Lumida
/REX
⌘K
REX American Resources Corp

REX American Resources Corp

REX
$41.62USD↓-1.21%-0.51 today

MARKET CAP

1.4B

P/E (TTM)

16.6x

FWD P/E

—

DAY RANGE

$41 – $43

52W RANGE

$30
$53

AI Summary

Stalk
TrimMedium

REX remains in a persistent Stage 3 downtrend, forming lower highs and lower lows beneath declining EMAs. While a recent Bearish Exhaustion candle shows temporary buying support, price is still below the 9/20EMA and 50SMA, confirming medium-term bearish control. Short-term timing is neutral—bouncing off the 200DMA but unable to reclaim key EMAs. We recommend trimming positions on rallies into the 9/20/50 EMA confluence, anticipating continued downward pressure. Key risk is a sharper mean-reversion bounce back above declining EMAs that blunts selling momentum.

  • ↑Q1 net income rose to $18.5M from $8.7M, driven by lower corn costs and tax credits
  • ↑High profitability and positive momentum indicate robust financial health and investor demand
  • ↓Negative growth outlook and downward earnings revisions signal weakening fundamentals
Full analysis →

The case for & against

Bull & Bear analysis

Bearish

REX American Resources Corporation (NYSE: REX) is a leading player in the renewable energy sector, primarily focusing on the production of ethanol from corn. The company operates ethanol production facilities and is involved in carbon capture and sequestration projects. REX is strategically positioned to benefit from the increasing demand for alternative fuels and government incentives aimed at promoting cleaner energy solutions. As the industry continues to evolve, REX remains a vital participant in the growing energy transition landscape.

Bull says

  • ↑Q1 net income rose to $18.5M from $8.7M, driven by lower corn costs and tax credits
  • ↑High profitability and positive momentum indicate robust financial health and investor demand
  • ↑High sensitivity to rising oil prices may boost ethanol pricing and revenues
  • ↑Expanding ethanol capacity and carbon capture at One Earth and Gibson City facilities
  • ↑Favorable renewable energy legislation could unlock additional tax credits and revenue
  • ↑Q1 EPS of $0.56 beat consensus $0.14, reflecting earnings resilience

Bear says

  • ↓Negative growth outlook and downward earnings revisions signal weakening fundamentals
  • ↓Regulatory and policy uncertainty could constrain operations and investments
  • ↓Corn price volatility threatens margins due to high feedstock dependency
  • ↓Negative dividend yield factor raises concerns over sustainable shareholder returns
  • ↓Low institutional ownership and weak balance sheet quality deter support and financing
  • ↓High stock volatility risk may lead to sharp price swings

Investment themes with REX

Clean Energy↓ -1.64%

Renewable energy sources and technologies

BE · NXT · FSLR
Oil & Gas Exploration & Production↑ +0.68%

Upstream hydrocarbon extraction fueling energy markets

COP · EOG · VLO

Earnings Call · Q2 2025 · Mgmt. Guidance

Updated 09-02-2026neutral

Transcript signals

Bull points

  • Rex continues to maintain a strong financial position with no bank debt.
  • Rex continues to maintain a strong financial position with no bank debt.
  • During the second quarter, Rex extended our success in our core ethanol production business, moved our One Earth energy expansion project forward and saw supportive near-term tailwinds develop for our business as we head to the second half of the year.

Bear points

  • Gross profit for the second quarter was $14.3 million compared to $19.8 million in Q2 2024. This primarily reflects lower sales prices for dried distiller grains as the average price dropped from $164.45 to $143.63.
  • Income before taxes and non-controlling interest was approximately $12.1 million compared to $19.5 million in Q2 2024. That income attributable to direct shareholders was $7.1 million or 43 cents per dilated share compared to $12.4 million or 70 cents per dilated share in Q2 2024.
  • Gross profit for the second quarter was $14.3 million compared to $19.8 million in Q2 2024. This primarily reflects lower sales prices for dried distiller grains as the average price dropped from $164.45 to $143.63.
Read full transcript analysis ›