USA Rare Earth, Inc. USAR
7.86 USD -0.90 (-10.27%)
Nov 10, 2026, 11:33 AM EST
7.75 Day range 8.60
6.84 52-week range 32.80
- YTD
- -33.95%
- 1 year
- -54.38%
- Market cap
- 2.94B
- Revenue (ttm)
- 13.16M
- EPS (ttm)
- -2.49
- Shares out
- 375.08M
- Forward P/E
- 292.00
- YTD return
- -33.95%
- 1-year return
- -54.38%
- Volume
- 10.81M
- Avg volume
- 13.54M
- Open
- 8.27
- Previous close
- 8.76
- Day's range
- 7.75 – 8.60
- 52-week range
- 6.84 – 32.80
- Beta
- 2.82
- Price target
- 35.13 (+346.9%)
- Earnings date
- Mar 29, 2027
5D -1.03 (-11.70%)
Key statistics
- Enterprise value
- 495.16M
- PEG ratio
- 0.00
- Price / sales
- 249.63
- Price / book
- 0.84
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 0.00%
- Free cash flow
- -283.96M
- Total cash
- 1.53B
- Total debt
- 3.20M
- Return on equity
- -23.56%
- Short % of float
- 13.77%
- 50-day average
- 13.23
- 200-day average
- 18.63
Analyst view
Price target (mean) 35.13 +346.9% upside
Now 7.86
- Target (low)
- 21.00
- Target (mean)
- 35.13
- Target (high)
- 45.00
Ratings (0m) 9 9 buy · 0 hold · 0 sell
- Strong buy1
- Buy8
- Hold0
- Sell0
- Strong sell0
Next earnings
Mar 29, 2027
Expected Mar 29, 2027. Consensus EPS estimate -0.146.
Financials — quick view
USAR Revenue — quarterly 5.82M
USAR Net income — quarterly -10.33M
USAR EPS — quarterly -0.03
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Mar 29, 2027 | Dec 30, 2026 | -0.15 | — | — | — |
| Nov 9, 2026 | Sep 30, 2026 | -0.09833 | -0.44 | -0.34 | -347.47% |
| Aug 10, 2026 | Jun 30, 2026 | -0.11204 | -0.15 | -0.04 | -33.88% |
| May 13, 2026 | Mar 31, 2026 | -0.13 | -0.12 | +0.01 | +7.69% |
| Mar 30, 2026 | Dec 31, 2025 | -0.12 | -0.19 | -0.07 | -58.33% |
| Nov 6, 2025 | Sep 30, 2025 | -0.0975 | -1.64 | -1.54 | -1,582.05% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Sep 2, 2026 | Jefferies | init | — | Buy |
| Jul 22, 2026 | Needham | main | Buy | Buy |
| Jul 21, 2026 | Roth Capital | main | Buy | Buy |
| Jun 1, 2026 | Needham | init | — | Buy |
| May 14, 2026 | Wedbush | reit | Outperform | Outperform |
| May 14, 2026 | Cantor Fitzgerald | main | Overweight | Overweight |
About USA Rare Earth, Inc.
USA Rare Earth, Inc. engages in mining, processing, and supplying rare earths and other critical minerals in the United States, Europe, and Asia. It primarily explores neodymium, dysprosium, terbium, yttrium, gallium, hafnium, praseodymium, samarium, oxides, and other critical minerals. The company holds interests in the Round Top Mountain located near Sierra Blanca, Texas. It products are used in aerospace, defense, semiconductors, data centers, physical AI, energy, mobility, healthcare, and numerous industrial sectors. It has a hydrometallurgical demonstration facility in Wheat Ridge, Colorado. USA Rare Earth, Inc. has a strategic partnership with Pasqal and Riven Systems to develop next-generation separation technology for the rare earth value chain. USA Rare Earth, Inc. was founded in 2019 and is based in Stillwater, Oklahoma.
- Sector
- Basic Materials
- Industry
- Other Industrial Metals & Mining
- Country
- United States
- Website
- usare.com
News
USA Rare Earth Has Started Selling Magnets. But There’s a Catch Investors Should Know 
Cantor Fitzgerald Maintains Overweight on USA Rare Earth, Lowers Price Target to $30 
What USA Rare Earth (USAR) Said on Its Q3 Earnings Call 
USA Rare Earth, Inc. (USAR) Q3 2026 Earnings Call Transcript 
USA Rare Earth Q3 2026 Earnings Call Transcript 
USA Rare Earth Shares Dip After Q3 Misses Estimates 
USA Rare Earth Initiates Shipment Of Mixed Rare Earth Carbonate To US Sile Under 15-Year Agreement 
USA Rare Earth Achieves First Production And Delivery Of Yttrium Oxide Samples From Its Demonstration Plant In Wheat Ridge, Colorado - USA Rare Earth Q3 Adj. EPS $(0.44) Misses $(0.16) Estimate, Sales $3.002M Miss $13.252M Estimate
China's Rare-Earth Export Pause Expires Nov. 10. Here's What It Means for USA Rare Earth and MP Materials.
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BLITZER MICHAEL | Director | Conversion of Exercise of derivative security | May 19, 2026 | 4,002,980 |
| CAULFIELD THOMAS | Director | Stock Award(Grant) | Sep 30, 2026 | 57,208 |
| GUTNICK MORDECHAI ZEV | Director | Conversion of Exercise of derivative security | May 19, 2026 | 15,580,700 |
| HUMPTON BARBARA | Officer | Sale | Oct 1, 2026 | 130,939 |
| INFLECTION POINT HOLDINGS II LLC | Beneficial Owner of more than 10% of a Class of Security | Conversion of Exercise of derivative security | Mar 11, 2025 | 0 |
| KERN PAUL J | Director | Conversion of Exercise of derivative security | May 19, 2026 | 209,518 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 4.15% | 15,560,453 | 136.31M | Jun 29, 2026 |
| State Street Corporation | 3.61% | 13,522,226 | 118.45M | Jun 29, 2026 |
| Alyeska Investment Group, L.p. | 3.01% | 11,290,321 | 98.90M | Jun 29, 2026 |
| UBS Group AG | 2.38% | 8,913,844 | 78.09M | Jun 29, 2026 |
| Price (T.Rowe) Associates Inc | 2.38% | 8,913,480 | 78.08M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 2.20% | 8,240,608 | 72.19M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| SPDR SERIES TRUST-State Street SPDR S&P Metals & Mining ETF | 2.49% | 9,357,644 | 81.97M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.61% | 6,021,672 | 52.75M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 1.50% | 5,640,373 | 49.41M | Sep 29, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 0.62% | 2,312,019 | 20.25M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 0.58% | 2,172,935 | 19.03M | Jun 29, 2026 |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 0.57% | 2,134,149 | 18.70M | Aug 30, 2026 |