Deep-Dive Due Diligence AI Generated Report on USA Rare Earth, Inc. Class A Common Stock (USAR)
Welcome to ScanScor. What you're reading is not just a stock summary -- it's a real-time, AI-generated due diligence session crafted from live news, financial data, insider trading activity, SEC filings, and live market momentum.
These reports are generated using OpenAI's GPT-based analysis engine, guided by tightly structured prompts and expert-level data ingestion. Every insight below was assembled to help you understand the forces behind today's market movers.
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USAR_OUT_1 [2025-04-04 08:16:44 -0400] 3282 Bytes | 841 tokens | Cum: 841 tkns (10.51% of 8k)
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You're the expert here today. So, I pulled together a bunch of data for you to look over real fast. I'm looking at high-performance stocks today and USA Rare Earth (USAR) hit my radar screen, up to 7.59 from a prev close of 6.5 Do you think its got more juice or is it lacking potential? It's 8:16:43 AM on Fri Apr 04, 2025 -0400 and I have to decide: buy or sell!
--- COMPANY PROFILE ---
Company: USA Rare Earth (USAR)
IPO: 2025-03-14 (21 Days Ago)
Market Cap: $532,349,019
Shares Outstanding: 81,950,000
Industry: METAL MINING
Exchange: XNAS
Description: USA Rare Earth Inc is a vertically integrated, domestic rare earth magnet supply chain that supports the state of energy, mobility, and national security in the United States. USARE is developing a NdFeB magnet manufacturing plant in the United States, and establishing domestic rare earth and critical minerals supply, extraction, and processing capabilities to both supply its manufacturing plant and market surplus materials to third parties. Rare earth magnets are critical to various business sectors and industries, including the defense, automotive, aviation, industrial, medical and consumer electronics industries.
Here’s the first list of news for USA Rare Earth:
C1 - Mar-31-25 07:00AM - USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma
C2 - Mar-24-25 07:30AM - USA Rare Earth Announces Appointment of Rob Steele as Chief Financial Officer
C3 - Mar-21-25 07:08AM - Why USA Rare Earth Inc. (USAR) Went Down On Thursday?
C4 - Mar-13-25 01:00PM - USA Rare Earth and Inflection Point Acquisition Corp. II Announce Closing of Business Combination and Upsized PIPE Funding
C5 - Mar-06-25 07:30AM - USA Rare Earth to Present at the 37th Annual Roth Conference
C6 - Feb-04-25 07:30AM - USA Rare Earth and Inflection Point Acquisition Corp. II Announce Upsized PIPE
C7 - Jan-29-25 04:30PM - USA Rare Earth to Host Investor & Analyst Webinar on February 12, 2025
C8 - Jan-28-25 07:30AM - USA Rare Earth Achieves Breakthrough in Domestic Rare Earth Production
Prior AI Reports for USAR:
1. 2025-04-01 – Score: 1 – Target: 6.9000 – Highs: 7.0989 / 6.9928 / 6.89
companys-high-insider-ownership-contrasts-negative-performance-trend
(Note: Highs = Same day / 2nd day / 3rd day)
GUIDELINES FOR AI:
==============
1) You are the **AI analyst-investigator**. I am **ScanScor**, a unified document retrieval and reporting system.
Your role is to examine all available company data and draw sound conclusions.
2) To request additional information, refer to any listed documents using their reference codes.
The company under analysis is: USA Rare Earth (USAR).
3) As the analysis proceeds, continue reviewing documents until you feel confident in your judgment.
When ready, you will:
- Write a brief summary
- Generate a headline
- Assign a MARKET_SCORE[XX]
- Set a PRICE_TARGET[XX]
4) For now, restrict your response to just **three tokens**.
To request a document, reply with its reference code(s), such as:
- `C1`, `C2`, `C3`, etc.
- To load more documents, reply with: `NEX`
News articles, SEC filings, and key metrics will be revealed in subsequent prompts.
Stay focused. Gather evidence. Continue until your conclusions are clear.
