USA Rare Earth, Inc. USAR
At closeNov 6, 2026, 6:25 PM EST
After hours · Nov 6, 6:25 PM ET
- YTD
- -30.88%
- 1 year
- -48.01%
- Market cap
- 3.09B
- Revenue (ttm)
- 13.16M
- EPS (ttm)
- -2.49
- Shares out
- 375.08M
- Forward P/E
- 274.17
- YTD return
- -30.88%
- 1-year return
- -48.01%
- Volume
- 13.25M
- Avg volume
- 13.59M
- Open
- 7.78
- Previous close
- 7.42
- Day's range
- 7.47 – 8.29
- 52-week range
- 6.84 – 32.80
- Beta
- 2.82
- Price target
- 35.13 (+327.1%)
- Earnings date
- Nov 9, 2026
5D -1.53 (-15.77%)
Key statistics
- Enterprise value
- 298.16M
- PEG ratio
- 0.00
- Price / sales
- 234.39
- Price / book
- 0.79
- 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
- 13.45
- 200-day average
- 18.70
Analyst view
- Target (low)
- 21.00
- Target (mean)
- 35.13
- Target (high)
- 45.00
- Strong buy1
- Buy8
- Hold0
- Sell0
- Strong sell0
Next earnings
Nov 9, 2026
Expected Nov 9, 2026. Consensus EPS estimate -0.146.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Nov 9, 2026 | Sep 30, 2026 | -0.09833 | — | — | — |
| 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% |
| Aug 11, 2025 | Jun 30, 2025 | -0.13 | -0.08 | +0.05 | +38.46% |
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
China's Rare-Earth Export Pause Expires Nov. 10. Here's What It Means for USA Rare Earth and MP Materials.
USA Rare Earth Announces Date for Release of Third Quarter 2026 Results and Conference Call
USA Rare Earth to Report Q3 Earnings: What's in Store for the Stock?
Critical Metals Sinks 11% as European Lithium Deal Nears New Share Issuance; USA Rare Earth Tumbles 10%, MP Materials Falls 6%
Why Is MP Materials Stock Surging on Tuesday?
Pentair, JetBlue Airways, Hawkins And Other Big Stocks Moving Higher On Tuesday
Jim Cramer Calls Celsius 'A Second-Rate Monster,' Says Stick With the Original The Joint U.S.-Ukrainian Reconstruction Investment Fund Has Sealed Its First Critical Minerals Deal Alongside Four Other New Projects
USA Rare Earth Rides Greenland Rally — But It Owns Nothing There USA Rare Earth, Pasqal And Riven Systems Announce Strategic Partnership To Develop Next-Gen Separation Technology For Rare Earth Value Chain
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 | 127.98M | Jun 29, 2026 |
| State Street Corporation | 3.61% | 13,522,226 | 111.22M | Jun 29, 2026 |
| Alyeska Investment Group, L.p. | 3.01% | 11,290,321 | 92.86M | Jun 29, 2026 |
| UBS Group AG | 2.38% | 8,913,844 | 73.32M | Jun 29, 2026 |
| Price (T.Rowe) Associates Inc | 2.38% | 8,913,480 | 73.31M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 2.20% | 8,240,608 | 67.78M | 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 | 76.97M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1.61% | 6,021,672 | 49.53M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 1.50% | 5,640,373 | 46.39M | Sep 29, 2026 |
| T. Rowe Price New Horizons Fund, Inc. | 0.62% | 2,312,019 | 19.02M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 0.58% | 2,172,935 | 17.87M | Jun 29, 2026 |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 0.57% | 2,134,149 | 17.55M | Aug 30, 2026 |
