USA Rare Earth Has Tumbled From All-Time Highs in 2025. Here's What's Next.

2026-02-25 16:25:00 ET

USA Rare Earth (NASDAQ: USAR) isn't a name you hear every day. But its product is certainly something you encounter every day.

The company manufactures permanent magnets, which are found in dozens of objects -- smartphones, computers, electric vehicle motors, defense systems, and more. They are rarely sourced in the U.S. (most come from China).

As the name suggests, USA Rare Earth is trying to change that. It's aiming to become a vertically integrated company, meaning it will mine the metals that will then be processed into magnet material. You can literally count on one hand the number of U.S. companies attempting a mine-to-magnet approach like this.

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