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REREX

REX American Resources Corporation

$REX·$1.4B·Chemicals·Basic Materials
$40.45-3.0%YTD+32.7%1Y+25.0%
Price updated 6h ago·X counts updated 8d ago
REREX
$REXREX American Resources Corporation
$40.45-3.04%148 posts1.1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $REX on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

148X posts · last 7 days
Oct 2Oct 11
Chatter Meter
1.1×
QuietNormal · 1×Loud

How loud $REX's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 82% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-09-15

REX AI crypto community celebrates a 7.5x reversal move from $80K to $600K+ MC in days on Robinhood Chain, with $1M MC framed as the next target. Chatter is off-topic to REX American Resources the equity — pure crypto pump momentum.

Read what X is saying about $REX

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $REX — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

REX American is a profitable small-cap ethanol producer — the X thread is a Robinhood Chain pump, not this stock.

REX American Resources operates ethanol-production and related agricultural-processing assets — a small-cap, profitable commodity business with a clean balance sheet and management discipline.

  • The business is actually profitable: Q1 revenue +18% YoY at a 20% operating margin and ROIC of 12.7% — these are strong metrics for an ethanol producer, with the Q1 fundamentals comfortably above the TTM.
  • At 11.4x PE and 2x sales the stock is reasonably valued for the quality — the market is pricing in commodity-cycle risk but the balance sheet and buyback history argue for durability.
  • 52-week range position is 58% with vol multiplier 1.57 — above-average volume in a mid-range setup, which usually precedes a directional break around the next earnings print.

Dec 3 Q3 is the gate — any continuation of 15%+ ethanol-crush margins plus a buyback acceleration extends the move. A corn-cost spike or an ethanol-pricing collapse and the stock gives back the YTD gain.

What to watch: Dec 3 Q3 — ethanol-crush margin, corn-cost trajectory, operating cash flow, and any buyback acceleration. A corn-cost spike or ethanol-pricing collapse is the clear invalidator.

On the calendar: 2026-12-03 — Q3 earnings

cashtag collision

Read the AI verdict on $REX

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Ethanol producer with interests in multiple biofuel plants, generating revenue from corn-based fuel-grade ethanol and distillers grains.

Industry overviewAI analysisGenerated by AI from underlying data

Where Chemicals sits in its cycle right now — and what that implies for $REX.

Chemicals · Basic Materials

Ethylene and propylene spreads are at cycle lows as US Gulf Coast capacity additions (Shell Petrochemicals, ExxonMobil Baytown complex) overlap with soft global demand. Specialty chemical segments serving semiconductors and batteries outperform commodity petchem; Chinese overcapacity in commodity chemicals is the primary global pricing depressant.

What this means for $REX

Neutral — Ethanol producer with interests in multiple biofuel plants, generating revenue from corn-based fuel-grade ethanol and distillers grains.

Top industry ETF

$XLBMaterials Select Sector SPDR
+10.5%YTD
+14.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
12.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
14.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
19.4%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
21.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Sep 2, 2026$1.06$0.42+149.8%
Q1 2026May 28, 2026$0.56$0.14+290.2%
Q4 2025Mar 26, 2026$1.32$0.14+810.3%
Q3 2025Dec 4, 2025$0.71$0.27+167.9%
Next earningsThu, Dec 3·consensus EPS $0.53

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$186.9M+17.9%28.5%20.2%$1.06$16.8M
Q1 FY26$164.0M+3.6%17.7%11.8%$0.56$-13.7M
Q4 FY25$158.0M-0.2%18.3%10.5%$1.32$41.0M
Q3 FY25$175.6M+0.4%20.6%15.9%$0.71$24.5M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$657.0M$657.0M – $657.0M$0.78$0.78 – $0.781
FY27$769.3M$769.3M – $769.3M$1.50$1.50 – $1.501

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.6×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.44%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-4.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 31.0M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.605-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 30Stuart A RoseExecutive COB50.0K sh$2.1MSellJun 18Stuart A RoseExecutive COB15.2K sh$663KSellJun 17Stuart A RoseExecutive COB69.3K sh$3.0MSellJun 11Stuart A RoseExecutive COB766 sh$34KSellJun 10Stuart A RoseExecutive COB1.1K sh$50KSellJun 8Stuart A RoseExecutive COB13.6K sh$614KSellJun 2Douglas BruggemanCFO5.1K sh$248K
+ 13 other (10 awards · 2 inkinds · 1 gift) in window

See when $REX insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeJul 18-K — Item 5.02: Officer or director change
8-KOfficer or director changeJun 128-K — Item 5.02: Officer or director change
8-KOfficer or director changeJun 38-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
+ 5 other (2 10-Qs · 2 earnings 8-Ks · 1 S-8) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

New Peptide ETF From REX Looks Beyond GLP-1 Drugsetftrends.com·6d ago131,006 Shares in REX American Resources Corporation $REX Acquired by Bank of America Corp DEdefenseworld.net·22d agoREX Shares Launches REX AI Chipmaking ETF (CHIP)businesswire.com·27d agoNew ETF Bets on the Machinery Behind AI Chipmakingetftrends.com·28d agoREX Financial Launches Alpha Sports to Build ETFs Tracking MLB and NHL Teams' Performancebusinesswire.com·29d ago

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Voices on X · last 7 days

No standout posts about $REX on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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