USA Rare Earth Stock Surges on Bullish Analyst Coverage and Government Speculation
USA Rare Earth (USAR) shares jumped 15.9% during Monday's trading session, outpacing broader market gains as William Blair initiated coverage with an outperform rating. The investment firm highlighted the company's integrated rare-earth research, extraction capabilities, and stake in the Round Top mine as key differentiators.
Speculation about potential U.S. government involvement added fuel to the rally. With the stock up 177.5% year-to-date, investors are betting on America's push for domestic rare-earth supply chains. The pre-revenue company now commands a $3.6 billion valuation—a high-stakes wager on geopolitical trends favoring mineral independence.