USAR_IN_2 [2025-04-04 08:16:44 -0400] 3 Bytes | 3 tokens | Cum: 844 tkns (10.55% of 8k)
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C1,
USAR_OUT_3 [2025-04-04 08:16:47 -0400] 1098 Bytes | 311 tokens | Cum: 1155 tkns (14.44% of 8k)
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Showing C1 (chunk 1 of 7): C1:
**USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma**
Date: Mar-31-25 07:00AM
Source: (GlobeNewswire)
URL: https://www.globenewswire.com/news-release/2025/03/31/3052137/0/en/USA-Rare-Earth-Commissions-Advanced-Innovations-Lab-in-Stillwater-Oklahoma.html
March 31, 2025 07:00 ET| Source:USA Rare Earth, Inc.USA Rare Earth, Inc.
Magnet recipe development and customer qualification work set to begin in support of full magnet production in 2026
STILLWATER, Okla., March 31, 2025 (GLOBE NEWSWIRE) -- USA Rare Earth, Inc. (Nasdaq: USAR) (USAR or the Company), today announced it has commissioned its advanced Innovations Lab at its manufacturing facility in Stillwater, Oklahoma, and will begin prototyping permanent neo magnets for customers in the second quarter. The lab is designed to replicate the complete magnet production process, enabling rapid prototyping, cu
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
USAR_IN_4 [2025-04-04 08:16:47 -0400] 334 Bytes | 65 tokens | Cum: 1220 tkns (15.25% of 8k)
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USA Rare Earth, Inc. has commissioned an advanced Innovations Lab at its manufacturing facility in Stillwater, Oklahoma. The lab will begin prototyping permanent neo magnets for customers in the second quarter of 2025. The lab is designed to replicate the complete magnet production process, to support full magnet production in 2026.
USAR_OUT_5 [2025-04-04 08:16:48 -0400] 929 Bytes | 265 tokens | Cum: 1485 tkns (18.56% of 8k)
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We present this news so you can catch the big movers from recently breaking news.
Here's a list of news articles you can literally read just by asking.
Usually the first item is the most important.
A1 - 2025-03-31T11:27:25Z - USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma...
A2 - 2025-03-25T13:31:23Z - USAR Stock Touches 52-Week Low at $9.14 Amid Market Challenges By Investing.com...
A3 - 2025-03-24T11:59:29Z - USA Rare Earth appoints William Steele as CFO (USAR:NASDAQ)...
A4 - 2025-03-24T11:42:57Z - USA Rare Earth Announces Appointment of Rob Steele as Chief Financial Officer...
A5 - 2025-03-24T11:42:33Z - USA Rare Earth Announces Appointment of Rob Steele as Chief Financial Officer | Taiwan News | Mar. 2...
Request an article by its reference number. (Ex., "A1" gets the first item)
You may also say NEX to go to the next listing.
Response to this prompt limited to 3 chars.
USAR_IN_6 [2025-04-04 08:16:48 -0400] 2 Bytes | 2 tokens | Cum: 1487 tkns (18.59% of 8k)
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A1
USAR_OUT_7 [2025-04-04 08:16:51 -0400] 1098 Bytes | 289 tokens | Cum: 1776 tkns (22.20% of 8k)
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Showing A1 (chunk 1 of 7): A1:
**USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma**Date: 2025-03-31Source: {'uri': 'manilatimes.net', 'dataType': 'news', 'title': 'The Manila times'}URL: https://www.manilatimes.net/2025/03/31/tmt-newswire/globenewswire/usa-rare-earth-commissions-advanced-innovations-lab-in-stillwater-oklahoma/2083192USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma
USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma
Get the latest news
delivered to your inbox Sign up for The Manila Times newsletters By signing up with an email address, I acknowledge that I have read and agree to the Terms of Service and Privacy Policy.
Magnet recipe development and customer qualification work set to begin in support of full magnet production in 2026 Advertisement
"We're Open for Business," says CEO Joshua Ballard
STILLWATER, Okla.,
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
USAR_IN_8 [2025-04-04 08:16:51 -0400] 295 Bytes | 57 tokens | Cum: 1833 tkns (22.91% of 8k)
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USA Rare Earth has launched the Advanced Innovations Lab in Stillwater, Oklahoma. The lab will focus on magnet recipe development and customer qualification work, with full magnet production expected to begin in 2026. The company's CEO, Joshua Ballard, announced that they are open for business.
USAR_OUT_9 [2025-04-04 08:16:51 -0400] 370 Bytes | 99 tokens | Cum: 1932 tkns (24.15% of 8k)
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This is our final list of news.
News AI can literally read just by asking.
Don't miss the breaking news!
