USA Rare Earth Stock Surges 94% in Five Weeks Amid Government Investment Talks

Shares of USA Rare Earth (USAR) skyrocketed 94% over five weeks, fueled by strategic developments and political tailwinds. The stock gained 15.2% in September before surging another 57% in October, reaching all-time highs.

The vertically integrated rare earth company controls Texas's Round Top Mountain deposit and is constructing a magnet manufacturing facility in Oklahoma. Production of sintered neodymium magnets began in early 2025, with full-scale output expected by Q1 2026 at 5,000 metric tons annually.

The rally accelerated after September's appointment of former Siemens USA CEO Barbara Humpton, who revealed ongoing discussions with the U.S. government about potential investment. Market speculation suggests the TRUMP administration may be evaluating stakes in multiple rare earth firms as part of broader supply chain security measures.