UAMY shares surge 15.85% on strategic antimony positioning Pentagon contract

United States Antimony (UAMY) surged 15.85% in pre-market trading on January 6, 2026, driven by strategic positioning in the antimony market amid global supply chain tensions. As the sole North American producer of antimony, the company benefits from China’s tightening export controls and geopolitical risks that threaten global access to the critical mineral used in semiconductors and defense applications.

The firm’s recent $245 million Pentagon contract to replenish U.S. defense stockpiles underscores its role in securing domestic supply chains. With no immediate domestic competitors and antimony prices rising due to geopolitical uncertainty, U.S. Antimony’s revenue is forecasted to grow significantly, projecting $125 million in 2026 compared to $40–$43 million in 2025. The company’s dual focus on antimony and zeolite—another critical mineral for nuclear and industrial uses—further strengthens its strategic value.

Leadership developments, including the promotion of Melissa Pagen to head the zeolite division, highlight operational expansion plans. However, recent earnings missed expectations, with a $0.04 loss per share and $8.7 million in Q3 revenue, signaling challenges in scaling operations to meet demand. Despite volatility, the stock remains positioned to benefit from U.S. government support and long-term demand from AI and defense sectors.

Market analysts remain cautiously optimistic, noting that the company’s strategic importance in the critical minerals supply chain could lead to increased government contracts and subsidies. This, combined with rising demand for antimony in advanced technology and defense applications, suggests long-term upside potential despite short-term operational hiccups. Investors are advised to monitor quarterly revenue trends and contract announcements closely in the coming months.