B1 - 2025-03-31T11:00:00Z - USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma
Request an article by its reference number. (Ex., "B1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.
USAR_IN_10 [2025-04-04 08:16:51 -0400] 2 Bytes | 2 tokens | Cum: 1934 tkns (24.18% of 8k)
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B1
USAR_OUT_11 [2025-04-04 08:16:57 -0400] 849 Bytes | 215 tokens | Cum: 2149 tkns (26.86% of 8k)
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Showing B1 (chunk 1 of 1): B1:
**USA Rare Earth Commissions Advanced Innovations Lab in Stillwater, Oklahoma**Date: Unknown DateSource: Unknown SourceURL: https://www.globenewswire.com/news-release/2025/03/31/3052137/0/en/USA-Rare-Earth-Commissions-Advanced-Innovations-Lab-in-Stillwater-Oklahoma.htmlUSA Rare Earth, Inc. has commissioned an advanced Innovations Lab at its manufacturing facility in Stillwater, Oklahoma, to begin prototyping permanent neo magnets for customers. The lab will accelerate the company's customer qualification process and support its research and development efforts ahead of the commissioning of the plant's first production line in early 2026.
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
USAR_IN_12 [2025-04-04 08:16:57 -0400] 430 Bytes | 80 tokens | Cum: 2229 tkns (27.86% of 8k)
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USA Rare Earth, Inc. has launched an advanced Innovations Lab at its manufacturing facility in Stillwater, Oklahoma. The lab will be used to prototype permanent neo magnets for clients, which will help speed up the company's customer qualification process and support its research and development initiatives. The company is preparing for the first production line of the plant, which is expected to be commissioned in early 2026.
USAR_OUT_13 [2025-04-04 08:16:58 -0400] 1091 Bytes | 278 tokens | Cum: 2507 tkns (31.34% of 8k)
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This is our list of SEC filings.
If empty, the search returned no recent filings.
S1 - 2025-03-31 10-K Item 7. Mgts Discussion and Analysis of Fin Cond and Results of Oper.
Unless otherwise noted or the context otherwise requires, references to the Company, Inflection Point, Inflection Point Acquisition Corp. II, our, us or we refer to Inflection Point A...
S2 - 2025-03-31 10-K Item 7. Mgts Discussion and Analysis of Fin Cond and Results of Oper.
Unless otherwise noted or the context otherwise requires, references to the Company, Inflection Point, Inflection Point Acquisition Corp. II, our, us or we refer to Inflection Point A...
S5 - 2025-03-19 8-K Item 1.01. Entry into a Material Definitive Agrmt.
Seventh AR Operating Agrmt
On March 13, 2025, in connection with the consummation of the transactions and as contemplated by the Business Combination Agrmt, USARE OpCo and IPXX, amended and restated the operating ...
Request filing by its reference number. (Ex., "S1" gets the first item)
You can say NEX to go to the next listing.
Response limited to 3 chars.
USAR_IN_14 [2025-04-04 08:16:58 -0400] 2 Bytes | 2 tokens | Cum: 2509 tkns (31.36% of 8k)
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S1
USAR_OUT_15 [2025-04-04 08:16:58 -0400] 1098 Bytes | 248 tokens | Cum: 2757 tkns (34.46% of 8k)
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Showing S1 (chunk 1 of 6): S1:
Item 7. Managements Discussion and Analysis of Financial Condition and Results of Operations.
Unless otherwise noted or the context otherwise requires, references to the Company, Inflection Point, Inflection Point Acquisition Corp. II, our, us or we refer to Inflection Point Acquisition Corp. II. The following discussion and analysis of the Companys financial condition and results of operations should be read in conjunction with our audited financial statements and the notes related thereto which are included in Item 8. Financial Statements and Supplementary Data of this Annual Report. The term USARE OpCo refers to USA Rare Earth, LLC, and the term New USARE refers to USA Rare Earth, Inc. after the consummation of the Business Combination .
The financial information included in this Item 7 is that of Inflection Point prior to the Business Combination because the Business Combinati
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
USAR_IN_16 [2025-04-04 08:16:58 -0400] 3 Bytes | 2 tokens | Cum: 2759 tkns (34.49% of 8k)
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MOR
USAR_OUT_17 [2025-04-04 08:17:05 -0400] 1098 Bytes | 247 tokens | Cum: 3006 tkns (37.57% of 8k)
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Showing S1 (chunk 2 of 6): on was consummated subsequent to the period covered by the audited financial statements included in this Annual Report.
