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Also trades as: USARW (NASDAQ) · $vol 1M

USAR NASDAQ

USA Rare Earth Inc
1W: +3.4% 1M: -27.9% 3M: -20.4% YTD: -26.5% 1Y: -55.9%
$10.40
+1.49 (+16.72%)
Pre-Market: $10.56 (+0.16, +1.59%)
Weekly Expected Move ±7.9%
$8 $9 $9 $10 $11
NASDAQ · Basic Materials · Industrial Materials · Tech Score Sell · Power 35 · $1.4B mcap · 193M float · 6.51% daily turnover · Short 58% of daily vol
Credit Risk of going bust: higher than 52% of companies Debt: 1.0% of company value Bonds: none of note held by US funds details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $0.02 (down 99.8%), USA Rare Earth Inc would be worth roughly what it owes.
Total debt $13.5M against a stock market value of $1.38B.
Distance to default 4.97 (Merton model): prices to 2026-10-27, balance sheet 2026-06-30, debt counted $5.2M (short-term plus half of long-term), stock volatility 103.1%; Altman Z 2.20. A ranking and a back-test, not a forecast.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

Supply Chain Overview

33 relationships
33
As Filer
counterparties named
0
As Counterparty
mentioned by others
4
Rel. Types
2023-05-30
Earliest Filing
2026-03-05
Latest Filing
investor: 12 partner: 10 target: 9 acquirer: 2

Counterparties (Filed by USAR)

33 relationships

Companies named in USAR's SEC 8-K filings as business counterparties.

Counterparty Ticker Relationship Summary Filing Date SEC
Texas Mineral Resources Corp. TMRC target Target company in a merger agreement with USA Rare Earth, Inc. 2026-03-05 View
Laconia Acquisition Sub Limited — acquirer Wholly owned indirect subsidiary of USA Rare Earth, Inc. that acquired Indian Ocean Rare Metals Pte Ltd. 2025-11-18 View
Indian Ocean Rare Metals Pte Ltd — target Singapore private limited company acquired by Laconia Acquisition Sub Limited. 2025-11-18 View
Less Common Metals Ltd — target Operating subsidiary of Indian Ocean Rare Metals Pte Ltd. 2025-11-18 View
Laconia Acquisition Sub Limited — acquirer Wholly owned indirect subsidiary of USA Rare Earth, Inc. that acquired Indian Ocean Rare Metals Pte Ltd. 2025-09-29 View
Indian Ocean Rare Metals Pte Ltd — target Singapore private limited company acquired by Laconia Acquisition Sub Limited. 2025-09-29 View
USA Rare Earth, LLC USAR partner Target company in the Business Combination with Inflection Point Acquisition Corp. II 2025-03-11 View
Harraden Circle Investors LP — investor Counterparty to Forward Purchase Agreement 2025-03-11 View
Harraden Circle Special Opportunities LP — investor Counterparty to Forward Purchase Agreement 2025-03-11 View
Harraden Circle Strategic Investments LP — investor Counterparty to Forward Purchase Agreement 2025-03-11 View
Newtyn TE Partners, LP — investor Counterparty to Forward Purchase Agreement 2025-03-11 View
Newtyn Partners, LP — investor Counterparty to Forward Purchase Agreement 2025-03-11 View
L1 Capital Global Opportunities Master Fund — investor Counterparty to Forward Purchase Agreement 2025-03-11 View
USA Rare Earth, LLC USAR target Target company in the proposed business combination with Inflection Point Acquisition Corp. II 2025-02-05 View
Inflection Point Fund I, LP — investor Investor entering into securities purchase agreements and termination agreements regarding Series A Preferred Stock Inve 2025-02-05 View
USA Rare Earth, LLC USAR target Target company in the proposed business combination with Inflection Point Acquisition Corp. II 2025-01-28 View
IPXX Merger Sub, LLC — partner Wholly owned subsidiary of Inflection Point acting as merger counterparty 2025-01-28 View
Harraden Circle Investors LP — investor Investor entering non-redemption agreement and forward purchase option 2024-11-14 View
Harraden Circle Special Opportunities LP — investor Investor entering non-redemption agreement and forward purchase option 2024-11-14 View
L1 Capital Global Opportunities Master Fund — investor Investor entering non-redemption agreement and forward purchase option 2024-11-14 View
USA Rare Earth, LLC USAR target Target company in proposed business combination 2024-11-14 View
Newtyn Partners, LP — partner Counterparty to the Non-Redemption Agreement and Forward Purchase Option 2024-11-13 View
Newtyn TE Partners, LP — partner Counterparty to the Non-Redemption Agreement and Forward Purchase Option 2024-11-13 View
USA Rare Earth, LLC USAR target Target company in the business combination with Inflection Point Acquisition Corp. II 2024-11-13 View
USA Rare Earth, LLC USAR target Target company in the business combination agreement with Inflection Point Acquisition Corp. II 2024-08-22 View
Inflection Point Fund I, LP — investor Accredited investor purchasing Series A Preferred Stock 2024-08-22 View
Inflection Point Asset Management LLC — investor Holder of Series A Preferred Stock with protective voting provisions 2024-08-22 View
Cantor Fitzgerald & Co. — partner Representative of underwriters for the IPO 2023-05-30 View
Continental Stock Transfer & Trust Company — partner Trustee and warrant agent for the IPO 2023-05-30 View
Inflection Point Holdings II LLC — partner Sponsor of the IPO and holder of private placement warrants 2023-05-30 View
The Venture Collective LLC — partner Service provider in the Services and Indemnification Agreement 2023-05-30 View
Peter Ondishin — partner Signatory to the Services and Indemnification Agreement 2023-05-30 View
Kevin Shannon — partner Signatory to the Services and Indemnification Agreement 2023-05-30 View
Recent 8-K Filings (20)
Filing Date Description Type SEC
2026-10-01 Regulation FD; Exhibits View
2026-09-15 Other Events; Exhibits View
2026-09-04 Material Agreement; Acquisition/Disposition; Financial Obligation; Unregistered Equity Sales; Office Agreement Acquisition View
2026-08-31 Shareholder Vote View
2026-08-24 Other Events; Exhibits View
2026-08-10 Earnings Release; Exhibits View
2026-08-07 Acquisition/Disposition; Exhibits Acquisition View
2026-07-23 Unregistered Equity Sales; Regulation FD; Other Events; Exhibits View
2026-07-20 Officer/Director Change; Regulation FD; Exhibits View
2026-07-16 Material Agreement; Other Events; Exhibits Agreement View
2026-06-18 Officer/Director Change; Exhibits View
2026-06-15 Other Events; Exhibits View
2026-06-05 Other Events; Exhibits View
2026-06-04 Shareholder Vote View
2026-06-03 Material Agreement; Financial Obligation; Unregistered Equity Sales; Regulation FD; Other Events; Ex Agreement View
2026-06-02 Material Agreement; Financial Obligation; Regulation FD; Exhibits Agreement View
2026-05-13 Other Events; Exhibits View
2026-05-13 Earnings Release; Exhibits View
2026-04-23 Officer/Director Change View
2026-04-20 Material Agreement; Unregistered Equity Sales; Exhibits Agreement View
Data extracted from SEC EDGAR 8-K filings using NLP. Relationships are as disclosed in filing text. Covers 2021–2026. View on SEC EDGAR

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms