<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Rare-earth-mining-site.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Rare-earth-mining-site.png"/></p>
<p>美国稀土（USA Rare Earth，USAR）的股价在周四下跌，尽管该公司报告的第一季度收入超出华尔街预期，但投资者仍然更关注公司的长期增长目标，而非短期盈利结果。</p>
<p>根据 FactSet 的数据，这家稀土开发公司在第一季度录得 3700 万美元的运营亏损，收入为 570 万美元，而分析师预期为 2700 万美元的亏损和 420 万美元的销售额。</p>
<p>周四股价下跌约 3%，至 24.54 美元。</p>
<p>尽管亏损超出预期，投资者的关注仍然集中在公司在关键矿物需求加速的背景下，建立美国完全整合的矿山到磁铁供应链的战略上。</p>
<p>美国稀土旨在减少美国对中国的依赖，后者目前控制着全球约 85% 的稀土加工能力。</p>
<p>稀土元素广泛应用于包括智能手机、电动汽车、半导体和军事装备等多种技术中。</p>
<p>分析师目前预计，到 2030 年，该公司可能实现 32 亿美元的收入和 17 亿美元的运营收入。</p>
<h2>扩张战略加速</h2>
<p>该公司在最近几个月积极扩展其运营，并确保在稀土行业的供应链能力。</p>
<p>巴巴拉·汉普顿（Barbara Humpton）于 2025 年 10 月加入担任首席执行官，此前曾领导西门子美国，监督了一系列重大收购和投资，旨在建立公司的垂直整合平台。</p>
<p>美国稀土收购了位于巴西的塞拉维尔德（Serra Verde），该公司提供稀土矿石储备的接入，以及 Less Common Metals，这是一家将原材料转化为可用产品的加工商。</p>
<p>该公司还获得了美国商务部的融资支持，以帮助开发其位于德克萨斯州的 Round Top 稀土项目。</p>
<p>与此同时，美国稀土在俄克拉荷马州斯蒂尔沃特（Stillwater）投入使用了其磁铁制造设施，标志着建立国内生产能力的又一步。</p>
<p>汉普顿在新闻稿中表示：“2026 年第一季度是美国稀土的根本转型时期。我们的战略势头在季度结束后的几周内进一步加速。”</p>
<p>该公司在季度末现金约为 18 亿美元。</p>
<p>华尔街的估计表明，美国稀土在 2026 年和 2027 年期间可能合计支出约 33 亿美元，以继续扩展其运营。</p>
<h2>Cantor Fitzgerald 上调目标价</h2>
<p>Cantor Fitzgerald 的分析师将美国稀土的目标股价从 30 美元上调至 35 美元，同时维持对该股的看涨超配评级。</p>
<p>修订后的目标价意味着与近期交易水平相比，约有 45% 的上涨空间。</p>
<p>Cantor 强调了公司在斯蒂尔沃特磁铁设施的进展，第一阶段于第一季度投入使用。</p>
<p>预计初步商业发货将在 2026 年第二季度开始。</p>
<p>该公司还指出了美国稀土最近的融资和收购活动，包括在 1 月份完成的 15 亿美元的私人投资。</p>
<p>在 3 月份，该公司签署了收购德克萨斯矿产资源公司（Texas Mineral Resources Corp.）的最终协议，使其完全经济拥有 Round Top 项目。</p>
<p>在季度结束后，美国稀土还宣布以约 28 亿美元收购塞拉维尔德集团的最终协议，尽管由于公司股价上涨，目前的交易价值已上升至约 36.4 亿美元。</p>
<p>该公司还披露了对私人公司 Carester 的战略投资，并获得了来自德克萨斯州半导体创新基金与 Round Top 项目相关的 1420 万美元的补助。</p>
<h2>投资者关注长期稀土机会</h2>
<p>过去一年，美国稀土的股价大幅上涨，投资者越来越将该公司视为建立国内关键矿物供应链的关键参与者。</p>
<p>截至周三收盘，该股今年迄今已上涨 114%，在过去 12 个月中上涨 187%。</p>
<p>随着重大收购、新的制造设施和政府支持的融资到位，投资者似乎越来越关注公司的长期战略定位，而非短期盈利能力。</p>
<p>美国稀土股价下跌：分析师为何仍对该股持乐观态度的文章首发于 Invezz。</p>

USAR

USARW

<p>尽管美国稀土（USA Rare Earth，USAR）报告第一季度收入为 570 万美元，超出预期，但其股价仍下跌 3%，至 24.54 美元。该公司公布的运营亏损超出预期，达到 3700 万美元。分析师们依然保持乐观，预计到 2030 年收入将达到 32 亿美元，这得益于公司建立国内稀土供应链的战略。Cantor Fitzgerald 将其目标股价上调至 35 美元，理由是运营和收购方面取得了进展。投资者更关注长期增长潜力，而非短期亏损，年初至今股价上涨了 114%</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Rare-earth-mining-site.png" alt="" original-src="https://invezz-wp-media.lon1.digitaloceanspaces.com/2026/05/Rare-earth-mining-site.png"/></p>
<p>Shares of USA Rare Earth (USAR) slipped Thursday even after the company reported first-quarter revenue that topped Wall Street expectations, as investors continued focusing more on the company’s long-term growth ambitions than near-term earnings results.</p>
<div class="lb-trans"><p>美国稀土（USA Rare Earth，USAR）的股价在周四下跌，尽管该公司报告的第一季度收入超出华尔街预期，但投资者仍然更关注公司的长期增长目标，而非短期盈利结果。</p>
</div><p>The rare earths developer posted a first-quarter operating loss of $37 million on revenue of $5.7 million, compared with analyst expectations for a $27 million loss on $4.2 million in sales, according to FactSet.</p>
<div class="lb-trans"><p>根据 FactSet 的数据，这家稀土开发公司在第一季度录得 3700 万美元的运营亏损，收入为 570 万美元，而分析师预期为 2700 万美元的亏损和 420 万美元的销售额。</p>
</div><p>Shares fell about 3% to $24.54 on Thursday.</p>
<div class="lb-trans"><p>周四股价下跌约 3%，至 24.54 美元。</p>
