---
title: "USAR USA Rare Earth"
canonical: "https://supercyclehq.com/stock/usa-rare-earth"
type: "stock"
dataAsOf: "2026-11-02"
ticker: "USAR"
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# USA Rare Earth (USAR)

USA Rare Earth is building a vertically integrated US supply chain for rare earth magnets.

## AI Exposure Score

**30/100, Growing.** USA Rare Earth is building a US mine-to-magnet chain whose NdFeB magnets feed hard drives, data center cooling, and robotics, backed by major federal funding. It is early in commercial ramp, so the thesis depends on executing Stillwater and Round Top, not current AI sales.

## Quote

| Field | Value |
| --- | --- |
| Price (EOD close) | $8.85 |
| Change 1d | -7.95% |
| Change 7d | -0.62% |
| Change 30d | -34.84% |
| Change 1y | -47.63% |
| 52-week high | $30.70 |
| 52-week low | $8.85 |
| Market cap | $3.3B |
| P/E | n/a |
| EPS | $-2.49 |
| Next earnings | 2026-11-09 |

Quote as of 2026-11-02.

## Company

| Field | Value |
| --- | --- |
| Exchange | NASDAQ |
| Sector | Basic Materials |
| Headquarters | Stillwater, OK |
| CEO | Thrasyvoulos Moraitis |
| Employees | 132 |
| Website | https://www.usare.com |
| Buildout layers | [Raw Materials & Mining](https://supercyclehq.com/category/raw-materials), [Robotics & Automation](https://supercyclehq.com/category/robotics) |

## What the company does

USA Rare Earth is building a vertically integrated US supply chain for rare earth magnets. The plan runs from its Round Top deposit in West Texas through processing and into finished NdFeB magnets, the permanent magnets used in motors, actuators, and drives.

Its first commercial product is sintered NdFeB magnets from its plant in Stillwater, Oklahoma, where production lines began commissioning in 2026. Round Top holds rare earths alongside other critical minerals, with mining targeted for later this decade. The buildout is supported by a major federal funding commitment for the Stillwater facility.

Founded in 2019 and headquartered in Stillwater, USA Rare Earth employs roughly 132 people and trades on the NASDAQ. In 2026 it agreed to combine with Serra Verde, a rare earth producer operating in Brazil, adding mined supply to its magnet plans.

## Role in the AI buildout

USA Rare Earth spans the Raw Materials and Robotics layers of the AI buildout. NdFeB magnets sit inside hard disk drive actuators, the fans and pumps that cool data centers, and the joints and actuators of the robots AI is beginning to animate. Nearly all magnet supply comes from China today, so a domestic mine-to-magnet chain carries strategic weight beyond its current output. The company's role depends on ramping Stillwater and, eventually, mining Round Top.

## Tracked investors holding it (13F)

| Investor | Fund | Position value | Portfolio % | Change | Period |
| --- | --- | --- | --- | --- | --- |
| [Ray Dalio](https://supercyclehq.com/investors/ray-dalio) | Bridgewater Associates | $4.0M | 0.02% | increased | 2026-06-30 |
| [George Soros](https://supercyclehq.com/investors/george-soros) | Soros Fund Management | $673,749 | 0.01% | increased | 2026-06-30 |

## FAQ

### What does USA Rare Earth do?

USA Rare Earth is building a US mine-to-magnet supply chain for rare earths. It is ramping NdFeB magnet production at its Stillwater, Oklahoma plant and advancing its Round Top deposit in West Texas, which holds rare earths and other critical minerals.

### How is USA Rare Earth exposed to AI?

Its magnets feed hardware that scales with AI: hard disk drives, data center cooling motors, and robotics actuators. The exposure is strategic positioning rather than current revenue. Supercycle rates it Growing with an AI Exposure Score of 30 out of 100.

### Is USAR a pure play AI stock?

No. It is a critical minerals and magnets company whose products also serve EVs, defense systems, and consumer electronics. AI-adjacent hardware is one demand stream, and the investment case rests mainly on execution and US supply chain policy.

### Who leads USA Rare Earth?

Barbara Humpton, the former Siemens USA chief executive, leads USA Rare Earth as CEO. In July 2026 the company announced she will retire in late 2026, with Serra Verde chief executive Thras Moraitis named as her successor.

### Where is USA Rare Earth located?

The company is headquartered in Stillwater, Oklahoma, alongside its magnet production facility. Its Round Top mineral deposit sits near Sierra Blanca in West Texas, and its shares trade on the NASDAQ.

---

Source: https://supercyclehq.com/stock/usa-rare-earth. Data as of 2026-11-02. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.