns. USA Rare Earth Awaits Deal Closing After Good QuarterOverall, USA Rare Earth delivered a solid latest quarter, posting better-than-expected financial results and continuing to execute on operational objectives. Meanwhile, acquiring Serra Verde could be a game-changer, potentially making the company an anchor in the non-China market. Still, the deal has yet to close, with finalization expected in Q3 2025. After the closing, USA Rare Earth plans to host its Investor Day. As the company provides more details on its strategy at the event, this will be a key point at which to re-evaluate USAR’s future. |
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