Overview
Until March 13, 2025, we were a special purpose acquisition company incorporated in the Cayman Islands on March 6, 2023, formed for the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or other similar business combination with one or more businesses. Our intent was to effectuate a business combination, including the Business Combination, using cash derived from the proceeds of the IPO and the sale of the private placement warrants, our shares, debt or a combination of cash, our shares and debt.
We incurred significant costs in the pursuit of our acquisition plans.
Results of Operations
We have neither engaged in any operations nor generated any revenues through December 31, 2024. Our only activities from M
--> You can ask for 1) More of this item with: MOR, 2) the NEXt section with: NEX, or 3) a different item by it's handle (ex. C3, S2) (only 3 chars don't summarize yet)
USAR_IN_18 [2025-04-04 08:17:05 -0400] 710 Bytes | 150 tokens | Cum: 3156 tkns (39.45% of 8k)
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This section gives an overview of the company's history and operations up until March 13, 2025. The company was formed as a special purpose acquisition company (SPAC) in the Cayman Islands on March 6, 2023. The primary goal of this SPAC was to execute a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with other businesses. To achieve this, they planned to use cash from their IPO, the sale of their private placement warrants, shares, debt, or a combination of these resources. However, the company incurred significant costs in pursuing these plans. As of December 31, 2024, the company had not engaged in any operations nor generated any revenues.
USAR_OUT_19 [2025-04-04 08:17:18 -0400] 4332 Bytes | 1093 tokens | Cum: 4249 tkns (53.11% of 8k)
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This is our set of metrics.
Please analyze the numbers.
+--------------------+-----------------------+------------------------+-------------------+
| Volume: 155,421 | Perf Month: -41.12% | Option/Short: No / Yes | Sales Y/Y TTM: - |
+--------------------+-----------------------+------------------------+-------------------+
| Avg Volume: 98.53K | Perf Quarter: -42.22% | Short Float: 0.56% | ROE: 4.25% |
+--------------------+-----------------------+------------------------+-------------------+
| Rel Volume: 1.61 | Index: - | Short Ratio: 0.36 | ROI: 4.16% |
+--------------------+-----------------------+------------------------+-------------------+
| RSI (14): 39.12 | Market Cap: 95.23M | Short Interest: 0.04M | Sales Surprise: - |
+--------------------+-----------------------+------------------------+-------------------+
| ATR (14): 1.83 | Shs Outstand: 25.00M | Beta: 1.00 | EPS Surprise: - |
+--------------------+-----------------------+------------------------+-------------------+
| SMA20: -36.71% | Shs Float: 6.37M | Sales Q/Q: - | P/E: 19.27 |
+--------------------+-----------------------+------------------------+-------------------+
| SMA50: -41.74% | Inst Own: 118.66% | Sales past 5Y: - | Earnings: - |
+--------------------+-----------------------+------------------------+-------------------+
| SMA200: -41.07% | Insider Own: 56.54% | Employees: - | |
+--------------------+-----------------------+------------------------+-------------------+
| Perf Week: 6.91% | Insider Trans: 0.00% | Debt/Eq: 0.00 | |
+--------------------+-----------------------+------------------------+-------------------+
The next section covers any insider trading if any are accessible.
No transactions recorded.
No transactions recorded.
No transactions recorded.
Inside Trans: USA Rare Earth, Inc. (USAR) by Ridge Stephen James (Chief Operating Officer) on 2025-03-13
- Common Stock: 66162 shares at $N/A (D)
- Earnout right to Common Stock: 9094 shares at $0 (D)
No transactions recorded.
Inside Trans: USA Rare Earth, Inc. (USAR) by Kern Paul J (Unknown Title) on 2025-03-13
- Common Stock, par value $0.0001 per share: 163125 shares at $N/A (D)
- Earnout right to Common Stock: 22423 shares at $0 (D)
[Company Financial Summary]
[Company Details]
Name: N/A
Market Cap: N/A
Shares Outstanding: N/A
Sector: N/A
[Financial Statements - Latest Quarter]
Total Assets: N/A
Total Liabilities: N/A
Total Equity: N/A
Revenue (Quarter): N/A
Net Income: N/A
Earnings Per Share (EPS): N/A
[Price Metrics - Last 30 Days]
Latest Close: 6.5
Average Volume: 340511.07
30-Day High: 18.55
30-Day Low: 5.75
No detailed financial data available.
