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USA Rare Earth, Inc. (USAR) Eyes Commercial Production at Round Top Heavy Rare Earth Deposit in Texas

USA Rare Earth, Inc. (NASDAQ:USAR) is one of the best metal stocks to buy right now. On December 10, the company affirmed the acceleration of the commercialization timeline for its Round Top heavy rare-earth deposit in Texas. The company is now focused on commencing commercial production in late 2028, two years earlier than anticipated.

The acceleration comes as the company achieves promising results from solvent-extraction piloting, enabling it to operate its Hydromet demonstration facility in Colorado this year. The facility is to run five solvent extraction circuits continuously and generate operational data for commercial plant design.

The milestones underscore that the company is on track to begin extracting value from the Round Top deposit, one of the US’s known deposits of the heavy rare-earth elements gallium and beryllium.

“We’re challenging ourselves to innovate and pursue creative solutions that accelerate our timeline for securing, restoring, and growing the U.S. rare earth value chain,” said Barbara Hampton, Chief Executive Officer of USA Rare Earth. “Beginning commercial production at Round Top two years earlier than anticipated would be an exciting milestone made possible by the team’s technical capabilities, process knowledge, and ingenuity. As global demand for rare earth magnets continues to rise and geopolitical risks escalate, accelerating domestic production is essential for securing the long-term competitiveness of U.S. manufacturing.”

Analysts at Benchmark have already reiterated that the stock is a Buy with a $15 price target. The positive stance affirms the research firm’s confidence that the company is advancing a horizontally integrated concept” through its acquisition of LCM.

USA Rare Earth, Inc. (NASDAQ:USAR) builds a domestic U.S. supply chain for rare earth elements (REEs) and magnets, developing the Round Top mine in Texas for minerals like Dysprosium and Terbium, and constructing a magnet manufacturing plant in Oklahoma, aiming to reduce reliance on China for critical components used in defense, EVs, electronics, and green energy.

While we acknowledge the potential of USAR to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than USAR and that has 100x upside potential, check out our report about this cheapest AI stock.

READ NEXT: 10 Best Penny Stocks to Buy for 2026 and 11 Best Fertilizer Stocks to Invest In.

Disclosure: None. This article is originally published at Insider Monkey.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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Wall Street calls this $3 stock a “Melting Ice Cube.” They said the same thing about BTI before it returned 90%.

Dr. Inan Dogan

Dr. Ian Dogan

Co-Founder and Research Director at Insider Monkey

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We alerted our subscribers, and BTI returned 90% in just 16 months.

Now if you had invested just $10,000 in BTI in June 2024, you’d be sitting on $19,000 in October 2025.

Today, we have identified a nearly identical pattern in a digital-first giant trading at $3.

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This pattern is a hallmark of our 16.5% annual return track record. The current opportunity offers a 400% upside potential—dwarfing even our 90% BTI return.

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