United States Antimony (NYSEAM:UAMY) turned heads after landing an exclusive five-year contract to supply the U.S. Defense Logistics Agency with antimony. This move immediately raised its strategic profile for investors.
See our latest analysis for United States Antimony.
United States Antimony’s share price has caught serious momentum, jumping over 136% in the past month and soaring 626% year-to-date. This growth has been fueled by a fresh Pentagon supply contract, new mining assets, and a rapid expansion funded by more than $50 million in recent equity raises. The one-year total shareholder return sits at an eye-popping 1,727%, highlighting just how quickly sentiment has shifted as investors focus on its leadership in domestic antimony supply and scale-up ambitions.
If you’re curious about what else is powering big moves in minerals and defense, this is a great moment to discover See the full list for free.
But with shares rocketing and future growth targets ambitious, is United States Antimony still flying under the radar? Or is the entire Pentagon-fueled surge already priced in by the market?
Most Popular Narrative: 67.5% Overvalued
United States Antimony is trading well above the consensus fair value, with the $7.50 target notably lower than its $12.56 last close. This sets up a debate over whether optimism about new contracts and domestic dominance has gotten ahead of the numbers.
The company is in late-stage discussions with U.S. government agencies (including DoD and DLA) regarding critical mineral offtake and funding. Any resulting contracts or incentives would provide long-term, recurring, premium-priced revenue and earnings, leveraging the strategic value of being the only domestic antimony processor as U.S. policy shifts toward supply chain security and China de-risking.
Want to know how bold revenue multipliers and margin leaps are used to justify this high price target? The most popular narrative leans on rare catalysts, future government deals, and a forecast of breakneck growth. Find out what assumptions make this valuation tick.
Result: Fair Value of $7.50 (OVERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, significant permitting delays or environmental opposition could derail expansion. This could threaten revenue growth and shake optimism around United States Antimony’s future trajectory.
Find out about the key risks to this United States Antimony narrative.
Another View: Deep Discount by Our DCF Model
While analysts call United States Antimony overvalued based on optimistic revenue growth and government contracts, our DCF model paints a strikingly different picture. It values the company at $35.09, placing the current price at a steep 64% discount. Could the market be missing an opportunity, or are these future cash flows just too risky to trust?
Look into how the SWS DCF model arrives at its fair value.
UAMY Discounted Cash Flow as at Oct 2025
Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out United States Antimony for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match – so you never miss a potential opportunity.
Build Your Own United States Antimony Narrative
Feel like you see the story differently or want to run your own numbers? Anyone can dig into the data and shape a unique outlook in minutes. Do it your way
A great starting point for your United States Antimony research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data
and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your
financial situation. We aim to bring you long-term focused analysis driven by fundamental data.
Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.
Simply Wall St has no position in any stocks mentioned.
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