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Inflection Point Holdings II LLC, a ten percent owner of USA Rare Earth, Inc. EXCHANGE:USAR, sold 2,091,849 shares of common stock at a price of $15.75 on August 13, 2025, for a total of $32,946,621. The stock, currently trading at $17.20, has shown remarkable strength with a 61% return over the past year. According to InvestingPro analysis, the company appears to be trading above its Fair Value, with a market capitalization of $1.73 billion.
The same day, Inflection Point Holdings II LLC, converted 1,161,805 shares of Series A Preferred Stock to common stock.
Additionally, Michael Blitzer, a director and ten percent owner, received 18,199 and 12,284 restricted stock units on August 13, 2025. On August 14, 2025, Mr. Blitzer also sold 3,813,334 warrants to purchase common stock at $5.70. Inflection Point Holdings II LLC distributed 6,000,000 private placement warrants to its members.
In other recent news, USA Rare Earth Inc. has seen significant developments that may interest investors. Cantor Fitzgerald raised its price target for the company to $20, citing impressive second-quarter 2025 results that support their investment thesis. Similarly, Canaccord Genuity increased its price target to $21, attributing the change to revised financial models and higher magnet price assumptions. Benchmark maintained its Buy rating with a $15 price target, highlighting a promising company update that included strong customer interest and an earlier commissioning phase.
Additionally, USA Rare Earth signed a memorandum of understanding with Enduro Pipeline Services to supply neodymium magnets for pipeline cleaning tools, with production set to start in early 2026. This agreement involves supplying high-powered magnets for Enduro’s "intelligent pigs," which are advanced tools for pipeline cleaning and inspection. These recent moves underscore the company’s strategic initiatives and potential for growth in the magnet market.
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