</div><p>Despite the larger-than-expected loss, investor attention has remained centered on the company’s strategy to build a fully integrated mine-to-magnet supply chain in the United States as demand for critical minerals accelerates.</p>
<div class="lb-trans"><p>尽管亏损超出预期，投资者的关注仍然集中在公司在关键矿物需求加速的背景下，建立美国完全整合的矿山到磁铁供应链的战略上。</p>
</div><p>USA Rare Earth is aiming to reduce US dependence on China, which currently controls roughly 85% of global rare earth processing capacity.</p>
<div class="lb-trans"><p>美国稀土旨在减少美国对中国的依赖，后者目前控制着全球约 85% 的稀土加工能力。</p>
</div><p>Rare earth elements are used in a broad range of technologies, including smartphones, electric vehicles, semiconductors, and military equipment.</p>
<div class="lb-trans"><p>稀土元素广泛应用于包括智能手机、电动汽车、半导体和军事装备等多种技术中。</p>
</div><p>Analysts currently project the company could generate $3.2 billion in revenue and $1.7 billion in operating income by 2030.</p>
<div class="lb-trans"><p>分析师目前预计，到 2030 年，该公司可能实现 32 亿美元的收入和 17 亿美元的运营收入。</p>
</div><h2>Expansion strategy accelerates</h2>
<div class="lb-trans"><h2>扩张战略加速</h2>
</div><p>The company has moved aggressively in recent months to expand its operations and secure supply chain capabilities across the rare earths sector.</p>
<div class="lb-trans"><p>该公司在最近几个月积极扩展其运营，并确保在稀土行业的供应链能力。</p>
</div><p>Barbara Humpton, who joined as CEO in October 2025 after previously leading Siemens USA, has overseen a series of major acquisitions and investments aimed at building the company’s vertically integrated platform.</p>
<div class="lb-trans"><p>巴巴拉·汉普顿（Barbara Humpton）于 2025 年 10 月加入担任首席执行官，此前曾领导西门子美国，监督了一系列重大收购和投资，旨在建立公司的垂直整合平台。</p>
</div><p>USA Rare Earth acquired Brazil-based Serra Verde, which provides access to rare earth ore deposits, as well as Less Common Metals, a processor that converts raw materials into usable products.</p>
<div class="lb-trans"><p>美国稀土收购了位于巴西的塞拉维尔德（Serra Verde），该公司提供稀土矿石储备的接入，以及 Less Common Metals，这是一家将原材料转化为可用产品的加工商。</p>
</div><p>The company also secured financing support from the US Commerce Department to help develop its Round Top rare earth project in Texas.</p>
<div class="lb-trans"><p>该公司还获得了美国商务部的融资支持，以帮助开发其位于德克萨斯州的 Round Top 稀土项目。</p>
</div><p>At the same time, USA Rare Earth commissioned its magnet manufacturing facility in Stillwater, Oklahoma, marking another step toward establishing domestic production capabilities.</p>
<div class="lb-trans"><p>与此同时，美国稀土在俄克拉荷马州斯蒂尔沃特（Stillwater）投入使用了其磁铁制造设施，标志着建立国内生产能力的又一步。</p>
</div><p>“The first quarter of 2026 was a period of fundamental transformation for USA Rare Earth,” said Humpton in a news release. “Our strategic momentum only accelerated in the weeks following the quarter’s end.”</p>
<div class="lb-trans"><p>汉普顿在新闻稿中表示：“2026 年第一季度是美国稀土的根本转型时期。我们的战略势头在季度结束后的几周内进一步加速。”</p>
</div><p>The company ended the quarter with approximately $1.8 billion in cash.</p>
<div class="lb-trans"><p>该公司在季度末现金约为 18 亿美元。</p>
</div><p>Wall Street estimates suggest USA Rare Earth could spend roughly $3.3 billion combined during 2026 and 2027 as it continues building out its operations.</p>
<div class="lb-trans"><p>华尔街的估计表明，美国稀土在 2026 年和 2027 年期间可能合计支出约 33 亿美元，以继续扩展其运营。</p>
</div><h2>Cantor Fitzgerald raises price target</h2>
