Overview
- USA Rare Earth shares climbed 13.92% Monday to close at $31.59, breaking a four‑session losing streak.
- William Blair initiated coverage with an Outperform rating, saying select U.S. producers are positioned to benefit from rising investment in domestic rare‑earth supply.
- The note highlighted a looming start of operations at USA Rare Earth’s magnet facility as a key growth driver.
- The company said earlier this month that it has been in talks with the U.S. government and is keeping officials apprised of its plans.
- The coverage comes after the Trump administration took equity stakes in peers MP Materials and Lithium Americas, reinforcing investor attention on homegrown supply chains.