USA Rare Earth (USAR) $3.5B Financing Deals Prompt Higher Price Target from Cantor Fitzgerald

6 days ago 5

Miko Ilas

Tue, February 10, 2026 astatine 11:20 AM CST 2 min read

USA Rare Earth Inc. (NASDAQ:USAR) is 1 of the champion high-upside materials stocks to buy. On January 26, the U.S. Commerce Department issued a missive of intent connected Jan. 26 to supply USA Rare Earth Inc. (NASDAQ:USAR) with a $1.3 cardinal indebtedness and $277 cardinal successful national funding, successful speech for issuing 16.1 cardinal shares of communal banal and 17.6 cardinal successful warrants to the U.S. government, which volition person an 8% to 16% involvement successful the institution depending connected however it executes its warrants.

Photo by USGS connected Unsplash

Meanwhile, connected January 29, USA Rare Earth Inc. (NASDAQ:USAR) completed a backstage concern successful nationalist equity (PIPE) financing, raising astir $1.5 cardinal successful gross proceeds. As portion of the financing, the institution issued astir 69.8 cardinal shares of communal banal astatine $21.50 per share. The institution plans to usage the nett proceeds to accelerate the improvement of its mine-to-magnet worth chain.

Shortly aft these deals, connected January 30, Cantor Fitzgerald raised its terms people connected USA Rare Earth Inc. (NASDAQ:USAR) to $35 from $28 portion maintaining an Overweight standing connected the stock. The expert noted that the company’s caller deals gave it entree to astir $3.5 cardinal successful capital, allowing it to displacement its absorption to execution astir magnet production, which could perchance make $1.2 cardinal successful EBITDA by 2030 if successfully done.

USA Rare Earth Inc. (NASDAQ:USAR) is simply a home supplier of uncommon world magnets and dense uncommon world elements and is presently processing a vertically integrated home proviso concatenation for uncommon world constituent magnet production.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.