==== END OF FINANCIAL REPORT ====
You are now requested to make a summary analysis.
Do not say you lacked information. Save that for the final survey.
Now complete this report with the following:
1) Brief Summary: Explain your findings in one well-worded paragraph.
2) MARKET_SCORE: Estimate a number between 1 and 100 to represent the likelihood of an upward price move over the next day, week, or longer. Use the format: MARKET_SCORE[XX]
Weigh all relevant data —- news, SEC filings, fundamentals, and metrics —- and assign each element appropriate weight to calculate a general MARKET_SCORE[XX].
This score should be grounded in objective reasoning and guided by your analytical judgment.
XX must be a whole number between 1 and 100.
3) PRICE_TARGET: The current price of {ticker} is {current_price}.
If you believe it’s likely to rise, calculate a reasonable new price target.
For example, if you expect a 50% increase, say: PRICE_TARGET[{increased_price}]
You are encouraged to reference prior price performance when making this estimate.
4) AI_RPT_HEADLINE: Provide a thought-provoking headline (8–12 words) summarizing the situation.
Examples:
- AI_RPT_HEADLINE[{co_name} makes news with FDA approval fueling high investor optimism]
- AI_RPT_HEADLINE[Declining sales plague {ticker}, worsening an already negative outlook]
Return only:
1) Brief Summary
2) MARKET_SCORE[]
3) PRICE_TARGET[]
4) AI_RPT_HEADLINE[]
USAR_IN_20 [2025-04-04 08:17:18 -0400] 1360 Bytes | 295 tokens | Cum: 4544 tkns (56.80% of 8k)
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1) Brief Summary:
The company has seen a significant decline over the past month and quarter with performance decreasing by 41.12% and 42.22% respectively. Despite this, the Relative Strength Index (RSI) is 39.12, suggesting the company is nearing oversold territory which could result in a price recovery. Average trading volume is relatively high, indicating investor interest. The company has a solid Return on Equity (ROE) and Return on Investment (ROI) of 4.25% and 4.16% respectively, suggesting efficient management. However, the high institutional ownership, coupled with significant insider ownership, could imply a lack of public interest or confidence.
2) MARKET_SCORE[45]
Considering the poor recent performance, yet reasonable ROE and ROI, the market score is set at 45. The score takes into account the potential for a price recovery due to the low RSI, but also considers the negative trends in sales and performance.
3) PRICE_TARGET[8.5]
The current price is 6.5. Given the potential for a price recovery suggested by the RSI, a reasonable target could be a 30% increase, putting the target at 8.5.
4) AI_RPT_HEADLINE["Company grapples with sharp decline despite potential for recovery"]
This headline summarizes the current situation of the company: struggling with significant losses, yet showing indicators of a potential recovery.
USAR_OUT_21 [2025-04-04 08:17:19 -0400] 687 Bytes | 169 tokens | Cum: 4713 tkns (58.91% of 8k)
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Finally, if more data could have improved your confidence which would you have chosen? **Choose one option:**
-> X0 <- Nothing more would have helped my analysis
-> X1 <- More news listings
-> X2 <- More SEC filing extractions (10-K, 10-Q, 8-K) Financials, risk disclosures, and business changes
-> X3 <- More SEC Insider trading extractions (Form 3, 4, 5) Direct buys/sells from executives and institutions
-> X4 <- Broader sector & market news
-> X5 <- Your past analysis on similar companies (specify metrics)
-> X6 <- More financial metrics
-> X7 <- Your past analysis on this company
-> X8 <- Something altogether different (explain...)
USAR_IN_22 [2025-04-04 08:17:19 -0400] 105 Bytes | 30 tokens | Cum: 4743 tkns (59.29% of 8k)
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-> X2 <- More SEC filing extractions (10-K, 10-Q, 8-K) Financials, risk disclosures, and business changes
USAR_IN_23 [2025-04-04 08:17:20 -0400] 126 Bytes | 29 tokens | Cum: 4772 tkns (59.65% of 8k)
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[2025-04-04 08:17:20] # Analysis Completed
Elapsed Time: 36.65 seconds