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Here's Why USA Rare Earth Shares Crushed The Market This Week

newsfeedback@fool.com (Lee Samaha)
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⚡ Quantum Brief
USA Rare Earth’s stock surged 11.5% this week despite a declining S&P 500, driven by two major developments: full acquisition of the Round Top deposit and a high-profile executive hire. The company secured 100% ownership of the Round Top rare earth deposit by acquiring the remaining 18.6% stake from Texas Mineral Resources for $73 million in stock, eliminating funding uncertainty for its 2028 commercial launch. Gregory Bowman, former Siemens Government Technologies strategist and U.S. Army veteran, joined as Chief Global Policy Officer, leveraging 25 years of defense and government experience to strengthen federal ties. Bowman’s appointment aims to bolster USA Rare Earth’s position as a critical defense supplier, aligning with CHIPS Act funding and military demand for heavy rare earth elements (HREEs) and magnets. The moves de-risk the company’s timeline, with magnet production set for 2026 at its Stillwater facility and Round Top’s full development targeted for 2028.
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By Lee Samaha – Mar 14, 2026 at 7:28AM ESTKey PointsThe company acquired full ownership of the Round Top deposit.A senior executive with strong government ties joined the leadership team.USA Rare Earth (USAR 1.67%) bucked the market this week by rising 11.5% when the S&P 500 declined. It's a performance that reflects some positive news flow around the company's long-term growth aspirations. USA Rare Earth derisks its business plan Two recent developments are noteworthy for investors. First, the company agreed to acquire the remaining 18.6% interest in the Round Top deposit from Texas Mineral Resources Corp (TMRC) in exchange for 3,823,328 shares of USA Rare Earth stock, valued at approximately $73 million. The deal removes some uncertainty about the TMRC's ability to raise cash to fund the commercial development of Round Top. As a reminder, the company plans to begin producing rare earth magnets at its Stillwater facility in 2026 before commencing commercial development at Round Top in 2028. Image source: Getty Images. USA Rare Earth strengthens its leadership team Second, the company appointed three senior executives, including Gregory Bowman as Chief Global Policy Officer and Head of External Relations. He was recently the Chief Corporate Strategy Officer for Siemens Government Technologies, a part of the German industrial giant that handles sensitive U.S. government contracts. He also has 25 years of experience in legal and leadership roles in the U.S. Army, including service on the U.S.

Army Science Board and the U.S. Department of Defense Business Board. ExpandNASDAQ: USARUSA Rare EarthToday's Change(-1.67%) $-0.33Current Price$19.42Key Data PointsMarket Cap$4.2BDay's Range$19.14 - $20.5852wk Range$5.56 - $43.98Volume528KAvg Vol18M Why Bowman's appointment could help USA Rare Earth is focused on developing heavy rare earth elements (HREEs) at Round Top and ultimately HREE magnets. They have critical applications across the defense industry and are a key reason why the U.S. government ensured the company got access to federal funding and a loan under the CHIPS Act. Bowman's experience will support engagement with the U.S. government and Department of Defense, helping to mitigate potential political challenges and strengthen the company's position as a potential supplier of HREEs to the military.Read NextMar 13, 2026 •By Courtney CarlsenIs USA Rare Earth Stock a Millionaire Maker?Mar 7, 2026 •By Lee SamahaIs USA Rare Earth Stock a Once-in-a-Decade Rare Earth Opportunity?​Mar 4, 2026 •By James BrumleyIs USA Rare Earth Stock a Millionaire Maker?Mar 2, 2026 •By Scott LevineWhy USA Rare Earth Stock Soared TodayFeb 27, 2026 •By Lee SamahaHere's Why USA Rare Earth Shares Surged This WeekFeb 17, 2026 •By Courtney CarlsenThe U.S.

Government Is Investing $1.6 Billion in USA Rare Earth.

Does That Make the Stock a Buy?About the AuthorLee Samaha is a contributing Stock Market Analyst at The Motley Fool covering industrials, electricals, energy, materials, transportation, and infrastructure stocks. Prior to The Motley Fool, Lee was a Civil Engineer and Investment Manager. He holds a Bachelor of Civil and Structural Engineering from Southampton University and a Certificate in Investment Management from Chartered Institute for Securities & Investment. Lee first cut his investing teeth on The Motley Fool bulletin boards (commonly referred to as the “Fool Boards,”) and he’s infinitely grateful to all of the investors he learned from in this powerful investing community.TMFSaintGermainX@LeeSamahaStocks MentionedUSA Rare EarthNASDAQ: USAR$19.46(-1.47%)-$0.29*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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