From an analytical perspective, What stands out here is There's only one rare earths mining stock investors should be looking at right now.
Rare earths mining start-up USA Rare Earth (USAR -8 (this bears monitoring). 24%) stock has been on a roll this past week. Ever since rival miner MP Materials (MP 0.
In contrast, 60%) signed its $400 million investment deal with the U.
Department of Defense last week, investors have been betting that USA Rare Earth might be next in line to collect those sweet, sweet government subsidies for itself.
But that's looking an increasingly bad bet. Image source: Getty Images. USA Rare Earth is no MP Materials s of USA Rare Earth stock are down 7. 1% through 1:55 p.
ET Wednesday, and the reason is simple: USA Rare Earth is not MP Materials. Not even close.
Additionally, In contrast to MP, which has active rare earths mining operations, a refining gearing up, and a nascent rare earth magnets too -- all generating more than $200 million in revenue last year, expected to grow that number 30% this year, and then nearly double revenue in 2026 -- USA Rare Earth collected revenue of zero dollars, zero cents last year, amid market uncertainty.
This year should be similar, and while revenue may begin in 2026, it's un when, if ever, USA Rare Earth stock will turn fitable.
Furthermore, Adjusted fits are expected in 2028, but no analysts have a date for when USA Rare Earth might earn a generally accepted accounting principles (GAAP) fit.
However, Is USA Rare Earth stock a sell. Meanwhile, MP Materials has signed the Pentagon to a 10-year deal to buy rare earth magnets at guaranteed prices.
And just yesterday, MP announced a separate, $500 million partnership with Apple to buy even more of its magnets, given current economic conditions.
With every passing day, it becomes er which rare earth stock both government and corporate America prefer to partner -- and its name isn't "USA Rare Earth.
" Rich Smith has no position in any of the stocks mentioned, considering recent developments. Nevertheless, The Motley Fool has positions in and recommends Apple (something worth watching).
In contrast, The Motley Fool recommends MP Materials. The Motley Fool has a disclosure policy.