Analyst consensus for the third quarter of 2026 projects revenue of approximately $16.8 million and an EPS loss of $0.01, while the current stock price of $3.35 sits significantly below the $10.12 average analyst price target.
The primary story for investors is the execution of the $245 million Defense Logistics Agency (DLA) contract, specifically the timing of revenue recognition for the first shipments of mil-spec antimony ingots.
United States Antimony recently lowered its full-year revenue guidance due to antimony price volatility, though the company remains a critical domestic asset as China's November 27 export restriction deadline approaches. Market participants are also monitoring the throughput impact of the Thompson Falls smelter expansion and recent permanent CFO leadership changes.