USA Rare Earth: Take Advantage Of Momentum Swings
USA Rare Earth is aggressively ramping up production with government funding, targeting a vertically integrated rare earth supply chain. USAR's magnet and metal businesses are scaling rapidly, with sales forecast to reach $2.6 billion by 2030 and significant milestones in 2027–2029. The stock trades at less than 3x 2030 EBITDA targets, presenting a compelling long-term buy opportunity near yearly lows. The company faces execution and pricing risks, but current weakness offers attractive entry for investors willing to buy dips and sell sector-driven spikes. Looking for a portfolio of ideas like this one? Members of Out Fox The Street get exclusive access to our subscriber-only portfolios. Learn More » USA Rare Earth, Inc. ( USAR ) is full-speed ahead now with government funding and plans to ramp up towards production in multiple areas. The rare earths miner and metal maker has been a solid buy at the lows of the last year below $15. My investment thesis ...