After receiving government investment, USA Rare Earth is expected to achieve a breakeven point.

USA Rare Earth Chief Financial Officer Rob Steele told analysts on a conference call that government investment will allow the company to accelerate operations, with the company now forecasting cash flow breakeven by 2029. He said the company expects to achieve gross profit breakeven in 2027, and interest, tax, depreciation, and amortization (EBITDA) breakeven in 2028. The company also set a revenue target of $6 billion for 2032. Steele said, "We are excited about this deal as it speeds up our path to commercial scale." USA Rare Earth surged 21% in pre-market trading.