UAMY

Over the past six months, UAMY's stock price has seen significant fluctuations and a general decline, with a 48.58% decrease over 12 months and a -20.62% year-to-date return as of October 2, 2026. Key events include Q2 2026 financial results showing reduced revenue and an operating loss, leading to a cut in full-year 2026 revenue guidance. The company announced a $100 million share repurchase program, secured a sole-source contract with the Defense Logistics Agency (DLA) for up to $245 million, and received $27 million in Defense Production Act funding. Management changes included Shawn Winkler becoming CFO and CEO Gary Evans receiving a new contract. An update on mining operations at Stibnite Hill in Montana indicated increased ore movement. Texas Capital Securities initiated coverage with a 'Buy' rating, citing the company's vertical integration and DLA contract, but broader market trends in critical minerals and small-cap materials, along with surging U.S. Treasury yields, have pressured the stock.