USAR

USA Rare Earth to acquire 13.6% minority stake in Frances Carester

Published: Jul 24, 2026   |  Read Original Article ↗

Article Summary

HOLD
  • USA Rare Earth (NASDAQ: REE) signed definitive agreements to acquire a 13.6% stake in Frances Carester, a French company specialising in rare earth processing and separation, with InfraVia acquiring a similar stake through its Critical Metals Fund.
  • The investment follows an initial strategic framework agreed between the parties in April 2026, with USA Rare Earth and its subsidiary Less Common Metals Europe (LCM) Europe able to purchase a portion of Carester's Caremag facility output and gain access to engineering expertise and intellectual property.
  • Proceeds from the transaction will be used to fund Carester's rare-earth processing operations, research and development, and working capital, with the exit of minority shareholders expected in the third quarter of 2026.
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Growth Stock Metric Rating
USAR Rating
44.0
SELL

Growth Stock Scoring Breakdown

METRIC VALUE WEIGHT ANALYSIS
Sales Growth TTM ? 0.0% 25% 20.0 ptsMinimal (0.0%) - Very weak
EPS Growth Next 5Y ? 0.0% 25% 10.0 ptsVery Weak (0.0%) - Minimal expectations
Target Price Upside ? 159.0% 20% 100.0 ptsMassive Upside (159.0%) - Target: $37.50 vs Current: $14.48
Gross Margin % ? -45.3% 15% 10.0 ptsRazor-Thin (-45.3%) - Weak pricing power
Drawdown from 52-Wk High ? -67.1% 15% 100.0 ptsDeep Discount (-67.1%) - Best entry opportunity
Disclaimer: This rating is for informational purposes only and is not financial advice. All data sourced from Finviz. Always conduct your own research and consult with a financial advisor before making investment decisions. Past performance does not guarantee future results.

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About USAR

Basic Materials Other Industrial Metals & Mining 132 employees Stillwater, OK, United States
  • USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia.
  • It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, and other critical minerals.
  • The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas.
  • It products are used in aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, healthcare, and numerous industrial sectors.
  • USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahoma.
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