SPV to buy 100% of Phase 1 output from Serra Verde, with gov't backing
첫날 -5.0% · 5일 후 -2.6%
8-K 공시
8-K: 기타 주요 사항
첫날 -5.0% · 5일 후 -2.6%
실적악재
USAR Q2 Results Miss on Revenue and EPS, Shares Fall영어 원문
Q2 loss wider than expected, revenue ~$6M, stock back to government investment level
첫날 -1.5% · 5일 후 +1.3%
›전개 과정 5회
2026-08-09Earnings release is a key periodic disclosure event that shapes market expectations
2026-08-11Adj EPS -$0.15 vs -$0.13 est; sales $5.821M vs $8.053M est
2026-08-11Adjusted EPS loss of $0.15 and revenue of $5.82M both missed estimates; shares fell after hours.
2026-08-11Q2 loss per share $0.15, revenue ~$5.82M, both below estimates
2026-08-11Q2 loss wider than expected, revenue ~$6M, stock back to government investment level
8-K 공시
8-K: 실적 공시
첫날 -0.7% · 5일 후 -2.1%
실적
실적 발표
첫날 -1.5% · 5일 후 +1.3%
8-K 공시
8-K: 자산 인수·처분 완료
첫날 -1.5% · 5일 후 +1.3%
실적
USAR listed in next week's earnings and market events영어 원문
Multiple independent sources list USAR among companies reporting earnings and key market events for the week of Aug 10.
첫날 +11.0% · 5일 후 +3.5%
8-K 공시
8-K: 주식 발행, Reg FD 공시, 기타 주요 사항
첫날 -4.3% · 5일 후 -3.2%
규제악재
Trump Signs EO Tightening Defense Contractor Critical Minerals Waivers영어 원문
EO tightens waiver conditions for defense contractors using banned foreign critical minerals, affecting rare earth sector
첫날 +3.7% · 5일 후 -11.0%
기업
USA Rare Earth Announces CEO Transition and Post-Merger Leadership영어 원문
New details: Serra Verde CEO Moraitis to succeed; $2.8B combination; Humpton retirement effective Oct 1
첫날 -2.7% · 5일 후 -2.0%
›전개 과정 2회
2026-07-20CEO Barbara Humpton to retire Oct 1, Serra Verde's Thras Moraitis to succeed, Michael Blitzer named Executive Chairman, amid $2.8B combination.
2026-07-20New details: Serra Verde CEO Moraitis to succeed; $2.8B combination; Humpton retirement effective Oct 1
8-K 공시
8-K: 이사·임원 변동, Reg FD 공시
첫날 -2.7% · 5일 후 -2.0%
8-K 공시
8-K: 중요 계약 체결, 기타 주요 사항
첫날 -8.1% · 5일 후 -4.8%
8-K 공시
8-K: 이사·임원 변동
첫날 +4.6% · 5일 후 -16.9%
8-K 공시
8-K: 기타 주요 사항
첫날 +4.7% · 5일 후 -0.6%
8-K 공시
8-K: 기타 주요 사항
첫날 -17.1% · 5일 후 -2.1%
①
강세 vs 약세
방향별 정리 · 원문 링크
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아직 항목이 없어요
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아직 항목이 없어요
최근 2주간 X 신뢰 작성자 의견을 AI가 묶은 주장이며, 수치는 독립 작성자 수다. 언급량은 방향을 예측하지 않는다 · 투자 권유 아님
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서로 존중 · 의견은 작성자 본인 책임 · 투자 권유 아님
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이벤트 흐름
주요 이벤트 · 시간순
23건
기업
USAR, Pasqal, Riven Partner on Quantum-Powered Rare Earth Separation영어 원문
Company announcement confirms strategic partnership to advance next-gen tech for critical mineral production
첫날 +3.5% · 5일 후 -1.6%
8-K 공시
8-K: 기타 주요 사항
첫날 -1.9% · 5일 후 +4.8%
기업호재
USAR Breaks Ground on $1.2B Magnet Plant in South Carolina영어 원문
Company announcement and social media confirm progress on domestic magnet manufacturing
첫날 -3.4% · 5일 후 -11.5%
公司호재
USAR closes $1.25B refinancing after Serra Verde merger영어 원문
