American Resources Corporation (AREC)

American Resources Corp. (AREC) stock has experienced notable movements in the past six months. The stock increased by 340.32% over the last 12 months, with a year-to-date return of 10.08%, but decreased by 15.48% in the past month. As of early February 2026, AREC traded at approximately $2.73. A significant event was ReElement Technologies Corporation securing a $200 million strategic equity facility, leading to a 276% rally in AREC shares over the preceding six months. Additionally, shares of U.S. rare earth miners, including AREC, rose following President Trump's announcement of a $12 billion critical mineral reserve. The company last reported earnings on November 14, 2024, after market close, with shares declining 13.3% the day following the announcement.

The demand for American Resources Corp.'s products exhibits seasonal patterns influenced by their industrial applications. Rare earth elements experience a peak season from October to November due to pre-Christmas overseas demand and domestic procurement. Metallurgical coal demand is generally stable but can be affected by broader industrial activity. Materials related to lithium-ion batteries typically experience a peak season in September and October, driven by consumer electronics demand and stockpiling.

American Resources Corporation (AREC) is a raw materials solutions provider focused on critical materials for infrastructure and electrification, operating in the mining and materials sector. The company extracts and processes high-quality raw materials, including metallurgical carbon and rare earth minerals, and reprocesses metals for recycling. AREC leverages proprietary technologies to enhance mineral extraction and is expanding into carbon capture and advanced materials from coal byproducts.

American Resources Corporation has a significant presence in the eastern United States, with metallurgical carbon complexes and rare earth mineral deposits in eastern Kentucky and southern West Virginia. It also has facilities in Indiana, including the Noblesville facility for lithium carbonate and REE oxides production, and the Marion Advanced Technology Center for pre-processing and full-scale processing. AREC's partnership with ReElement Technologies Corporation plans to develop additional refining facilities across the United States and select international locations.

American Resources Corporation generally holds a positive brand reputation among analysts. It has a consensus rating of "Moderate Buy" from Wall Street analysts, with an average rating score of 2.60 based on four buy ratings and one sell rating. MarketBeat evaluated AREC higher than 65% of companies and ranked it 50th out of 170 stocks in the basic materials sector. The company emphasizes its commitment to environmental stewardship, innovation, and sustainable and responsible extraction practices.

American Resources Corporation has a diverse ownership structure. Institutions hold 11.11% of shares, private corporations hold 9.65%, individuals and insiders hold 11.33%, and hedge fund managers hold 9.73%. The remaining 58.19% is held by the public and other entities. Major institutional shareholders include Vanguard Group Inc., VTSMX, VEXMX, BlackRock, Inc., and Geode Capital Management, Llc. Insiders who own company stock include Properties Ltd Golden, Mark C Jensen, and Kirk Patrick Taylor.