United States Antimony (UAMY) is back on investor radar after transforming into a fully integrated antimony producer outside China and Russia, while securing substantial long term and government supply contracts tied to its expanding mining and smelter footprint.
See our latest analysis for United States Antimony.
The latest 18.1% 1 day share price return, on top of a 231.3% 1 year total shareholder return and very large 3 year gains, suggests momentum is rebuilding after a 31.8% 90 day share price pullback, as investors weigh the new contracts and leadership changes against earlier volatility.
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With the share price already up very sharply over 1 year, analysts’ targets and intrinsic value estimates still sit well above the current US$5.93 level. This raises the question of whether there is still a mispricing here or whether markets are already factoring in future growth.
With United States Antimony last closing at US$5.93 versus a narrative fair value around US$9.67, the valuation hinges on aggressive growth, richer margins and capacity expansion.
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.
Curious what kind of revenue curve and margin uplift are baked in to justify that gap, and which future earnings multiple ties it all together?
Result: Fair Value of $9.67 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, there is still plenty that could trip this story up, including permitting setbacks at key projects and ore quality issues that disrupt production and cash flow.
Find out about the key risks to this United States Antimony narrative.
That 38.7% “undervalued” narrative sits alongside a very different signal from the market. At around 26x P/S, United States Antimony trades at more than 3x the US Metals and Mining average of 2.2x, and around 10x its fair ratio of 2.6x, which points to a lot of execution risk if growth or margins fall short.
See what the numbers say about this price — find out in our valuation breakdown.
NYSEAM:UAMY P/S Ratio as at Jan 2026
If this view does not fully match how you see the numbers, you can test the assumptions yourself and build a custom story in minutes, starting with Do it your way.
A great starting point for your United States Antimony research is our analysis highlighting 3 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.
Companies discussed in this article include UAMY.
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