Prediction: USA Rare Earth Doubles Before 2028

USA Rare Earth (NASDAQ: USAR) is expected to regain momentum after a major policy shift tied to rare-earth supply chains. The stock’s wild trading history—peaking in the $40s and dipping into the $10s over the last 52 weeks—reflects uncertainty over its valuation versus business progress. A central catalyst begins Jan. 1, 2027, when rare-earth magnets sourced from China will be barred from use in U.S. military systems. That increases the incentive for defense contractors to buy outside China as waivers become harder. USAR owns Round Top in Texas and is building magnet factories in Oklahoma and South Carolina. Mining there isn’t expected until at least 2028.