Q2 report didn't spur gains, but new U.S. government deal backing mining specialist acquisition strengthens financing narrative
첫날 +0.3% · 5일 후 -12.8%
›전개 과정 3회
2026-09-05Combines Serra Verde's world-class upstream heavy-REE with USAR's processing, metallization, and magnet-making capabilities
2026-09-05New shelf filing day after merger close signals aggressive capital raise
2026-09-08Q2 report didn't spur gains, but new U.S. government deal backing mining specialist acquisition strengthens financing narrative
기업
USAR Advances NdFeB Magnet Production at Oklahoma Stillwater Facility영어 원문
Progress on vertically integrated supply chain with government backing
첫날 +0.3% · 5일 후 -12.8%
이전 이벤트 18건›
규제
Chinese Suppliers Refuse Some US Shipments, Bolstering USAR Domestic Supply Chain Case영어 원문
Reuters reports some Chinese suppliers decline to ship rare earth materials to US customers
첫날 -0.5% · 5일 후 -10.8%
8-K 공시
8-K: 중요 계약 체결, 자산 인수·처분 완료, 신규 채무 발생
첫날 -0.5% · 5일 후 -10.8%
애널리스트호재
Jefferies Initiates USAR at Buy, PT $21영어 원문
Sees vertically integrated mine-to-magnet platform; risks include execution and funding gaps
SPV to buy 100% of Phase 1 output from Serra Verde, with gov't backing
첫날 -5.0% · 5일 후 -2.6%
8-K 공시
8-K: 기타 주요 사항
첫날 -5.0% · 5일 후 -2.6%
실적악재
USAR Q2 Results Miss on Revenue and EPS, Shares Fall영어 원문
Q2 loss wider than expected, revenue ~$6M, stock back to government investment level
첫날 -1.5% · 5일 후 +1.3%
›전개 과정 5회
2026-08-09Earnings release is a key periodic disclosure event that shapes market expectations
2026-08-11Adj EPS -$0.15 vs -$0.13 est; sales $5.821M vs $8.053M est
2026-08-11Adjusted EPS loss of $0.15 and revenue of $5.82M both missed estimates; shares fell after hours.
2026-08-11Q2 loss per share $0.15, revenue ~$5.82M, both below estimates
2026-08-11Q2 loss wider than expected, revenue ~$6M, stock back to government investment level
8-K 공시
8-K: 실적 공시
첫날 -0.7% · 5일 후 -2.1%
실적
실적 발표
첫날 -1.5% · 5일 후 +1.3%
8-K 공시
8-K: 자산 인수·처분 완료
첫날 -1.5% · 5일 후 +1.3%
실적
USAR listed in next week's earnings and market events영어 원문
Multiple independent sources list USAR among companies reporting earnings and key market events for the week of Aug 10.
첫날 +11.0% · 5일 후 +3.5%
8-K 공시
8-K: 주식 발행, Reg FD 공시, 기타 주요 사항
첫날 -4.3% · 5일 후 -3.2%
규제악재
Trump Signs EO Tightening Defense Contractor Critical Minerals Waivers영어 원문
EO tightens waiver conditions for defense contractors using banned foreign critical minerals, affecting rare earth sector
첫날 +3.7% · 5일 후 -11.0%
기업
USA Rare Earth Announces CEO Transition and Post-Merger Leadership영어 원문
New details: Serra Verde CEO Moraitis to succeed; $2.8B combination; Humpton retirement effective Oct 1
첫날 -2.7% · 5일 후 -2.0%
›전개 과정 2회
2026-07-20CEO Barbara Humpton to retire Oct 1, Serra Verde's Thras Moraitis to succeed, Michael Blitzer named Executive Chairman, amid $2.8B combination.
2026-07-20New details: Serra Verde CEO Moraitis to succeed; $2.8B combination; Humpton retirement effective Oct 1
