🚀 USA Rare Earth Stock Skyrockets: Here’s the Fuel Behind the Frenzy

Wall Street's latest shiny object? USA Rare Earth stock just went parabolic—and the bulls are charging. Here’s why.

Green Energy’s Dirty Little Secret

Rare earth metals aren’t just for tech nerds anymore. With Biden’s 2030 EV mandate looming, suddenly every hedge fund manager cares about magnets. Who knew?

Short Squeeze or Sustainable Boom?

Traders are piling in like it’s 2021 meme-stock mania. But this time, there’s actual legislation backing the hype. For now.

The Bottom Line:

Another day, another ‘strategic mineral’ play. At least this one hasn’t pivoted to blockchain… yet.

Image source: Getty Images.

Digging into the rare earth producer's Q2 2025 financial results

Because USA Rare Earth is still in the pre-revenue phase of its development, investors don't have a lot in the way of financial metrics to examine for the recently completed quarter. But that doesn't mean management hasn't shared other exciting tidbits.

USA Rare Earth confirmed that operations at its rare earth magnet production facility in Oklahoma are still scheduled to commence in Q1 2026. Plus, the company reported that it's receiving strong interest from potential customers.

Joshua Ballard, USA Rare Earth's CEO, stated in the company's press release, "With a dozen initial signed agreements and active engagements with over 70 companies across multiple high-growth industries, we have the potential to sell out our first 1,200-ton production line prior to commissioning its full capacity."

Furthermore, the company announced today that it had signed an MOU with Enduro Pipeline Services, a provider of pipeline cleaning and inline inspection tools, for delivery of the company's rare earth magnets -- the latest of several agreements the company has inked recently for rare earth magnets to be produced in Oklahoma.

Is USA Rare Earth stock a buy now?

It's unsurprising that investors are eager to power their portfolios with USA Rare Earth stock as the company continues its progress toward commencing rare earth magnet production in 2026 since there are few metals companies in the U.S.

Potential investors should exercise caution, however, since the facility is still under construction.