<div class="lb-trans"><h2>Cantor Fitzgerald 上调目标价</h2>
</div><p>Analysts at Cantor Fitzgerald raised their price target on USA Rare Earth shares to $35 from $30 while maintaining a bullish Overweight rating on the stock.</p>
<div class="lb-trans"><p>Cantor Fitzgerald 的分析师将美国稀土的目标股价从 30 美元上调至 35 美元，同时维持对该股的看涨超配评级。</p>
</div><p>The revised target implies roughly 45% upside from recent trading levels.</p>
<div class="lb-trans"><p>修订后的目标价意味着与近期交易水平相比，约有 45% 的上涨空间。</p>
</div><p>Cantor highlighted progress at the company’s Stillwater magnet facility, where phase 1a was commissioned during the first quarter.</p>
<div class="lb-trans"><p>Cantor 强调了公司在斯蒂尔沃特磁铁设施的进展，第一阶段于第一季度投入使用。</p>
</div><p>Initial commercial shipments are expected to begin during the second quarter of 2026.</p>
<div class="lb-trans"><p>预计初步商业发货将在 2026 年第二季度开始。</p>
</div><p>The firm also pointed to USA Rare Earth’s recent financing and acquisition activity, including a $1.5 billion private investment completed in January.</p>
<div class="lb-trans"><p>该公司还指出了美国稀土最近的融资和收购活动，包括在 1 月份完成的 15 亿美元的私人投资。</p>
</div><p>In March, the company signed a definitive agreement to acquire Texas Mineral Resources Corp., giving it full economic ownership of the Round Top project.</p>
<div class="lb-trans"><p>在 3 月份，该公司签署了收购德克萨斯矿产资源公司（Texas Mineral Resources Corp.）的最终协议，使其完全经济拥有 Round Top 项目。</p>
</div><p>Following the quarter, USA Rare Earth also announced a definitive agreement to acquire Serra Verde Group for approximately $2.8 billion, though the current value of the consideration has risen to around $3.64 billion due to the company’s share appreciation.</p>
<div class="lb-trans"><p>在季度结束后，美国稀土还宣布以约 28 亿美元收购塞拉维尔德集团的最终协议，尽管由于公司股价上涨，目前的交易价值已上升至约 36.4 亿美元。</p>
</div><p>The company additionally disclosed a strategic investment in private firm Carester and received a $14.2 million grant from the Texas Semiconductor Innovation Fund tied to the Round Top project.</p>
<div class="lb-trans"><p>该公司还披露了对私人公司 Carester 的战略投资，并获得了来自德克萨斯州半导体创新基金与 Round Top 项目相关的 1420 万美元的补助。</p>
</div><h2>Investors focus on long-term rare earth opportunity</h2>
<div class="lb-trans"><h2>投资者关注长期稀土机会</h2>
</div><p>USA Rare Earth’s shares have surged sharply over the past year as investors increasingly view the company as a key player in efforts to establish a domestic critical minerals supply chain.</p>
<div class="lb-trans"><p>过去一年，美国稀土的股价大幅上涨，投资者越来越将该公司视为建立国内关键矿物供应链的关键参与者。</p>
</div><p>The stock had risen 114% year to date through Wednesday’s close and gained 187% over the prior 12 months.</p>
<div class="lb-trans"><p>截至周三收盘，该股今年迄今已上涨 114%，在过去 12 个月中上涨 187%。</p>
</div><p>With major acquisitions, new manufacturing facilities, and government-backed financing now in place, investors appear increasingly focused on the company’s long-term strategic positioning rather than short-term profitability.</p>
<div class="lb-trans"><p>随着重大收购、新的制造设施和政府支持的融资到位，投资者似乎越来越关注公司的长期战略定位，而非短期盈利能力。</p>
</div><p>The post USA Rare Earth stock dips: why analysts are still bullish on the stock appeared first on Invezz</p>
<div class="lb-trans"><p>美国稀土股价下跌：分析师为何仍对该股持乐观态度的文章首发于 Invezz。</p>
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USA Rare Earth 的股票出现下跌：分析师为何仍然看好这只股票