United States Antimony (UAMY) shares rose 11% to $3.18, while USA Rare Earth (USAR) fell 3% to $10.22 and Critical Metals (CRML) dropped 4%. UAMY is the sole Western Hemisphere producer of military-specification antimony ingots under a long-term Defense Logistics Agency supply contract worth $245 million, with $57.3 million in cumulative orders so far, and it reported increased Q3 2026 deliveries. Inventory was built to $21.6 million to support contract deliveries. However, the company cut its full-year revenue guidance to $60 million to $75 million, and its average selling prices fell 52% year over year. The stock is still down 37% year to date, and the REMX rare earth ETF slipped 0.9%.
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